Advanced Micro Devices, Inc. $AMD Shares Bought by Banco Bilbao Vizcaya Argentaria S.A.

Banco Bilbao Vizcaya Argentaria S.A. boosted its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 50.2% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 340,418 shares of the semiconductor manufacturer’s stock after acquiring an additional 113,768 shares during the quarter. Banco Bilbao Vizcaya Argentaria S.A.’s holdings in Advanced Micro Devices were worth $55,012,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in the stock. Brighton Jones LLC boosted its position in shares of Advanced Micro Devices by 178.2% during the 4th quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer’s stock worth $5,551,000 after purchasing an additional 29,438 shares during the period. Revolve Wealth Partners LLC raised its position in Advanced Micro Devices by 2.9% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer’s stock valued at $1,001,000 after purchasing an additional 234 shares during the period. Sivia Capital Partners LLC lifted its stake in Advanced Micro Devices by 125.1% during the second quarter. Sivia Capital Partners LLC now owns 5,344 shares of the semiconductor manufacturer’s stock worth $758,000 after purchasing an additional 2,970 shares in the last quarter. United Bank lifted its stake in Advanced Micro Devices by 22.0% during the second quarter. United Bank now owns 13,255 shares of the semiconductor manufacturer’s stock worth $1,881,000 after purchasing an additional 2,392 shares in the last quarter. Finally, Schnieders Capital Management LLC. boosted its position in shares of Advanced Micro Devices by 361.0% during the second quarter. Schnieders Capital Management LLC. now owns 9,230 shares of the semiconductor manufacturer’s stock worth $1,310,000 after buying an additional 7,228 shares during the period. 71.34% of the stock is currently owned by institutional investors and hedge funds.

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

Advanced Micro Devices Trading Down 2.2%

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. Advanced Micro Devices, Inc. has a 52 week low of $76.48 and a 52 week high of $267.08. The stock has a market capitalization of $315.30 billion, a PE ratio of 72.98, a price-to-earnings-growth ratio of 0.73 and a beta of 1.98. The firm has a 50 day moving average of $216.16 and a two-hundred day moving average of $210.13.

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, beating analysts’ consensus estimates 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 net margin of 12.52% and a return on equity of 8.84%. The company’s revenue was up 34.1% on a year-over-year basis. During the same period last year, the business earned $1.09 EPS. As a group, research analysts expect that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several research firms recently issued reports on AMD. UBS Group set a $310.00 price objective on Advanced Micro Devices in a report on Wednesday, February 4th. Truist Financial set a $283.00 target price on Advanced Micro Devices in a report on Wednesday, February 4th. The Goldman Sachs Group lifted their target price on Advanced Micro Devices from $210.00 to $240.00 and gave the company a “neutral” rating in a research report on Wednesday, February 25th. Evercore reiterated an “outperform” rating and set a $358.00 price target on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. Finally, Rosenblatt Securities reissued a “buy” rating and issued a $300.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and ten have issued a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $290.53.

Insiders Place Their Bets

In other Advanced Micro Devices news, SVP Ava Hahn sold 2,442 shares of the firm’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 sale, the senior vice president directly owned 16,359 shares in the company, valued at $3,834,876.78. This trade represents a 12.99% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, 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 sale, the executive vice president directly owned 129,598 shares of the company’s stock, valued at $26,550,742.26. This trade represents a 5.47% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 154,392 shares of company stock worth $33,120,933. 0.06% of the stock is owned by corporate insiders.

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.