Munich Reinsurance Co Stock Corp in Munich Acquires Shares of 172,711 Advanced Micro Devices, Inc. $AMD

Munich Reinsurance Co Stock Corp in Munich acquired a new position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 172,711 shares of the semiconductor manufacturer’s stock, valued at approximately $27,943,000.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Vanguard Group Inc. boosted its position in shares of Advanced Micro Devices by 0.9% in the 3rd quarter. Vanguard Group Inc. now owns 155,997,751 shares of the semiconductor manufacturer’s stock valued at $25,238,876,000 after purchasing an additional 1,348,892 shares during the period. State Street Corp increased its position in Advanced Micro Devices by 0.8% during the second quarter. State Street Corp now owns 72,069,259 shares of the semiconductor manufacturer’s stock worth $10,226,628,000 after buying an additional 581,330 shares during the period. Geode Capital Management LLC increased its position in Advanced Micro Devices by 1.4% during the second quarter. Geode Capital Management LLC now owns 36,690,685 shares of the semiconductor manufacturer’s stock worth $5,181,556,000 after buying an additional 514,445 shares during the period. Norges Bank purchased a new stake in Advanced Micro Devices in the second quarter valued at approximately $3,094,662,000. Finally, Invesco Ltd. lifted its stake in Advanced Micro Devices by 6.1% in the second quarter. Invesco Ltd. now owns 12,534,569 shares of the semiconductor manufacturer’s stock valued at $1,778,655,000 after buying an additional 715,557 shares during the last quarter. Institutional investors and hedge funds own 71.34% of the company’s stock.

Insider Buying and Selling at Advanced Micro Devices

In other news, SVP Ava Hahn sold 2,442 shares of the firm’s stock in a transaction that occurred 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 completion of the sale, the senior vice president directly owned 16,359 shares of the company’s stock, valued at $3,834,876.78. This trade represents a 12.99% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Lisa T. Su sold 125,000 shares of Advanced Micro Devices stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $214.36, for a total value of $26,795,000.00. Following the completion of the sale, the chief executive officer owned 3,152,476 shares in the company, valued at approximately $675,764,755.36. This trade represents a 3.81% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 271,892 shares of company stock valued at $58,476,908. 0.06% of the stock is owned by corporate insiders.

Advanced Micro Devices Stock Down 3.5%

AMD stock opened at $192.50 on Friday. The stock has a market capitalization of $313.85 billion, a PE ratio of 72.64, a price-to-earnings-growth ratio of 0.75 and a beta of 1.98. The company has a fifty day moving average of $217.77 and a 200-day moving average of $208.62. 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 one year low of $76.48 and a one year high of $267.08.

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 analysts’ consensus estimates of $1.32 by $0.21. The business had revenue of $10.27 billion for the quarter, compared to analyst estimates 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 revenue was up 34.1% compared to the same quarter last year. During the same period in the previous year, the business posted $1.09 earnings per share. As a group, analysts expect that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

Key Advanced Micro Devices News

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

• Positive Sentiment: AMD signed a multi‑year, gigawatt‑scale AI deal with Meta that validates its Instinct GPUs and EPYC CPUs for hyperscaler AI deployments — a material revenue and credibility win that supports multi‑year AI growth expectations. Advanced Micro Devices (AMD) Signs Multi-Year Meta AI Deal
• Positive Sentiment: Flex expanded U.S. production of AMD Instinct GPU platforms in Austin, strengthening AMD’s supply resilience and U.S. manufacturing footprint — a plus if export restrictions push more on‑shore sourcing. Flex’s U.S. AMD GPU Production Deepens AI Data Center Role
• Positive Sentiment: AMD expanded its Ryzen AI 400 Series and PRO lineup (Copilot+ support, up to ~60 TOPS), broadening its AI PC addressable market and product roadmap beyond data‑center GPUs. AMD Expands AI Portfolio With New Ryzen Chips
• Neutral Sentiment: Technical and analyst notes show mixed signals — some outlets flag a potential rebound around ~$200 support while others describe the stock as in a neutral technical range; traders will watch that level closely for stability. AMD: High-Conviction Rebound Brewing At $200 Support
• Neutral Sentiment: Short‑interest reporting in recent feeds shows zero/erroneous values (likely a data issue), so there’s no clear evidence of elevated short pressure from that dataset.
• Negative Sentiment: Reports that the U.S. is drafting broad export rules for AI accelerators — potentially requiring government approval for many overseas sales — are the primary catalyst for today’s weakness; this could slow international revenue growth and complicate customer engagements. U.S. Plans New AI Chip Export Rules That Could Hurt Nvidia And AMD Stock
• Negative Sentiment: Some analysts remain cautious or unimpressed despite recent wins, which can cap near‑term upside and amplify volatility when negative headlines hit. A Top Wall Street Analyst Remains Unimpressed with AMD Stock
• Negative Sentiment: Coverage noting the stock’s pullback (roughly mid‑March weakness and declines since the February earnings pop) highlights that sentiment can turn quickly; investors should weigh regulatory risk against strong fundamentals before adding exposure. Advanced Micro Devices (AMD) Down 16% Since FQ4 2025 Earnings, Here’s Why

Analyst Ratings Changes

AMD has been the topic of a number of research reports. Wells Fargo & Company restated an “overweight” rating and set a $345.00 target price on shares of Advanced Micro Devices in a research report on Friday, January 30th. CICC Research upgraded shares of Advanced Micro Devices from a “market perform” rating to an “outperform” rating and set a $265.00 price objective on the stock in a research note on Friday, November 7th. Wedbush reaffirmed an “outperform” rating and issued a $290.00 target price on shares of Advanced Micro Devices in a report on Wednesday, February 4th. The Goldman Sachs Group increased their target price on shares of Advanced Micro Devices from $210.00 to $240.00 and gave the stock a “neutral” rating in a research note on Wednesday, February 25th. Finally, Morgan Stanley lowered their price target on Advanced Micro Devices from $260.00 to $255.00 and set an “equal weight” rating on the stock in a report on Wednesday, February 4th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and ten have given a Hold rating to the company. According to MarketBeat.com, Advanced Micro Devices has a consensus rating of “Moderate Buy” and an average target price of $290.53.

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.