Harvest Fund Management Co. Ltd cut its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 3.3% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 147,453 shares of the semiconductor manufacturer’s stock after selling 5,063 shares during the period. Advanced Micro Devices makes up approximately 1.0% of Harvest Fund Management Co. Ltd’s holdings, making the stock its 17th biggest holding. Harvest Fund Management Co. Ltd’s holdings in Advanced Micro Devices were worth $23,851,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds have also recently bought and sold shares of AMD. Norges Bank acquired a new stake in Advanced Micro Devices in the second quarter valued at approximately $3,094,662,000. Jennison Associates LLC acquired a new position in shares of Advanced Micro Devices during the third quarter worth $626,826,000. Nordea Investment Management AB lifted its position in shares of Advanced Micro Devices by 203.7% during 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 boosted its stake in shares of Advanced Micro Devices by 56.0% in the second quarter. Rafferty Asset Management LLC now owns 6,772,923 shares of the semiconductor manufacturer’s stock valued at $961,078,000 after purchasing an additional 2,430,533 shares during the period. Finally, Vanguard Group Inc. grew its holdings in Advanced Micro Devices by 1.5% during 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 in the last quarter. Hedge funds and other institutional investors own 71.34% of the company’s stock.
Insider Transactions at Advanced Micro Devices
In related news, CEO Lisa T. Su sold 125,000 shares of the company’s stock in a transaction that occurred on 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 sale, the chief executive officer directly owned 3,152,476 shares of the company’s stock, valued at approximately $675,764,755.36. This represents a 3.81% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, SVP Ava Hahn sold 2,442 shares of the business’s stock in a transaction on Friday, January 16th. The shares were sold at an average price of $234.42, for a total transaction 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. The trade was a 12.99% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 154,392 shares of company stock valued at $33,120,933 over the last ninety days. 0.06% of the stock is currently owned by company insiders.
Advanced Micro Devices News Summary
- Positive Sentiment: AMD reached a multi-year patent licensing agreement with Adeia and highlighted product pushes (Ryzen AI Embedded, telco AI at MWC) that reinforce its long-term AI and edge roadmap — this reduces litigation risk and supports future revenue streams. AMD Patent Truce And AI Push Reframe Long Term Growth Story AMD Highlights Significance of Open AI Telco at MWC2026
- Positive Sentiment: Analyst coverage remains constructive—consensus sits around a “Moderate Buy” and some outlets still rank AMD as a top growth name, providing support for longer-term investor sentiment. Analyst Consensus Moderate Buy Zacks: AMD Top-Ranked Growth Stock
- Neutral Sentiment: Industry comparisons and forecasts (AMD vs TSMC and neutral microchip outlooks) keep AMD in investor conversations for strategic allocation, but these comparisons are more about long-term positioning than near-term catalysts. AMD vs TSMC: Which Chip Stock Delivers in 2026?
- Neutral Sentiment: Reported short-interest data for March appears anomalous (shows zero shares) and should be treated with caution; no clear short-squeeze signal from the published figures.
- Negative Sentiment: A new Chinese GPU entrant (Lisuan Technology) announced products that have prompted headlines and contributed to selling pressure across GPU names, raising competitive concerns for both AMD and Nvidia. Could a New Chinese GPU Competitor Threaten Nvidia and AMD Stocks?
- Negative Sentiment: Customers like Meta are developing in-house AI chips, a trend that can lower TAM for external suppliers and weighs on demand expectations for chip vendors. Meta Plans In-House AI Chips
- Negative Sentiment: Broader market pressure—rising oil prices, geopolitical tensions (Middle East), and export/AI-chip controls—has amplified risk-off flows in semiconductors and contributed to AMD’s decline in recent sessions. Is AMD stock’s latest dip a warning sign or a buying chance?
- Negative Sentiment: Insider selling: EVP Paul Darren Grasby sold 7,500 shares at ~$204.87 on Mar. 11 — a modest-sized sale that some investors may view as a negative signal even though he retains significant holdings. Filing: SEC Form 4
Advanced Micro Devices Trading Down 2.2%
NASDAQ AMD opened at $193.39 on Friday. The company has a market capitalization of $315.30 billion, a price-to-earnings ratio of 72.98, a price-to-earnings-growth ratio of 0.74 and a beta of 1.98. 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 12 month low of $76.48 and a 12 month high of $267.08. The company’s fifty day moving average price is $216.16 and its two-hundred day moving average price is $209.83.
Advanced Micro Devices (NASDAQ:AMD – Get Free Report) last released 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 during the quarter, compared to the consensus estimate of $9.65 billion. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. The company’s revenue was up 34.1% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.09 EPS. As a group, research analysts predict that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.
Analysts Set New Price Targets
Several equities research analysts recently issued reports on the stock. KeyCorp reaffirmed an “overweight” rating and set a $330.00 price target on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. Phillip Securities upgraded Advanced Micro Devices from a “moderate buy” rating to a “strong-buy” rating in a research note on Sunday, February 8th. Raymond James Financial began coverage on Advanced Micro Devices in a research report on Thursday, November 20th. They set an “outperform” rating and a $377.00 target price on the stock. TD Cowen reiterated a “buy” rating on shares of Advanced Micro Devices in a research note on Wednesday, February 25th. Finally, Royal Bank Of Canada reissued a “sector perform” rating and issued a $230.00 price target on shares of Advanced Micro Devices in a report on Wednesday, February 25th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and ten have given a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $290.53.
Get Our Latest Analysis on Advanced Micro Devices
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.
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