Laffer Tengler Investments Inc. Purchases Shares of 6,991 Advanced Micro Devices, Inc. $AMD

Laffer Tengler Investments Inc. acquired a new position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) during the 3rd quarter, Holdings Channel.com reports. The fund acquired 6,991 shares of the semiconductor manufacturer’s stock, valued at approximately $1,131,000.

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

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: Large hyperscaler deal with Meta — AMD scored a multi‑year, gigawatt‑scale Instinct GPU agreement with Meta (and reports say Meta may take an equity stake). This materially deepens AMD’s AI datacenter footprint and supports multi‑year revenue visibility. Advanced Micro Devices, Inc. (AMD) Partners With Meta for AI Infrastructure Expansion
• Positive Sentiment: Manufacturing and product expansion — AMD is expanding U.S. production with Flex and rolling out Ryzen AI 400 series processors and new Instinct GPU roadmaps, positioning it for AI PC and data center demand. AMD’s Expanding AI Deals And US Production Versus Recent Share Pullback
• Positive Sentiment: Commercial deployments of Instinct GPUs — First commercial deployments (diamond‑cooled servers using MI350X) show AMD GPUs are entering production in energy‑efficient AI racks, which supports adoption and revenue ramp. Akash Systems Announces World’s First Diamond Cooled AI Servers with AMD Instinct™ MI350X GPUs
• Positive Sentiment: Analyst support and bullish price targets — Multiple firms (UBS, TD Cowen and others) have reiterated buy ratings and multi‑hundred dollar targets, signaling continued Street confidence in a multi‑year AI upside. Buy AMD Shares Ahead Of 2H26 Ramp, Says UBS
• Neutral Sentiment: New product launches but near‑term sentiment mixed — AMD unveiled Ryzen AI 400 / Copilot+ desktop chips (and server GPU innovations). Technically positive for long‑term TAM, but launches haven’t eliminated short‑term profit taking. AMD Ryzen AI 400 chips will bring newer CPUs, GPUs, and NPUs to AM5 desktops
• Neutral Sentiment: Sector/regulatory risk — Reports about U.S. export limits and China access for GPU suppliers create uncertainty across the GPU supply chain and could affect competitive dynamics and addressable markets. Nvidia’s China Access Questioned
• Negative Sentiment: Macro/geopolitical driven selling — Shares fell as Middle East tensions pushed oil higher and raised fears of a broader market selloff, prompting risk‑off moves that hit AMD. Why AMD (AMD) Stock Is Trading Lower Today
• Negative Sentiment: Insider selling and short‑term profit taking — Data shows heavy insider sales and notable trading activity; combined with recent strong 1‑year gains, that has increased near‑term volatility and selling pressure. $AMD stock is down 4% today. Here’s what we see in our data.
• Negative Sentiment: Price reaction to product reveals — Several headlines note the stock dipped after new GPU/desktop reveals, suggesting investors are weighing execution/timing risk despite the longer‑term AI story. AMD Stock Slips Despite the Reveal of New Ryzen AI 400 Desktop Chips

Advanced Micro Devices Stock Down 3.9%

Advanced Micro Devices stock opened at $190.95 on Wednesday. The firm has a market capitalization of $311.33 billion, a price-to-earnings ratio of 72.06, a PEG ratio of 0.75 and a beta of 1.98. The company’s 50 day simple moving average is $218.79 and its 200 day simple moving average is $208.61. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.85 and a quick ratio of 2.01. Advanced Micro Devices, Inc. has a fifty-two week low of $76.48 and a fifty-two week high of $267.08.

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, topping 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 net margin of 12.52% and a return on equity of 8.84%. The business’s revenue for the quarter was up 34.1% compared to the same quarter last year. During the same period last year, the business posted $1.09 earnings per share. As a group, sell-side analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

Insider Buying and Selling

In other Advanced Micro Devices news, CEO Lisa T. Su sold 125,000 shares of Advanced Micro Devices stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $214.36, for a total transaction of $26,795,000.00. Following the transaction, the chief executive officer directly owned 3,152,476 shares in the company, valued at approximately $675,764,755.36. The trade was a 3.81% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the firm’s stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $216.81, for a total value of $4,216,954.50. Following the sale, the executive vice president directly owned 289,098 shares in the company, valued at approximately $62,679,337.38. This represents a 6.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 271,892 shares of company stock valued at $58,476,908. 0.06% of the stock is owned by company insiders.

Analysts Set New Price Targets

AMD has been the topic of several research reports. Phillip Securities upgraded shares of Advanced Micro Devices from a “moderate buy” rating to a “strong-buy” rating in a research report on Sunday, February 8th. Bank of America reiterated a “buy” rating and set a $300.00 target price on shares of Advanced Micro Devices in a research report on Wednesday, November 12th. Melius Research set a $380.00 price target on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. Morgan Stanley dropped their price objective on shares of Advanced Micro Devices from $260.00 to $255.00 and set an “equal weight” rating for the company in a research report on Wednesday, February 4th. Finally, KeyCorp reissued an “overweight” rating and issued a $330.00 target price on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and ten have given a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $290.53.

Advanced Micro Devices 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.