Rakuten Investment Management Inc. Invests $50.20 Million in Advanced Micro Devices, Inc. $AMD

Rakuten Investment Management Inc. acquired a new position in Advanced Micro Devices, Inc. (NASDAQ:AMD) during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 311,078 shares of the semiconductor manufacturer’s stock, valued at approximately $50,196,000.

Several other institutional investors have also added to or reduced their stakes in the stock. Brighton Jones LLC raised its stake in Advanced Micro Devices by 178.2% during the fourth quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer’s stock worth $5,551,000 after buying an additional 29,438 shares during the last quarter. Revolve Wealth Partners LLC boosted its position in Advanced Micro Devices by 2.9% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer’s stock valued at $1,001,000 after acquiring an additional 234 shares during the last quarter. Sivia Capital Partners LLC grew its holdings in Advanced Micro Devices by 125.1% during the 2nd quarter. Sivia Capital Partners LLC now owns 5,344 shares of the semiconductor manufacturer’s stock worth $758,000 after acquiring an additional 2,970 shares during the period. ABLE Financial Group LLC bought a new position in shares of Advanced Micro Devices in the 2nd quarter worth about $200,000. Finally, Clear Harbor Asset Management LLC lifted its stake in shares of Advanced Micro Devices by 16.8% in the 2nd quarter. Clear Harbor Asset Management LLC now owns 9,030 shares of the semiconductor manufacturer’s stock valued at $1,281,000 after purchasing an additional 1,296 shares during the period. 71.34% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other news, EVP Mark D. Papermaster sold 17,108 shares of the firm’s stock in a transaction that occurred on Friday, November 14th. The stock was sold at an average price of $240.12, for a total value of $4,107,972.96. Following the transaction, the executive vice president owned 1,714,505 shares in the company, valued at $411,686,940.60. This trade represents a 0.99% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Ava Hahn sold 2,442 shares of the company’s stock in a transaction on 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 owned 16,359 shares of the company’s stock, valued at $3,834,876.78. This trade represents a 12.99% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 164,000 shares of company stock valued at $36,034,173. 0.06% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several research firms recently commented on AMD. Bank of America reaffirmed a “buy” rating and set a $300.00 target price on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. Raymond James Financial started coverage on shares of Advanced Micro Devices in a research report on Thursday, November 20th. They set an “outperform” rating and a $377.00 price objective for the company. Susquehanna reiterated a “positive” rating and set a $300.00 target price on shares of Advanced Micro Devices in a research report on Friday, October 31st. Mizuho raised their price target on shares of Advanced Micro Devices from $275.00 to $285.00 and gave the stock an “outperform” rating in a report on Wednesday, November 12th. Finally, TD Cowen lifted their price target on shares of Advanced Micro Devices from $270.00 to $290.00 and gave the company a “buy” rating in a research note on Wednesday, November 5th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and twelve have given a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $276.16.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: Reports that Meta will buy more AI chips from AMD boosted near‑term data‑center demand expectations; investors see this as direct revenue upside for AMD’s GPU/AI roadmap. Read More.
• Positive Sentiment: Riot Platforms disclosed a 10‑year lease with AMD at Rockdale (initial 25 MW, option to 200 MW) that implies hundreds of millions in contract revenue and validates AMD’s need for dedicated data‑center capacity for AI deployments. Read More.
• Positive Sentiment: AMD added KC McClure (former Accenture CFO) to its board, strengthening financial oversight and governance as the company scales capital‑intensive AI and data‑center investments. Read More.
• Positive Sentiment: Wall Street bullishness and higher price targets (including big calls like Wells Fargo’s reiterated Overweight) continue to support upside expectations into the MI450 product cycle. Read More.
• Neutral Sentiment: Market commentary positions 2026 as a potential “turnaround” year if MI450 execution and data‑center deals scale; this frames a bullish narrative but depends heavily on upcoming guidance and execution. Read More.
• Negative Sentiment: Insider selling has accelerated (recent Form 4/Form 144 filings; SVP Ava Hahn sold ~2,442 shares), which can spook some investors ahead of earnings even if trades are routine planned sales. Read More.
• Negative Sentiment: Policy/headline risk: coverage of a proposed 25% tariff on certain MI325x chip imports could pressure margins or disrupt timing for specific SKUs if enacted or broadened. Read More.
• Negative Sentiment: Some analysts remain cautious or note valuation already prices significant AI upside, leaving limited margin for error ahead of AMD’s Feb. earnings and guidance. Read More.

Advanced Micro Devices Stock Up 0.0%

Advanced Micro Devices stock opened at $231.92 on Wednesday. The firm has a market capitalization of $377.58 billion, a price-to-earnings ratio of 114.81, a price-to-earnings-growth ratio of 0.97 and a beta of 1.95. The firm’s fifty day moving average price is $218.47 and its two-hundred day moving average price is $196.82. Advanced Micro Devices, Inc. has a 1-year low of $76.48 and a 1-year high of $267.08. The company has a current ratio of 2.31, a quick ratio of 1.68 and a debt-to-equity ratio of 0.04.

Advanced Micro Devices (NASDAQ:AMD) last posted its earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 earnings per share for the quarter, topping 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 company had revenue of $9.25 billion for the quarter, compared to analyst estimates of $8.76 billion. During the same quarter in the prior year, the business posted $0.92 EPS. The firm’s revenue was up 35.6% compared to the same quarter last year. On average, equities research analysts predict that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal 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.