Dimensional Fund Advisors LP Increases Stake in Advanced Micro Devices, Inc. $AMD

Dimensional Fund Advisors LP raised its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 1.4% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 5,574,208 shares of the semiconductor manufacturer’s stock after purchasing an additional 75,059 shares during the quarter. Dimensional Fund Advisors LP owned approximately 0.34% of Advanced Micro Devices worth $901,832,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also recently modified their holdings of the company. Koesten Hirschmann & Crabtree INC. grew its stake in Advanced Micro Devices by 61.0% in the 3rd quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer’s stock valued at $26,000 after buying an additional 61 shares in the last quarter. ORG Wealth Partners LLC grew its position in shares of Advanced Micro Devices by 39.7% in the third quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock valued at $26,000 after purchasing an additional 46 shares in the last quarter. Pinney & Scofield Inc. raised its stake in shares of Advanced Micro Devices by 81.0% during the 2nd quarter. Pinney & Scofield Inc. now owns 190 shares of the semiconductor manufacturer’s stock valued at $27,000 after purchasing an additional 85 shares during the period. Aviso Financial Inc. raised its stake in shares of Advanced Micro Devices by 400.0% during the 3rd quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer’s stock valued at $32,000 after purchasing an additional 160 shares during the period. Finally, Signature Resources Capital Management LLC lifted its holdings in Advanced Micro Devices by 170.4% during the 3rd quarter. Signature Resources Capital Management LLC now owns 219 shares of the semiconductor manufacturer’s stock worth $35,000 after purchasing an additional 138 shares in the last quarter. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts have weighed in on the company. Barclays reaffirmed an “overweight” rating on shares of Advanced Micro Devices in a report on Wednesday, November 12th. Stifel Nicolaus upped their target price on shares of Advanced Micro Devices from $240.00 to $280.00 and gave the stock a “buy” rating in a report on Wednesday, November 5th. Robert W. Baird set a $300.00 price target on shares of Advanced Micro Devices in a report on Wednesday, November 5th. KeyCorp reaffirmed an “overweight” rating and issued a $330.00 price target on shares of Advanced Micro Devices in a report on Tuesday, February 24th. Finally, Cantor Fitzgerald reiterated an “overweight” rating on shares of Advanced Micro Devices in a research report on Monday, February 2nd. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and ten have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Advanced Micro Devices has a consensus rating of “Moderate Buy” and a consensus price target of $290.53.

Insider Buying and Selling at Advanced Micro Devices

In other Advanced Micro Devices news, CEO Lisa T. Su sold 125,000 shares of Advanced Micro Devices stock in a transaction that occurred on Thursday, December 11th. The shares were sold at an average price of $215.14, for a total transaction of $26,892,500.00. Following the transaction, the chief executive officer directly owned 3,277,476 shares of the company’s stock, valued at approximately $705,116,186.64. This trade represents a 3.67% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the company’s stock in a transaction on Wednesday, February 11th. The shares were 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 directly owned 289,098 shares of the company’s stock, valued at $62,679,337.38. This trade represents a 6.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 271,892 shares of company stock worth $58,476,908 over the last ninety days. Insiders own 0.06% of the company’s stock.

Advanced Micro Devices News Summary

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

• Positive Sentiment: Major hyperscaler footprint — Meta has signed multi‑year agreements to deploy AMD Instinct GPUs at gigawatt scale and is reported to be considering a stake in AMD, which could create a large, multi‑year revenue stream and validate AMD’s data‑center GPU strategy. Read More.
• Positive Sentiment: On‑shore capacity ramp — Flex expanded U.S. manufacturing with AMD to build Instinct AI platforms domestically, reducing supply risk and supporting scale for enterprise/hyperscale demand. Read More.
• Positive Sentiment: Commercial adoption of Instinct GPUs — Akash Systems announced diamond‑cooled servers using AMD Instinct MI350X GPUs (first commercial deployment), which underscores product competitiveness for energy‑efficient AI racks. Read More.
• Neutral Sentiment: Ryzen AI 400 desktop launch — AMD unveiled Copilot+ desktop Ryzen AI 400 processors (expands the AI PC TAM), a positive product roadmap item but one with more gradual revenue impact versus hyperscale GPU wins. Read More.
• Neutral Sentiment: Edge/telco positioning — Strategic collaborations (Wind River/Open RAN) extend AMD into AI‑at‑the‑edge and telco workloads; meaningful long‑term, but not an immediate revenue shock. Read More.
• Neutral Sentiment: Industry infrastructure tailwinds — Large funding rounds for co‑packaged optics and other AI infrastructure (e.g., Ayar Labs) support faster data‑center evolution that indirectly benefits AMD. Read More.
• Negative Sentiment: Insider and institutional selling — Data show heavy executive share sales (many open‑market sales, few/zero insider purchases) and some large institutional reductions (UBS AM cut holdings), which can pressure the stock and signal near‑term liquidity needs or portfolio rebalancing. Read More.
• Negative Sentiment: Short‑term selling despite product news — Multiple reports note the stock slipping after new product reveals (Ryzen AI 400, diamond‑cooled GPU announcements) as the broader tech/AI momentum cooled and investors booked gains. That helps explain intraday weakness. Read More.
• Negative Sentiment: Market/sector rotation risk — Analysts still bullish on medium/long term (many buy ratings and high price targets), but the stock is exposed to periodic tech/AI pullbacks that can produce sharp short‑term declines. Read More.

Advanced Micro Devices Stock Down 3.9%

Shares of NASDAQ:AMD opened at $190.95 on Wednesday. The firm has a market capitalization of $311.33 billion, a PE ratio of 72.06, a price-to-earnings-growth ratio of 0.75 and a beta of 1.98. 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, Inc. has a 52-week low of $76.48 and a 52-week high of $267.08. The firm has a fifty day moving average of $218.79 and a 200 day moving average of $208.61.

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