First National Bank of Omaha Takes Position in Advanced Micro Devices, Inc. $AMD

First National Bank of Omaha bought a new position in Advanced Micro Devices, Inc. (NASDAQ:AMD) during the 3rd quarter, Holdings Channel reports. The institutional investor bought 26,153 shares of the semiconductor manufacturer’s stock, valued at approximately $4,231,000.

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

Key Stories Impacting Advanced Micro Devices

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

• Positive Sentiment: AMD expanded its Helios rack‑scale AI partnership with Tata Consultancy Services to roll out large-scale AI infrastructure in India, supporting enterprise adoption and positioning AMD against Nvidia in a fast‑growing market. AMD and TCS to bring state-of-the-art ‘Helios’ rack-scale AI architecture to India
• Positive Sentiment: Analysts and some commentators say data-center demand is strong and recent company commentary set new records for data-center bookings, arguing the market’s sell-off is an overreaction — a bullish structural signal for long‑term revenue growth. AMD Sell-Off Shocks Analysts as Data Center Demand Sets New Record
• Positive Sentiment: Wall Street coverage remains largely positive with multiple buy/outperform ratings and a median 6‑month price target well above current levels, which supports upside sentiment for investors looking past short‑term volatility. SPY is down 0.4% today, on AMD stock price movement
• Neutral Sentiment: The board granted CEO a long‑term performance‑based equity award (Feb. 10–11); standard for tech firms but dilutive over time depending on vesting metrics. AMD Grants CEO Long-Term Performance-Based Equity Award
• Neutral Sentiment: Coverage pieces (Zacks/Fool/others) highlight AMD as a strong growth/AI play, reinforcing the growth narrative but not changing near‑term catalysts. Here’s Why Advanced Micro Devices (AMD) is a Strong Growth Stock
• Negative Sentiment: Reports surfaced of a delay to the Instinct MI455X accelerator, a direct execution risk for AMD’s data‑center roadmap and a key reason cited for weakness in the stock today. AMD Stock Falls on Reported Instinct MI455X Delay
• Negative Sentiment: Market reaction to product/competitive news from Nvidia and Meta triggered an after‑hours selloff, amplifying volatility despite AMD’s positive updates. Why AMD Stock Slipped Today and Why One Investor Says ‘Buy the Dip’
• Negative Sentiment: Significant insider selling has been reported (including CEO sales), which can weigh on investor sentiment even if insiders cite diversification or tax reasons. Insider Selling: Advanced Micro Devices (NASDAQ:AMD) CEO Sells $26,795,000.00 in Stock
• Negative Sentiment: Some analysts remain critical of near‑term execution and have voiced that recent results or guidance are “not good enough,” adding downward pressure on sentiment. ‘It’s Not Good Enough,’ Says Analyst About AMD Stock

Advanced Micro Devices Trading Down 2.0%

Shares of AMD opened at $203.08 on Wednesday. The stock has a market capitalization of $331.10 billion, a P/E ratio of 76.63, a PEG ratio of 0.78 and a beta of 1.94. The company has a quick ratio of 2.01, a current ratio of 2.85 and a debt-to-equity ratio of 0.04. The firm has a fifty day simple moving average of $220.68 and a two-hundred day simple moving average of $206.72. Advanced Micro Devices, Inc. has a twelve month low of $76.48 and a twelve month high of $267.08.

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

Analysts Set New Price Targets

Several research analysts recently issued reports on AMD shares. CICC Research upgraded shares of Advanced Micro Devices from a “market perform” rating to an “outperform” rating and set a $265.00 target price for the company in a research report on Friday, November 7th. Sanford C. Bernstein set a $235.00 price objective on Advanced Micro Devices in a report on Wednesday, February 4th. JPMorgan Chase & Co. raised their price objective on Advanced Micro Devices from $180.00 to $270.00 and gave the company a “neutral” rating in a report on Wednesday, November 5th. Evercore upped their target price on Advanced Micro Devices from $283.00 to $328.00 and gave the stock an “outperform” rating in a research note on Wednesday, February 4th. Finally, Loop Capital set a $290.00 price target on shares of Advanced Micro Devices and gave the stock a “buy” rating in a research note on Wednesday, November 5th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and ten have given a Hold rating to the company’s stock. According to MarketBeat.com, Advanced Micro Devices presently has a consensus rating of “Moderate Buy” and a consensus target price of $288.17.

Insiders Place Their Bets

In other news, CEO Lisa T. Su sold 125,000 shares of the business’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 directly owned 3,152,476 shares of the company’s stock, valued at approximately $675,764,755.36. The trade was a 3.81% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the firm’s stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $216.81, for a total value of $4,216,954.50. Following the completion of the sale, the executive vice president directly owned 289,098 shares of the company’s stock, valued at $62,679,337.38. The trade was a 6.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 271,892 shares of company stock worth $58,476,908. 0.06% of the stock is currently owned by company insiders.

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.