CIBC Bancorp USA Inc. Takes $45.83 Million Position in Advanced Micro Devices, Inc. $AMD

CIBC Bancorp USA Inc. acquired a new position in Advanced Micro Devices, Inc. (NASDAQ:AMD) in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 283,260 shares of the semiconductor manufacturer’s stock, valued at approximately $45,829,000.

Several other institutional investors have also recently made changes to their positions in AMD. Vanguard Group Inc. lifted its holdings in Advanced Micro Devices by 0.9% in the 3rd quarter. Vanguard Group Inc. now owns 155,997,751 shares of the semiconductor manufacturer’s stock worth $25,238,876,000 after purchasing an additional 1,348,892 shares in the last quarter. State Street Corp grew its holdings in Advanced Micro Devices by 2.4% during the 3rd quarter. State Street Corp now owns 73,824,441 shares of the semiconductor manufacturer’s stock valued at $11,944,056,000 after buying an additional 1,755,182 shares in the last quarter. Norges Bank bought a new stake in shares of Advanced Micro Devices during the second quarter valued at approximately $3,094,662,000. Amundi lifted its holdings in shares of Advanced Micro Devices by 17.5% in the third quarter. Amundi now owns 13,486,227 shares of the semiconductor manufacturer’s stock worth $2,181,937,000 after buying an additional 2,012,865 shares in the last quarter. Finally, Invesco Ltd. lifted its holdings in shares of Advanced Micro Devices by 6.5% in the third quarter. Invesco Ltd. now owns 13,348,413 shares of the semiconductor manufacturer’s stock worth $2,159,640,000 after buying an additional 813,844 shares in the last quarter. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Analysts Set New Price Targets

Several research firms recently weighed in on AMD. Truist Financial set a $283.00 target price on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. Piper Sandler reiterated an “overweight” rating on shares of Advanced Micro Devices in a research note on Wednesday, February 25th. Citigroup reissued a “neutral” rating on shares of Advanced Micro Devices in a report on Thursday, January 15th. Morgan Stanley cut their price objective on 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, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Advanced Micro Devices in a report on Monday, December 29th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and ten have issued a Hold rating to the stock. According to MarketBeat, Advanced Micro Devices has a consensus rating of “Moderate Buy” and a consensus target price of $290.53.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: Celestica collaboration to commercialize the “Helios” rack‑scale AI platform increases AMD’s go‑to‑market for Instinct accelerators and supports larger customer deployments. Helios AI Platform Collaboration
• Positive Sentiment: Multi‑year IP license and settlement with Adeia removes legal overhang and provides AMD access to additional semiconductor IP — a near‑term de‑risk for product roadmaps. AMD Ties Up With Adeia
• Positive Sentiment: U.S. export‑policy reversal relaxes planned limits on advanced AI accelerators, widening AMD’s addressable market for Instinct GPUs and reducing regulatory uncertainty for international sales. US Export Reversal
• Positive Sentiment: Expanded manufacturing/assembly partnerships (Flex, Celestica) and moves to scale Instinct production improve supply visibility for large cloud orders. Assessing Flex Partnership
• Neutral Sentiment: Early RDNA 6/Zen 6 / RDNA 5 leaks and benchmark snippets suggest potential product performance gains, but final silicon, power and partner wins will determine real commercial impact. Zen 6 / RDNA Leak
• Neutral Sentiment: Reported short‑interest data shows no meaningful change, so short‑position dynamics are not a driver of today’s move.
• Neutral Sentiment: Many analysts remain constructive on AMD’s AI growth (several buy/overweight notes and raised targets), which supports longer‑term upside even amid near‑term volatility. Analysts Stay Bullish
• Negative Sentiment: CEO Lisa Su sold 85,000 shares (~$16.9M at reported average price), part of broader insider selling disclosed recently — an item that can weigh on near‑term investor sentiment. SEC filing: Insider Sale Filing
• Negative Sentiment: Competitive moves and product announcements at NVIDIA’s GTC (and related partner news like Samsung’s foundry ties) sharpen execution and feature comparisons, pressuring sentiment for AMD until competitive benchmarks and design wins are confirmed. NVIDIA GTC Competitive Pressure
• Negative Sentiment: Macro/headline risk (oil‑supply disruptions) has hit chip stocks broadly, creating transient volatility that can pull AMD lower even when company‑specific fundamentals remain constructive. Oil Disruptions and Chip Stocks

Insider Buying and Selling

In other Advanced Micro Devices news, CEO Lisa T. Su sold 125,000 shares of the business’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 $675,764,755.36. The trade was a 3.81% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, SVP Ava Hahn sold 2,442 shares of the company’s stock in a transaction that occurred on Friday, January 16th. The shares were 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 in the company, valued at approximately $3,834,876.78. This trade represents a 12.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 239,392 shares of company stock worth $50,016,383. Insiders own 0.06% of the company’s stock.

Advanced Micro Devices Price Performance

Advanced Micro Devices stock opened at $196.31 on Wednesday. Advanced Micro Devices, Inc. has a 52-week low of $76.48 and a 52-week high of $267.08. The company has a quick ratio of 2.01, a current ratio of 2.85 and a debt-to-equity ratio of 0.04. The firm’s fifty day moving average is $215.31 and its 200 day moving average is $210.87. The company has a market cap of $320.07 billion, a price-to-earnings ratio of 74.08, a PEG ratio of 0.74 and a beta of 1.98.

Advanced Micro Devices (NASDAQ:AMD) last issued 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 business had revenue of $10.27 billion during the quarter, compared to analysts’ expectations 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 was up 34.1% on a year-over-year basis. During the same period last year, the company posted $1.09 EPS. Sell-side analysts forecast that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

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.