Advanced Micro Devices, Inc. $AMD Shares Sold by TD Asset Management Inc

TD Asset Management Inc decreased its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 12.0% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,289,230 shares of the semiconductor manufacturer’s stock after selling 175,610 shares during the period. TD Asset Management Inc owned 0.08% of Advanced Micro Devices worth $208,585,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. HHM Wealth Advisors LLC boosted its stake in Advanced Micro Devices by 2.4% during the 3rd quarter. HHM Wealth Advisors LLC now owns 1,742 shares of the semiconductor manufacturer’s stock worth $282,000 after purchasing an additional 40 shares during the period. HBK Sorce Advisory LLC increased its holdings in shares of Advanced Micro Devices by 0.3% in the third quarter. HBK Sorce Advisory LLC now owns 13,404 shares of the semiconductor manufacturer’s stock valued at $2,169,000 after purchasing an additional 43 shares during the period. Wilmington Savings Fund Society FSB raised its stake in shares of Advanced Micro Devices by 0.5% during the third quarter. Wilmington Savings Fund Society FSB now owns 8,706 shares of the semiconductor manufacturer’s stock worth $1,409,000 after purchasing an additional 43 shares during the last quarter. Moseley Investment Management Inc. lifted its holdings in shares of Advanced Micro Devices by 0.5% during the third quarter. Moseley Investment Management Inc. now owns 8,883 shares of the semiconductor manufacturer’s stock worth $1,437,000 after purchasing an additional 44 shares during the period. Finally, OneAscent Family Office LLC grew its position in Advanced Micro Devices by 2.6% in the 3rd quarter. OneAscent Family Office LLC now owns 1,755 shares of the semiconductor manufacturer’s stock valued at $284,000 after buying an additional 44 shares during the last quarter. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on AMD. Sanford C. Bernstein set a $235.00 target price on shares of Advanced Micro Devices in a report on Wednesday, February 4th. Stifel Nicolaus raised their target price on Advanced Micro Devices from $240.00 to $280.00 and gave the company a “buy” rating in a report on Wednesday, November 5th. Raymond James Financial began coverage on shares of Advanced Micro Devices in a report on Thursday, November 20th. They set an “outperform” rating and a $377.00 price objective on the stock. Loop Capital set a $290.00 price target on shares of Advanced Micro Devices and gave the company a “buy” rating in a research report on Wednesday, November 5th. Finally, JPMorgan Chase & Co. upped their price target on Advanced Micro Devices from $180.00 to $270.00 and gave the stock a “neutral” rating in a report on Wednesday, November 5th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and ten have issued a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $289.69.

Advanced Micro Devices Stock Performance

NASDAQ:AMD opened at $213.84 on Wednesday. Advanced Micro Devices, Inc. has a 1-year low of $76.48 and a 1-year high of $267.08. The firm has a 50 day simple moving average of $219.55 and a 200-day simple moving average of $207.81. The firm has a market cap of $348.65 billion, a PE ratio of 80.69, a P/E/G ratio of 0.74 and a beta of 1.94. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.85 and a quick ratio of 2.01.

Advanced Micro Devices (NASDAQ:AMD) last issued 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. The company had revenue of $10.27 billion during the quarter, compared to the consensus estimate of $9.65 billion. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.Advanced Micro Devices’s revenue was up 34.1% on a year-over-year basis. During the same period in the previous year, the firm posted $1.09 EPS. On average, equities analysts expect that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

Key Stories Impacting Advanced Micro Devices

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

• Positive Sentiment: Large Meta deal validates AMD’s AI strategy and creates a multi‑year revenue stream — Meta agreed to deploy up to 6GW of AMD Instinct GPUs (deal value reported in the tens of billions, with some outlets describing upside to ~$100B) and may take an equity stake, giving AMD clear hyperscaler credibility and forward bookings that support growth expectations. VIEW: AMD secures Meta as next big AI chip customer (Reuters)
• Positive Sentiment: Wall Street bullishness and price‑target lift — Several analysts reiterated or maintained Buy/Outperform ratings and higher targets after the announcement (example: Robert W. Baird kept a Buy and $300 PT), which supports further upside from investor flows. AMD: Meta partnership underpins multi‑year data‑center growth (TipRanks)
• Neutral Sentiment: Deal mechanics include stock/warrant component that aligns Meta to scale deployments — Meta may acquire up to ~10% via performance‑linked warrants that vest on deployment and price milestones; that both strengthens customer incentives and makes future capital flows contingent on execution. Revenue visibility is high, but timing is back‑loaded (initial shipments expected H2 2026). Meta signs AI chips deal that could go up to $100 billion (Fortune)
• Neutral Sentiment: Macro market relief also helping tech — A recovery in risk sentiment and a softer dollar lifted broad technology names, amplifying AMD’s headline‑driven move. This is supportive but may fade if macro risk returns. Dollar Falls as Risk Sentiment Recovers (Yahoo Finance)
• Negative Sentiment: Dilution and “circular commerce” concerns — Some analysts caution the warrant/stock mechanics create dilution risk and a circular financing dynamic that could be costly to AMD shareholders if exercised; critical voices are weighing the long‑term economics for AMD versus the immediate revenue headline. Meta Deal ‘Wildly Concerning’ For AMD Stock (TalkMarkets)
• Negative Sentiment: Competitive context: Meta is also buying Nvidia — Meta’s simultaneous commitments to Nvidia limit the extent to which AMD can displace the incumbent; AMD still needs to convert validation into sustained share gains vs. Nvidia at scale. Meta also committed to Nvidia chips (CNBC)

Insider Transactions at Advanced Micro Devices

In other Advanced Micro Devices news, EVP Forrest Eugene Norrod sold 19,450 shares of Advanced Micro Devices stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $216.81, for a total value of $4,216,954.50. Following the transaction, the executive vice president owned 289,098 shares in the company, valued at $62,679,337.38. This trade represents a 6.30% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Lisa T. Su sold 125,000 shares of the company’s stock in a transaction 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 sale, the chief executive officer owned 3,277,476 shares of the company’s stock, valued at approximately $705,116,186.64. The trade was a 3.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 271,892 shares of company stock worth $58,476,908 in the last three months. Company insiders own 0.06% of the company’s stock.

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.