Advanced Micro Devices, Inc. $AMD Shares Sold by Tredje AP fonden

Tredje AP fonden lowered its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 62.6% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 108,831 shares of the semiconductor manufacturer’s stock after selling 182,200 shares during the period. Tredje AP fonden’s holdings in Advanced Micro Devices were worth $17,608,000 at the end of the most recent quarter.

Several other institutional investors also recently made changes to their positions in AMD. Norges Bank bought a new position in Advanced Micro Devices during the 2nd quarter worth $3,094,662,000. Jennison Associates LLC acquired a new position in shares of Advanced Micro Devices during the third quarter valued at $626,826,000. Nordea Investment Management AB grew 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 acquiring an additional 2,619,294 shares during the last quarter. Rafferty Asset Management LLC increased its holdings in shares of Advanced Micro Devices by 56.0% in the 2nd quarter. Rafferty Asset Management LLC now owns 6,772,923 shares of the semiconductor manufacturer’s stock worth $961,078,000 after acquiring an additional 2,430,533 shares during the period. Finally, Vanguard Group Inc. lifted its position in Advanced Micro Devices by 1.5% in 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 during the last quarter. 71.34% of the stock is owned by institutional investors.

Advanced Micro Devices News Roundup

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

• Positive Sentiment: Benchmark reaffirmed a Buy and $325 price target, saying AMD could generate “tens of billions” in AI revenue by 2027 — a bullish analyst endorsement that supports longer‑term growth expectations and demand for EPYC/Instinct products. Benchmark Sees Advanced Micro Devices (AMD) Generating Tens of Billions in AI Revenue by 2027
• Positive Sentiment: AMD agreed to guarantee a $300M loan to Crusoe so the startup can buy and deploy AMD AI accelerators in a new Ohio data center — a demand‑creation move (similar to Nvidia’s strategy) that helps convert capacity into near‑term sales. AMD to backstop $300 million Crusoe loan, the Information reports
• Positive Sentiment: Design‑win/newsflow in India: reports say AMD will supply AI chips for a large (200MW) data‑center buildout and OpenAI/Tata projects are expanding Indian AI infrastructure — more enterprise/edge demand and geographic diversification for AMD’s server business. After AMD, OpenAI Partners With Tata To Build Massive 1GW AI Data Center In India
• Neutral Sentiment: AMD publicly pushed back on delay rumors, saying MI455X shipments remain on track for H2 2026 — reduces execution uncertainty but is neutral until shipments and revenue show up. AMD Responds to Rumors About Potential Delays
• Neutral Sentiment: Market and analyst context: Street attention remains high (many buy ratings and a median 12‑month target around ~$291), which supports conviction for bulls but also sets up sensitivity to quarterly guidance. AMD Stock (AMD) Opinions on Recent Earnings Report
• Negative Sentiment: Heavy insider selling noted in recent data (multiple senior executives have sold stock), which can be read negatively by some investors as a signal to trim positions. AMD Stock (AMD) Opinions on Recent Earnings Report
• Negative Sentiment: Competitive and sector headwinds: Nvidia continues to post large multiyear deals (Meta supply pact, heavy OpenAI-linked investment reports), which can draw investor rotation and push relative expectations higher for NVDA vs. AMD. Nvidia (NVDA) Partners With Meta Platforms in Multiyear Deal for Millions of Blackwell and Rubin AI Chips
• Negative Sentiment: Macro/sector softness and short‑term selling: chip stocks showed early weakness after hotter PCE and signs of “AI exhaustion” in trading themes — that pressure contributed to AMD’s pullback today. NVDA, INTC and AMD Forecast – Chips Look a Touch Soft Early Friday

Advanced Micro Devices Trading Down 1.6%

NASDAQ:AMD opened at $200.15 on Friday. The stock has a market cap of $326.33 billion, a PE ratio of 75.53, a price-to-earnings-growth ratio of 0.77 and a beta of 1.94. Advanced Micro Devices, Inc. has a fifty-two week low of $76.48 and a fifty-two week high of $267.08. 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 stock’s 50-day moving average is $219.68 and its two-hundred day moving average is $206.81.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, topping the consensus estimate 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 firm’s quarterly revenue was up 34.1% compared to the same quarter last year. During the same period last year, the company posted $1.09 earnings per share. As a group, equities research analysts forecast that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

Insider Transactions at Advanced Micro Devices

In other news, SVP Ava Hahn sold 2,442 shares of the firm’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 transaction, 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 position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Lisa T. Su sold 125,000 shares of Advanced Micro Devices stock in a transaction on Thursday, December 11th. The shares were sold at an average price of $215.14, for a total transaction of $26,892,500.00. Following the completion of the sale, the chief executive officer directly owned 3,277,476 shares of the company’s stock, valued at approximately $705,116,186.64. The trade was a 3.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 271,892 shares of company stock worth $58,476,908 in the last 90 days. 0.06% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on the stock. DA Davidson raised shares of Advanced Micro Devices to a “hold” rating in a research note on Friday, February 13th. Sanford C. Bernstein set a $235.00 price objective on Advanced Micro Devices in a research report on Wednesday, February 4th. Rosenblatt Securities reissued a “buy” rating and issued a $300.00 price objective on shares of Advanced Micro Devices in a report on Wednesday, February 4th. Stifel Nicolaus lifted their target price on Advanced Micro Devices from $240.00 to $280.00 and gave the company a “buy” rating in a research note on Wednesday, November 5th. Finally, Loop Capital set a $290.00 price target on Advanced Micro Devices and gave the stock a “buy” rating in a research report on Wednesday, November 5th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and ten have assigned a Hold rating to the stock. According to data from MarketBeat, Advanced Micro Devices has a consensus rating of “Moderate Buy” and an average price target of $288.17.

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.