Banco Bilbao Vizcaya Argentaria S.A. Grows Stake in Advanced Micro Devices, Inc. $AMD

Banco Bilbao Vizcaya Argentaria S.A. boosted its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 50.2% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 340,418 shares of the semiconductor manufacturer’s stock after buying an additional 113,768 shares during the quarter. Banco Bilbao Vizcaya Argentaria S.A.’s holdings in Advanced Micro Devices were worth $55,012,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the company. HHM Wealth Advisors LLC raised its holdings in shares of Advanced Micro Devices by 2.4% during the third quarter. HHM Wealth Advisors LLC now owns 1,742 shares of the semiconductor manufacturer’s stock valued at $282,000 after acquiring an additional 40 shares during the last quarter. HBK Sorce Advisory LLC boosted its stake 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 worth $2,169,000 after acquiring an additional 43 shares during the last quarter. Wilmington Savings Fund Society FSB increased its position 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 in the last quarter. Moseley Investment Management Inc. increased its position 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 in the last quarter. Finally, OneAscent Family Office LLC raised its stake 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 purchasing an additional 44 shares during the last quarter. 71.34% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: AMD reached a multi-year patent licensing agreement with Adeia and highlighted product pushes (Ryzen AI Embedded, telco AI at MWC) that reinforce its long-term AI and edge roadmap — this reduces litigation risk and supports future revenue streams. AMD Patent Truce And AI Push Reframe Long Term Growth Story AMD Highlights Significance of Open AI Telco at MWC2026
• Positive Sentiment: Analyst coverage remains constructive—consensus sits around a “Moderate Buy” and some outlets still rank AMD as a top growth name, providing support for longer-term investor sentiment. Analyst Consensus Moderate Buy Zacks: AMD Top-Ranked Growth Stock
• Neutral Sentiment: Industry comparisons and forecasts (AMD vs TSMC and neutral microchip outlooks) keep AMD in investor conversations for strategic allocation, but these comparisons are more about long-term positioning than near-term catalysts. AMD vs TSMC: Which Chip Stock Delivers in 2026?
• Neutral Sentiment: Reported short-interest data for March appears anomalous (shows zero shares) and should be treated with caution; no clear short-squeeze signal from the published figures.
• Negative Sentiment: A new Chinese GPU entrant (Lisuan Technology) announced products that have prompted headlines and contributed to selling pressure across GPU names, raising competitive concerns for both AMD and Nvidia. Could a New Chinese GPU Competitor Threaten Nvidia and AMD Stocks?
• Negative Sentiment: Customers like Meta are developing in-house AI chips, a trend that can lower TAM for external suppliers and weighs on demand expectations for chip vendors. Meta Plans In-House AI Chips
• Negative Sentiment: Broader market pressure—rising oil prices, geopolitical tensions (Middle East), and export/AI-chip controls—has amplified risk-off flows in semiconductors and contributed to AMD’s decline in recent sessions. Is AMD stock’s latest dip a warning sign or a buying chance?
• Negative Sentiment: Insider selling: EVP Paul Darren Grasby sold 7,500 shares at ~$204.87 on Mar. 11 — a modest-sized sale that some investors may view as a negative signal even though he retains significant holdings. Filing: SEC Form 4

Advanced Micro Devices Trading Down 2.2%

Shares of AMD opened at $193.39 on Friday. The company has a current ratio of 2.85, a quick ratio of 2.01 and a debt-to-equity ratio of 0.04. Advanced Micro Devices, Inc. has a 12-month low of $76.48 and a 12-month high of $267.08. The firm has a 50-day moving average price of $216.16 and a 200 day moving average price of $210.13. The firm has a market capitalization of $315.30 billion, a P/E ratio of 72.98, a P/E/G ratio of 0.73 and a beta of 1.98.

Advanced Micro Devices (NASDAQ:AMD) last issued its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, topping analysts’ consensus estimates of $1.32 by $0.21. The company had revenue of $10.27 billion for the quarter, compared to the consensus estimate of $9.65 billion. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. Advanced Micro Devices’s quarterly revenue was up 34.1% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.09 earnings per share. Sell-side analysts forecast that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

Analyst Ratings Changes

AMD has been the topic of a number of research reports. The Goldman Sachs Group raised their price objective on Advanced Micro Devices from $210.00 to $240.00 and gave the company a “neutral” rating in a report on Wednesday, February 25th. Wall Street Zen upgraded shares of Advanced Micro Devices from a “hold” rating to a “buy” rating in a research report on Monday, January 26th. Citigroup reissued a “neutral” rating on shares of Advanced Micro Devices in a research note on Thursday, January 15th. Roth Mkm restated a “buy” rating on shares of Advanced Micro Devices in a research report on Tuesday, February 24th. Finally, Mizuho upped their price objective on shares of Advanced Micro Devices from $275.00 to $280.00 and gave the company an “outperform” rating in a research note on Wednesday, February 25th. One investment 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 stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $290.53.

Insider Activity

In other news, EVP Forrest Eugene Norrod sold 19,450 shares of Advanced Micro Devices stock in a transaction that occurred on 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 approximately $62,679,337.38. The trade was a 6.30% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Ava Hahn sold 2,442 shares of the company’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 transaction, the senior vice president owned 16,359 shares in the company, valued at $3,834,876.78. This represents a 12.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 154,392 shares of company stock worth $33,120,933 over the last quarter. 0.06% of the stock is currently owned by corporate 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.