812,051 Shares in Advanced Micro Devices, Inc. $AMD Purchased by Danske Bank A S

Danske Bank A S acquired a new stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 812,051 shares of the semiconductor manufacturer’s stock, valued at approximately $131,382,000.

Several other large investors have also bought and sold shares of the company. Impax Asset Management Group plc lifted its position in Advanced Micro Devices by 326.5% in 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 in the last quarter. Global Retirement Partners LLC bought a new stake in shares of Advanced Micro Devices in the 2nd quarter worth $4,519,000. Swiss National Bank increased its holdings in shares of Advanced Micro Devices by 7.5% in the 2nd quarter. Swiss National Bank now owns 4,917,975 shares of the semiconductor manufacturer’s stock worth $697,861,000 after purchasing an additional 341,000 shares in the last quarter. New York State Common Retirement Fund raised its stake in shares of 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. Finally, Zweig DiMenna Associates LLC raised its stake in shares of Advanced Micro Devices by 127.6% in the third quarter. Zweig DiMenna Associates LLC now owns 72,602 shares of the semiconductor manufacturer’s stock worth $11,746,000 after purchasing an additional 40,708 shares during the last quarter. 71.34% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Advanced Micro Devices

In other Advanced Micro Devices news, CEO Lisa T. Su sold 125,000 shares of the company’s stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $214.36, for a total transaction of $26,795,000.00. Following the completion of the sale, the chief executive officer directly owned 3,152,476 shares of the company’s stock, valued at approximately $675,764,755.36. This represents a 3.81% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Paul Darren Grasby sold 7,500 shares of the stock in a transaction that occurred on Wednesday, March 11th. The stock was sold at an average price of $204.87, for a total transaction of $1,536,525.00. Following the completion of the transaction, the executive vice president owned 129,598 shares in the company, valued at $26,550,742.26. The trade was a 5.47% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 239,392 shares of company stock worth $50,016,383 over the last quarter. Company insiders own 0.06% of the company’s stock.

Key Advanced Micro Devices News

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

• Positive Sentiment: Celestica collaboration to commercialize the “Helios” rack‑scale AI platform increases AMD’s go‑to‑market for Instinct accelerators and supports larger customer deployments. Helios AI Platform Collaboration
• Positive Sentiment: Multi‑year IP license and settlement with Adeia removes legal overhang and provides AMD access to additional semiconductor IP — a near‑term de‑risk for product roadmaps. AMD Ties Up With Adeia
• Positive Sentiment: U.S. export‑policy reversal relaxes planned limits on advanced AI accelerators, widening AMD’s addressable market for Instinct GPUs and reducing regulatory uncertainty for international sales. US Export Reversal
• Positive Sentiment: Expanded manufacturing/assembly partnerships (Flex, Celestica) and moves to scale Instinct production improve supply visibility for large cloud orders. Assessing Flex Partnership
• Neutral Sentiment: Early RDNA 6/Zen 6 / RDNA 5 leaks and benchmark snippets suggest potential product performance gains, but final silicon, power and partner wins will determine real commercial impact. Zen 6 / RDNA Leak
• Neutral Sentiment: Reported short‑interest data shows no meaningful change, so short‑position dynamics are not a driver of today’s move.
• Neutral Sentiment: Many analysts remain constructive on AMD’s AI growth (several buy/overweight notes and raised targets), which supports longer‑term upside even amid near‑term volatility. Analysts Stay Bullish
• Negative Sentiment: CEO Lisa Su sold 85,000 shares (~$16.9M at reported average price), part of broader insider selling disclosed recently — an item that can weigh on near‑term investor sentiment. SEC filing: Insider Sale Filing
• Negative Sentiment: Competitive moves and product announcements at NVIDIA’s GTC (and related partner news like Samsung’s foundry ties) sharpen execution and feature comparisons, pressuring sentiment for AMD until competitive benchmarks and design wins are confirmed. NVIDIA GTC Competitive Pressure
• Negative Sentiment: Macro/headline risk (oil‑supply disruptions) has hit chip stocks broadly, creating transient volatility that can pull AMD lower even when company‑specific fundamentals remain constructive. Oil Disruptions and Chip Stocks

Analyst Ratings Changes

Several research firms recently commented on AMD. China Renaissance began coverage on Advanced Micro Devices in a research report on Tuesday, January 13th. They set a “buy” rating and a $291.00 price objective on the stock. Royal Bank Of Canada reissued a “sector perform” rating and issued a $230.00 target price on shares of Advanced Micro Devices in a research report on Monday. Morgan Stanley lowered their target price on shares of Advanced Micro Devices from $260.00 to $255.00 and set an “equal weight” rating on the stock in a research note on Wednesday, February 4th. Piper Sandler reiterated an “overweight” rating on shares of Advanced Micro Devices in a research note on Wednesday, February 25th. Finally, Wells Fargo & Company reissued an “overweight” rating and set a $345.00 price objective on shares of Advanced Micro Devices in a report on Friday, January 30th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and ten have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $290.53.

Advanced Micro Devices Stock Down 0.1%

Advanced Micro Devices stock opened at $196.31 on Wednesday. Advanced Micro Devices, Inc. has a one year low of $76.48 and a one year high of $267.08. The stock has a fifty day moving average of $215.31 and a 200 day moving average of $210.87. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.01 and a current ratio of 2.85. The stock has a market cap of $320.07 billion, a PE ratio of 74.08, a price-to-earnings-growth ratio of 0.74 and a beta of 1.98.

Advanced Micro Devices (NASDAQ:AMD) last announced its 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 business had revenue of $10.27 billion for the quarter, compared to analysts’ expectations of $9.65 billion. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.The business’s revenue for the quarter was up 34.1% on a year-over-year basis. During the same period last year, the firm posted $1.09 earnings per share. As a group, sell-side analysts predict that Advanced Micro Devices, Inc. will post 3.87 EPS 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.