Tredje AP fonden Sells 182,200 Shares of Advanced Micro Devices, Inc. $AMD

Tredje AP fonden trimmed its position in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 62.6% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 108,831 shares of the semiconductor manufacturer’s stock after selling 182,200 shares during the quarter. Tredje AP fonden’s holdings in Advanced Micro Devices were worth $17,608,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Stevens Capital Management LP lifted its position in Advanced Micro Devices by 3.3% during the 3rd quarter. Stevens Capital Management LP now owns 54,912 shares of the semiconductor manufacturer’s stock worth $8,884,000 after acquiring an additional 1,779 shares during the last quarter. Darden Wealth Group Inc grew its position in shares of Advanced Micro Devices by 38.1% in the third quarter. Darden Wealth Group Inc now owns 4,269 shares of the semiconductor manufacturer’s stock valued at $691,000 after purchasing an additional 1,177 shares during the last quarter. Hillsdale Investment Management Inc. bought a new position in shares of Advanced Micro Devices in the third quarter worth about $524,000. Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its position in shares of Advanced Micro Devices by 12.8% during the 3rd quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 33,624 shares of the semiconductor manufacturer’s stock worth $5,440,000 after purchasing an additional 3,820 shares during the last quarter. Finally, Berkeley Capital Partners LLC boosted its stake in Advanced Micro Devices by 4.9% during the 3rd quarter. Berkeley Capital Partners LLC now owns 2,169 shares of the semiconductor manufacturer’s stock valued at $351,000 after purchasing an additional 101 shares during the period. 71.34% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Advanced Micro Devices

In other Advanced Micro Devices news, 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 sale, the senior vice president directly owned 16,359 shares in the company, valued at $3,834,876.78. This represents a 12.99% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, EVP Forrest Eugene Norrod sold 19,450 shares of Advanced Micro Devices stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $216.81, for a total value of $4,216,954.50. Following the transaction, 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 SEC filing for this sale provides additional information. Insiders have sold a total of 271,892 shares of company stock valued at $58,476,908 in the last 90 days. 0.06% of the stock is owned by corporate insiders.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: Benchmark reaffirmed a Buy and $325 price target, saying AMD could generate “tens of billions” in AI revenue by 2027 — a bullish analyst endorsement that supports longer‑term growth expectations and demand for EPYC/Instinct products. Benchmark Sees Advanced Micro Devices (AMD) Generating Tens of Billions in AI Revenue by 2027
• Positive Sentiment: AMD agreed to guarantee a $300M loan to Crusoe so the startup can buy and deploy AMD AI accelerators in a new Ohio data center — a demand‑creation move (similar to Nvidia’s strategy) that helps convert capacity into near‑term sales. AMD to backstop $300 million Crusoe loan, the Information reports
• Positive Sentiment: Design‑win/newsflow in India: reports say AMD will supply AI chips for a large (200MW) data‑center buildout and OpenAI/Tata projects are expanding Indian AI infrastructure — more enterprise/edge demand and geographic diversification for AMD’s server business. After AMD, OpenAI Partners With Tata To Build Massive 1GW AI Data Center In India
• Neutral Sentiment: AMD publicly pushed back on delay rumors, saying MI455X shipments remain on track for H2 2026 — reduces execution uncertainty but is neutral until shipments and revenue show up. AMD Responds to Rumors About Potential Delays
• Neutral Sentiment: Market and analyst context: Street attention remains high (many buy ratings and a median 12‑month target around ~$291), which supports conviction for bulls but also sets up sensitivity to quarterly guidance. AMD Stock (AMD) Opinions on Recent Earnings Report
• Negative Sentiment: Heavy insider selling noted in recent data (multiple senior executives have sold stock), which can be read negatively by some investors as a signal to trim positions. AMD Stock (AMD) Opinions on Recent Earnings Report
• Negative Sentiment: Competitive and sector headwinds: Nvidia continues to post large multiyear deals (Meta supply pact, heavy OpenAI-linked investment reports), which can draw investor rotation and push relative expectations higher for NVDA vs. AMD. Nvidia (NVDA) Partners With Meta Platforms in Multiyear Deal for Millions of Blackwell and Rubin AI Chips
• Negative Sentiment: Macro/sector softness and short‑term selling: chip stocks showed early weakness after hotter PCE and signs of “AI exhaustion” in trading themes — that pressure contributed to AMD’s pullback today. NVDA, INTC and AMD Forecast – Chips Look a Touch Soft Early Friday

Advanced Micro Devices Trading Down 1.6%

Shares of AMD stock opened at $200.15 on Friday. The firm has a fifty day moving average of $219.68 and a 200-day moving average of $206.81. The stock has a market cap of $326.33 billion, a price-to-earnings ratio of 75.53, a P/E/G ratio of 0.77 and a beta of 1.94. Advanced Micro Devices, Inc. has a 52-week low of $76.48 and a 52-week high of $267.08. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.01 and a current ratio of 2.85.

Advanced Micro Devices (NASDAQ:AMD) last posted its earnings results 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 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 firm’s revenue for the quarter was up 34.1% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.09 earnings per share. On average, equities research analysts forecast that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several research analysts have commented on AMD shares. Stifel Nicolaus lifted their price target on Advanced Micro Devices from $240.00 to $280.00 and gave the stock a “buy” rating in a research report on Wednesday, November 5th. Phillip Securities upgraded shares of Advanced Micro Devices from a “moderate buy” rating to a “strong-buy” rating in a research note on Sunday, February 8th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Advanced Micro Devices in a research note on Monday, December 29th. Evercore increased their price target on shares of Advanced Micro Devices from $283.00 to $328.00 and gave the company an “outperform” rating in a report on Wednesday, February 4th. Finally, Barclays restated an “overweight” rating on shares of Advanced Micro Devices in a report on Wednesday, November 12th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and ten have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target 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.