Sei Investments Co. Buys 818,648 Shares of Advanced Micro Devices, Inc. $AMD

Sei Investments Co. increased its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 85.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,775,627 shares of the semiconductor manufacturer’s stock after purchasing an additional 818,648 shares during the period. Sei Investments Co.’s holdings in Advanced Micro Devices were worth $287,281,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the stock. Vanguard Group Inc. boosted its holdings in Advanced Micro Devices by 0.9% during the third quarter. Vanguard Group Inc. now owns 155,997,751 shares of the semiconductor manufacturer’s stock worth $25,238,876,000 after buying an additional 1,348,892 shares during the last quarter. State Street Corp increased its stake in shares of Advanced Micro Devices by 0.8% in the 2nd quarter. State Street Corp now owns 72,069,259 shares of the semiconductor manufacturer’s stock valued at $10,226,628,000 after acquiring an additional 581,330 shares during the last quarter. Norges Bank bought a new stake in shares of Advanced Micro Devices in the 2nd quarter valued at about $3,094,662,000. Invesco Ltd. raised its position in shares of Advanced Micro Devices by 6.1% in the 2nd quarter. Invesco Ltd. now owns 12,534,569 shares of the semiconductor manufacturer’s stock valued at $1,778,655,000 after acquiring an additional 715,557 shares during the period. Finally, Legal & General Group Plc raised its position in shares of Advanced Micro Devices by 1.7% in the 3rd quarter. Legal & General Group Plc now owns 11,579,113 shares of the semiconductor manufacturer’s stock valued at $1,873,385,000 after acquiring an additional 191,590 shares during the period. Institutional investors own 71.34% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts recently issued reports on AMD shares. Royal Bank Of Canada restated a “sector perform” rating and set a $230.00 price objective on shares of Advanced Micro Devices in a report on Wednesday, February 25th. Phillip Securities upgraded shares of Advanced Micro Devices from a “moderate buy” rating to a “strong-buy” rating in a report on Sunday, February 8th. Morgan Stanley reduced their price target on shares of Advanced Micro Devices from $260.00 to $255.00 and set an “equal weight” rating on the stock in a research report on Wednesday, February 4th. Cantor Fitzgerald reissued an “overweight” rating on shares of Advanced Micro Devices in a report on Monday, February 2nd. Finally, Wall Street Zen upgraded shares of Advanced Micro Devices from a “hold” rating to a “buy” rating in a research report on Monday, January 26th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and ten have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $290.53.

Insider Buying and Selling at Advanced Micro Devices

In other Advanced Micro Devices news, SVP Ava Hahn sold 2,442 shares of Advanced Micro Devices stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $234.42, for a total value of $572,453.64. Following the sale, the senior vice president owned 16,359 shares of the company’s stock, valued at $3,834,876.78. This trade represents a 12.99% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CEO Lisa T. Su sold 125,000 shares of the business’s stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $214.36, for a total value of $26,795,000.00. Following the completion of the sale, the chief executive officer owned 3,152,476 shares in the company, valued at approximately $675,764,755.36. This trade represents a 3.81% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 146,892 shares of company stock valued at $31,584,408 in the last 90 days. 0.06% of the stock is currently owned by company insiders.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: AMD struck a multi‑year patent/licensing agreement with Adeia, resolving litigation and giving AMD access to hybrid‑bonding and packaging IP that should strengthen its advanced packaging roadmap and edge AI product positioning. AMD Patent Truce And AI Push Reframe Long Term Growth Story
• Positive Sentiment: CEO Lisa Su’s trip to South Korea to meet Samsung (and other partners) is aimed at securing high‑bandwidth memory supply and deeper collaboration — a tactical move to protect AI chip production capacity. AMD CEO to meet Samsung chief in South Korea amid race for AI memory chips
• Neutral Sentiment: Analyst/commentary pieces continue to rate AMD as a top growth/AI play and present bullish option strategies for investors, reflecting sustained interest but also divergent views on valuation and timing. AMD is a Top-Ranked Growth Stock
• Negative Sentiment: Meta announced plans to deploy multiple in‑house AI chips by 2027, an effort to reduce reliance on external suppliers like AMD for certain data‑center workloads — a potential longer‑term headwind for server GPU/AI compute demand. Meta plans new in-house AI chips
• Negative Sentiment: Near‑term share weakness was amplified by broader market risk‑off (rising oil and geopolitical tensions in the Persian Gulf), which pushed semiconductor and AI stocks down and drew attention away from CEO trips and long‑term catalysts. Why is AMD stock falling ahead of Lisa Su’s trip?

Advanced Micro Devices Stock Down 3.5%

Shares of AMD stock opened at $197.74 on Friday. Advanced Micro Devices, Inc. has a 12-month low of $76.48 and a 12-month 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 firm has a fifty day moving average of $216.76 and a 200-day moving average of $209.62. The company has a market capitalization of $322.40 billion, a price-to-earnings ratio of 74.62, a P/E/G ratio of 0.77 and a beta of 1.98.

Advanced Micro Devices (NASDAQ:AMD) last posted 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 business had revenue of $10.27 billion for the quarter, compared to analysts’ expectations of $9.65 billion. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. The firm’s revenue was up 34.1% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.09 EPS. As a group, equities research analysts predict that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

About Advanced Micro Devices

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.