Massachusetts Financial Services Co. MA Buys 415,482 Shares of Advanced Micro Devices, Inc. $AMD

Massachusetts Financial Services Co. MA increased its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 268.4% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 570,296 shares of the semiconductor manufacturer’s stock after purchasing an additional 415,482 shares during the period. Massachusetts Financial Services Co. MA’s holdings in Advanced Micro Devices were worth $122,135,000 as of its most recent filing with the SEC.

A number of other hedge funds also recently modified their holdings of the stock. Madrona Financial Services LLC increased its position in shares of Advanced Micro Devices by 14.0% in the fourth quarter. Madrona Financial Services LLC now owns 4,268 shares of the semiconductor manufacturer’s stock worth $914,000 after purchasing an additional 525 shares during the period. Apollon Financial LLC increased its position in shares of Advanced Micro Devices by 15.3% in the fourth quarter. Apollon Financial LLC now owns 2,616 shares of the semiconductor manufacturer’s stock worth $560,000 after purchasing an additional 348 shares during the period. Premier Path Wealth Partners LLC increased its position in shares of Advanced Micro Devices by 28.7% in the fourth quarter. Premier Path Wealth Partners LLC now owns 7,291 shares of the semiconductor manufacturer’s stock worth $1,561,000 after purchasing an additional 1,626 shares during the period. Apollon Wealth Management LLC increased its position in shares of Advanced Micro Devices by 3.7% in the fourth quarter. Apollon Wealth Management LLC now owns 84,712 shares of the semiconductor manufacturer’s stock worth $18,142,000 after purchasing an additional 3,042 shares during the period. Finally, Spirepoint Private Client LLC increased its position in shares of Advanced Micro Devices by 3.2% in the fourth quarter. Spirepoint Private Client LLC now owns 1,432 shares of the semiconductor manufacturer’s stock worth $307,000 after purchasing an additional 45 shares during the period. Institutional investors own 71.34% of the company’s stock.

Key Stories Impacting Advanced Micro Devices

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

• Positive Sentiment: AMD’s nine-session winning streak and >20% run highlight strong market momentum and buyer interest in the stock; technical strength can attract momentum traders. AMD shares uptick over 20% in nine-session winning streak
• Positive Sentiment: KeyBanc names AMD a top buy on expected higher CPU demand — a fundamental bullish signal that could support upside as investors position for AI/data‑center-driven CPU cycles. KeyBanc Taps INTC, AMD Stocks as Top Buys on CPU Demand. Should You Load Up Now?
• Positive Sentiment: Supermicro announced compact systems powered by AMD EPYC processors — a customer win / design win signal that supports enterprise and edge server demand for AMD CPUs. Supermicro Introduces Compact, Energy-Efficient Systems to Accelerate Adoption of Intelligent Edge AI
• Neutral Sentiment: Several industry write-ups (Zacks, 247WallSt, Yahoo/“Street thinks”) reiterate AI-driven growth for AMD but offer mixed valuations and multi‑year targets — useful context but not an immediate catalyst. Zacks Industry Outlook Highlights Micron Technology, Advanced Micro Devices, Hewlett Packard and Agilysys
• Neutral Sentiment: Coverage comparing AMD vs. Nvidia and longer-term price‑target pieces project continued upside but underline valuation and competitive differences — background research for investors rather than a same‑day trigger. Better Buy: AMD vs. Nvidia Stock
• Negative Sentiment: ARK Invest / Cathie Wood trimmed AMD (rotated ~ $10M into Palantir), and reports show some fund selling — visible institutional trimming can pressure the stock or reduce near‑term momentum. ARK Invest Rotates $10M from AMD into Palantir (PLTR) Stock Amid Market Volatility
• Negative Sentiment: Analysis pieces question upside vs. current valuation — e.g., Seeking Alpha’s “Growth Is Real, Upside Is Not” argues growth is strong but further multiple expansion may be limited, which can cap rallies. AMD: Growth Is Real, Upside Is Not
• Negative Sentiment: Product update: AMD’s AI app got new features but the announcement “failed to lift shares” in one report — suggests investors need clearer revenue/cadence signals from software/services to move valuation materially. AMD Updates AI App as Stock Slips
• Neutral Sentiment: Some headlines reference “AMD” in the medical context (age‑related macular degeneration) — these are unrelated to Advanced Micro Devices and shouldn’t affect AMD (chip maker) fundamentals. Example: Ocular Therapeutix trial updates. Ocular’s Axpaxli Cuts Risk Of Worsening In Late-Stage AMD Study

Insider Activity

In other news, EVP Forrest Eugene Norrod sold 19,450 shares of Advanced Micro Devices stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $216.81, for a total transaction of $4,216,954.50. Following the sale, the executive vice president directly owned 289,098 shares of the company’s stock, valued at approximately $62,679,337.38. This trade represents a 6.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, SVP Ava Hahn sold 2,442 shares of Advanced Micro Devices stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $234.42, for a total value of $572,453.64. Following the sale, the senior vice president directly owned 16,359 shares in the company, valued at $3,834,876.78. The trade was a 12.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 242,685 shares of company stock valued at $50,757,308. 0.50% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

A number of research analysts recently commented on AMD shares. Erste Group Bank upgraded Advanced Micro Devices from a “hold” rating to a “buy” rating in a research report on Thursday, April 2nd. Piper Sandler restated an “overweight” rating on shares of Advanced Micro Devices in a research report on Wednesday, February 25th. Wells Fargo & Company restated an “overweight” rating and issued a $345.00 price target on shares of Advanced Micro Devices in a research report on Friday, January 30th. Citigroup decreased their price target on Advanced Micro Devices from $260.00 to $248.00 and set a “neutral” rating on the stock in a research report on Monday, April 6th. Finally, KeyCorp reiterated an “overweight” rating and issued a $330.00 target price on shares of Advanced Micro Devices in a research report on Tuesday, February 24th. One research analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and nine 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 an average target price of $290.19.

Advanced Micro Devices Stock Performance

Advanced Micro Devices stock opened at $246.78 on Tuesday. Advanced Micro Devices, Inc. has a 12-month low of $83.75 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 business’s 50-day moving average price is $208.08 and its two-hundred day moving average price is $218.38. The stock has a market cap of $402.33 billion, a PE ratio of 93.12, a P/E/G ratio of 0.91 and a beta of 1.96.

Advanced Micro Devices (NASDAQ:AMD) last released its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 quarter in the previous year, the business posted $1.09 earnings per share. The business’s revenue for the quarter was up 34.1% on a year-over-year basis. As a group, analysts expect that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

Advanced Micro Devices 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.