Mufg Securities Americas Inc. Purchases 7,827 Shares of Advanced Micro Devices, Inc. $AMD

Mufg Securities Americas Inc. raised its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 21.8% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 43,762 shares of the semiconductor manufacturer’s stock after acquiring an additional 7,827 shares during the quarter. Mufg Securities Americas Inc.’s holdings in Advanced Micro Devices were worth $7,080,000 as of its most recent SEC filing.

Several other hedge funds have also recently made changes to their positions in AMD. Norges Bank bought a new stake in Advanced Micro Devices in the second quarter worth approximately $3,094,662,000. Jennison Associates LLC bought a new stake in Advanced Micro Devices in the third quarter valued at $626,826,000. Nordea Investment Management AB raised its holdings in shares of Advanced Micro Devices by 203.7% during 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 purchasing an additional 2,619,294 shares during the period. Rafferty Asset Management LLC boosted its position in shares of Advanced Micro Devices by 56.0% during the 2nd quarter. Rafferty Asset Management LLC now owns 6,772,923 shares of the semiconductor manufacturer’s stock worth $961,078,000 after purchasing an additional 2,430,533 shares in the last quarter. Finally, Vanguard Group Inc. grew its stake in shares of Advanced Micro Devices by 1.5% in the 2nd quarter. Vanguard Group Inc. now owns 154,648,859 shares of the semiconductor manufacturer’s stock valued at $21,944,673,000 after buying an additional 2,281,508 shares during the period. 71.34% of the stock is owned by institutional investors.

Advanced Micro Devices Stock Down 1.8%

Shares of NASDAQ AMD opened at $196.60 on Tuesday. Advanced Micro Devices, Inc. has a 52 week low of $76.48 and a 52 week high of $267.08. The business has a 50-day simple moving average of $219.46 and a two-hundred day simple moving average of $207.52. 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 company has a market cap of $320.54 billion, a P/E ratio of 74.19, a P/E/G ratio of 0.75 and a beta of 1.94.

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

Insider Transactions at Advanced Micro Devices

In related news, EVP Forrest Eugene Norrod sold 19,450 shares of the business’s 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 sale, the executive vice president owned 289,098 shares of the company’s stock, valued at $62,679,337.38. The trade was a 6.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Lisa T. Su sold 125,000 shares of the firm’s stock in a transaction on 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 transaction, the chief executive officer owned 3,152,476 shares of the company’s stock, valued at $675,764,755.36. The trade was a 3.81% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 271,892 shares of company stock valued at $58,476,908. Insiders own 0.06% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have commented on AMD. Benchmark reissued a “buy” rating and issued a $325.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. Wedbush reiterated an “outperform” rating and set a $290.00 price target on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. Rosenblatt Securities restated a “buy” rating and issued a $300.00 target price on shares of Advanced Micro Devices in a report on Wednesday, February 4th. Phillip Securities raised Advanced Micro Devices from a “moderate buy” rating to a “strong-buy” rating in a research report on Sunday, February 8th. Finally, China Renaissance initiated coverage on Advanced Micro Devices in a research report on Tuesday, January 13th. They issued a “buy” rating and a $291.00 price objective on the stock. 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. According to MarketBeat, Advanced Micro Devices has an average rating of “Moderate Buy” and a consensus price target of $288.17.

Key Advanced Micro Devices News

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

• Positive Sentiment: Riot Platforms is advancing a long-term Texas data-center lease that references a partnership with AMD, giving AMD a potential hyperscaler customer and a concrete deployment for its data‑center solutions. Read More.
• Positive Sentiment: ARK Invest (Cathie Wood) increased exposure to AMD in recent ETF trades, representing fresh institutional buying interest that can provide short-term support to the stock. Read More.
• Positive Sentiment: Erste Group issued an optimistic earnings estimate for AMD, signaling analyst support that could underpin sentiment if upcoming results match or beat expectations. Read More.
• Neutral Sentiment: NVIDIA is rallying ahead of its quarterly report, a sector-level move that draws investor money into Nvidia and occasionally away from AMD even when AMD fundamentals remain strong. This is a market-structure/rotation effect rather than a direct AMD-specific development. Read More.
• Neutral Sentiment: Coverage of the AI supply chain highlights long-term secular demand for chips and packaging (benefitting AMD via TSMC/partner capacity), a structural positive but one that doesn’t prevent short-term volatility. Read More.
• Negative Sentiment: Reuters reports China’s DeepSeek trained a new model on NVIDIA’s top AI chip despite U.S. export controls — a reminder that NVIDIA’s hardware remains the default for many large AI training jobs, which highlights competitive headwinds for AMD in winning the highest-end GPU workloads. Read More.
• Negative Sentiment: Hedge-fund moves: David Tepper and other investors have trimmed AMD positions while redeploying into other AI names, signaling profit-taking and rotation that can pressure the stock even if AMD’s revenue is growing. Read More.

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.