Integrated Advisors Network LLC Increases Holdings in Advanced Micro Devices, Inc. $AMD

Posted by Andrew Walz on Feb 28th, 2026

Integrated Advisors Network LLC increased its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 47.5% during the third quarter, according to its most recent filing with the SEC. The institutional investor owned 22,880 shares of the semiconductor manufacturer’s stock after purchasing an additional 7,368 shares during the period. Integrated Advisors Network LLC’s holdings in Advanced Micro Devices were worth $3,702,000 as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in AMD. Impax Asset Management Group plc lifted its stake in Advanced Micro Devices by 326.5% during 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 acquiring an additional 39,861 shares during the period. Global Retirement Partners LLC purchased a new position in shares of Advanced Micro Devices during the second quarter valued at approximately $4,519,000. Cornercap Investment Counsel Inc. raised its holdings in shares of Advanced Micro Devices by 43.3% during the second quarter. Cornercap Investment Counsel Inc. now owns 12,245 shares of the semiconductor manufacturer’s stock valued at $1,738,000 after purchasing an additional 3,702 shares during the last quarter. Swiss National Bank lifted its position in Advanced Micro Devices by 7.5% during the second quarter. Swiss National Bank now owns 4,917,975 shares of the semiconductor manufacturer’s stock valued at $697,861,000 after purchasing an additional 341,000 shares during the period. Finally, New York State Common Retirement Fund boosted its holdings in Advanced Micro Devices by 8.4% in the second quarter. New York State Common Retirement Fund now owns 2,239,239 shares of the semiconductor manufacturer’s stock worth $317,748,000 after purchasing an additional 172,745 shares during the last quarter. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Advanced Micro Devices Stock Performance

Shares of AMD opened at $200.21 on Friday. The business has a 50-day simple moving average of $219.59 and a two-hundred day simple moving average of $207.99. The company has a quick ratio of 2.01, a current ratio of 2.85 and a debt-to-equity ratio of 0.04. Advanced Micro Devices, Inc. has a 52 week low of $76.48 and a 52 week high of $267.08. The stock has a market cap of $326.42 billion, a price-to-earnings ratio of 75.55, a PEG ratio of 0.77 and a beta of 1.94.

Advanced Micro Devices (NASDAQ:AMD – Get Free Report) last announced its quarterly earnings data on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.32 by $0.21. The company had revenue of $10.27 billion during the quarter, compared to the consensus estimate of $9.65 billion. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.The firm’s revenue was up 34.1% on a year-over-year basis. During the same period in the previous year, the company posted $1.09 EPS. On average, analysts expect that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

Insiders Place Their Bets

In other news, CEO Lisa T. Su sold 125,000 shares of the stock in a transaction on Thursday, December 11th. The shares were sold at an average price of $215.14, for a total value of $26,892,500.00. Following the completion of the sale, the chief executive officer directly owned 3,277,476 shares of the company’s stock, valued at $705,116,186.64. This represents a 3.67% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, SVP Ava Hahn sold 2,442 shares of the firm’s stock in a transaction on Friday, January 16th. The shares were sold at an average price of $234.42, for a total transaction of $572,453.64. Following the sale, the senior vice president owned 16,359 shares in the company, valued at $3,834,876.78. The trade was a 12.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 271,892 shares of company stock worth $58,476,908 over the last three months. 0.06% of the stock is currently owned by company insiders.

Advanced Micro Devices News Roundup

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

Positive Sentiment: Huge Meta GPU commitment gives AMD a meaningful multi‑year revenue opportunity (reported as up to $100B potential, tied to a 6GW buildout and performance warrants) — this deal underpins the recent rally and longer‑term AI exposure. Meta strikes up to $100B AMD chip deal as it chases ‘personal superintelligence’
Positive Sentiment: Wall Street responded with upgraded price targets and reiterated Buy ratings (examples: Mizuho, Goldman Sachs, Benchmark), supporting upside expectations even as volatility persists. Mizuho Increases Advanced Micro Devices (NASDAQ:AMD) Price Target to $280.00
Positive Sentiment: Strategic partnership with Nutanix (and a related AMD investment) expands AMD’s enterprise AI ecosystem and could accelerate customer deployments of AMD CPUs/GPUs in data‑center stacks. AMD and Nutanix Announce Strategic Partnership to Build Open AI Infrastructure Platform
Neutral Sentiment: Smaller ecosystem news (e.g., Avalon GloboCare accepted into AMD’s AI developer program) highlights partner demand but has limited direct financial impact on AMD today. Avalon subsidiary accepted into AMD AI developer program
Neutral Sentiment: Analyst coverage and commentaries are active (TipRanks, MarketBeat, Seeking Alpha pieces) — consensus remains bullish longer‑term but views on timing and valuation vary, keeping near‑term trading choppy. Where Do Analysts Stand on AMD Stock?
Negative Sentiment: Sector volatility after Nvidia’s earnings and investor skepticism about major AI customers’ near‑term spend (notably questions around OpenAI) pressured chip peers including AMD — profit‑taking followed the earlier premarket surge. Advanced Micro Devices (AMD) Fell as Investors Doubt OpenAI’s Spending Plans Amid Revenue Concerns
Negative Sentiment: Analysts and industry pieces also note execution and capacity limits for hyperscalers (and questions about Meta’s in‑house plans), which could temper how quickly large GPU commitments translate into revenue. Meta’s Chip Dreams Face Hard Limits

Analysts Set New Price Targets

AMD has been the subject of a number of research reports. Wells Fargo & Company reiterated an “overweight” rating and set a $345.00 target price on shares of Advanced Micro Devices in a research note on Friday, January 30th. UBS Group set a $310.00 price objective on Advanced Micro Devices in a report on Wednesday, February 4th. Wedbush reiterated an “outperform” rating and set a $290.00 price objective on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. Mizuho increased their target price on Advanced Micro Devices from $275.00 to $280.00 and gave the company an “outperform” rating in a report on Wednesday. Finally, Truist Financial set a $283.00 price target on Advanced Micro Devices in a research note on Wednesday, February 4th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and ten have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $290.53.

Read Our Latest Research Report on Advanced Micro Devices

Advanced Micro Devices Profile

(Free Report)

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.