Advanced Micro Devices, Inc. $AMD Stock Holdings Boosted by TD Waterhouse Canada Inc.

TD Waterhouse Canada Inc. boosted its position in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 22.6% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 117,581 shares of the semiconductor manufacturer’s stock after purchasing an additional 21,675 shares during the quarter. TD Waterhouse Canada Inc.’s holdings in Advanced Micro Devices were worth $19,309,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Vanguard Group Inc. boosted its position in shares of Advanced Micro Devices by 1.5% during the second quarter. Vanguard Group Inc. now owns 154,648,859 shares of the semiconductor manufacturer’s stock worth $21,944,673,000 after buying an additional 2,281,508 shares during the period. State Street Corp raised its stake in Advanced Micro Devices by 0.8% during the 2nd quarter. State Street Corp now owns 72,069,259 shares of the semiconductor manufacturer’s stock valued at $10,226,628,000 after acquiring an additional 581,330 shares in the last quarter. Geode Capital Management LLC boosted its position in Advanced Micro Devices by 1.4% during the 2nd quarter. Geode Capital Management LLC now owns 36,690,685 shares of the semiconductor manufacturer’s stock worth $5,181,556,000 after acquiring an additional 514,445 shares during the period. Norges Bank acquired a new position in Advanced Micro Devices during the 2nd quarter worth $3,094,662,000. Finally, Invesco Ltd. grew its stake in shares of Advanced Micro Devices by 6.1% in the second quarter. Invesco Ltd. now owns 12,534,569 shares of the semiconductor manufacturer’s stock worth $1,778,655,000 after purchasing an additional 715,557 shares in the last quarter. 71.34% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of brokerages recently weighed in on AMD. Bank of America reaffirmed a “buy” rating and issued a $300.00 price objective on shares of Advanced Micro Devices in a report on Wednesday, November 12th. Truist Financial reduced their price target on shares of Advanced Micro Devices from $279.00 to $277.00 and set a “buy” rating for the company in a research note on Friday, December 19th. Susquehanna reiterated a “positive” rating and issued a $300.00 price objective on shares of Advanced Micro Devices in a report on Friday, October 31st. UBS Group boosted their target price on Advanced Micro Devices from $300.00 to $330.00 and gave the stock a “buy” rating in a report on Monday. Finally, Sanford C. Bernstein upped their target price on Advanced Micro Devices from $200.00 to $225.00 and gave the stock a “market perform” rating in a research report on Wednesday, January 21st. Two research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and ten have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $281.06.

Insider Activity

In other Advanced Micro Devices news, CEO Lisa T. Su sold 125,000 shares of the firm’s stock in a transaction dated 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 completion of the transaction, the chief executive officer directly owned 3,277,476 shares in the company, valued at $705,116,186.64. This trade represents a 3.67% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available 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 stock was sold at an average price of $234.42, for a total transaction of $572,453.64. Following the completion of the transaction, the senior vice president directly owned 16,359 shares in the company, valued at approximately $3,834,876.78. This trade represents 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 164,000 shares of company stock valued at $36,034,173 over the last ninety days. Corporate insiders own 0.06% of the company’s stock.

Advanced Micro Devices Stock Performance

AMD opened at $252.18 on Friday. The company has a quick ratio of 1.68, a current ratio of 2.31 and a debt-to-equity ratio of 0.04. The firm has a market cap of $410.56 billion, a PE ratio of 124.84, a P/E/G ratio of 1.05 and a beta of 1.95. The business has a fifty day simple moving average of $220.82 and a 200-day simple moving average of $201.51. Advanced Micro Devices, Inc. has a fifty-two week low of $76.48 and a fifty-two week high of $267.08.

Advanced Micro Devices (NASDAQ:AMD) last announced its earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 EPS for the quarter, beating the consensus estimate of $1.17 by $0.03. Advanced Micro Devices had a return on equity of 8.04% and a net margin of 10.32%.The business had revenue of $9.25 billion during the quarter, compared to the consensus estimate of $8.76 billion. During the same period in the prior year, the business posted $0.92 earnings per share. Advanced Micro Devices’s revenue was up 35.6% compared to the same quarter last year. As a group, equities analysts predict that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: Susquehanna reiterated a Buy on AMD with a $300 price target, citing strengthening AI data‑center momentum and multi‑segment growth through 2026 — a reaffirmation that bulls are expecting material upside from AI/server adoption. AMD Buy Rating Reiterated on Strengthening AI Data Center Momentum and Multi-Segment Growth Outlook Through 2026
• Positive Sentiment: Multiple reports highlight an OpenAI chip deal and accelerating traction for AMD’s EPYC CPUs and Instinct GPUs in datacenters — concrete revenue drivers for 2026 that support higher analyst estimates and justify premium multiples if server/AI adoption continues. AMD Lands OpenAI Chip Deal, Highlighting Growing AI Revenue Story
• Positive Sentiment: Analysts and previews (Barchart, Zacks) expect robust Q4 results driven by ~25%+ revenue growth from data‑center demand and AI GPU traction — results that could re‑rate the stock if AMD beats and raises guidance. Can AMD’s Q4 Earnings Report Push the Stock to New Highs? AMD Gears Up to Report Q4 Earnings: Here’s Why the Stock is a Buy
• Positive Sentiment: Microsoft said it will continue buying AI chips from Nvidia and AMD even as it rolls out its own in‑house chips — a signal that hyperscalers will remain multi‑sourced and that AMD can keep capturing datacenter share. Microsoft won’t stop buying AI chips from Nvidia, AMD, even after launching its own, Nadella says
• Neutral Sentiment: Positive Ryzen 7 9850X3D reviews are supporting AMD’s consumer CPU narrative and helped spark a recent short‑term move; useful for revenue diversification but less material than datacenter deals for the stock’s valuation. AMD Stock Jumps Alongside Positive Ryzen 7 9850X3D Reviews
• Neutral Sentiment: Q4 earnings (reporting early Feb) is the immediate catalyst — consensus estimates are elevated, so results matter: an upside surprise could drive another leg higher, while a miss or cautious guidance could trigger profit‑taking. AMD Stock Flirts With Buy Point Ahead Of Q4 Report
• Negative Sentiment: Some sector headlines show short‑term selling/volatility: AMD shares slipped alongside peers on reports about SOCAMM2 memory plans and broader chip‑stock rotations, suggesting sentiment can swing even with positive fundamental news. AMD & Qualcomm (QCOM) Stocks Slip Despite Reported SOCAMM2 AI Plans

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.