Lansforsakringar Fondforvaltning AB publ Purchases 95,291 Shares of Advanced Micro Devices, Inc. $AMD

Lansforsakringar Fondforvaltning AB publ lifted its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 17.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 634,695 shares of the semiconductor manufacturer’s stock after acquiring an additional 95,291 shares during the period. Advanced Micro Devices makes up approximately 0.5% of Lansforsakringar Fondforvaltning AB publ’s portfolio, making the stock its 27th largest position. Lansforsakringar Fondforvaltning AB publ’s holdings in Advanced Micro Devices were worth $102,687,000 at the end of the most recent quarter.

A number of other hedge funds also recently added to or reduced their stakes in AMD. Norges Bank bought a new stake in shares of Advanced Micro Devices in the 2nd quarter worth $3,094,662,000. Jennison Associates LLC bought a new position in shares of Advanced Micro Devices during the third quarter valued at $626,826,000. Nordea Investment Management AB boosted its position in shares of Advanced Micro Devices by 203.7% during the third quarter. Nordea Investment Management AB now owns 3,905,148 shares of the semiconductor manufacturer’s stock valued at $631,892,000 after buying an additional 2,619,294 shares during the last quarter. Rafferty Asset Management LLC boosted its position in shares of Advanced Micro Devices by 56.0% during the second quarter. Rafferty Asset Management LLC now owns 6,772,923 shares of the semiconductor manufacturer’s stock valued at $961,078,000 after buying an additional 2,430,533 shares during the last quarter. Finally, Vanguard Group Inc. increased its holdings in Advanced Micro Devices by 1.5% in the 2nd quarter. Vanguard Group Inc. now owns 154,648,859 shares of the semiconductor manufacturer’s stock worth $21,944,673,000 after buying an additional 2,281,508 shares in the last quarter. 71.34% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

AMD has been the topic of several research analyst reports. UBS Group set a $310.00 target price on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. Citigroup reissued a “neutral” rating on shares of Advanced Micro Devices in a report on Thursday, January 15th. Loop Capital set a $290.00 price objective on shares of Advanced Micro Devices and gave the company a “buy” rating in a research report on Wednesday, November 5th. Truist Financial set a $283.00 target price on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of Advanced Micro Devices in a research note on Monday, December 29th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and ten have assigned a Hold rating to the company. According to MarketBeat, Advanced Micro Devices currently has a consensus rating of “Moderate Buy” and a consensus target price of $288.17.

Insider Activity at Advanced Micro Devices

In other Advanced Micro Devices news, EVP Forrest Eugene Norrod sold 19,450 shares of the business’s stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $216.81, for a total transaction of $4,216,954.50. Following the completion of the sale, the executive vice president 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 document filed with the SEC, which is accessible through the SEC website. Also, SVP Ava Hahn sold 2,442 shares of the company’s stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $234.42, for a total value of $572,453.64. Following the completion of the sale, the senior vice president owned 16,359 shares of the company’s stock, valued at approximately $3,834,876.78. The trade was a 12.99% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 271,892 shares of company stock worth $58,476,908. Corporate insiders own 0.06% of the company’s stock.

Key Stories 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 Stock Performance

Shares of NASDAQ AMD opened at $200.15 on Friday. Advanced Micro Devices, Inc. has a 12-month low of $76.48 and a 12-month high of $267.08. The firm has a market capitalization of $326.33 billion, a price-to-earnings ratio of 75.53, a price-to-earnings-growth ratio of 0.75 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. The firm has a 50 day moving average of $219.68 and a 200 day moving average of $207.04.

Advanced Micro Devices (NASDAQ:AMD) last issued its quarterly earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share for the quarter, topping the consensus estimate of $1.32 by $0.21. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. The business had revenue of $10.27 billion for the quarter, compared to analysts’ expectations of $9.65 billion. During the same quarter last year, the company posted $1.09 EPS. The company’s revenue was up 34.1% compared to the same quarter last year. On average, research analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current year.

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.