Vanguard Group Inc. Purchases 1,348,892 Shares of Advanced Micro Devices, Inc. $AMD

Vanguard Group Inc. raised its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 0.9% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 155,997,751 shares of the semiconductor manufacturer’s stock after purchasing an additional 1,348,892 shares during the quarter. Vanguard Group Inc. owned 0.10% of Advanced Micro Devices worth $25,238,876,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Impax Asset Management Group plc increased its position in Advanced Micro Devices by 326.5% in the third quarter. Impax Asset Management Group plc now owns 52,068 shares of the semiconductor manufacturer’s stock worth $8,424,000 after purchasing an additional 39,861 shares during the last quarter. Waterfront Wealth Inc. bought a new stake in shares of Advanced Micro Devices in the 2nd quarter valued at approximately $1,145,000. Global Retirement Partners LLC bought a new position in shares of Advanced Micro Devices during the 2nd quarter valued at approximately $4,519,000. Cornercap Investment Counsel Inc. raised its stake in shares of Advanced Micro Devices by 43.3% in the second quarter. Cornercap Investment Counsel Inc. now owns 12,245 shares of the semiconductor manufacturer’s stock valued at $1,738,000 after acquiring an additional 3,702 shares during the period. Finally, Swiss National Bank boosted its stake in shares of Advanced Micro Devices by 7.5% during the 2nd quarter. Swiss National Bank now owns 4,917,975 shares of the semiconductor manufacturer’s stock worth $697,861,000 after purchasing an additional 341,000 shares during the period. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Key Headlines Impacting Advanced Micro Devices

Here are the key news stories impacting Advanced Micro Devices this week:

• Positive Sentiment: AMD announced a partnership with Tata Consultancy Services (TCS) to deploy its Helios rack‑scale AI architecture in India (200MW deployment) — expands AMD’s enterprise AI footprint, supports sovereign/large-scale AI initiatives and could drive multi‑year data‑center revenue. AMD and TCS to bring state-of-the-art ‘Helios’ rack-scale AI architecture to India
• Positive Sentiment: DA Davidson upgraded AMD — analyst upgrades can boost buying and justify higher target prices, reinforcing momentum after strong earnings and data‑center guidance. Advanced Micro Devices (NASDAQ:AMD) Upgraded at DA Davidson
• Positive Sentiment: Wall Street commentary is bullish: coverage highlighting potential ~40% upside and favorable medium‑term growth from data center and PC demand supports a positive narrative for shares. Is AMD Stock a Buy? Why Wall Street Sees 40% Upside From Here.
• Positive Sentiment: Media/TV coverage (Jim Cramer) argued AMD had been oversold and that decline was overdone, which can trigger retail buying and short-covering. Advanced Micro Devices Inc. (AMD) Was Down Way Too Much, Says Jim Cramer
• Neutral Sentiment: Analysts’ consensus remains constructive (average “Moderate Buy”) — supportive but not a dramatic upgrade; reinforces steady demand expectations rather than an immediate catalyst. Advanced Micro Devices, Inc. (NASDAQ:AMD) Receives Average Recommendation of “Moderate Buy” from Analysts
• Neutral Sentiment: Industry write‑ups comparing AMD to Nvidia note AMD’s strong inference opportunity but underscore Nvidia’s GPU leadership — these sector comparisons shape longer‑term expectations but are mixed near‑term signals. Better Artificial Intelligence Stock: Nvidia vs. AMD
• Negative Sentiment: Insider selling: AMD’s CEO sold about $26.8M of stock — a notable exit that can weigh on sentiment and prompt investor caution despite company fundamentals. Insider Selling: Advanced Micro Devices (NASDAQ:AMD) CEO Sells $26,795,000.00 in Stock

Wall Street Analysts Forecast Growth

Several brokerages have commented on AMD. Piper Sandler upped their price objective on Advanced Micro Devices from $280.00 to $300.00 and gave the company an “overweight” rating in a research report on Monday, January 26th. Stifel Nicolaus increased their price target on Advanced Micro Devices from $240.00 to $280.00 and gave the stock a “buy” rating in a research report on Wednesday, November 5th. Mizuho increased their target price on shares of Advanced Micro Devices from $275.00 to $285.00 and gave the stock an “outperform” rating in a report on Wednesday, November 12th. UBS Group set a $310.00 price target on Advanced Micro Devices in a research report on Wednesday, February 4th. Finally, Rosenblatt Securities reissued a “buy” rating and issued a $300.00 price objective on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and ten have issued a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $288.17.

Insider Buying and Selling

In related news, CEO Lisa T. Su sold 125,000 shares of the firm’s stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $214.36, for a total transaction of $26,795,000.00. Following the transaction, the chief executive officer owned 3,152,476 shares in the company, valued at $675,764,755.36. This trade represents a 3.81% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, SVP Ava Hahn sold 2,442 shares of Advanced Micro Devices stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $234.42, for a total value of $572,453.64. Following the transaction, the senior vice president directly owned 16,359 shares in the company, valued at approximately $3,834,876.78. This trade represents a 12.99% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 291,342 shares of company stock worth $62,938,155 in the last ninety days. 0.06% of the stock is owned by corporate insiders.

Advanced Micro Devices Price Performance

NASDAQ:AMD opened at $207.32 on Monday. The company has a 50 day moving average price of $221.32 and a 200-day moving average price of $206.28. The firm has a market cap of $338.02 billion, a price-to-earnings ratio of 78.23, a price-to-earnings-growth ratio of 0.78 and a beta of 1.94. Advanced Micro Devices, Inc. has a 1-year low of $76.48 and a 1-year high of $267.08. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.85 and a quick ratio of 2.01.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings data on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.32 by $0.21. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. The business had revenue of $10.27 billion for the quarter, compared to the consensus estimate of $9.65 billion. During the same period last year, the firm posted $1.09 earnings per share. The company’s revenue was up 34.1% compared to the same quarter last year. Equities research analysts forecast that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

Advanced Micro Devices Company Profile

Advanced Micro Devices, Inc (NASDAQ: AMD) is a global semiconductor company that designs and sells microprocessors, graphics processors, chipsets and adaptive computing solutions for a broad set of markets. The company’s product portfolio includes consumer and commercial CPUs under the Ryzen and Threadripper brands, data center processors under the EPYC brand, and Radeon graphics processing units for gaming and professional visualization. AMD also offers semi-custom system-on-chip (SoC) products for gaming consoles and other specialized applications, and provides supporting software and platform technologies for OEMs, cloud service providers and end users.

Founded in 1969, AMD has evolved from a supplier of logic chips into a diversified, fabless semiconductor designer.