New York State Teachers Retirement System Purchases 12,767 Shares of Advanced Micro Devices, Inc. $AMD

New York State Teachers Retirement System raised its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 1.0% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,309,589 shares of the semiconductor manufacturer’s stock after acquiring an additional 12,767 shares during the quarter. New York State Teachers Retirement System’s holdings in Advanced Micro Devices were worth $211,878,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in the business. Brighton Jones LLC boosted its stake 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 buying an additional 29,438 shares during the last quarter. Revolve Wealth Partners LLC increased its position in shares of 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 acquiring an additional 234 shares during the last quarter. Bayforest Capital Ltd bought a new stake in Advanced Micro Devices during the first quarter worth about $47,000. Acadian Asset Management LLC boosted its position in Advanced Micro Devices by 26.9% during the first quarter. Acadian Asset Management LLC now owns 81,864 shares of the semiconductor manufacturer’s stock valued at $8,406,000 after purchasing an additional 17,347 shares during the last quarter. Finally, Jacobi Capital Management LLC grew its stake in Advanced Micro Devices by 38.5% in the first quarter. Jacobi Capital Management LLC now owns 8,981 shares of the semiconductor manufacturer’s stock valued at $923,000 after purchasing an additional 2,498 shares in the last quarter. Institutional investors and hedge funds own 71.34% of the company’s stock.

Analysts Set New Price Targets

Several research firms have recently commented on AMD. Bank of America reissued a “buy” rating and issued a $300.00 price objective on shares of Advanced Micro Devices in a report on Wednesday, November 12th. Raymond James Financial began coverage on shares of Advanced Micro Devices in a research note on Thursday, November 20th. They issued an “outperform” rating and a $377.00 price target for the company. KGI Securities set a $260.00 price objective on shares of Advanced Micro Devices and gave the stock an “outperform” rating in a research note on Monday, October 13th. Wolfe Research set a $300.00 target price on shares of Advanced Micro Devices and gave the company an “outperform” rating in a research note on Tuesday, October 14th. Finally, Robert W. Baird set a $300.00 price target on Advanced Micro Devices in a report on Wednesday, November 5th. Three research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating and eleven have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $277.06.

Insiders Place Their Bets

In other news, EVP Forrest Eugene Norrod sold 19,450 shares of the business’s stock in a transaction dated Wednesday, November 19th. The shares were sold at an average price of $229.37, for a total value of $4,461,246.50. Following the completion of the sale, the executive vice president owned 300,348 shares of the company’s stock, valued at approximately $68,890,820.76. The trade was a 6.08% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Mark D. Papermaster sold 17,108 shares of the company’s stock in a transaction dated Friday, November 14th. The shares were sold at an average price of $240.12, for a total transaction of $4,107,972.96. Following the completion of the transaction, the executive vice president owned 1,714,505 shares in the company, valued at $411,686,940.60. This trade represents a 0.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 178,358 shares of company stock worth $39,229,623 in the last 90 days. Company insiders own 0.06% of the company’s stock.

Advanced Micro Devices Stock Down 0.7%

Advanced Micro Devices stock opened at $203.17 on Friday. The company’s 50-day moving average price is $221.33 and its two-hundred day moving average price is $192.28. The company has a quick ratio of 1.68, a current ratio of 2.31 and a debt-to-equity ratio of 0.04. The stock has a market cap of $330.77 billion, a P/E ratio of 100.58, a P/E/G ratio of 0.86 and a beta of 1.95. Advanced Micro Devices, Inc. has a twelve month low of $76.48 and a twelve month high of $267.08.

Advanced Micro Devices (NASDAQ:AMD) last posted its earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 EPS for the quarter, beating the consensus estimate of $1.17 by $0.03. The company had revenue of $9.25 billion for the quarter, compared to the consensus estimate of $8.76 billion. Advanced Micro Devices had a return on equity of 8.04% and a net margin of 10.32%.The firm’s revenue for the quarter was up 35.6% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.92 earnings per share. As a group, analysts expect that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

Advanced Micro Devices News Roundup

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

• Positive Sentiment: Long‑term upside thesis remains intact — The Motley Fool argues AMD’s recovery and AI exposure support multi‑year gains, reinforcing a growth narrative that can attract buy‑and‑hold investors. Where Will AMD Stock Be in 5 Years?
• Positive Sentiment: Third‑party partnerships and CES showcases boost AI credibility — A GlobeNewswire release highlights KunlunMeta’s partnership with AMD at CES, signaling customer interest in AMD accelerators for Chinese AI stacks. Partnerships like this underwrite revenue opportunities in data‑center inference. KunlunMeta Partners with AMD to Shine at CES
• Positive Sentiment: Analysts and market roundup highlight AMD as an AI leader — Weekly market reviews that call out Nvidia and AMD focus investor attention on AMD’s role in the AI infrastructure buildout, supporting demand expectations for MI‑series chips. Stock Market Rallies Broadly To Highs; Nvidia, AMD, Bloom Energy In Focus: Weekly Review
• Neutral Sentiment: CES generated broad AI/robotics headlines but mixed investor reaction — CNBC covered CES robot and AI demos that included AMD; media buzz raises profile but doesn’t guarantee immediate orders or margins. Humanoid robots take over CES in Las Vegas as tech industry touts future of AI
• Neutral Sentiment: Analyst/opinion pieces debate valuation after pullback — Several articles (Seeking Alpha, Yahoo Finance, Zacks) discuss whether a recent pullback leaves AMD attractively priced given a lofty P/E and high growth expectations; these pieces can support both buy and wait‑and‑see positions. AMD: Golden Buying Opportunity After Sentiment-Driven Selloff
• Negative Sentiment: Profit‑taking and sentiment‑driven selling after CES announcements — Coverage notes a short‑term slide as investors rotate out after a big 2025 run; some traders view the CES reveal as underwhelming versus lofty expectations. Why is AMD stock plunging sharply on Thursday?
• Negative Sentiment: Insider selling and noisy social sentiment add caution — Aggregated commentary and data show heavy insider sales and mixed social media reaction to the MI450/Helios launches, which can amplify short‑term downside risk even if fundamentals remain strong. Advanced Micro Devices Stock (AMD) Opinions on CES 2026 Announcements
• Negative Sentiment: Debate on whether MI‑series hype is priced in — Critical pieces ask if MI450/Helios announcements represent a true breakout or mostly hype, raising execution and competitive risk concerns that could pressure the stock if adoption timelines slip. Advanced Micro Devices: AI Breakout Or Just Hype Around MI450 And Helios?

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.