Chesapeake Capital Corp IL Invests $503,000 in Advanced Micro Devices, Inc. $AMD

Chesapeake Capital Corp IL purchased a new stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 3,108 shares of the semiconductor manufacturer’s stock, valued at approximately $503,000.

A number of other large investors have also recently bought and sold shares of AMD. Norges Bank acquired a new position in Advanced Micro Devices during the second quarter worth $3,094,662,000. Jennison Associates LLC bought a new stake in shares of Advanced Micro Devices in the 3rd quarter worth about $626,826,000. Nordea Investment Management AB grew its holdings in shares of Advanced Micro Devices by 203.7% in the 3rd quarter. Nordea Investment Management AB now owns 3,905,148 shares of the semiconductor manufacturer’s stock worth $631,892,000 after purchasing an additional 2,619,294 shares during the last quarter. Rafferty Asset Management LLC increased its position in shares of Advanced Micro Devices by 56.0% during the 2nd quarter. Rafferty Asset Management LLC now owns 6,772,923 shares of the semiconductor manufacturer’s stock worth $961,078,000 after purchasing an additional 2,430,533 shares in the last quarter. Finally, Vanguard Group Inc. increased its position in shares of Advanced Micro Devices by 1.5% during the 2nd quarter. Vanguard Group Inc. now owns 154,648,859 shares of the semiconductor manufacturer’s stock worth $21,944,673,000 after purchasing an additional 2,281,508 shares in the last quarter. 71.34% of the stock is currently owned by institutional investors.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: AMD reached a multi-year patent licensing agreement with Adeia and highlighted product pushes (Ryzen AI Embedded, telco AI at MWC) that reinforce its long-term AI and edge roadmap — this reduces litigation risk and supports future revenue streams. AMD Patent Truce And AI Push Reframe Long Term Growth Story AMD Highlights Significance of Open AI Telco at MWC2026
• Positive Sentiment: Analyst coverage remains constructive—consensus sits around a “Moderate Buy” and some outlets still rank AMD as a top growth name, providing support for longer-term investor sentiment. Analyst Consensus Moderate Buy Zacks: AMD Top-Ranked Growth Stock
• Neutral Sentiment: Industry comparisons and forecasts (AMD vs TSMC and neutral microchip outlooks) keep AMD in investor conversations for strategic allocation, but these comparisons are more about long-term positioning than near-term catalysts. AMD vs TSMC: Which Chip Stock Delivers in 2026?
• Neutral Sentiment: Reported short-interest data for March appears anomalous (shows zero shares) and should be treated with caution; no clear short-squeeze signal from the published figures.
• Negative Sentiment: A new Chinese GPU entrant (Lisuan Technology) announced products that have prompted headlines and contributed to selling pressure across GPU names, raising competitive concerns for both AMD and Nvidia. Could a New Chinese GPU Competitor Threaten Nvidia and AMD Stocks?
• Negative Sentiment: Customers like Meta are developing in-house AI chips, a trend that can lower TAM for external suppliers and weighs on demand expectations for chip vendors. Meta Plans In-House AI Chips
• Negative Sentiment: Broader market pressure—rising oil prices, geopolitical tensions (Middle East), and export/AI-chip controls—has amplified risk-off flows in semiconductors and contributed to AMD’s decline in recent sessions. Is AMD stock’s latest dip a warning sign or a buying chance?
• Negative Sentiment: Insider selling: EVP Paul Darren Grasby sold 7,500 shares at ~$204.87 on Mar. 11 — a modest-sized sale that some investors may view as a negative signal even though he retains significant holdings. Filing: SEC Form 4

Analysts Set New Price Targets

A number of equities analysts have commented on AMD shares. UBS Group set a $310.00 price target on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. Wall Street Zen raised shares of Advanced Micro Devices from a “hold” rating to a “buy” rating in a report on Monday, January 26th. Wedbush reiterated an “outperform” rating and issued a $290.00 target price on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. DA Davidson raised Advanced Micro Devices to a “hold” rating in a report on Friday, February 13th. Finally, Raymond James Financial initiated coverage on Advanced Micro Devices in a research report on Thursday, November 20th. They set an “outperform” rating and a $377.00 price target on the stock. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and ten have given a Hold rating to the stock. According to data from MarketBeat, Advanced Micro Devices currently has a consensus rating of “Moderate Buy” and a consensus target price of $290.53.

Insider Activity at Advanced Micro Devices

In related news, CEO Lisa T. Su sold 125,000 shares of the business’s stock in a transaction that occurred on 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 completion of the transaction, the chief executive officer owned 3,152,476 shares in the company, valued at $675,764,755.36. The trade was a 3.81% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, SVP Ava Hahn sold 2,442 shares of the company’s stock in a transaction on Friday, January 16th. The stock was sold at an average price of $234.42, for a total value of $572,453.64. Following the transaction, the senior vice president directly owned 16,359 shares in the company, valued at approximately $3,834,876.78. This represents a 12.99% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 154,392 shares of company stock worth $33,120,933. 0.06% of the stock is currently owned by company insiders.

Advanced Micro Devices Stock Down 2.2%

Shares of NASDAQ:AMD opened at $193.39 on Friday. 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 has a market cap of $315.30 billion, a P/E ratio of 72.98, a P/E/G ratio of 0.74 and a beta of 1.98. Advanced Micro Devices, Inc. has a 12 month low of $76.48 and a 12 month high of $267.08. The company’s 50-day moving average price is $216.16 and its two-hundred day moving average price is $209.83.

Advanced Micro Devices (NASDAQ:AMD) last announced its earnings results 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. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. The company had revenue of $10.27 billion during the quarter, compared to the consensus estimate of $9.65 billion. During the same period in the previous year, the firm posted $1.09 earnings per share. The company’s revenue was up 34.1% on a year-over-year basis. As a group, research analysts forecast that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Advanced Micro Devices Company 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.