Triglav Investments D.O.O. Increases Stock Holdings in Advanced Micro Devices, Inc. $AMD

Triglav Investments D.O.O. raised its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 95.3% during the third quarter, Holdings Channel reports. The firm owned 49,190 shares of the semiconductor manufacturer’s stock after buying an additional 24,000 shares during the quarter. Triglav Investments D.O.O.’s holdings in Advanced Micro Devices were worth $7,958,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Waterfront Wealth Inc. bought a new stake in Advanced Micro Devices during the 2nd quarter valued at approximately $1,145,000. Global Retirement Partners LLC purchased a new position in shares of Advanced Micro Devices in the 2nd quarter valued at approximately $4,519,000. Cornercap Investment Counsel Inc. lifted its stake in shares of Advanced Micro Devices by 43.3% in the 2nd quarter. Cornercap Investment Counsel Inc. now owns 12,245 shares of the semiconductor manufacturer’s stock valued at $1,738,000 after purchasing an additional 3,702 shares during the period. Swiss National Bank boosted its position in shares of Advanced Micro Devices by 7.5% during the second quarter. Swiss National Bank now owns 4,917,975 shares of the semiconductor manufacturer’s stock valued at $697,861,000 after purchasing an additional 341,000 shares in the last quarter. Finally, New York State Common Retirement Fund grew its stake in Advanced Micro Devices by 8.4% in the second quarter. New York State Common Retirement Fund now owns 2,239,239 shares of the semiconductor manufacturer’s stock worth $317,748,000 after purchasing an additional 172,745 shares during the period. 71.34% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several equities analysts have commented on the company. TD Cowen reissued a “buy” rating on shares of Advanced Micro Devices in a research report on Tuesday, December 2nd. Susquehanna reissued a “positive” rating and set a $300.00 price target on shares of Advanced Micro Devices in a research report on Friday, October 31st. Wall Street Zen raised shares of Advanced Micro Devices from a “hold” rating to a “buy” rating in a research note on Monday, January 26th. UBS Group set a $310.00 target price on shares of Advanced Micro Devices in a research note on Wednesday. Finally, Robert W. Baird set a $300.00 target price on shares of Advanced Micro Devices in a report on Wednesday, November 5th. Two analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and nine have issued a Hold rating to the company. According to MarketBeat, Advanced Micro Devices presently has an average rating of “Moderate Buy” and an average target price of $286.50.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: Strong Q4 results — record revenue ($10.3B), robust data‑center growth and beat on adjusted EPS that show execution and healthy margins. Read More.
• Positive Sentiment: Management remains bullish on long‑term AI demand and product roadmap (MI450, Helios rack‑scale, new Ryzen AI/Instinct launches) — CEO Lisa Su reiterated that AI adoption accelerates and could drive material revenue in later years. Read More.
• Positive Sentiment: Several Wall Street firms reaffirmed or raised targets/ratings after the print (Evercore, KeyCorp, Benchmark), supporting a longer‑term bullish thesis. Read More.
• Neutral Sentiment: Some analysts and outlets frame the post‑earnings decline as a buying opportunity — view differs by time horizon (short‑term volatility vs. multi‑quarter AI ramp). Read More.
• Neutral Sentiment: Macro/sector pressure amplified the move: broader tech weakness and AI‑sector rotation contributed to heavier selling across semis, not just AMD. Read More.
• Negative Sentiment: Investors flagged guidance and China exposure: AMD disclosed roughly $390M of MI308 sales to China in Q4 but is capping China AI revenue at ~$100M in Q1 amid licensing/export uncertainty — raising doubts about how much of the AI upside is repeatable. Read More.
• Negative Sentiment: Q1 outlook disappointed some short‑term expectations — guidance midpoint implies sequential decline despite strong YoY growth, and whisper/“implied” numbers had been higher, prompting profit‑taking. Read More.
• Negative Sentiment: Traders took gains and pushed a large one‑day selloff (sector contagion, mixed analyst notes and some downgrades), turning a beat into a sharp drop and large market‑cap loss in the session. Read More.

Insiders Place Their Bets

In related news, SVP Ava Hahn sold 2,442 shares of Advanced Micro Devices stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $234.42, for a total value of $572,453.64. Following the completion of the sale, the senior vice president directly owned 16,359 shares in the company, valued at approximately $3,834,876.78. This trade represents a 12.99% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Lisa T. Su sold 125,000 shares of the business’s stock in a transaction dated Thursday, December 11th. The stock was sold at an average price of $215.14, for a total value of $26,892,500.00. Following the completion of the transaction, the chief executive officer directly owned 3,277,476 shares of the company’s stock, valued at approximately $705,116,186.64. This trade represents a 3.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 164,000 shares of company stock worth $36,034,173 over the last three months. Company insiders own 0.06% of the company’s stock.

Advanced Micro Devices Trading Down 17.3%

Shares of NASDAQ AMD opened at $200.19 on Thursday. The firm’s 50 day moving average price is $222.54 and its 200-day moving average price is $203.94. 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 quick ratio of 1.68 and a current ratio of 2.31. The company has a market cap of $325.92 billion, a PE ratio of 75.54, a P/E/G ratio of 1.01 and a beta of 1.94.

Advanced Micro Devices (NASDAQ:AMD) last announced its quarterly earnings data on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share for the quarter, topping analysts’ consensus estimates of $1.32 by $0.21. The company had revenue of $10.27 billion during the quarter, compared to analyst estimates of $9.65 billion. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.97%. The firm’s revenue for the quarter was up 34.1% on a year-over-year basis. During the same period in the previous year, the business earned $1.09 EPS. On average, equities research analysts expect that Advanced Micro Devices, Inc. will post 3.87 EPS 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.