Advanced Micro Devices, Inc. $AMD Stock Purchased by Mn Services Vermogensbeheer B.V.

Mn Services Vermogensbeheer B.V. raised its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 4.6% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 496,973 shares of the semiconductor manufacturer’s stock after acquiring an additional 22,079 shares during the quarter. Advanced Micro Devices accounts for about 2.3% of Mn Services Vermogensbeheer B.V.’s holdings, making the stock its 8th biggest position. Mn Services Vermogensbeheer B.V.’s holdings in Advanced Micro Devices were worth $311,740,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Diversified Management Inc. increased its holdings in shares of Advanced Micro Devices by 20.0% in the 3rd quarter. Diversified Management Inc. now owns 863 shares of the semiconductor manufacturer’s stock valued at $528,000 after purchasing an additional 144 shares in the last quarter. First Heartland Consultants Inc. boosted its holdings in Advanced Micro Devices by 5.5% during the third quarter. First Heartland Consultants Inc. now owns 3,577 shares of the semiconductor manufacturer’s stock worth $2,315,000 after buying an additional 186 shares in the last quarter. GAMMA Investing LLC boosted its holdings in Advanced Micro Devices by 12.0% during the third quarter. GAMMA Investing LLC now owns 46,704 shares of the semiconductor manufacturer’s stock worth $29,206,000 after buying an additional 5,002 shares in the last quarter. Galvin Gaustad & Stein LLC grew its position in Advanced Micro Devices by 12.7% during the third quarter. Galvin Gaustad & Stein LLC now owns 852 shares of the semiconductor manufacturer’s stock worth $521,000 after buying an additional 96 shares during the period. Finally, Grove Bank & Trust grew its position in Advanced Micro Devices by 4.9% during the third quarter. Grove Bank & Trust now owns 7,086 shares of the semiconductor manufacturer’s stock worth $4,335,000 after buying an additional 329 shares during the period. 71.34% of the stock is owned by institutional investors and hedge funds.

Advanced Micro Devices Stock Performance

NASDAQ:AMD opened at $620.68 on Friday. The firm has a 50 day simple moving average of $526.31 and a 200-day simple moving average of $458.39. The company has a debt-to-equity ratio of 0.03, a current ratio of 2.61 and a quick ratio of 1.91. The firm has a market cap of $1.01 trillion, a PE ratio of 159.56, a P/E/G ratio of 6.69 and a beta of 2.45. Advanced Micro Devices, Inc. has a 1-year low of $188.22 and a 1-year high of $658.52.

Advanced Micro Devices (NASDAQ:AMD) last announced its quarterly earnings data on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.62 by $0.04. Advanced Micro Devices had a net margin of 15.58% and a return on equity of 12.30%. The business had revenue of $11.54 billion for the quarter, compared to the consensus estimate of $11.31 billion. During the same quarter in the prior year, the firm posted $0.48 earnings per share. The company’s quarterly revenue was up 50.1% compared to the same quarter last year. On average, equities analysts expect that Advanced Micro Devices, Inc. will post 6.43 EPS for the current year.

Analysts Set New Price Targets

A number of research analysts have issued reports on the stock. Melius Research set a $660.00 target price on shares of Advanced Micro Devices in a report on Friday, July 24th. UBS Group reissued an “overweight” rating on shares of Advanced Micro Devices in a research note on Friday, July 24th. Jefferies Financial Group set a $650.00 price target on Advanced Micro Devices in a report on Wednesday, August 5th. Stifel Nicolaus lifted their price objective on Advanced Micro Devices from $635.00 to $700.00 and gave the stock a “buy” rating in a report on Monday. Finally, CLSA reiterated an “outperform” rating and set a $710.00 target price on shares of Advanced Micro Devices in a research report on Wednesday, September 9th. Three investment analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $585.26.

Advanced Micro Devices News Roundup

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

• Positive Sentiment: Goldman Sachs raised its 2026 U.S. data-center capacity forecast by 5 gigawatts to 64GW and expects capacity to reach 90GW in 2027. The continued expansion of AI infrastructure supports long-term demand for AMD’s CPUs and accelerators. Ways AI Data Center Capacity Will Reach 90GW by 2027
• Positive Sentiment: TSMC reported third-quarter revenue of approximately $46.7 billion, up 50% year over year, signaling that demand for AI processors from customers including AMD remains robust. AMD’s data-center revenue was also reported at $6.7 billion, up 107% annually. Nvidia, AMD, Intel stocks despite record AI demand
• Positive Sentiment: CEO Lisa Su’s discussions with Samsung and SK Hynix could improve AMD’s access to memory and manufacturing capacity as AI supply constraints persist. The company is also linked to open Ethernet data-center infrastructure initiatives with Arista, Broadcom, Meta and Microsoft. AMD CEO says continues to explore foundry partnership with Samsung
• Neutral Sentiment: AMD scheduled its third-quarter earnings release for November 3, giving investors a near-term catalyst. The report will be important for assessing whether AI commitments are translating into sustained deployments, cash flow and margins. AMD Stock Slips Despite Setting a Date for Q3 Earnings
• Negative Sentiment: Higher Treasury yields and oil prices intensified a broader equity and semiconductor selloff, reducing investor appetite for richly valued AI stocks. AMD’s elevated valuation makes its shares particularly sensitive to changes in interest-rate expectations. Why are Intel and AMD stocks plunging
• Negative Sentiment: Analysts and commentators cautioned that AMD’s market capitalization and recent rally may already price in substantial AI success. Delivering on future products, including rack-scale systems, and converting customer commitments into recurring revenue will be necessary to justify further gains. AMD’s Valuation Is Ruffling Feathers on Wall Street

Insider Buying and Selling

In other news, EVP Mark D. Papermaster sold 28,811 shares of Advanced Micro Devices stock in a transaction on Thursday, August 20th. The stock was sold at an average price of $471.87, for a total value of $13,595,046.57. Following the completion of the sale, the executive vice president owned 1,261,461 shares of the company’s stock, valued at $595,245,602.07. The trade was a 2.23% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Forrest Norrod sold 17,261 shares of the company’s stock in a transaction on Tuesday, September 15th. The shares were sold at an average price of $503.05, for a total value of $8,683,146.05. Following the completion of the transaction, the executive vice president owned 363,317 shares of the company’s stock, valued at $182,766,616.85. The trade was a 4.54% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 213,838 shares of company stock worth $105,533,836 in the last three months. 0.50% of the stock is currently owned by insiders.

Advanced Micro Devices Profile

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

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