Advanced Micro Devices, Inc. $AMD Position Lifted by Robeco Institutional Asset Management B.V.

Robeco Institutional Asset Management B.V. raised its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 18.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,289,686 shares of the semiconductor manufacturer’s stock after acquiring an additional 196,525 shares during the period. Advanced Micro Devices makes up 0.9% of Robeco Institutional Asset Management B.V.’s portfolio, making the stock its 17th biggest position. Robeco Institutional Asset Management B.V. owned about 0.08% of Advanced Micro Devices worth $788,978,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in AMD. Diversify Advisory Services LLC raised its holdings in Advanced Micro Devices by 16.4% in the third quarter. Diversify Advisory Services LLC now owns 133,377 shares of the semiconductor manufacturer’s stock valued at $74,989,000 after buying an additional 18,802 shares during the period. Petredis Investment Advisors LLC lifted its position in Advanced Micro Devices by 0.4% during the third quarter. Petredis Investment Advisors LLC now owns 38,976 shares of the semiconductor manufacturer’s stock valued at $23,844,000 after buying an additional 155 shares in the last quarter. LCM Capital Management Inc grew its stake in Advanced Micro Devices by 2.5% during the third quarter. LCM Capital Management Inc now owns 9,575 shares of the semiconductor manufacturer’s stock worth $5,858,000 after buying an additional 237 shares during the period. Arnold Financial Planning LLC purchased a new stake in Advanced Micro Devices during the third quarter worth approximately $209,000. Finally, Blue Jean Financial LLC purchased a new stake in Advanced Micro Devices during the third quarter worth approximately $2,093,000. 71.34% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Advanced Micro Devices

In other news, EVP Jean X. Hu sold 15,000 shares of the company’s stock in a transaction on Tuesday, August 25th. The shares were sold at an average price of $474.08, for a total value of $7,111,200.00. Following the completion of the transaction, the executive vice president directly owned 160,979 shares in the company, valued at approximately $76,316,924.32. This represents a 8.52% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Mark D. Papermaster sold 28,811 shares of the firm’s stock in a transaction on Thursday, August 20th. The shares were sold at an average price of $471.87, for a total transaction of $13,595,046.57. Following the sale, the executive vice president directly owned 1,261,461 shares of the company’s stock, valued at approximately $595,245,602.07. The trade was a 2.23% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 231,100 shares of company stock valued at $114,867,400. 0.50% of the stock is currently owned by corporate insiders.

Advanced Micro Devices Stock Performance

Shares of NASDAQ:AMD opened at $552.72 on Thursday. The business’s 50-day simple moving average is $541.00 and its 200 day simple moving average is $481.17. The company has a market cap of $902.30 billion, a P/E ratio of 112.34, a PEG ratio of 5.49 and a beta of 2.45. The company has a debt-to-equity ratio of 0.03, a quick ratio of 1.91 and a current ratio of 2.61. Advanced Micro Devices, Inc. has a one year low of $188.22 and a one year high of $658.52.

Advanced Micro Devices (NASDAQ:AMD) last released its quarterly earnings results on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 earnings per share for the quarter, topping analysts’ consensus estimates of $1.62 by $0.04. Advanced Micro Devices had a return on equity of 12.30% and a net margin of 15.58%. The firm had revenue of $11.54 billion during the quarter, compared to analysts’ expectations of $11.31 billion. During the same quarter in the prior year, the business earned $0.48 EPS. Advanced Micro Devices’s quarterly revenue was up 50.1% compared to the same quarter last year. On average, sell-side analysts forecast that Advanced Micro Devices, Inc. will post 6.50 earnings per share for the current fiscal year.

Analysts Set New Price Targets

AMD has been the subject of several recent research reports. Royal Bank Of Canada reissued a “sector perform” rating and issued a $540.00 price objective on shares of Advanced Micro Devices in a research report on Wednesday, August 5th. KeyCorp set a $650.00 target price on shares of Advanced Micro Devices in a report on Wednesday, August 5th. Benchmark lifted their target price on shares of Advanced Micro Devices from $485.00 to $685.00 and gave the company a “buy” rating in a report on Wednesday, July 22nd. Susquehanna upped their price target on shares of Advanced Micro Devices from $550.00 to $620.00 and gave the stock a “positive” rating in a research report on Wednesday. Finally, Argus upped their price target on shares of Advanced Micro Devices from $450.00 to $625.00 and gave the stock a “buy” rating in a research report on Thursday, August 6th. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $606.76.

Key Advanced Micro Devices News

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

• Positive Sentiment: Higher analyst price target: Susquehanna raised its AMD target from $550 to $620 and maintained a positive rating, citing continued AI and data-center momentum. Wedbush also reaffirmed an Outperform rating with a $600 target.
• Positive Sentiment: Expanding AI infrastructure footprint: Vultr plans to deploy AMD Instinct MI355X GPUs in a 20-megawatt supercluster in Chennai, India. The project would become India’s largest AMD Instinct deployment and strengthens AMD’s position in enterprise and sovereign AI computing. Vultr and AMD Expand Global Collaboration
• Positive Sentiment: Long-term AI opportunity: Coverage highlighted AMD’s planned $8.2 billion investment in emerging AI applications such as robotics, simulation and physical AI. Analysts also view AMD’s server CPU business as a beneficiary of agentic-AI growth, while Anthropic’s large computing commitments reinforce expectations for sustained infrastructure spending.
• Positive Sentiment: Sector tailwinds: Strong updates from Super Micro Computer and SpaceX helped ease concerns about an AI-spending slowdown, lifting major semiconductor names. AMD also contributed to gains in the Nasdaq-100 and broad-market ETFs. Why Nvidia, AMD and Intel Stocks Are Surging
• Neutral Sentiment: Competitive positioning: Investor coverage continues to compare AMD with Nvidia, emphasizing AMD’s exposure to CPUs, GPUs and data-center infrastructure as potential ways to benefit from an AI buildout that may have several years left to run.
• Negative Sentiment: Valuation and earnings risk: AMD has risen sharply this year and trades at a demanding earnings multiple. Investors are focused on the November 3 quarterly report, with the stock vulnerable to disappointment in revenue growth, margins or AI demand guidance. After a 137% Run, Is AMD Priced for Perfection?
• Negative Sentiment: Insider selling: EVP Forrest Norrod sold 17,262 shares worth about $9.3 million under a pre-arranged Rule 10b5-1 plan. Because he retained a substantial position, the transaction is a limited rather than decisive negative signal.

Advanced Micro Devices Profile

Advanced Micro Devices, Inc (NASDAQ: AMD) is a global semiconductor company that designs high-performance computing, graphics and adaptive computing products. Its offerings serve data centers, personal computers, gaming systems, embedded markets and other specialized applications.

AMD’s product portfolio includes Ryzen processors for desktop and notebook computers, EPYC server processors, Radeon graphics processing units, and Instinct accelerators for artificial intelligence and high-performance computing.