Advanced Micro Devices, Inc. $AMD Shares Purchased by Tokio Marine Asset Management Co. Ltd.

Tokio Marine Asset Management Co. Ltd. boosted its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 3.4% during the fourth quarter, Holdings Channel.com reports. The fund owned 56,621 shares of the semiconductor manufacturer’s stock after purchasing an additional 1,865 shares during the quarter. Tokio Marine Asset Management Co. Ltd.’s holdings in Advanced Micro Devices were worth $12,126,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Impax Asset Management Group plc boosted its stake in shares of Advanced Micro Devices by 326.5% during the third quarter. Impax Asset Management Group plc now owns 52,068 shares of the semiconductor manufacturer’s stock valued at $8,424,000 after acquiring an additional 39,861 shares during the last quarter. Zweig DiMenna Associates LLC boosted its stake in shares of Advanced Micro Devices by 127.6% during the third quarter. Zweig DiMenna Associates LLC now owns 72,602 shares of the semiconductor manufacturer’s stock valued at $11,746,000 after acquiring an additional 40,708 shares during the last quarter. Wedbush Securities Inc. boosted its stake in shares of Advanced Micro Devices by 7.8% during the third quarter. Wedbush Securities Inc. now owns 84,256 shares of the semiconductor manufacturer’s stock valued at $13,632,000 after acquiring an additional 6,095 shares during the last quarter. Highline Wealth Partners LLC boosted its stake in shares of Advanced Micro Devices by 4,891.6% during the fourth quarter. Highline Wealth Partners LLC now owns 8,286 shares of the semiconductor manufacturer’s stock valued at $1,775,000 after acquiring an additional 8,120 shares during the last quarter. Finally, William Blair Investment Management LLC boosted its stake in shares of Advanced Micro Devices by 72.5% during the third quarter. William Blair Investment Management LLC now owns 1,047,200 shares of the semiconductor manufacturer’s stock valued at $169,426,000 after acquiring an additional 440,296 shares during the last quarter. Institutional investors and hedge funds own 71.34% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts recently commented on AMD shares. Wedbush reaffirmed an “outperform” rating and set a $290.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. Roth Mkm reaffirmed a “buy” rating on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Advanced Micro Devices in a research note on Monday, December 29th. Piper Sandler reaffirmed an “overweight” rating on shares of Advanced Micro Devices in a research note on Wednesday, February 25th. Finally, Mizuho increased their price objective on Advanced Micro Devices from $275.00 to $280.00 and gave the company an “outperform” rating in a research note on Wednesday, February 25th. One research analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and nine have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $291.03.

Advanced Micro Devices Stock Performance

NASDAQ AMD opened at $278.39 on Friday. The firm has a market capitalization of $453.87 billion, a P/E ratio of 105.05, a P/E/G ratio of 1.03 and a beta of 1.96. Advanced Micro Devices, Inc. has a 1-year low of $83.75 and a 1-year high of $281.05. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.85 and a quick ratio of 2.01. The business’s 50-day simple moving average is $212.61 and its 200-day simple moving average is $220.96.

Advanced Micro Devices (NASDAQ:AMD) last released its quarterly earnings data 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 business 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%.The company’s revenue was up 34.1% compared to the same quarter last year. During the same period in the previous year, the company posted $1.09 EPS. Equities analysts predict that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

Insider Transactions at Advanced Micro Devices

In other news, EVP Paul Darren Grasby sold 7,500 shares of Advanced Micro Devices stock in a transaction dated Wednesday, March 11th. The stock was sold at an average price of $204.87, for a total value of $1,536,525.00. Following the transaction, the executive vice president directly owned 129,598 shares of the company’s stock, valued at $26,550,742.26. The trade was a 5.47% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, CEO Lisa T. Su sold 125,000 shares of the firm’s stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $214.36, for a total value of $26,795,000.00. Following the sale, the chief executive officer 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. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 273,352 shares of company stock valued at $59,173,070. 0.50% of the stock is currently owned by company insiders.

Advanced Micro Devices News Summary

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

• Positive Sentiment: Strong foundry read‑through — TSMC’s blowout quarter and raised growth guidance lifted the whole semiconductor complex and acted as a catalyst for AMD’s rally, supporting demand for AMD’s MI350/MI450 accelerators and EPYC roadmap. AMD Rips Higher As TSMC’s Blowout Guide Lights Up The Stock
• Positive Sentiment: Sovereign‑AI and commercial deals — A multi‑year collaboration with the French government and related AI initiatives are being cited as proof AMD is winning strategic, big‑ticket data‑center and sovereign compute deals. That deal helped drive fresh buying and all‑time highs. AMD climbs 3.4% as France AI partnership news and upbeat TSMC earnings buoy chip sentiment
• Positive Sentiment: Momentum & analyst support — Multiple outlets note record highs and analyst target raises (Bernstein and others), reinforcing momentum traders and institutional demand ahead of AMD’s May earnings. AMD Stock Rally Pushes the Chipmaker to a New All-Time High
• Neutral Sentiment: Macro tailwinds — Risk‑on markets (e.g., easing Middle East tensions) and a broad tech rebound are amplifying chip rallies; these are supportive but not company‑specific. Investing.com’s stocks of the week
• Negative Sentiment: Competitive pressure — Intel’s new Core Series 3 mobile chips (18A process, AI features) signal Intel is pushing AI/efficiency gains in mobile/low‑end segments; it’s a reminder competition spans multiple markets. Can Intel’s Core Series 3 Processors Launch Boost Its Profits?
• Negative Sentiment: Nvidia still dominant in some views — Oppenheimer’s call of Nvidia as a top pick underscores continued confidence that Nvidia’s Blackwell line keeps it ahead in key AI workloads, which could limit how much AMD can capture vs. NVDA. Oppenheimer Calls Nvidia ‘Top Pick’ as Blackwell Chips Keep AMD, Intel Behind
• Negative Sentiment: Noise and unmet expectations — Short‑term rumors (Ryzen comeback) and continued executive/insider sales have produced occasional pullbacks and skepticism; such headlines can trigger profit‑taking even during a broader uptrend. AMD Slips Despite Ryzen Comeback Rumors

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.