Advanced Micro Devices, Inc. $AMD Shares Bought by Vinva Investment Management Ltd

Vinva Investment Management Ltd lifted its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 11.7% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 122,305 shares of the semiconductor manufacturer’s stock after purchasing an additional 12,837 shares during the quarter. Vinva Investment Management Ltd’s holdings in Advanced Micro Devices were worth $19,735,000 at the end of the most recent reporting period.

Several other institutional investors have also bought and sold shares of AMD. Impax Asset Management Group plc boosted its holdings in shares of Advanced Micro Devices by 326.5% in the third quarter. Impax Asset Management Group plc now owns 52,068 shares of the semiconductor manufacturer’s stock valued at $8,424,000 after acquiring an additional 39,861 shares in the last quarter. Global Retirement Partners LLC acquired a new position in shares of Advanced Micro Devices during the second quarter valued at approximately $4,519,000. Swiss National Bank raised its holdings in Advanced Micro Devices by 7.5% during the second quarter. Swiss National Bank now owns 4,917,975 shares of the semiconductor manufacturer’s stock worth $697,861,000 after purchasing an additional 341,000 shares in the last quarter. New York State Common Retirement Fund raised its holdings in Advanced Micro Devices by 8.4% during the second quarter. New York State Common Retirement Fund now owns 2,239,239 shares of the semiconductor manufacturer’s stock worth $317,748,000 after purchasing an additional 172,745 shares in the last quarter. Finally, Zweig DiMenna Associates LLC lifted its position in Advanced Micro Devices by 127.6% in the third quarter. Zweig DiMenna Associates LLC now owns 72,602 shares of the semiconductor manufacturer’s stock worth $11,746,000 after purchasing an additional 40,708 shares during the period. Institutional investors and hedge funds own 71.34% of the company’s stock.

Advanced Micro Devices Price Performance

Shares of NASDAQ:AMD opened at $192.50 on Friday. The company has a market capitalization of $313.85 billion, a PE ratio of 72.64, a price-to-earnings-growth ratio of 0.73 and a beta of 1.98. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.01 and a current ratio of 2.85. The stock has a fifty day moving average of $217.77 and a 200-day moving average of $208.91. Advanced Micro Devices, Inc. has a one year low of $76.48 and a one year high of $267.08.

Advanced Micro Devices (NASDAQ:AMD) last issued its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.32 by $0.21. The business had revenue of $10.27 billion for the quarter, compared to analysts’ expectations of $9.65 billion. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.The company’s quarterly 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. As a group, equities analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on AMD shares. Jefferies Financial Group reaffirmed a “buy” rating on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. Cantor Fitzgerald reissued an “overweight” rating on shares of Advanced Micro Devices in a research note on Monday, February 2nd. Sanford C. Bernstein set a $235.00 price objective on Advanced Micro Devices in a report on Wednesday, February 4th. Raymond James Financial initiated coverage on Advanced Micro Devices in a research note on Thursday, November 20th. They set an “outperform” rating and a $377.00 target price for the company. Finally, Citigroup reaffirmed a “neutral” rating on shares of Advanced Micro Devices in a report on Thursday, January 15th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and ten have issued a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $290.53.

Insider Activity at Advanced Micro Devices

In other Advanced Micro Devices news, CEO Lisa T. Su sold 125,000 shares of the business’s stock in a transaction dated Thursday, December 11th. The stock was sold at an average price of $215.14, for a total transaction of $26,892,500.00. Following the sale, the chief executive officer owned 3,277,476 shares in the company, valued at approximately $705,116,186.64. The trade was a 3.67% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the company’s stock in a transaction dated 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 directly owned 289,098 shares of the company’s stock, valued at $62,679,337.38. This represents a 6.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 271,892 shares of company stock worth $58,476,908 in the last quarter. 0.06% of the stock is owned by company insiders.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: AMD signed a multi‑year, gigawatt‑scale AI deal with Meta that validates its Instinct GPUs and EPYC CPUs for hyperscaler AI deployments — a material revenue and credibility win that supports multi‑year AI growth expectations. Advanced Micro Devices (AMD) Signs Multi-Year Meta AI Deal
• Positive Sentiment: Flex expanded U.S. production of AMD Instinct GPU platforms in Austin, strengthening AMD’s supply resilience and U.S. manufacturing footprint — a plus if export restrictions push more on‑shore sourcing. Flex’s U.S. AMD GPU Production Deepens AI Data Center Role
• Positive Sentiment: AMD expanded its Ryzen AI 400 Series and PRO lineup (Copilot+ support, up to ~60 TOPS), broadening its AI PC addressable market and product roadmap beyond data‑center GPUs. AMD Expands AI Portfolio With New Ryzen Chips
• Neutral Sentiment: Technical and analyst notes show mixed signals — some outlets flag a potential rebound around ~$200 support while others describe the stock as in a neutral technical range; traders will watch that level closely for stability. AMD: High-Conviction Rebound Brewing At $200 Support
• Neutral Sentiment: Short‑interest reporting in recent feeds shows zero/erroneous values (likely a data issue), so there’s no clear evidence of elevated short pressure from that dataset.
• Negative Sentiment: Reports that the U.S. is drafting broad export rules for AI accelerators — potentially requiring government approval for many overseas sales — are the primary catalyst for today’s weakness; this could slow international revenue growth and complicate customer engagements. U.S. Plans New AI Chip Export Rules That Could Hurt Nvidia And AMD Stock
• Negative Sentiment: Some analysts remain cautious or unimpressed despite recent wins, which can cap near‑term upside and amplify volatility when negative headlines hit. A Top Wall Street Analyst Remains Unimpressed with AMD Stock
• Negative Sentiment: Coverage noting the stock’s pullback (roughly mid‑March weakness and declines since the February earnings pop) highlights that sentiment can turn quickly; investors should weigh regulatory risk against strong fundamentals before adding exposure. Advanced Micro Devices (AMD) Down 16% Since FQ4 2025 Earnings, Here’s Why

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.