Advanced Micro Devices, Inc. $AMD Holdings Cut by J. Safra Sarasin Holding AG

J. Safra Sarasin Holding AG lowered its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 24.3% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 19,446 shares of the semiconductor manufacturer’s stock after selling 6,258 shares during the period. J. Safra Sarasin Holding AG’s holdings in Advanced Micro Devices were worth $4,168,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of the stock. Vanguard Group Inc. raised its holdings in shares of Advanced Micro Devices by 0.9% during the third quarter. Vanguard Group Inc. now owns 155,997,751 shares of the semiconductor manufacturer’s stock worth $25,238,876,000 after acquiring an additional 1,348,892 shares in the last quarter. State Street Corp boosted its position in Advanced Micro Devices by 2.4% during the third quarter. State Street Corp now owns 73,824,441 shares of the semiconductor manufacturer’s stock valued at $11,944,056,000 after purchasing an additional 1,755,182 shares during the last quarter. Amundi grew its stake in Advanced Micro Devices by 17.5% in the third quarter. Amundi now owns 13,486,227 shares of the semiconductor manufacturer’s stock valued at $2,181,937,000 after purchasing an additional 2,012,865 shares in the last quarter. Invesco Ltd. grew its stake in Advanced Micro Devices by 6.5% in the third quarter. Invesco Ltd. now owns 13,348,413 shares of the semiconductor manufacturer’s stock valued at $2,159,640,000 after purchasing an additional 813,844 shares in the last quarter. Finally, Legal & General Group Plc increased its position in Advanced Micro Devices by 1.7% in the 3rd quarter. Legal & General Group Plc now owns 11,579,113 shares of the semiconductor manufacturer’s stock worth $1,873,385,000 after purchasing an additional 191,590 shares during the last quarter. 71.34% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, EVP Forrest Eugene Norrod sold 19,450 shares of the business’s stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $216.81, for a total transaction of $4,216,954.50. Following the completion of the transaction, the executive vice president owned 289,098 shares of the company’s stock, valued at approximately $62,679,337.38. The trade was a 6.30% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Paul Darren Grasby sold 7,500 shares of the stock in a transaction that occurred on Wednesday, March 11th. The shares were sold at an average price of $204.87, for a total value of $1,536,525.00. Following the sale, the executive vice president owned 129,598 shares of the company’s stock, valued at approximately $26,550,742.26. The trade was a 5.47% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 239,392 shares of company stock valued at $50,016,383. Company insiders own 0.06% of the company’s stock.

Advanced Micro Devices Stock Performance

Shares of AMD opened at $203.43 on Wednesday. The company has a market capitalization of $331.66 billion, a PE ratio of 76.77, a price-to-earnings-growth ratio of 0.74 and a beta of 1.98. Advanced Micro Devices, Inc. has a one year low of $76.48 and a one 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 company’s fifty day moving average price is $212.23 and its 200 day moving average price is $214.10.

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

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on AMD shares. Wall Street Zen raised Advanced Micro Devices from a “hold” rating to a “buy” rating in a research note on Monday, January 26th. Phillip Securities upgraded Advanced Micro Devices from a “moderate buy” rating to a “strong-buy” rating in a report on Sunday, February 8th. China Renaissance initiated coverage on shares of 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. Wedbush reiterated an “outperform” rating and issued a $290.00 target price on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. Finally, Roth Mkm reissued a “buy” rating on shares of Advanced Micro Devices in a research report on Tuesday, February 24th. One 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 company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $290.53.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: AI customer talks — South Korean AI startup Upstage is reported to be negotiating to buy ~10,000 AMD MI355 accelerators, a sizable order that would directly validate demand for AMD’s data‑center AI GPUs and support revenue visibility for the Instinct line. AI Startup “Upstage” in Talks to Purchase 10,000 Advanced Micro Devices (AMD) Chips in Korea
• Positive Sentiment: Supply/price dynamics — Social and trade reports suggest AMD plans 10–15% CPU price increases amid supply tightness and extended lead times, which investors interpret as proof of strong demand and pricing power that could boost margins. AMD Stock (AMD) Opinions on CPU Price Hikes and AI Demand
• Positive Sentiment: Memory/foundry partnership — AMD and Samsung expanded their collaboration on next‑gen HBM4 memory for Instinct GPUs (and discussed potential foundry work), which helps secure critical supply for high‑end AI accelerators and reduces execution risk for data‑center ramps. AMD And Samsung Partnership Adds New Piece To AI Supply Story
• Positive Sentiment: Analyst optimism — Firms including UBS and several boutique shops have issued bullish notes and higher price targets (median targets remain well above current levels), which can attract fresh inflows and support multiple expansion as AI megadeals are priced in. AMD Stock Gains Momentum As UBS Eyes 54% Upside On AI Megadeals
• Neutral Sentiment: Market narratives — Several buy‑before‑earnings and long‑term bull pieces highlight AMD as a core AI/infrastructure play ahead of new launches, keeping constructive analyst coverage but not adding immediate hard revenue. 2 AI Chip Stocks I’d Buy Before Their Next Earnings Reports
• Negative Sentiment: Gaming revenue risk — Zacks flags that gaming revenue, while up year‑over‑year, showed a sharp sequential decline and a weaker semi‑custom outlook that could temper near‑term growth and increase quarter‑to‑quarter volatility. AMD’s Gaming Revenues Set to Decelerate: What’s the Path Ahead?
• Negative Sentiment: Insider selling and recent volatility — Data aggregators show substantial insider sales and recent session pullbacks tied to broader tech selling and geopolitics, which can pressure sentiment and create short‑term downside even as fundamentals improve. $AMD stock is down 4% today. Here’s what we see in our data.

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.