Mitsubishi UFJ Trust & Banking Corp Buys 2,491 Shares of Advanced Micro Devices, Inc. $AMD

Mitsubishi UFJ Trust & Banking Corp lifted its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 0.4% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 712,464 shares of the semiconductor manufacturer’s stock after purchasing an additional 2,491 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp’s holdings in Advanced Micro Devices were worth $115,270,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of AMD. Norges Bank acquired a new stake in Advanced Micro Devices during the second quarter worth about $3,094,662,000. Jennison Associates LLC acquired a new position in shares of Advanced Micro Devices in the 3rd quarter valued at approximately $626,826,000. Nordea Investment Management AB lifted its holdings 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 acquiring an additional 2,619,294 shares during the period. Rafferty Asset Management LLC lifted its holdings in shares of Advanced Micro Devices by 56.0% during the 2nd quarter. Rafferty Asset Management LLC now owns 6,772,923 shares of the semiconductor manufacturer’s stock worth $961,078,000 after acquiring an additional 2,430,533 shares during the period. Finally, Vanguard Group Inc. boosted its position in shares of Advanced Micro Devices by 1.5% during the 2nd quarter. Vanguard Group Inc. now owns 154,648,859 shares of the semiconductor manufacturer’s stock worth $21,944,673,000 after acquiring an additional 2,281,508 shares in the last quarter. Institutional investors own 71.34% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts have commented on AMD shares. Mizuho boosted their price objective on shares of Advanced Micro Devices from $275.00 to $285.00 and gave the company an “outperform” rating in a research report on Wednesday, November 12th. Morgan Stanley reiterated an “equal weight” rating and issued a $260.00 price target on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. Piper Sandler reissued an “overweight” rating and set a $280.00 price target on shares of Advanced Micro Devices in a report on Wednesday, November 12th. Dbs Bank upgraded Advanced Micro Devices from a “hold” rating to a “moderate buy” rating in a research report on Monday, October 6th. Finally, Loop Capital set a $290.00 target price on Advanced Micro Devices and gave the company a “buy” rating in a research report on Wednesday, November 5th. Two research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and ten have assigned a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $279.67.

Insider Buying and Selling at Advanced Micro Devices

In related news, EVP Mark D. Papermaster sold 17,108 shares of Advanced Micro Devices stock in a transaction that occurred 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 sale, the executive vice president directly owned 1,714,505 shares in the company, valued at $411,686,940.60. This trade represents a 0.99% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, SVP Ava Hahn sold 2,442 shares of the business’s stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $234.42, for a total transaction of $572,453.64. Following the sale, the senior vice president directly owned 16,359 shares in the company, valued at $3,834,876.78. The trade was a 12.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 164,000 shares of company stock worth $36,034,173 in the last 90 days. Corporate insiders own 0.06% of the company’s stock.

Key Stories Impacting Advanced Micro Devices

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

• Positive Sentiment: MarketWatch says AMD may be better positioned than Intel to handle a supply crunch, driving investor rotation into AMD as Intel’s outlook weakens. Why AMD’s stock is charging higher as Intel’s sinks
• Positive Sentiment: Invezz reports investors repositioned into AMD after Intel’s disappointing Q4 guidance, underscoring the view that AMD can pick up CPU/server orders Intel can’t supply. AMD stock jumps 4% on Friday: is Intel’s Q4 report the catalyst?
• Positive Sentiment: Tata Consultancy Services (TCS) announced a strategic collaboration to help customers scale AI with AMD technology — expands enterprise distribution and could accelerate adoption of AMD CPUs/GPUs in production AI deployments. Tata Consultancy Services Announces Strategic Collaboration with Advanced Micro Devices (AMD)
• Positive Sentiment: Cathie Wood/ARK says AMD can challenge Nvidia this year with cheaper data-center GPUs — a bullish institutional view that supports multiple-expansion narratives if AMD takes GPU share. Cathie Wood Thinks AMD Will Challenge Nvidia This Year
• Positive Sentiment: TipRanks notes a jump after AMD revealed price and release-date details for the Ryzen 7 9850X3D — product cadence and consumer/PC momentum remain tailwinds. AMD Stock Jumps on Ryzen 7 9850X3D Price & Release Date Reveal
• Neutral Sentiment: QuiverQuant highlights AMD as a notable contributor to QQQ gains and shows broad analyst buy ratings and range of price targets — bullish consensus but also dispersion in targets. QQQ is up 0.7% today, on AMD stock price movement
• Neutral Sentiment: Zacks and other outlets flag AMD’s strong AI/data-center momentum and expanding partner base — positive fundamentals but valuation and execution will determine sustainability. AMD’s Resurgence: Outpacing Nvidia in 2026
• Negative Sentiment: Seeking Alpha warns of downside risk if tech momentum fades and notes potential for underperformance/downgrades — investors should weigh high valuation and recent insider selling against growth expectations. AMDY: Risk Of Underperformance As Tech Momentum Fades (Rating Downgrade)

Advanced Micro Devices Trading Up 2.3%

Shares of AMD stock opened at $259.68 on Friday. Advanced Micro Devices, Inc. has a twelve month low of $76.48 and a twelve month high of $267.08. The stock’s fifty day simple moving average is $218.66 and its 200 day simple moving average is $198.45. The company has a quick ratio of 1.68, a current ratio of 2.31 and a debt-to-equity ratio of 0.04. The firm has a market capitalization of $422.77 billion, a P/E ratio of 128.56, a P/E/G ratio of 1.06 and a beta of 1.95.

Advanced Micro Devices (NASDAQ:AMD) last announced its quarterly earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 EPS for the quarter, beating analysts’ consensus estimates of $1.17 by $0.03. The firm had revenue of $9.25 billion for the quarter, compared to analyst estimates 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 revenue for the quarter was up 35.6% on a year-over-year basis. During the same period last year, the firm posted $0.92 earnings per share. As a group, sell-side analysts predict that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Advanced Micro Devices 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.