DE Burlo Group Inc. Raises Stake in Advanced Micro Devices, Inc. $AMD

DE Burlo Group Inc. grew its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 455.8% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 192,360 shares of the semiconductor manufacturer’s stock after purchasing an additional 157,750 shares during the quarter. Advanced Micro Devices makes up 3.8% of DE Burlo Group Inc.’s portfolio, making the stock its 10th biggest position. DE Burlo Group Inc.’s holdings in Advanced Micro Devices were worth $31,122,000 as of its most recent SEC filing.

Several other hedge funds have also recently modified their holdings of AMD. Mackenzie Financial Corp boosted its stake in shares of Advanced Micro Devices by 136.1% during the third quarter. Mackenzie Financial Corp now owns 459,404 shares of the semiconductor manufacturer’s stock valued at $74,327,000 after purchasing an additional 264,810 shares in the last quarter. Magnetar Financial LLC raised its stake in Advanced Micro Devices by 69.7% in the third quarter. Magnetar Financial LLC now owns 9,975 shares of the semiconductor manufacturer’s stock worth $1,614,000 after buying an additional 4,096 shares in the last quarter. Quadrant Capital Group LLC lifted its holdings in Advanced Micro Devices by 1.9% during the third quarter. Quadrant Capital Group LLC now owns 37,603 shares of the semiconductor manufacturer’s stock worth $6,084,000 after buying an additional 715 shares during the period. Tiemann Investment Advisors LLC lifted its holdings in Advanced Micro Devices by 3.0% during the third quarter. Tiemann Investment Advisors LLC now owns 1,721 shares of the semiconductor manufacturer’s stock worth $278,000 after buying an additional 50 shares during the period. Finally, PFC Capital Group Inc. boosted its position in Advanced Micro Devices by 0.8% during the 3rd quarter. PFC Capital Group Inc. now owns 12,676 shares of the semiconductor manufacturer’s stock valued at $2,050,000 after acquiring an additional 104 shares in the last quarter. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Advanced Micro Devices News Summary

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

• Positive Sentiment: CEO Lisa Su said AMD’s partnership with Meta Platforms could become a “triple‑digit billion dollar” deal, signaling material long‑term revenue potential from hyperscaler AI infrastructure contracts. Read More.
• Positive Sentiment: AMD and Adeia resolved their litigation and struck a multi‑year IP license, removing a legal overhang and clearing the way to use/monetize 3D V‑Cache and hybrid‑bonding tech. That supports product roadmaps and reduces execution risk. Read More.
• Positive Sentiment: AMD led/participated in a strategic push with Xanadu (quantum) — integrating AMD HPC/AI stack with PennyLane and participating in funding — which highlights AMD’s role in advanced compute partnerships beyond classical GPUs/CPUs. Read More.
• Positive Sentiment: Product and ecosystem wins: AMD expanded its Ryzen AI Embedded P100 line and gained BlackBerry QNX support for Ryzen Embedded processors, broadening addressable markets in automotive, robotics and medical devices. Read More.
• Neutral Sentiment: Market/sector context — Nvidia’s GTC and continued AI enthusiasm (and TSMC’s revenue surge on AI demand) keep sector multiple dynamics in focus; positive developer momentum for competitors could both lift the group and maintain competitive pressure on AMD. Read More.
• Neutral Sentiment: Q4/near‑term fundamentals discussion: social and analyst commentary highlights resilient Q4 results, robust gross margins and guidance for high‑teens/30s% revenue growth — supportive but some analysts warn of steady (not explosive) GPU revenue ramp. Read More.
• Negative Sentiment: Big institutional moves and insider flows are mixed but notable: QuiverQuant shows UBS AM sharply reduced its AMD stake (reported large Q4 sell), even as BlackRock and others added — large portfolio churn can pressure near‑term liquidity/price. Read More.
• Negative Sentiment: Regulatory/export risk: U.S. proposals to tie exports of advanced AI chips to foreign investment in U.S. data centers could limit AMD’s addressable overseas sales or complicate large hyperscaler deals. Read More.

Analyst Ratings Changes

Several research analysts have recently commented on AMD shares. Truist Financial set a $283.00 price target on Advanced Micro Devices in a research report on Wednesday, February 4th. Roth Mkm reiterated a “buy” rating on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. Jefferies Financial Group reiterated a “buy” rating on shares of Advanced Micro Devices in a report on Tuesday, February 24th. TD Cowen reissued a “buy” rating on shares of Advanced Micro Devices in a research report on Wednesday, February 25th. Finally, Morgan Stanley lowered their price target on shares of 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 equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and ten have given a Hold rating to the stock. Based on data from MarketBeat, Advanced Micro Devices has a consensus rating of “Moderate Buy” and a consensus target price of $290.53.

Advanced Micro Devices Stock Performance

Shares of AMD stock opened at $203.23 on Wednesday. The business has a fifty day moving average of $217.27 and a 200 day moving average of $209.74. Advanced Micro Devices, Inc. has a 1 year low of $76.48 and a 1 year high of $267.08. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.85 and a quick ratio of 2.01. The firm has a market capitalization of $331.35 billion, a price-to-earnings ratio of 76.69, a price-to-earnings-growth ratio of 0.76 and a beta of 1.98.

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

Insider Buying and Selling

In related news, CEO Lisa T. Su sold 125,000 shares of the stock in a transaction that occurred 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 transaction, the chief executive officer owned 3,277,476 shares in the company, valued at approximately $705,116,186.64. This represents a 3.67% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Ava Hahn sold 2,442 shares of Advanced Micro Devices stock in a transaction that occurred 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 of the company’s stock, valued at approximately $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. In the last quarter, insiders have sold 271,892 shares of company stock worth $58,476,908. 0.06% of the stock is owned by company insiders.

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.