Vanguard Group Inc. Has $25.24 Billion Stock Holdings in Advanced Micro Devices, Inc. $AMD

Vanguard Group Inc. lifted its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 0.9% in the third quarter, according to the company in its most recent filing with the SEC. The fund owned 155,997,751 shares of the semiconductor manufacturer’s stock after buying an additional 1,348,892 shares during the quarter. Vanguard Group Inc. owned about 9.61% of Advanced Micro Devices worth $25,238,876,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the stock. Impax Asset Management Group plc grew its position in shares of Advanced Micro Devices by 326.5% in the 3rd quarter. Impax Asset Management Group plc now owns 52,068 shares of the semiconductor manufacturer’s stock valued at $8,424,000 after buying an additional 39,861 shares during the last quarter. Waterfront Wealth Inc. bought a new stake in shares of Advanced Micro Devices during the 2nd quarter valued at about $1,145,000. Global Retirement Partners LLC bought a new stake in Advanced Micro Devices in the second quarter worth approximately $4,519,000. Cornercap Investment Counsel Inc. boosted its holdings in shares of Advanced Micro Devices by 43.3% during the 2nd quarter. Cornercap Investment Counsel Inc. now owns 12,245 shares of the semiconductor manufacturer’s stock worth $1,738,000 after buying an additional 3,702 shares in the last quarter. Finally, Swiss National Bank grew its position in shares of Advanced Micro Devices by 7.5% during the 2nd quarter. Swiss National Bank now owns 4,917,975 shares of the semiconductor manufacturer’s stock worth $697,861,000 after buying an additional 341,000 shares during the period. 71.34% of the stock is owned by institutional investors.

Key Advanced Micro Devices News

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

• Positive Sentiment: AMD announced a partnership with Tata Consultancy Services (TCS) to deploy its Helios rack‑scale AI architecture in India (200MW deployment) — expands AMD’s enterprise AI footprint, supports sovereign/large-scale AI initiatives and could drive multi‑year data‑center revenue. AMD and TCS to bring state-of-the-art ‘Helios’ rack-scale AI architecture to India
• Positive Sentiment: DA Davidson upgraded AMD — analyst upgrades can boost buying and justify higher target prices, reinforcing momentum after strong earnings and data‑center guidance. Advanced Micro Devices (NASDAQ:AMD) Upgraded at DA Davidson
• Positive Sentiment: Wall Street commentary is bullish: coverage highlighting potential ~40% upside and favorable medium‑term growth from data center and PC demand supports a positive narrative for shares. Is AMD Stock a Buy? Why Wall Street Sees 40% Upside From Here.
• Positive Sentiment: Media/TV coverage (Jim Cramer) argued AMD had been oversold and that decline was overdone, which can trigger retail buying and short-covering. Advanced Micro Devices Inc. (AMD) Was Down Way Too Much, Says Jim Cramer
• Neutral Sentiment: Analysts’ consensus remains constructive (average “Moderate Buy”) — supportive but not a dramatic upgrade; reinforces steady demand expectations rather than an immediate catalyst. Advanced Micro Devices, Inc. (NASDAQ:AMD) Receives Average Recommendation of “Moderate Buy” from Analysts
• Neutral Sentiment: Industry write‑ups comparing AMD to Nvidia note AMD’s strong inference opportunity but underscore Nvidia’s GPU leadership — these sector comparisons shape longer‑term expectations but are mixed near‑term signals. Better Artificial Intelligence Stock: Nvidia vs. AMD
• Negative Sentiment: Insider selling: AMD’s CEO sold about $26.8M of stock — a notable exit that can weigh on sentiment and prompt investor caution despite company fundamentals. Insider Selling: Advanced Micro Devices (NASDAQ:AMD) CEO Sells $26,795,000.00 in Stock

Advanced Micro Devices Stock Up 0.7%

AMD stock opened at $207.32 on Monday. The company’s 50 day moving average is $221.32 and its 200 day moving average is $206.28. The stock has a market cap of $338.02 billion, a price-to-earnings ratio of 78.23, a price-to-earnings-growth ratio of 0.78 and a beta of 1.94. The company has a current ratio of 2.85, a quick ratio of 2.01 and a debt-to-equity ratio of 0.04. Advanced Micro Devices, Inc. has a 1-year low of $76.48 and a 1-year high of $267.08.

Advanced Micro Devices (NASDAQ:AMD) last released its quarterly earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, topping analysts’ consensus estimates 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 business’s quarterly revenue was up 34.1% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.09 EPS. Sell-side analysts predict that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Insiders Place Their Bets

In other Advanced Micro Devices news, EVP Forrest Eugene Norrod sold 19,450 shares of the business’s stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $216.81, for a total value of $4,216,954.50. Following the sale, the executive vice president directly owned 289,098 shares of the company’s stock, valued at approximately $62,679,337.38. The trade was a 6.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Lisa T. Su sold 125,000 shares of Advanced Micro Devices stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $214.36, for a total transaction of $26,795,000.00. Following the completion of the sale, the chief executive officer owned 3,152,476 shares of the company’s stock, valued at $675,764,755.36. This represents a 3.81% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 291,342 shares of company stock valued at $62,938,155 in the last quarter. Insiders own 0.06% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts recently issued reports on the company. Robert W. Baird set a $300.00 target price on Advanced Micro Devices in a report on Wednesday, November 5th. Sanford C. Bernstein set a $235.00 price target on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. Raymond James Financial initiated coverage on Advanced Micro Devices in a research note on Thursday, November 20th. They issued an “outperform” rating and a $377.00 price objective for the company. Melius Research set a $380.00 target price on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of Advanced Micro Devices in a research report on Monday, December 29th. 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. Based on data from MarketBeat.com, Advanced Micro Devices currently has a consensus rating of “Moderate Buy” and a consensus target price 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.