Advanced Micro Devices, Inc. $AMD Shares Bought by J. Safra Sarasin Holding AG

J. Safra Sarasin Holding AG lifted its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 226.3% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 25,704 shares of the semiconductor manufacturer’s stock after acquiring an additional 17,827 shares during the period. J. Safra Sarasin Holding AG’s holdings in Advanced Micro Devices were worth $4,158,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also recently modified their holdings of AMD. Norges Bank purchased a new stake in shares of Advanced Micro Devices during the 2nd quarter valued at approximately $3,094,662,000. Jennison Associates LLC purchased a new stake in shares of Advanced Micro Devices in the 3rd quarter valued at approximately $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 worth $631,892,000 after purchasing an additional 2,619,294 shares during the period. Rafferty Asset Management LLC raised its position in Advanced Micro Devices by 56.0% in the second quarter. Rafferty Asset Management LLC now owns 6,772,923 shares of the semiconductor manufacturer’s stock valued at $961,078,000 after purchasing an additional 2,430,533 shares during the period. Finally, Vanguard Group Inc. raised its position in Advanced Micro Devices by 1.5% in the second quarter. Vanguard Group Inc. now owns 154,648,859 shares of the semiconductor manufacturer’s stock valued at $21,944,673,000 after purchasing an additional 2,281,508 shares during the period. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts recently issued reports on AMD shares. Wedbush reiterated an “outperform” rating and issued a $290.00 price objective on shares of Advanced Micro Devices in a report on Wednesday, November 12th. DZ Bank raised shares of Advanced Micro Devices from a “hold” rating to a “buy” rating and set a $250.00 target price on the stock in a research note on Wednesday, October 8th. 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. Piper Sandler upped their price objective on Advanced Micro Devices from $280.00 to $300.00 and gave the stock an “overweight” rating in a research report on Monday. Finally, Stifel Nicolaus boosted their target price on Advanced Micro Devices from $240.00 to $280.00 and gave the stock a “buy” rating in a research note on Wednesday, November 5th. Two investment analysts have 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 stock currently has a consensus rating of “Moderate Buy” and an average price target of $281.06.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: OpenAI selected AMD chips for infrastructure, a high‑visibility design win that validates AMD’s AI roadmap and supports faster AI revenue growth. AMD Lands OpenAI Chip Deal, Highlighting Growing AI Revenue Story
• Positive Sentiment: Piper Sandler raised its price target to $300 and kept an Overweight rating, citing Helios ramp and OpenAI exposure as primary upside drivers ahead of earnings. Piper Sandler Sees Helios Ramp and OpenAI Driving AMD Upside
• Positive Sentiment: Market commentators (including Jim Cramer) say AMD is facing demand it can’t meet, a signal of strong consumption for CPUs/AI accelerators that supports revenue momentum. AMD (AMD) is Facing a Shortage That Can’t Be Met, Says Jim Cramer
• Positive Sentiment: Bank of America and other sell‑side notes list AMD among attractive AI/compute chip investments, reinforcing institutional interest and supporting multiple expansion narratives. BofA Names Top 4 AI Chip Stocks That Look Cheap
• Positive Sentiment: Analyst and preview coverage expect an earnings beat for the upcoming report (growth in data center/AI revenue cited), which could drive further upside if results and guidance beat. Advanced Micro Devices (AMD) Earnings Expected to Grow: What to Know Ahead of Next Week’s Release
• Neutral Sentiment: Analysts are comparing AMD and SMCI ahead of Feb. earnings; this debate may shift flows between AI hardware names but doesn’t change AMD’s core fundamentals. AMD vs. SMCI: Which AI Hardware Stock Do Analysts Prefer Ahead of Earnings?
• Neutral Sentiment: Leaked consumer product bundle (Ryzen 7 9850X3D + RAM) surfaced as a potential retail catalyst; helpful for consumer PC demand but less material to near‑term data‑center AI revenue. AMD Stock Gains on Leaked Ryzen 7 9850X3D CPUS & RAM Bundle
• Neutral Sentiment: Reported short‑interest data this reporting cycle appears anomalous (zero shares reported), so short‑interest signals are currently unhelpful. (No actionable change.)
• Negative Sentiment: The stock has been volatile after a strong run — earlier profit‑taking triggered a ~3% drop this week, showing sensitivity to sector rotation even amid positive fundamentals. AMD Stock Plunges 3% On Monday Amid Sector Rotation And Profit-Taking
• Negative Sentiment: Some headlines note the stock slipped despite fresh price‑target increases, highlighting short‑term positioning risk ahead of earnings and the potential for disappointment to trigger more selling. AMD Stock Slips Despite Price Target Increases from Top Wall Street Analysts

Advanced Micro Devices Stock Performance

Shares of Advanced Micro Devices stock opened at $252.03 on Wednesday. The company has a quick ratio of 1.68, a current ratio of 2.31 and a debt-to-equity ratio of 0.04. Advanced Micro Devices, Inc. has a 52 week low of $76.48 and a 52 week high of $267.08. The firm’s 50 day moving average is $219.31 and its two-hundred day moving average is $200.79. The firm has a market capitalization of $410.31 billion, a P/E ratio of 124.77, a P/E/G ratio of 1.05 and a beta of 1.95.

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

Insider Buying and Selling at Advanced Micro Devices

In other Advanced Micro Devices news, EVP Forrest Eugene Norrod sold 19,450 shares of the firm’s stock in a transaction on Wednesday, November 19th. The shares were sold at an average price of $229.37, for a total transaction of $4,461,246.50. Following the transaction, the executive vice president directly owned 300,348 shares of the company’s stock, valued at approximately $68,890,820.76. This trade represents a 6.08% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Mark D. Papermaster sold 17,108 shares of Advanced Micro Devices stock in a transaction on Friday, November 14th. The shares were sold at an average price of $240.12, for a total transaction of $4,107,972.96. Following the completion of the transaction, the executive vice president owned 1,714,505 shares in the company, valued at approximately $411,686,940.60. This represents a 0.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 164,000 shares of company stock worth $36,034,173 in the last 90 days. Company insiders own 0.06% of the company’s stock.

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.