Meiji Yasuda America Inc Purchases New Shares in Advanced Micro Devices, Inc. $AMD

Meiji Yasuda America Inc bought a new stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund bought 16,420 shares of the semiconductor manufacturer’s stock, valued at approximately $3,517,000.

A number of other hedge funds have also recently modified their holdings of AMD. Norges Bank bought a new stake in Advanced Micro Devices during the fourth quarter worth about $4,929,312,000. Jennison Associates LLC boosted its stake in Advanced Micro Devices by 181.6% during the fourth quarter. Jennison Associates LLC now owns 10,910,310 shares of the semiconductor manufacturer’s stock worth $2,336,552,000 after acquiring an additional 7,035,991 shares in the last quarter. Wellington Management Group LLP boosted its stake in Advanced Micro Devices by 335.9% during the third quarter. Wellington Management Group LLP now owns 4,847,825 shares of the semiconductor manufacturer’s stock worth $784,330,000 after acquiring an additional 3,735,807 shares in the last quarter. Franklin Resources Inc. boosted its stake in Advanced Micro Devices by 340.1% during the fourth quarter. Franklin Resources Inc. now owns 4,747,834 shares of the semiconductor manufacturer’s stock worth $1,016,796,000 after acquiring an additional 3,669,054 shares in the last quarter. Finally, Assenagon Asset Management S.A. boosted its stake in Advanced Micro Devices by 104.4% during the fourth quarter. Assenagon Asset Management S.A. now owns 5,991,297 shares of the semiconductor manufacturer’s stock worth $1,283,096,000 after acquiring an additional 3,059,935 shares in the last quarter. Institutional investors own 71.34% of the company’s stock.

Advanced Micro Devices Trading Up 8.0%

Shares of NASDAQ AMD opened at $488.45 on Friday. The firm’s 50 day moving average price is $380.39 and its 200-day moving average price is $272.51. The company has a market cap of $796.47 billion, a PE ratio of 160.15, a P/E/G ratio of 1.33 and a beta of 2.50. Advanced Micro Devices, Inc. has a 52-week low of $115.06 and a 52-week high of $546.44. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.96 and a current ratio of 2.72.

Advanced Micro Devices (NASDAQ:AMD) last issued its earnings results on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.29 by $0.08. The firm had revenue of $10.25 billion for the quarter, compared to the consensus estimate of $9.90 billion. Advanced Micro Devices had a net margin of 13.37% and a return on equity of 9.55%. The business’s revenue was up 37.8% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.96 earnings per share. On average, equities research analysts expect that Advanced Micro Devices, Inc. will post 6.2 EPS for the current fiscal year.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: Bank of America raised its price target on AMD to $560 and reiterated a buy rating, calling AMD its “top CPU pick” on expectations that agentic AI will boost demand for server CPUs and related hardware. AMD Stock Rises as BofA Lifts Price Target, Calls it ‘Top CPU Pick’
• Positive Sentiment: Several reports said semiconductor stocks, including AMD, rallied after BofA highlighted a roughly $170 billion opportunity tied to agentic AI workloads, which could support demand for CPUs, GPUs, and data-center infrastructure. Nvidia, AMD, Arm stocks rally as BofA sees $170B agentic AI opportunity
• Positive Sentiment: Analyst estimate revisions also turned more constructive, with Erste Group lifting its FY2026 and FY2027 earnings forecasts for AMD, reinforcing the view that profits can keep growing as AI and data-center spending expand.
• Positive Sentiment: Media coverage around leaks of faster Zen 6 CPU speeds and pieces arguing AMD still has substantial upside added to the bullish sentiment around the stock.
• Neutral Sentiment: AMD’s huge 12-month run has prompted some valuation caution, with multiple articles asking whether the stock has run too far after its big gain. That may temper enthusiasm, even though the longer-term AI growth narrative remains intact. Is It Too Late to Buy Advanced Micro Devices (AMD) Stock After Its 12-Month Gain of 300%?
• Negative Sentiment: Some traders are taking profits across AI and semiconductor names, and one report said retail investors were cashing out of AMD and other chip stocks ahead of the SpaceX IPO, adding short-term selling pressure. Retail Is Cashing Out Of Micron, AMD, AI Stocks Ahead Of SpaceX IPO

Insider Transactions at Advanced Micro Devices

In other news, EVP Paul Darren Grasby sold 24,376 shares of the company’s stock in a transaction that occurred on Friday, May 8th. The shares were sold at an average price of $444.39, for a total value of $10,832,450.64. Following the transaction, the executive vice president owned 105,222 shares in the company, valued at approximately $46,759,604.58. This represents a 18.81% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO Lisa T. Su sold 125,000 shares of the company’s stock in a transaction that occurred on Wednesday, May 13th. The stock was sold at an average price of $445.51, for a total transaction of $55,688,750.00. Following the completion of the transaction, the chief executive officer owned 3,021,899 shares in the company, valued at approximately $1,346,286,223.49. This represents a 3.97% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 247,032 shares of company stock valued at $101,072,366. 0.50% of the stock is currently owned by insiders.

Analysts Set New Price Targets

AMD has been the topic of several research reports. Evercore reissued an “outperform” rating and set a $579.00 price objective on shares of Advanced Micro Devices in a research note on Tuesday, May 19th. Barclays boosted their price objective on shares of Advanced Micro Devices from $500.00 to $665.00 and gave the stock an “overweight” rating in a research note on Monday, June 1st. Seaport Research Partners raised shares of Advanced Micro Devices from a “neutral” rating to a “buy” rating and set a $430.00 price objective on the stock in a research note on Wednesday, May 6th. Erste Group Bank raised shares of Advanced Micro Devices from a “hold” rating to a “buy” rating in a research note on Thursday, April 2nd. Finally, Roth Mkm reissued a “buy” rating and set a $500.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, May 6th. One research analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and thirteen have assigned a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $421.49.

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.