Resona Asset Management Co. Ltd. Sells 27,326 Shares of Advanced Micro Devices, Inc. $AMD

Resona Asset Management Co. Ltd. reduced its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 5.0% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 521,591 shares of the semiconductor manufacturer’s stock after selling 27,326 shares during the period. Resona Asset Management Co. Ltd.’s holdings in Advanced Micro Devices were worth $84,350,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in AMD. Norges Bank purchased a new position in Advanced Micro Devices during the second quarter worth about $3,094,662,000. Jennison Associates LLC purchased a new stake in shares of Advanced Micro Devices in the 3rd quarter valued at about $626,826,000. Nordea Investment Management AB boosted its position in shares of Advanced Micro Devices by 203.7% during the 3rd 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 during the last quarter. Rafferty Asset Management LLC grew its holdings in shares of Advanced Micro Devices by 56.0% during the second 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 holdings in shares of Advanced Micro Devices by 1.5% during the second quarter. Vanguard Group Inc. now owns 154,648,859 shares of the semiconductor manufacturer’s stock worth $21,944,673,000 after purchasing an additional 2,281,508 shares in the last quarter. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Key Advanced Micro Devices News

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

• Positive Sentiment: MarketWatch says AMD may be better positioned than Intel to handle a supply crunch, driving investor rotation into AMD as Intel’s outlook weakens. Why AMD’s stock is charging higher as Intel’s sinks
• Positive Sentiment: Invezz reports investors repositioned into AMD after Intel’s disappointing Q4 guidance, underscoring the view that AMD can pick up CPU/server orders Intel can’t supply. AMD stock jumps 4% on Friday: is Intel’s Q4 report the catalyst?
• Positive Sentiment: Tata Consultancy Services (TCS) announced a strategic collaboration to help customers scale AI with AMD technology — expands enterprise distribution and could accelerate adoption of AMD CPUs/GPUs in production AI deployments. Tata Consultancy Services Announces Strategic Collaboration with Advanced Micro Devices (AMD)
• Positive Sentiment: Cathie Wood/ARK says AMD can challenge Nvidia this year with cheaper data-center GPUs — a bullish institutional view that supports multiple-expansion narratives if AMD takes GPU share. Cathie Wood Thinks AMD Will Challenge Nvidia This Year
• Positive Sentiment: TipRanks notes a jump after AMD revealed price and release-date details for the Ryzen 7 9850X3D — product cadence and consumer/PC momentum remain tailwinds. AMD Stock Jumps on Ryzen 7 9850X3D Price & Release Date Reveal
• Neutral Sentiment: QuiverQuant highlights AMD as a notable contributor to QQQ gains and shows broad analyst buy ratings and range of price targets — bullish consensus but also dispersion in targets. QQQ is up 0.7% today, on AMD stock price movement
• Neutral Sentiment: Zacks and other outlets flag AMD’s strong AI/data-center momentum and expanding partner base — positive fundamentals but valuation and execution will determine sustainability. AMD’s Resurgence: Outpacing Nvidia in 2026
• Negative Sentiment: Seeking Alpha warns of downside risk if tech momentum fades and notes potential for underperformance/downgrades — investors should weigh high valuation and recent insider selling against growth expectations. AMDY: Risk Of Underperformance As Tech Momentum Fades (Rating Downgrade)

Insider Buying and Selling

In other Advanced Micro Devices news, CEO Lisa T. Su sold 125,000 shares of Advanced Micro Devices stock in a transaction that occurred on Thursday, December 11th. The stock was sold at an average price of $215.14, for a total value of $26,892,500.00. Following the transaction, the chief executive officer directly owned 3,277,476 shares of the company’s stock, valued at $705,116,186.64. The trade was a 3.67% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at 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 value of $572,453.64. Following the completion of the sale, the senior vice president owned 16,359 shares of the company’s stock, valued at $3,834,876.78. The trade was a 12.99% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 164,000 shares of company stock worth $36,034,173. Insiders own 0.06% of the company’s stock.

Advanced Micro Devices Price Performance

AMD stock opened at $259.68 on Friday. The firm has a market cap of $422.77 billion, a P/E ratio of 128.56, a P/E/G ratio of 1.06 and a beta of 1.95. The firm’s fifty day moving average is $218.66 and its 200 day moving average is $198.45. Advanced Micro Devices, Inc. has a 52 week low of $76.48 and a 52 week high of $267.08. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.68 and a current ratio of 2.31.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 earnings per share for the quarter, topping the consensus estimate of $1.17 by $0.03. Advanced Micro Devices had a net margin of 10.32% and a return on equity of 8.04%. The business had revenue of $9.25 billion during the quarter, compared to the consensus estimate of $8.76 billion. During the same period in the previous year, the firm posted $0.92 earnings per share. The firm’s revenue for the quarter was up 35.6% on a year-over-year basis. Research analysts predict that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current year.

Wall Street Analyst Weigh In

AMD has been the topic of a number of recent analyst reports. KGI Securities set a $260.00 target price on shares of Advanced Micro Devices and gave the company an “outperform” rating in a research note on Monday, October 13th. Wall Street Zen lowered shares of Advanced Micro Devices from a “buy” rating to a “hold” rating in a report on Sunday, January 18th. Stifel Nicolaus raised their price objective on shares of Advanced Micro Devices from $240.00 to $280.00 and gave the company a “buy” rating in a research report on Wednesday, November 5th. Cantor Fitzgerald set a $300.00 price objective on shares of Advanced Micro Devices in a report on Tuesday, December 16th. Finally, Jefferies Financial Group set a $300.00 target price on shares of Advanced Micro Devices and gave the stock a “positive” rating in a research report on Monday, October 6th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and ten have assigned a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $279.67.

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.