Maxi Investments CY Ltd boosted its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 49.2% in the third quarter, HoldingsChannel reports. The firm owned 19,400 shares of the semiconductor manufacturer’s stock after purchasing an additional 6,400 shares during the period. Advanced Micro Devices makes up about 2.2% of Maxi Investments CY Ltd’s investment portfolio, making the stock its 13th biggest holding. Maxi Investments CY Ltd’s holdings in Advanced Micro Devices were worth $11,868,000 as of its most recent filing with the SEC.
Several other institutional investors have also recently added to or reduced their stakes in the business. First Citizens Financial Corp grew its position in shares of Advanced Micro Devices by 3.4% during the 3rd quarter. First Citizens Financial Corp now owns 490 shares of the semiconductor manufacturer’s stock worth $300,000 after buying an additional 16 shares during the period. Fearless Solutions LLC dba Best Invest increased its stake in shares of Advanced Micro Devices by 1.5% in the 3rd quarter. Fearless Solutions LLC dba Best Invest now owns 1,174 shares of the semiconductor manufacturer’s stock valued at $718,000 after acquiring an additional 17 shares in the last quarter. Private Client Services LLC increased its stake in shares of Advanced Micro Devices by 1.7% in the 3rd quarter. Private Client Services LLC now owns 1,079 shares of the semiconductor manufacturer’s stock valued at $660,000 after acquiring an additional 18 shares in the last quarter. Box Hill Private Wealth LLC lifted its position in shares of Advanced Micro Devices by 2.5% during the 3rd quarter. Box Hill Private Wealth LLC now owns 794 shares of the semiconductor manufacturer’s stock valued at $486,000 after acquiring an additional 19 shares during the period. Finally, Trust Co of the South lifted its position in shares of Advanced Micro Devices by 1.1% during the 3rd quarter. Trust Co of the South now owns 1,765 shares of the semiconductor manufacturer’s stock valued at $1,080,000 after acquiring an additional 19 shares during the period. 71.34% of the stock is owned by institutional investors and hedge funds.
Key Headlines Impacting Advanced Micro Devices
Here are the key news stories impacting Advanced Micro Devices this week:
- Positive Sentiment: Meta’s AI financing plan supports demand visibility. Meta plans up to $95 billion in stock-related financing for AI infrastructure, with AMD, Nvidia and Broadcom reportedly considering up to $5 billion in combined purchases of Meta shares. The plan signals continued, large-scale spending by a major AMD customer and AI ecosystem partner. Meta equity offerings article
- Positive Sentiment: Analysts see server CPU growth as a key earnings catalyst. Wedbush identified rising AI-computing demand as a potential driver for AMD’s EPYC server CPU business ahead of the company’s November 3 earnings release. Investors are also focused on whether AMD’s Helios rack-scale AI strategy can expand its opportunity beyond GPUs into CPUs and inference workloads. Wedbush server CPU demand article
- Positive Sentiment: Semiconductor-sector momentum provided additional support. AMD participated in a broader rally following AI-related announcements from Meta and Anthropic, while strong moves in other chip stocks reinforced optimism around AI infrastructure spending. Chip stocks rally article
- Neutral Sentiment: Trading data showed no reported short interest. The October 26 report listed AMD short interest at zero shares and a zero-day short ratio. That could indicate limited short-selling pressure, although the figure may reflect a reporting or data issue rather than a meaningful change in investor positioning.
- Negative Sentiment: Valuation and competitive risks remain significant. Commentary noted that AMD has rallied sharply this year, while Nvidia continues to lead in margins and data-center scale. With AMD trading at a high valuation, investors may demand strong execution and upbeat guidance; competition from Nvidia, Broadcom, Marvell and newer AI-chip companies could limit further gains. AMD and Nvidia valuation article
Advanced Micro Devices Price Performance
Shares of NASDAQ:AMD opened at $531.28 on Tuesday. The company has a quick ratio of 1.91, a current ratio of 2.61 and a debt-to-equity ratio of 0.03. Advanced Micro Devices, Inc. has a twelve month low of $188.22 and a twelve month high of $658.52. The stock’s 50 day moving average is $542.28 and its 200-day moving average is $400.69. The firm has a market capitalization of $867.30 billion, a price-to-earnings ratio of 136.58, a PEG ratio of 5.30 and a beta of 2.45.
Advanced Micro Devices (NASDAQ:AMD – Get Free Report) last released its quarterly earnings data on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 earnings per share for the quarter, beating analysts’ consensus estimates of $1.62 by $0.04. The firm had revenue of $11.54 billion for the quarter, compared to analyst estimates of $11.31 billion. Advanced Micro Devices had a net margin of 15.58% and a return on equity of 12.30%. The business’s quarterly revenue was up 50.1% compared to the same quarter last year. During the same period last year, the firm earned $0.48 earnings per share. Sell-side analysts forecast that Advanced Micro Devices, Inc. will post 6.50 EPS for the current fiscal year.
Insider Buying and Selling
In other Advanced Micro Devices news, EVP Forrest Norrod sold 17,262 shares of Advanced Micro Devices stock in a transaction dated Thursday, October 15th. The stock was sold at an average price of $540.70, for a total transaction of $9,333,563.40. Following the completion of the transaction, the executive vice president owned 353,317 shares in the company, valued at approximately $191,038,501.90. The trade was a 4.66% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Lisa T. Su sold 25,000 shares of Advanced Micro Devices stock in a transaction dated Thursday, September 10th. The shares were sold at an average price of $506.79, for a total value of $12,669,750.00. Following the transaction, the chief executive officer owned 74,211 shares of the company’s stock, valued at $37,609,392.69. This trade represents a 25.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 231,100 shares of company stock worth $114,867,400 over the last ninety days. Insiders own 0.50% of the company’s stock.
Analyst Ratings Changes
Several research analysts recently issued reports on the stock. Weiss Ratings raised shares of Advanced Micro Devices from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Thursday, October 8th. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Advanced Micro Devices in a research note on Monday, October 5th. Wells Fargo & Company upped their price objective on shares of Advanced Micro Devices from $615.00 to $700.00 and gave the company an “overweight” rating in a report on Wednesday, August 5th. William Blair reiterated a “market perform” rating on shares of Advanced Micro Devices in a report on Friday, July 24th. Finally, Rosenblatt Securities reissued a “buy” rating and set a $700.00 price objective on shares of Advanced Micro Devices in a research report on Tuesday, September 29th. Three investment analysts have rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $606.76.
Check Out Our Latest Stock Report on AMD
Advanced Micro Devices Profile
Advanced Micro Devices, Inc (NASDAQ: AMD) is a global semiconductor company that designs high-performance computing, graphics and adaptive computing products. Its offerings serve data centers, personal computers, gaming systems, embedded markets and other specialized applications.
AMD’s product portfolio includes Ryzen processors for desktop and notebook computers, EPYC server processors, Radeon graphics processing units, and Instinct accelerators for artificial intelligence and high-performance computing.
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