Krane Funds Advisors LLC Makes New Investment in Advanced Micro Devices, Inc. $AMD

Krane Funds Advisors LLC acquired a new stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) during the 3rd quarter, according to its most recent disclosure with the SEC. The fund acquired 6,547 shares of the semiconductor manufacturer’s stock, valued at approximately $1,059,000.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in AMD. Norges Bank bought a new position in Advanced Micro Devices in the second quarter worth $3,094,662,000. Jennison Associates LLC bought a new stake in shares of Advanced Micro Devices during the 3rd quarter valued at $626,826,000. Nordea Investment Management AB grew its position in shares of Advanced Micro Devices by 203.7% in the 3rd quarter. Nordea Investment Management AB now owns 3,905,148 shares of the semiconductor manufacturer’s stock worth $631,892,000 after buying an additional 2,619,294 shares during the period. Rafferty Asset Management LLC increased its stake in shares of Advanced Micro Devices by 56.0% in the 2nd quarter. Rafferty Asset Management LLC now owns 6,772,923 shares of the semiconductor manufacturer’s stock worth $961,078,000 after acquiring an additional 2,430,533 shares in the last quarter. Finally, Vanguard Group Inc. lifted its position in Advanced Micro Devices by 1.5% during the 2nd quarter. Vanguard Group Inc. now owns 154,648,859 shares of the semiconductor manufacturer’s stock valued at $21,944,673,000 after acquiring an additional 2,281,508 shares during the period. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Analyst Ratings Changes

AMD has been the topic of a number of recent research reports. Raymond James Financial began coverage on shares of Advanced Micro Devices in a report on Thursday, November 20th. They issued an “outperform” rating and a $377.00 price objective on the stock. TD Cowen restated a “buy” rating on shares of Advanced Micro Devices in a research note on Tuesday, December 2nd. Loop Capital set a $290.00 price objective on Advanced Micro Devices and gave the company a “buy” rating in a research report on Wednesday, November 5th. UBS Group set a $310.00 price objective on Advanced Micro Devices in a research note on Wednesday, February 4th. Finally, Rosenblatt Securities reissued a “buy” rating and issued a $300.00 target price on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. One investment 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’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $288.17.

Insider Activity

In related news, EVP Forrest Eugene Norrod sold 19,450 shares of the stock in a transaction that occurred 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 transaction, the executive vice president owned 289,098 shares in the company, valued at $62,679,337.38. This represents a 6.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Ava Hahn sold 2,442 shares of Advanced Micro Devices stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $234.42, for a total transaction 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 approximately $3,834,876.78. This trade represents a 12.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 271,892 shares of company stock valued at $58,476,908 in the last 90 days. 0.06% of the stock is currently owned by insiders.

Advanced Micro Devices Stock Down 1.8%

Advanced Micro Devices stock opened at $196.60 on Tuesday. Advanced Micro Devices, Inc. has a 12 month low of $76.48 and a 12 month high of $267.08. The stock has a fifty day simple moving average of $219.46 and a two-hundred day simple moving average of $207.52. The company has a current ratio of 2.85, a quick ratio of 2.01 and a debt-to-equity ratio of 0.04. The firm has a market cap of $320.54 billion, a price-to-earnings ratio of 74.19, a PEG ratio of 0.75 and a beta of 1.94.

Advanced Micro Devices (NASDAQ:AMD) last released its quarterly earnings data on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS 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 company had revenue of $10.27 billion for the quarter, compared to analysts’ expectations of $9.65 billion. During the same period last year, the firm posted $1.09 earnings per share. Advanced Micro Devices’s revenue was up 34.1% compared to the same quarter last year. Equities analysts predict that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Key Stories Impacting Advanced Micro Devices

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

• Positive Sentiment: Erste Group issued an optimistic earnings estimate for AMD, reinforcing the company’s beat/raise momentum and supporting near‑term fundamentals. Erste Group Bank Issues Optimistic Estimate for AMD Earnings
• Positive Sentiment: Industry writeups (MarketBeat) highlight AMD’s upcoming data‑center catalysts (MI450 GPUs and Helios rack‑scale solutions) and note analyst upgrades after the post‑earnings pullback — a bullish medium‑term catalyst if execution meets expectations.
• Positive Sentiment: A MarketBeat feature on the AI supply chain reminds investors that durable demand for chips and related infrastructure underpins secular growth for chip designers like AMD; this supports the long‑term thesis despite near‑term volatility. The Supply Chain Quietly Powering the AI Boom—And 4 Ways to Play It
• Neutral Sentiment: Yahoo Finance asks whether AMD is attractively priced after the recent pullback — the piece frames the decline as a valuation reset that some investors view as a buying opportunity while others remain cautious. Is Advanced Micro Devices (AMD) Still Attractively Priced After Recent Share Price Pullback?
• Neutral Sentiment: Forbes compares AMD vs. NVIDIA as AI stocks, underscoring that investors are weighing AMD’s CPU/GPU roadmap and value against NVIDIA’s dominant AI GPU leadership — a debate that keeps relative performance swings likely. AMD Vs. NVIDIA: Which AI Stock Is The Better Buy For 2026?
• Neutral Sentiment: Industry grouping activity: a new Active Copper Cable MSA aims to standardize data‑center interconnects — helpful for the ecosystem but an indirect/longer‑term positive for chip and system vendors. Thirteen Industry Leaders Unite to Define Active Copper Cable Standards
• Negative Sentiment: Billionaire David Tepper trimmed positions in both NVIDIA and AMD to buy other AI names — a high‑profile sell signal that can amplify short‑term weakness by prompting flow rotations out of AMD. This Billionaire Just Sold Nvidia and AMD Shares to Buy These AI Stocks
• Negative Sentiment: NVIDIA’s stock movement ahead of its earnings report is attracting sector attention and flows; several headlines note AMD lagging intra‑day as investors rotate into NVDA ahead of its print, which creates near‑term pressure on AMD. Nvidia Stock Is Rising Ahead of Earnings. Why the Move Means Less Than You Think.

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.