Advanced Micro Devices, Inc. $AMD Shares Purchased by Public Sector Pension Investment Board

Public Sector Pension Investment Board raised its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 11.7% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 171,157 shares of the semiconductor manufacturer’s stock after acquiring an additional 17,929 shares during the period. Public Sector Pension Investment Board’s holdings in Advanced Micro Devices were worth $27,691,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. 1776 Wealth LLC bought a new stake in shares of Advanced Micro Devices in the 3rd quarter worth approximately $677,000. Atria Investments Inc increased its position in Advanced Micro Devices by 9.4% in the third quarter. Atria Investments Inc now owns 36,373 shares of the semiconductor manufacturer’s stock worth $5,885,000 after buying an additional 3,136 shares during the period. Illinois Municipal Retirement Fund lifted its stake in Advanced Micro Devices by 43.2% in the third quarter. Illinois Municipal Retirement Fund now owns 35,561 shares of the semiconductor manufacturer’s stock valued at $5,753,000 after buying an additional 10,726 shares during the last quarter. Wedbush Securities Inc. grew its position in shares of Advanced Micro Devices by 7.8% during the third quarter. Wedbush Securities Inc. now owns 84,256 shares of the semiconductor manufacturer’s stock worth $13,632,000 after acquiring an additional 6,095 shares during the last quarter. Finally, CIBC Capital Markets Europe S.A. grew its position in shares of Advanced Micro Devices by 146.4% during the third quarter. CIBC Capital Markets Europe S.A. now owns 467,921 shares of the semiconductor manufacturer’s stock worth $75,705,000 after acquiring an additional 278,000 shares during the last quarter. 71.34% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on the stock. KeyCorp boosted their target price on shares of Advanced Micro Devices from $270.00 to $300.00 and gave the company an “overweight” rating in a research note on Wednesday, February 4th. Royal Bank Of Canada reiterated a “sector perform” rating on shares of Advanced Micro Devices in a research report on Monday, February 2nd. Loop Capital set a $290.00 target price on Advanced Micro Devices and gave the company a “buy” rating in a research report on Wednesday, November 5th. DA Davidson started coverage on Advanced Micro Devices in a research note on Thursday. They set a “neutral” rating and a $220.00 target price on the stock. Finally, Bank of America reissued a “buy” rating and issued a $300.00 price target on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and ten have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Advanced Micro Devices currently has a consensus rating of “Moderate Buy” and an average price target of $288.17.

Advanced Micro Devices Stock Performance

Shares of NASDAQ AMD opened at $207.32 on Friday. Advanced Micro Devices, Inc. has a 1 year low of $76.48 and a 1 year high of $267.08. The firm has a market cap of $338.02 billion, a P/E ratio of 78.23, a PEG ratio of 0.78 and a beta of 1.94. The stock has a fifty day moving average price of $221.32 and a two-hundred day moving average price of $205.89. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.01 and a current ratio of 2.85.

Advanced Micro Devices (NASDAQ:AMD) last announced its quarterly earnings data 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 business had revenue of $10.27 billion during the quarter, compared to analyst estimates of $9.65 billion. During the same quarter in the prior year, the firm posted $1.09 earnings per share. The company’s revenue was up 34.1% on a year-over-year basis. Research analysts forecast that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Advanced Micro Devices News Roundup

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

• Positive Sentiment: Arista Networks’ CEO said her firm is shifting workloads away from Nvidia toward AMD (now ~20–25% AMD vs. ~99% Nvidia a year ago), a near-term enterprise validation that likely helped demand expectations for AMD’s data-center chips. Nvidia’s stock is down and AMD is up. The culprit may be Arista.
• Positive Sentiment: Analysts and coverage note AMD is gaining PC and server processor share from Intel, reinforcing revenue upside in CPUs which supports margins and data-center momentum. AMD Taking PC, Server Market Share From Intel
• Positive Sentiment: Leaked windows for AMD’s next‑gen GPU release lifted sentiment around product cadence and future AI/graphics revenue. Timelines can re-rate expectations for the GPU roadmap. AMD Stock Gains Alongside Leaked Next-Gen GPU Release Window
• Positive Sentiment: Reports flag AMD’s aggressive data-center growth targets (big expansion plans and revenue goals), which supports the investment case for continued server share gains and AI exposure. AMD Quality Score Surges On 60% Annual Data Center Expansion Bet To Drive AI Dominance
• Neutral Sentiment: Aggregate analyst/forecast summaries show mixed views — momentum in 2025–26 is strong but valuation and AI competition create divergent price targets. Advanced Micro Devices Stock Forecast: Trending Views From Analysts
• Neutral Sentiment: Options-market commentary and short‑interest data items have produced noise; some derivatives flows suggest traders are pricing continued volatility around AI narratives. Options Markets Fires Warning Shot at Advanced Micro Devices Stock (AMD)
• Negative Sentiment: CEO Lisa Su sold 125,000 shares (~$26.8M) on Feb. 11, trimming her position by ~3.8% — insider selling can be viewed as a near-term headwind for sentiment. SEC filing — Lisa T. Su Form 4
• Negative Sentiment: EVP Forrest Norrod also sold shares (~19,450 shares, ~$4.2M) on Feb. 11, another insider sale that may weigh on sentiment when paired with the CEO sale. SEC filing — Forrest E. Norrod Form 4
• Negative Sentiment: Quiver/13F estimates show Wells Fargo’s fund materially trimmed AMD exposure in the most recent filing period, signaling some institutional repositioning away from the name. Fund Update: WELLS FARGO & COMPANY|MN Just Disclosed New Holdings
• Negative Sentiment: Some analysts warn AMD lags in networking and software stack areas, which could be a medium-term headwind if competitors strengthen integrated offerings. AMD is falling behind, warns this analyst who says other chip stocks are better bets

Insider Buying and Selling at Advanced Micro Devices

In other news, CEO Lisa T. Su sold 125,000 shares of the firm’s stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $214.36, for a total transaction of $26,795,000.00. Following the completion of the transaction, 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 position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the business’s stock in a transaction that occurred on 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 completion of the sale, the executive vice president owned 289,098 shares in the company, valued at $62,679,337.38. The trade was a 6.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 291,342 shares of company stock valued at $62,938,155. 0.06% of the stock is owned by insiders.

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.