IQ EQ FUND MANAGEMENT IRELAND Ltd Purchases 86,854 Shares of Advanced Micro Devices, Inc. $AMD

IQ EQ FUND MANAGEMENT IRELAND Ltd grew its position in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 119.0% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 159,817 shares of the semiconductor manufacturer’s stock after acquiring an additional 86,854 shares during the quarter. Advanced Micro Devices comprises approximately 1.8% of IQ EQ FUND MANAGEMENT IRELAND Ltd’s portfolio, making the stock its 8th biggest position. IQ EQ FUND MANAGEMENT IRELAND Ltd’s holdings in Advanced Micro Devices were worth $25,857,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of AMD. Norges Bank purchased a new stake in shares of Advanced Micro Devices in the second quarter valued at about $3,094,662,000. Jennison Associates LLC acquired a new position in Advanced Micro Devices in the 3rd quarter valued at about $626,826,000. Nordea Investment Management AB increased its position in Advanced Micro Devices by 203.7% in the 3rd quarter. Nordea Investment Management AB now owns 3,905,148 shares of the semiconductor manufacturer’s stock valued at $631,892,000 after acquiring an additional 2,619,294 shares during the period. Rafferty Asset Management LLC lifted its position in Advanced Micro Devices by 56.0% during the 2nd quarter. Rafferty Asset Management LLC now owns 6,772,923 shares of the semiconductor manufacturer’s stock worth $961,078,000 after acquiring an additional 2,430,533 shares during the period. Finally, Vanguard Group Inc. grew its stake in shares of Advanced Micro Devices by 1.5% in the 2nd quarter. Vanguard Group Inc. now owns 154,648,859 shares of the semiconductor manufacturer’s stock valued at $21,944,673,000 after purchasing an additional 2,281,508 shares during the last quarter. 71.34% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Advanced Micro Devices

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

• Positive Sentiment: Northland Securities raised multi‑quarter and FY2027 earnings forecasts (FY2027 now $6.34 EPS), signaling bullish medium‑term expectations for AMD’s AI/data‑center roadmap. MarketBeat AMD
• Positive Sentiment: Several sell‑side analysts reaffirmed or raised price targets (Evercore to $328, KeyCorp to $300, Benchmark reiterated buy), which supports upside potential from current levels. Analysts Reset AMD Price Target
• Positive Sentiment: Institutional buyers and ARK Invest picked up shares after the drop, providing demand support from large funds that view the pullback as a buying opportunity. Cathie Wood Buys AMD
• Neutral Sentiment: Supply dynamics are mixed — reports show longer lead times for server CPUs in China, which could reflect strong demand but also create delivery issues for customers. Monitor fulfillment timing and order flow. Reuters: CPU lead times
• Neutral Sentiment: Product catalysts (MI450, Helios rack‑scale solutions) remain on the roadmap and are cited as back‑half 2026/2027 growth drivers; these are longer‑dated positives that won’t fully offset near‑term guidance concerns. MarketBeat on AMD roadmap
• Negative Sentiment: Big intraday sell‑off after Q4: despite beating revenue/EPS, Q1 guidance disappointed some investors and trading flagged that part of Q4 data‑center upside was China‑timed (one‑off MI308 revenue), raising sustainability concerns. CNBC on guidance and CEO comments
• Negative Sentiment: Market commentary warns the sell‑off reflects elevated expectations for AI revenue and a rotation out of high‑growth tech; near‑term sentiment may remain weak until clearer, repeatable AI revenue traction appears. Investopedia: Selloff explanation
• Negative Sentiment: Reports of potential GPU price hikes to align with Nvidia could pressure demand or invite competitive scrutiny; pricing moves may be viewed negatively by some customers and investors. TipRanks: GPU price reports

Insider Buying and Selling at Advanced Micro Devices

In related news, SVP Ava Hahn sold 2,442 shares of the company’s stock in a transaction that occurred 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 approximately $3,834,876.78. This represents a 12.99% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the stock in a transaction on Wednesday, November 19th. The shares were sold at an average price of $229.37, for a total value of $4,461,246.50. Following the sale, the executive vice president owned 300,348 shares in the company, valued at approximately $68,890,820.76. This trade represents a 6.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 164,000 shares of company stock worth $36,034,173. 0.06% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently commented on the company. Robert W. Baird set a $300.00 price target on Advanced Micro Devices in a research note on Wednesday, November 5th. Cantor Fitzgerald restated an “overweight” rating on shares of Advanced Micro Devices in a research report on Monday. Sanford C. Bernstein set a $235.00 target price on shares of Advanced Micro Devices in a research note on Wednesday. Melius Research set a $380.00 target price on shares of Advanced Micro Devices in a report on Wednesday, November 12th. Finally, Benchmark reissued a “buy” rating and set a $325.00 price target on shares of Advanced Micro Devices in a report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and nine have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Advanced Micro Devices has an average rating of “Moderate Buy” and a consensus price target of $290.11.

Advanced Micro Devices Stock Down 3.8%

Shares of NASDAQ AMD opened at $192.50 on Friday. The stock has a market capitalization of $313.40 billion, a price-to-earnings ratio of 72.64, a price-to-earnings-growth ratio of 0.83 and a beta of 1.94. Advanced Micro Devices, Inc. has a 52 week low of $76.48 and a 52 week high of $267.08. The firm has a 50-day moving average price of $222.11 and a 200 day moving average price of $203.86. The company has a quick ratio of 1.68, a current ratio of 2.85 and a debt-to-equity ratio of 0.04.

Advanced Micro Devices (NASDAQ:AMD) last posted its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share for the quarter, beating the consensus estimate of $1.32 by $0.21. The company had revenue of $10.27 billion for the quarter, compared to analyst estimates of $9.65 billion. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.Advanced Micro Devices’s revenue was up 34.1% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.09 earnings per share. Equities research analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

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.