National Pension Service Buys 90,762 Shares of Advanced Micro Devices, Inc. $AMD

National Pension Service boosted its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 2.8% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 3,377,037 shares of the semiconductor manufacturer’s stock after acquiring an additional 90,762 shares during the period. National Pension Service’s holdings in Advanced Micro Devices were worth $546,371,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. ORG Wealth Partners LLC boosted its holdings in shares of Advanced Micro Devices by 39.7% in the 3rd quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock valued at $26,000 after purchasing an additional 46 shares in the last quarter. Pinney & Scofield Inc. lifted its holdings in shares of Advanced Micro Devices by 81.0% in the second quarter. Pinney & Scofield Inc. now owns 190 shares of the semiconductor manufacturer’s stock worth $27,000 after acquiring an additional 85 shares during the last quarter. Avion Wealth boosted its stake in shares of Advanced Micro Devices by 49.3% in the 2nd quarter. Avion Wealth now owns 218 shares of the semiconductor manufacturer’s stock valued at $30,000 after purchasing an additional 72 shares in the last quarter. Signature Resources Capital Management LLC boosted its stake in shares of Advanced Micro Devices by 170.4% in the 3rd quarter. Signature Resources Capital Management LLC now owns 219 shares of the semiconductor manufacturer’s stock valued at $35,000 after purchasing an additional 138 shares in the last quarter. Finally, Evolution Wealth Management Inc. bought a new stake in shares of Advanced Micro Devices during the 2nd quarter valued at approximately $34,000. 71.34% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several equities analysts have commented on the company. Raymond James Financial assumed coverage on Advanced Micro Devices in a research report on Thursday, November 20th. They issued an “outperform” rating and a $377.00 target price for the company. Cantor Fitzgerald set a $300.00 target price on shares of Advanced Micro Devices in a report on Tuesday, December 16th. Dbs Bank raised Advanced Micro Devices from a “hold” rating to a “moderate buy” rating in a report on Monday, October 6th. Wolfe Research set a $300.00 target price on Advanced Micro Devices and gave the company an “outperform” rating in a research note on Tuesday, October 14th. Finally, JPMorgan Chase & Co. increased their price target on shares of Advanced Micro Devices from $180.00 to $270.00 and gave the stock a “neutral” rating in a report on Wednesday, November 5th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and ten have given a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $281.06.

Insider Activity at Advanced Micro Devices

In related news, SVP Ava Hahn sold 2,442 shares of Advanced Micro Devices stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $234.42, for a total value of $572,453.64. Following the sale, the senior vice president directly owned 16,359 shares in the company, valued at approximately $3,834,876.78. The trade was a 12.99% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the firm’s stock in a transaction that occurred on Wednesday, November 19th. The stock was sold at an average price of $229.37, for a total transaction of $4,461,246.50. Following the sale, the executive vice president owned 300,348 shares of the company’s stock, valued at $68,890,820.76. This represents a 6.08% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 164,000 shares of company stock valued at $36,034,173 over the last 90 days. 0.06% of the stock is currently owned by insiders.

Key Stories Impacting Advanced Micro Devices

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

• Positive Sentiment: Wells Fargo reiterated an “overweight” rating and publicly pushed back on reports of MI?series delays, issuing a $345 price target — a clear buy?on?weakness signal that supports upside if delay fears fade. Wells Fargo refutes delay claims
• Positive Sentiment: High?profile endorsement: Jim Cramer lauded AMD’s execution and CEO performance, which can help sentiment and attract momentum buyers. Cramer praises AMD CEO
• Positive Sentiment: Analyst support: Susquehanna and other firms continue to highlight strengthening AI/data?center momentum and have reiterated Buy ratings with elevated targets (e.g., $300), bolstering medium?term upside expectations. Susquehanna reiterates Buy
• Neutral Sentiment: Microsoft signaled it will continue buying AI chips from vendors like AMD even as it rolls out its own silicon, which reduces a structural risk but is not an immediate revenue catalyst. Microsoft comment on AI chips
• Neutral Sentiment: Options flow and large trades show active positioning around earnings and product launches — useful for short?term volatility but not definitive on direction. Options activity on AMD
• Neutral Sentiment: Broader market lists (e.g., “5 Stocks to Buy in February”) include AMD as a momentum candidate, reflecting positive thematic support but not immediate price drivers. MarketBeat buy list
• Negative Sentiment: Conflicting reports (SemiAnalysis cited by multiple outlets) suggest potential delays to AMD’s MI?series AI accelerators; such timing uncertainty is the primary near?term catalyst for the share pullback. Reports of AI chip delays
• Negative Sentiment: Valuation concerns: several analysts/commentators argue AMD’s rally already prices in large AI/data?center wins and the stock looks expensive relative to near?term deliverables, prompting profit?taking. Valuation critique
• Negative Sentiment: Broad market weakness and sector rotation amplified the decline today — not unique to AMD but important for short?term downside pressure. Market sell-off context

Advanced Micro Devices Trading Down 6.1%

NASDAQ:AMD opened at $236.73 on Friday. Advanced Micro Devices, Inc. has a 12 month low of $76.48 and a 12 month high of $267.08. The company has a 50 day simple moving average of $221.48 and a two-hundred day simple moving average of $202.14. The company has a current ratio of 2.31, a quick ratio of 1.68 and a debt-to-equity ratio of 0.04. The company has a market cap of $385.41 billion, a PE ratio of 117.19, a price-to-earnings-growth ratio of 1.05 and a beta of 1.95.

Advanced Micro Devices (NASDAQ:AMD) last announced its 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. Advanced Micro Devices had a net margin of 10.32% and a return on equity of 8.04%. The business had revenue of $9.25 billion during the quarter, compared to analysts’ expectations of $8.76 billion. During the same period in the prior year, the company earned $0.92 earnings per share. The firm’s revenue was up 35.6% on a year-over-year basis. Research analysts forecast that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current year.

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.