Ma Investment Partnership LP Has $20.34 Million Holdings in Advanced Micro Devices, Inc. $AMD

Ma Investment Partnership LP lessened its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 33.3% during the 1st quarter, Holdings Channel.com reports. The firm owned 100,000 shares of the semiconductor manufacturer’s stock after selling 50,000 shares during the period. Advanced Micro Devices makes up about 9.8% of Ma Investment Partnership LP’s investment portfolio, making the stock its 4th largest position. Ma Investment Partnership LP’s holdings in Advanced Micro Devices were worth $20,343,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently made changes to their positions in AMD. Norges Bank purchased a new stake in Advanced Micro Devices during the fourth quarter valued at approximately $4,929,312,000. Jennison Associates LLC boosted its stake in shares of Advanced Micro Devices by 181.6% during the 4th quarter. Jennison Associates LLC now owns 10,910,310 shares of the semiconductor manufacturer’s stock worth $2,336,552,000 after acquiring an additional 7,035,991 shares during the last quarter. Cardano Risk Management B.V. bought a new stake in shares of Advanced Micro Devices during the 4th quarter valued at $1,000,783,000. Wellington Management Group LLP grew its position in shares of Advanced Micro Devices by 335.9% during the 3rd quarter. Wellington Management Group LLP now owns 4,847,825 shares of the semiconductor manufacturer’s stock valued at $784,330,000 after acquiring an additional 3,735,807 shares during the period. Finally, Franklin Resources Inc. increased its stake in shares of Advanced Micro Devices by 340.1% in the 4th quarter. Franklin Resources Inc. now owns 4,747,834 shares of the semiconductor manufacturer’s stock worth $1,016,796,000 after purchasing an additional 3,669,054 shares in the last quarter. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Wall Street Analysts Forecast Growth

AMD has been the topic of a number of recent research reports. Weiss Ratings raised Advanced Micro Devices from a “hold (c)” rating to a “hold (c+)” rating in a report on Wednesday, May 6th. William Blair reissued a “market perform” rating on shares of Advanced Micro Devices in a report on Friday. Jefferies Financial Group upped their price target on Advanced Micro Devices from $515.00 to $640.00 and gave the stock a “buy” rating in a research report on Friday, July 24th. HSBC downgraded Advanced Micro Devices from a “buy” rating to a “hold” rating and raised their price objective for the stock from $335.00 to $340.00 in a research note on Monday, May 4th. Finally, Loop Capital raised Advanced Micro Devices to a “strong-buy” rating in a research report on Tuesday, June 16th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, Advanced Micro Devices has a consensus rating of “Moderate Buy” and a consensus target price of $528.11.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: AMD and Core Scientific announced a partnership under which AMD can secure up to 2.5 gigawatts of data-center capacity, including an initial deployment of more than 500 megawatts beginning in 2027. The agreement supports deployments of AMD Instinct GPUs, EPYC CPUs and ROCm software, giving AMD greater control over scarce AI infrastructure. Core Scientific signs AI infrastructure deal with AMD
• Positive Sentiment: The deal reinforces AMD’s strategy of selling complete AI systems rather than individual chips. Commentary following the Advancing AI 2026 event highlighted the Helios rack-scale platform as a potential competitor to Nvidia’s full-stack offerings, while analysts cited the Helios and Venice launches in raising price targets, including Mizuho’s $625 target. Mizuho lifts AMD stock price target
• Positive Sentiment: AMD’s EPYC CPUs are being used by South Korean industrial-AI startup AiBiz for GPU-free semiconductor defect detection, offering another example of demand for AMD’s server processors beyond traditional cloud AI workloads. AiBiz deploys AMD EPYC CPUs
• Neutral Sentiment: Options markets imply a potentially significant move around AMD’s second-quarter report, scheduled for August 4. Analysts expect continued earnings and revenue growth, but the stock’s approximately 149 forward-looking valuation measure leaves limited room for an earnings miss or cautious guidance. AMD earnings volatility outlook
• Negative Sentiment: AMD is being pulled lower by a widespread chip-stock selloff tied to concerns about China’s advances in memory and semiconductor manufacturing, rising AI data-center financing costs and fears that the AI trade has become too concentrated in a few leaders. Why Intel and AMD stocks are tumbling
• Negative Sentiment: Recent insider-trading data shows AMD executives, including CEO Lisa Su, have reported sales and no open-market purchases over the past six months. While such sales may reflect compensation or diversification, they can add to investor caution after the stock’s substantial rally.

Insider Activity

In related news, EVP Forrest Eugene Norrod sold 19,487 shares of Advanced Micro Devices stock in a transaction that occurred on Wednesday, May 20th. The stock was sold at an average price of $431.40, for a total transaction of $8,406,691.80. Following the sale, the executive vice president owned 324,527 shares of the company’s stock, valued at approximately $140,000,947.80. This trade represents a 5.66% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Lisa T. Su sold 125,000 shares of the business’s stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $460.69, for a total value of $57,586,250.00. Following the completion of the transaction, the chief executive officer directly owned 2,896,899 shares in the company, valued at approximately $1,334,572,400.31. This represents a 4.14% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 310,310 shares of company stock valued at $141,185,456 in the last three months. 0.50% of the stock is currently owned by insiders.

Advanced Micro Devices Trading Down 8.1%

Shares of Advanced Micro Devices stock opened at $454.62 on Wednesday. The company has a market capitalization of $741.30 billion, a P/E ratio of 149.06 and a beta of 2.47. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.96 and a current ratio of 2.72. The company has a fifty day moving average of $514.89 and a 200 day moving average of $345.23. Advanced Micro Devices, Inc. has a fifty-two week low of $149.22 and a fifty-two week high of $584.73.

Advanced Micro Devices (NASDAQ:AMD) last issued its quarterly earnings results on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.29 by $0.08. The business had revenue of $10.25 billion during the quarter, compared to analyst estimates of $9.90 billion. Advanced Micro Devices had a return on equity of 9.55% and a net margin of 13.37%.Advanced Micro Devices’s revenue for the quarter was up 37.8% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.96 EPS. On average, sell-side analysts anticipate that Advanced Micro Devices, Inc. will post 6.27 earnings per share for the current fiscal year.

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.