Mn Services Vermogensbeheer B.V. Has $99.78 Million Stock Holdings in Advanced Micro Devices, Inc. $AMD

Mn Services Vermogensbeheer B.V. lifted its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 1.5% in the third quarter, HoldingsChannel reports. The firm owned 616,696 shares of the semiconductor manufacturer’s stock after purchasing an additional 9,400 shares during the period. Advanced Micro Devices accounts for 0.6% of Mn Services Vermogensbeheer B.V.’s holdings, making the stock its 24th biggest position. Mn Services Vermogensbeheer B.V.’s holdings in Advanced Micro Devices were worth $99,775,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also recently bought and sold shares of the company. Baker Avenue Asset Management LP boosted its holdings in shares of Advanced Micro Devices by 60.5% in the third quarter. Baker Avenue Asset Management LP now owns 132,918 shares of the semiconductor manufacturer’s stock worth $21,505,000 after buying an additional 50,078 shares during the period. Deseret Mutual Benefit Administrators raised its holdings in shares of Advanced Micro Devices by 13.7% during the third quarter. Deseret Mutual Benefit Administrators now owns 1,070 shares of the semiconductor manufacturer’s stock valued at $173,000 after acquiring an additional 129 shares during the period. Mitsubishi UFJ Trust & Banking Corp lifted its position in shares of Advanced Micro Devices by 0.4% in the 3rd quarter. Mitsubishi UFJ Trust & Banking Corp now owns 712,464 shares of the semiconductor manufacturer’s stock valued at $115,270,000 after acquiring an additional 2,491 shares in the last quarter. Birch Financial Group LLC acquired a new position in Advanced Micro Devices in the 3rd quarter worth approximately $332,000. Finally, UniSuper Management Pty Ltd grew its position in Advanced Micro Devices by 5.8% during the 3rd quarter. UniSuper Management Pty Ltd now owns 403,379 shares of the semiconductor manufacturer’s stock worth $65,263,000 after purchasing an additional 22,226 shares in the last quarter. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Advanced Micro Devices Stock Up 2.3%

AMD opened at $259.68 on Friday. The company has a market capitalization of $422.77 billion, a PE ratio of 128.56, a price-to-earnings-growth ratio of 1.06 and a beta of 1.95. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.31 and a quick ratio of 1.68. Advanced Micro Devices, Inc. has a fifty-two week low of $76.48 and a fifty-two week high of $267.08. The business has a 50-day moving average of $218.66 and a 200-day moving average of $198.45.

Advanced Micro Devices (NASDAQ:AMD) last released its quarterly earnings data on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 EPS for the quarter, topping analysts’ consensus estimates of $1.17 by $0.03. The firm had revenue of $9.25 billion for the quarter, compared to the consensus estimate of $8.76 billion. Advanced Micro Devices had a return on equity of 8.04% and a net margin of 10.32%.The firm’s revenue was up 35.6% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.92 earnings per share. Equities research analysts forecast that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on AMD shares. Mizuho increased their target price on Advanced Micro Devices from $275.00 to $285.00 and gave the company an “outperform” rating in a report on Wednesday, November 12th. DZ Bank raised Advanced Micro Devices from a “hold” rating to a “buy” rating and set a $250.00 price objective for the company in a research note on Wednesday, October 8th. Loop Capital set a $290.00 price objective on Advanced Micro Devices and gave the stock a “buy” rating in a research report on Wednesday, November 5th. Stifel Nicolaus upped their target price on Advanced Micro Devices from $240.00 to $280.00 and gave the company a “buy” rating in a report on Wednesday, November 5th. Finally, Wells Fargo & Company increased their price target on shares of Advanced Micro Devices from $300.00 to $345.00 and gave the stock an “overweight” rating in a research report on Wednesday, November 12th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and ten have assigned a Hold rating to the stock. According to data from MarketBeat, Advanced Micro Devices has an average rating of “Moderate Buy” and a consensus price target of $279.67.

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)

Insider Buying and Selling at Advanced Micro Devices

In other news, CEO Lisa T. Su sold 125,000 shares of the stock in a transaction on Thursday, December 11th. The shares were sold at an average price of $215.14, for a total transaction of $26,892,500.00. Following the transaction, the chief executive officer owned 3,277,476 shares in the company, valued at $705,116,186.64. This represents a 3.67% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, SVP Ava Hahn sold 2,442 shares of the firm’s stock in a transaction on Friday, January 16th. The shares were sold at an average price of $234.42, for a total transaction of $572,453.64. Following the transaction, the senior vice president owned 16,359 shares in the company, valued at $3,834,876.78. This represents a 12.99% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 164,000 shares of company stock valued at $36,034,173. 0.06% of the stock is currently owned by insiders.

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.