J. Safra Sarasin Holding AG Increases Stock Position in Advanced Micro Devices, Inc. $AMD

J. Safra Sarasin Holding AG lifted its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 226.3% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 25,704 shares of the semiconductor manufacturer’s stock after purchasing an additional 17,827 shares during the period. J. Safra Sarasin Holding AG’s holdings in Advanced Micro Devices were worth $4,158,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently modified their holdings of AMD. HHM Wealth Advisors LLC boosted its position in shares of Advanced Micro Devices by 2.4% during the 3rd quarter. HHM Wealth Advisors LLC now owns 1,742 shares of the semiconductor manufacturer’s stock worth $282,000 after purchasing an additional 40 shares in the last quarter. HBK Sorce Advisory LLC boosted its holdings in Advanced Micro Devices by 0.3% during the third quarter. HBK Sorce Advisory LLC now owns 13,404 shares of the semiconductor manufacturer’s stock worth $2,169,000 after buying an additional 43 shares in the last quarter. Wilmington Savings Fund Society FSB grew its position in Advanced Micro Devices by 0.5% during the third quarter. Wilmington Savings Fund Society FSB now owns 8,706 shares of the semiconductor manufacturer’s stock worth $1,409,000 after buying an additional 43 shares during the period. Moseley Investment Management Inc. grew its holdings in shares of Advanced Micro Devices by 0.5% in the 3rd quarter. Moseley Investment Management Inc. now owns 8,883 shares of the semiconductor manufacturer’s stock worth $1,437,000 after acquiring an additional 44 shares during the period. Finally, OneAscent Family Office LLC increased its stake in Advanced Micro Devices by 2.6% in the 3rd quarter. OneAscent Family Office LLC now owns 1,755 shares of the semiconductor manufacturer’s stock valued at $284,000 after purchasing an additional 44 shares in the last quarter. 71.34% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Advanced Micro Devices

In other Advanced Micro Devices news, EVP Forrest Eugene Norrod sold 19,450 shares of the business’s stock in a transaction dated 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 completion of the sale, the executive vice president owned 300,348 shares of the company’s stock, valued at approximately $68,890,820.76. The trade was a 6.08% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP Ava Hahn sold 2,442 shares of Advanced Micro Devices stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $234.42, for a total value of $572,453.64. Following the completion of the transaction, the senior vice president directly owned 16,359 shares in the company, valued at $3,834,876.78. This represents a 12.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 164,000 shares of company stock valued at $36,034,173 over the last quarter. 0.06% of the stock is currently owned by corporate insiders.

Advanced Micro Devices News Summary

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

• Positive Sentiment: OpenAI selected AMD chips for infrastructure, a high‑visibility design win that validates AMD’s AI roadmap and supports faster AI revenue growth. AMD Lands OpenAI Chip Deal, Highlighting Growing AI Revenue Story
• Positive Sentiment: Piper Sandler raised its price target to $300 and kept an Overweight rating, citing Helios ramp and OpenAI exposure as primary upside drivers ahead of earnings. Piper Sandler Sees Helios Ramp and OpenAI Driving AMD Upside
• Positive Sentiment: Market commentators (including Jim Cramer) say AMD is facing demand it can’t meet, a signal of strong consumption for CPUs/AI accelerators that supports revenue momentum. AMD (AMD) is Facing a Shortage That Can’t Be Met, Says Jim Cramer
• Positive Sentiment: Bank of America and other sell‑side notes list AMD among attractive AI/compute chip investments, reinforcing institutional interest and supporting multiple expansion narratives. BofA Names Top 4 AI Chip Stocks That Look Cheap
• Positive Sentiment: Analyst and preview coverage expect an earnings beat for the upcoming report (growth in data center/AI revenue cited), which could drive further upside if results and guidance beat. Advanced Micro Devices (AMD) Earnings Expected to Grow: What to Know Ahead of Next Week’s Release
• Neutral Sentiment: Analysts are comparing AMD and SMCI ahead of Feb. earnings; this debate may shift flows between AI hardware names but doesn’t change AMD’s core fundamentals. AMD vs. SMCI: Which AI Hardware Stock Do Analysts Prefer Ahead of Earnings?
• Neutral Sentiment: Leaked consumer product bundle (Ryzen 7 9850X3D + RAM) surfaced as a potential retail catalyst; helpful for consumer PC demand but less material to near‑term data‑center AI revenue. AMD Stock Gains on Leaked Ryzen 7 9850X3D CPUS & RAM Bundle
• Neutral Sentiment: Reported short‑interest data this reporting cycle appears anomalous (zero shares reported), so short‑interest signals are currently unhelpful. (No actionable change.)
• Negative Sentiment: The stock has been volatile after a strong run — earlier profit‑taking triggered a ~3% drop this week, showing sensitivity to sector rotation even amid positive fundamentals. AMD Stock Plunges 3% On Monday Amid Sector Rotation And Profit-Taking
• Negative Sentiment: Some headlines note the stock slipped despite fresh price‑target increases, highlighting short‑term positioning risk ahead of earnings and the potential for disappointment to trigger more selling. AMD Stock Slips Despite Price Target Increases from Top Wall Street Analysts

Analyst Ratings Changes

A number of analysts have commented on the company. Mizuho boosted their target price on Advanced Micro Devices from $275.00 to $285.00 and gave the stock an “outperform” rating in a research report on Wednesday, November 12th. Weiss Ratings restated a “hold (c+)” rating on shares of Advanced Micro Devices in a report on Monday, December 29th. Bank of America reaffirmed a “buy” rating and issued a $300.00 price target on shares of Advanced Micro Devices in a report on Wednesday, November 12th. Morgan Stanley reissued an “equal weight” rating and set a $260.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. Finally, Roth Mkm reaffirmed a “buy” rating and issued a $300.00 target price on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. Two analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and ten have issued a Hold rating to the company. According to data from MarketBeat, Advanced Micro Devices has an average rating of “Moderate Buy” and an average target price of $281.06.

Advanced Micro Devices Stock Performance

Advanced Micro Devices stock opened at $252.03 on Wednesday. The stock has a fifty day moving average price of $219.31 and a 200 day moving average price of $200.79. 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, Inc. has a 52 week low of $76.48 and a 52 week high of $267.08. The firm has a market capitalization of $410.31 billion, a P/E ratio of 124.77, a PEG ratio of 1.05 and a beta of 1.95.

Advanced Micro Devices (NASDAQ:AMD) last announced its quarterly earnings data on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 earnings per share for the quarter, topping the consensus estimate 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 for the quarter, compared to analyst estimates of $8.76 billion. During the same period in the prior year, the firm posted $0.92 EPS. The company’s revenue was up 35.6% on a year-over-year basis. Equities research analysts anticipate 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.