Natixis Advisors LLC Has $207.92 Million Stake in Advanced Micro Devices, Inc. $AMD

Natixis Advisors LLC raised its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 12.8% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,285,093 shares of the semiconductor manufacturer’s stock after acquiring an additional 146,269 shares during the quarter. Natixis Advisors LLC owned about 0.08% of Advanced Micro Devices worth $207,915,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Impax Asset Management Group plc boosted its position in shares of Advanced Micro Devices by 326.5% during the 3rd quarter. Impax Asset Management Group plc now owns 52,068 shares of the semiconductor manufacturer’s stock worth $8,424,000 after purchasing an additional 39,861 shares in the last quarter. Global Retirement Partners LLC bought a new position in shares of Advanced Micro Devices in the second quarter valued at approximately $4,519,000. Swiss National Bank boosted its holdings in Advanced Micro Devices by 7.5% during the 2nd quarter. Swiss National Bank now owns 4,917,975 shares of the semiconductor manufacturer’s stock worth $697,861,000 after acquiring an additional 341,000 shares during the last quarter. New York State Common Retirement Fund boosted its holdings in Advanced Micro Devices by 8.4% during 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 boosted its stake in shares of Advanced Micro Devices by 127.6% in the 3rd quarter. Zweig DiMenna Associates LLC now owns 72,602 shares of the semiconductor manufacturer’s stock worth $11,746,000 after buying an additional 40,708 shares during the last quarter. 71.34% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other news, EVP Forrest Eugene Norrod sold 19,450 shares of the firm’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 transaction, the executive vice president directly owned 289,098 shares of the company’s stock, valued at approximately $62,679,337.38. This trade represents a 6.30% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, 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 transaction, the senior vice president owned 16,359 shares in the company, valued at approximately $3,834,876.78. The trade was a 12.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 271,892 shares of company stock valued at $58,476,908 over the last quarter. 0.06% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

A number of equities analysts recently weighed in on the stock. Sanford C. Bernstein set a $235.00 price target on shares of Advanced Micro Devices in a report on Wednesday, February 4th. Wall Street Zen upgraded Advanced Micro Devices from a “hold” rating to a “buy” rating in a research note on Monday, January 26th. Roth Mkm reaffirmed a “buy” rating on shares of Advanced Micro Devices in a report on Tuesday, February 24th. Cantor Fitzgerald reiterated an “overweight” rating on shares of Advanced Micro Devices in a research note on Monday, February 2nd. Finally, Piper Sandler reissued an “overweight” rating on shares of Advanced Micro Devices in a research report on Wednesday, February 25th. One equities research 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, the stock presently has an average rating of “Moderate Buy” and an average price target of $290.53.

Advanced Micro Devices Stock Performance

Shares of AMD opened at $192.50 on Friday. The company has a current ratio of 2.85, a quick ratio of 2.01 and a debt-to-equity ratio of 0.04. Advanced Micro Devices, Inc. has a 12-month low of $76.48 and a 12-month high of $267.08. The company has a market cap of $313.85 billion, a PE ratio of 72.64, a price-to-earnings-growth ratio of 0.73 and a beta of 1.98. The stock has a 50-day moving average price of $217.77 and a 200-day moving average price of $208.91.

Advanced Micro Devices (NASDAQ:AMD) last issued its quarterly earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS 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 for the quarter, compared to analyst estimates of $9.65 billion. During the same quarter in the prior year, the firm earned $1.09 EPS. The business’s revenue for the quarter was up 34.1% compared to the same quarter last year. As a group, equities analysts forecast that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

Advanced Micro Devices News Summary

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

Advanced Micro Devices Company 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.