Advanced Micro Devices, Inc. $AMD Shares Acquired by DE Burlo Group Inc.

DE Burlo Group Inc. grew its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 455.8% during the 3rd quarter, HoldingsChannel reports. The firm owned 192,360 shares of the semiconductor manufacturer’s stock after buying an additional 157,750 shares during the quarter. Advanced Micro Devices accounts for about 3.8% of DE Burlo Group Inc.’s investment portfolio, making the stock its 10th biggest holding. DE Burlo Group Inc.’s holdings in Advanced Micro Devices were worth $31,122,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also made changes to their positions in AMD. Norges Bank acquired a new stake in Advanced Micro Devices in the 2nd quarter worth about $3,094,662,000. Jennison Associates LLC acquired a new position in shares of Advanced Micro Devices during the third quarter valued at approximately $626,826,000. Nordea Investment Management AB lifted its position in shares of Advanced Micro Devices by 203.7% in the third quarter. Nordea Investment Management AB now owns 3,905,148 shares of the semiconductor manufacturer’s stock valued at $631,892,000 after acquiring an additional 2,619,294 shares in the last quarter. Rafferty Asset Management LLC lifted its position in shares of Advanced Micro Devices by 56.0% in the second quarter. Rafferty Asset Management LLC now owns 6,772,923 shares of the semiconductor manufacturer’s stock valued at $961,078,000 after acquiring an additional 2,430,533 shares in the last quarter. Finally, Vanguard Group Inc. boosted its stake in shares of Advanced Micro Devices by 1.5% in the second quarter. Vanguard Group Inc. now owns 154,648,859 shares of the semiconductor manufacturer’s stock worth $21,944,673,000 after acquiring an additional 2,281,508 shares during the last quarter. Institutional investors and hedge funds own 71.34% of the company’s stock.

Advanced Micro Devices Price Performance

AMD stock opened at $203.23 on Wednesday. Advanced Micro Devices, Inc. has a 52-week low of $76.48 and a 52-week high of $267.08. 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 stock has a market cap of $331.35 billion, a price-to-earnings ratio of 76.69, a price-to-earnings-growth ratio of 0.76 and a beta of 1.98. The business has a fifty day moving average of $217.27 and a two-hundred day moving average of $209.74.

Advanced Micro Devices (NASDAQ:AMD) last announced its quarterly earnings results 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 business had revenue of $10.27 billion for the quarter, compared to analyst estimates of $9.65 billion. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.The company’s quarterly revenue was up 34.1% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.09 EPS. As a group, research analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current year.

Key Advanced Micro Devices News

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

• Positive Sentiment: CEO Lisa Su said AMD’s partnership with Meta Platforms could become a “triple‑digit billion dollar” deal, signaling material long‑term revenue potential from hyperscaler AI infrastructure contracts. Read More.
• Positive Sentiment: AMD and Adeia resolved their litigation and struck a multi‑year IP license, removing a legal overhang and clearing the way to use/monetize 3D V‑Cache and hybrid‑bonding tech. That supports product roadmaps and reduces execution risk. Read More.
• Positive Sentiment: AMD led/participated in a strategic push with Xanadu (quantum) — integrating AMD HPC/AI stack with PennyLane and participating in funding — which highlights AMD’s role in advanced compute partnerships beyond classical GPUs/CPUs. Read More.
• Positive Sentiment: Product and ecosystem wins: AMD expanded its Ryzen AI Embedded P100 line and gained BlackBerry QNX support for Ryzen Embedded processors, broadening addressable markets in automotive, robotics and medical devices. Read More.
• Neutral Sentiment: Market/sector context — Nvidia’s GTC and continued AI enthusiasm (and TSMC’s revenue surge on AI demand) keep sector multiple dynamics in focus; positive developer momentum for competitors could both lift the group and maintain competitive pressure on AMD. Read More.
• Neutral Sentiment: Q4/near‑term fundamentals discussion: social and analyst commentary highlights resilient Q4 results, robust gross margins and guidance for high‑teens/30s% revenue growth — supportive but some analysts warn of steady (not explosive) GPU revenue ramp. Read More.
• Negative Sentiment: Big institutional moves and insider flows are mixed but notable: QuiverQuant shows UBS AM sharply reduced its AMD stake (reported large Q4 sell), even as BlackRock and others added — large portfolio churn can pressure near‑term liquidity/price. Read More.
• Negative Sentiment: Regulatory/export risk: U.S. proposals to tie exports of advanced AI chips to foreign investment in U.S. data centers could limit AMD’s addressable overseas sales or complicate large hyperscaler deals. Read More.

Insiders Place Their Bets

In other Advanced Micro Devices news, EVP Forrest Eugene Norrod sold 19,450 shares of the stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $216.81, for a total transaction of $4,216,954.50. Following the completion of the transaction, the executive vice president owned 289,098 shares of the company’s stock, valued at $62,679,337.38. This trade represents a 6.30% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, SVP Ava Hahn sold 2,442 shares of the business’s stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $234.42, for a total transaction of $572,453.64. Following the completion of the sale, the senior vice president directly owned 16,359 shares in the company, valued at $3,834,876.78. This trade represents a 12.99% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 271,892 shares of company stock valued at $58,476,908 over the last 90 days. 0.06% of the stock is owned by company insiders.

Analysts Set New Price Targets

Several brokerages recently commented on AMD. China Renaissance started coverage on Advanced Micro Devices in a research report on Tuesday, January 13th. They set a “buy” rating and a $291.00 price target for the company. Melius Research set a $380.00 target price on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. Morgan Stanley dropped their target price on shares of Advanced Micro Devices from $260.00 to $255.00 and set an “equal weight” rating for the company in a report on Wednesday, February 4th. Barclays reissued an “overweight” rating on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. Finally, TD Cowen restated a “buy” rating on shares of Advanced Micro Devices in a research report on Wednesday, February 25th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and ten have assigned a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $290.53.

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.