Advanced Micro Devices, Inc. $AMD Holdings Boosted by Vinva Investment Management Ltd

Vinva Investment Management Ltd raised its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 11.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 122,305 shares of the semiconductor manufacturer’s stock after purchasing an additional 12,837 shares during the quarter. Vinva Investment Management Ltd’s holdings in Advanced Micro Devices were worth $19,735,000 at the end of the most recent quarter.

A number of other hedge funds also recently modified their holdings of AMD. ORG Wealth Partners LLC grew its holdings in shares of Advanced Micro Devices by 39.7% during the third quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock valued at $26,000 after buying an additional 46 shares in the last quarter. Koesten Hirschmann & Crabtree INC. lifted its stake in Advanced Micro Devices by 61.0% in the 3rd quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer’s stock worth $26,000 after acquiring an additional 61 shares in the last quarter. Pinney & Scofield Inc. lifted its stake in Advanced Micro Devices by 81.0% in the 2nd quarter. Pinney & Scofield Inc. now owns 190 shares of the semiconductor manufacturer’s stock worth $27,000 after acquiring an additional 85 shares in the last quarter. Aviso Financial Inc. boosted its position in Advanced Micro Devices by 400.0% during the 3rd quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer’s stock worth $32,000 after acquiring an additional 160 shares during the period. Finally, Evolution Wealth Management Inc. acquired a new stake in Advanced Micro Devices during the 2nd quarter worth about $34,000. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Insiders Place Their Bets

In other news, CEO Lisa T. Su sold 125,000 shares of the firm’s stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $214.36, for a total transaction of $26,795,000.00. Following the transaction, the chief executive officer owned 3,152,476 shares in the company, valued at approximately $675,764,755.36. This trade represents a 3.81% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Forrest Eugene Norrod sold 19,450 shares of Advanced Micro Devices stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $216.81, for a total transaction of $4,216,954.50. Following the completion of the sale, the executive vice president directly owned 289,098 shares of the company’s stock, valued at approximately $62,679,337.38. The trade was a 6.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 271,892 shares of company stock valued at $58,476,908 over the last ninety days. Corporate insiders own 0.06% 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: AMD signed a multi‑year, gigawatt‑scale AI deal with Meta that validates its Instinct GPUs and EPYC CPUs for hyperscaler AI deployments — a material revenue and credibility win that supports multi‑year AI growth expectations. Advanced Micro Devices (AMD) Signs Multi-Year Meta AI Deal
• Positive Sentiment: Flex expanded U.S. production of AMD Instinct GPU platforms in Austin, strengthening AMD’s supply resilience and U.S. manufacturing footprint — a plus if export restrictions push more on‑shore sourcing. Flex’s U.S. AMD GPU Production Deepens AI Data Center Role
• Positive Sentiment: AMD expanded its Ryzen AI 400 Series and PRO lineup (Copilot+ support, up to ~60 TOPS), broadening its AI PC addressable market and product roadmap beyond data‑center GPUs. AMD Expands AI Portfolio With New Ryzen Chips
• Neutral Sentiment: Technical and analyst notes show mixed signals — some outlets flag a potential rebound around ~$200 support while others describe the stock as in a neutral technical range; traders will watch that level closely for stability. AMD: High-Conviction Rebound Brewing At $200 Support
• Neutral Sentiment: Short‑interest reporting in recent feeds shows zero/erroneous values (likely a data issue), so there’s no clear evidence of elevated short pressure from that dataset.
• Negative Sentiment: Reports that the U.S. is drafting broad export rules for AI accelerators — potentially requiring government approval for many overseas sales — are the primary catalyst for today’s weakness; this could slow international revenue growth and complicate customer engagements. U.S. Plans New AI Chip Export Rules That Could Hurt Nvidia And AMD Stock
• Negative Sentiment: Some analysts remain cautious or unimpressed despite recent wins, which can cap near‑term upside and amplify volatility when negative headlines hit. A Top Wall Street Analyst Remains Unimpressed with AMD Stock
• Negative Sentiment: Coverage noting the stock’s pullback (roughly mid‑March weakness and declines since the February earnings pop) highlights that sentiment can turn quickly; investors should weigh regulatory risk against strong fundamentals before adding exposure. Advanced Micro Devices (AMD) Down 16% Since FQ4 2025 Earnings, Here’s Why

Advanced Micro Devices Stock Down 3.5%

Shares of Advanced Micro Devices stock opened at $192.50 on Friday. The firm has a market cap of $313.85 billion, a price-to-earnings ratio of 72.64, a P/E/G ratio of 0.73 and a beta of 1.98. The stock has a 50-day simple moving average of $217.77 and a 200-day simple moving average of $208.91. Advanced Micro Devices, Inc. has a 52-week low of $76.48 and a 52-week high of $267.08. 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 (NASDAQ:AMD) last released its quarterly earnings data on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, topping analysts’ consensus estimates of $1.32 by $0.21. The firm had revenue of $10.27 billion for the quarter, compared to the consensus estimate of $9.65 billion. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.The firm’s revenue was up 34.1% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.09 earnings per share. On average, equities research analysts expect that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on AMD. Barclays reiterated an “overweight” rating on shares of Advanced Micro Devices in a report on Wednesday, November 12th. China Renaissance initiated coverage on shares of Advanced Micro Devices in a report on Tuesday, January 13th. They set a “buy” rating and a $291.00 price target for the company. Sanford C. Bernstein set a $235.00 price objective on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. Wells Fargo & Company reiterated an “overweight” rating and issued a $345.00 price objective on shares of Advanced Micro Devices in a research note on Friday, January 30th. Finally, Raymond James Financial initiated coverage on shares of Advanced Micro Devices in a research report on Thursday, November 20th. They issued an “outperform” rating and a $377.00 target price for the company. One analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and ten have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target 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.