Mn Services Vermogensbeheer B.V. Raises Stock Position in Advanced Micro Devices, Inc. $AMD

Mn Services Vermogensbeheer B.V. grew its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 2.0% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 629,294 shares of the semiconductor manufacturer’s stock after buying an additional 12,598 shares during the period. Advanced Micro Devices accounts for 0.8% of Mn Services Vermogensbeheer B.V.’s investment portfolio, making the stock its 17th largest holding. Mn Services Vermogensbeheer B.V.’s holdings in Advanced Micro Devices were worth $134,770,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also recently modified their holdings of the company. Jennison Associates LLC purchased a new stake in Advanced Micro Devices in the third quarter valued at $626,826,000. Wellington Management Group LLP grew its holdings in shares of Advanced Micro Devices by 335.9% during the third quarter. Wellington Management Group LLP now owns 4,847,825 shares of the semiconductor manufacturer’s stock worth $784,330,000 after purchasing an additional 3,735,807 shares during the last quarter. Assenagon Asset Management S.A. increased its position in shares of Advanced Micro Devices by 104.4% during the fourth quarter. Assenagon Asset Management S.A. now owns 5,991,297 shares of the semiconductor manufacturer’s stock worth $1,283,096,000 after purchasing an additional 3,059,935 shares in the last quarter. Nordea Investment Management AB increased its position in shares of Advanced Micro Devices by 203.7% during the third quarter. Nordea Investment Management AB now owns 3,905,148 shares of the semiconductor manufacturer’s stock worth $631,892,000 after purchasing an additional 2,619,294 shares in the last quarter. Finally, Rafferty Asset Management LLC lifted its holdings 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 valued at $961,078,000 after purchasing an additional 2,430,533 shares during the last quarter. 71.34% of the stock is owned by hedge funds and other institutional investors.

Key Advanced Micro Devices News

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

• Positive Sentiment: Expanded AMD–Samsung memory pact strengthens AMD’s AI GPU supply chain (HBM4) and hints at potential foundry collaboration — supports data‑center GPU competitiveness. AMD And Samsung Partnership Adds New Piece To AI Supply Story
• Positive Sentiment: Wall‑street bullishness: UBS and other boutiques published large upside cases (UBS ~54% upside to $310; Aletheia/others also raised targets), keeping analyst support and higher median price targets (~$291) in view. AMD Stock Gains Momentum As UBS Eyes 54% Upside On AI Megadeals Advanced Micro Devices (AMD) Stock: Aletheia Capital Projects 63% Rally on AI Infrastructure Boom
• Positive Sentiment: Hyperscaler demand tailwind: Meta’s renewed data‑center buildout is cited as incremental demand for high‑end GPUs (benefits AMD Instinct). That narrative supports medium/long‑term revenue upside. As Meta Doubles Down on Data Center Investment, AMD and American Tower Could Be the Top Stocks to Buy
• Neutral Sentiment: Long‑term conviction pieces (Zacks, Seeking Alpha, MarketBeat) continue to list AMD as a top semiconductor holding based on AI/data‑center positioning and revenue growth potential. Useful for investors focused on multi‑year returns rather than short‑term moves. Why Advanced Micro Devices (AMD) is a Top Stock for the Long-Term
• Neutral Sentiment: Product cycle outlook: Analysts and commentators expect the next‑generation chips to materially improve revenue in H2 2026 — positive for fundamentals but not an immediate catalyst until launches/shipments are confirmed. Why the Second Half of 2026 Could Be Huge for AMD Stock
• Negative Sentiment: Broad tech and semiconductor selloff is the immediate driver of today’s weakness — sector‑wide risk aversion and cross‑stock selling weigh on AMD even as company fundamentals remain supported by AI demand. Why Is AMD Stock Down Today?
• Negative Sentiment: Peer weakness: Intel’s notable slide earlier today pulled semiconductor peers lower and reinforced sector rotation into perceived safer or different exposure. That amplified AMD’s intraday decline. Intel Slides 5%, AMD Drops 3%: The Semiconductor Sector Is at a Crossroads
• Negative Sentiment: Insider selling and institutional rebalancing are being highlighted by data providers (multiple executive sales and large Q4 institutional moves). That increases headlines-driven selling pressure and can amplify volatility. $AMD stock is down 4% today. Here’s what we see in our data.

Analysts Set New Price Targets

A number of research analysts recently issued reports on the company. Phillip Securities upgraded Advanced Micro Devices from a “moderate buy” rating to a “strong-buy” rating in a research note on Sunday, February 8th. Jefferies Financial Group reiterated a “buy” rating on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. Wall Street Zen raised Advanced Micro Devices from a “hold” rating to a “buy” rating in a report on Monday, January 26th. Wells Fargo & Company restated an “overweight” rating and set a $345.00 target price on shares of Advanced Micro Devices in a research report on Friday, January 30th. Finally, China Renaissance initiated coverage on shares of Advanced Micro Devices in a report on Tuesday, January 13th. They issued a “buy” rating and a $291.00 target price on the stock. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and ten have assigned a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $290.53.

Insiders Place Their Bets

In other Advanced Micro Devices news, EVP Paul Darren Grasby sold 7,500 shares of the stock in a transaction on Wednesday, March 11th. The stock was sold at an average price of $204.87, for a total value of $1,536,525.00. Following the completion of the transaction, the executive vice president owned 129,598 shares in the company, valued at approximately $26,550,742.26. This represents a 5.47% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, SVP Ava Hahn sold 2,442 shares of the business’s stock in a transaction 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 sale, the senior vice president owned 16,359 shares in the company, valued at $3,834,876.78. The trade was a 12.99% 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 valued at $50,016,383 in the last three months. 0.06% of the stock is owned by corporate insiders.

Advanced Micro Devices Stock Down 2.9%

AMD opened at $196.04 on Tuesday. Advanced Micro Devices, Inc. has a 52 week low of $76.48 and a 52 week high of $267.08. The business has a 50 day moving average price of $212.80 and a two-hundred day moving average price of $213.79. The company has a quick ratio of 2.01, a current ratio of 2.85 and a debt-to-equity ratio of 0.04. The company has a market cap of $319.63 billion, a PE ratio of 73.98, a P/E/G ratio of 0.76 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 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 the consensus estimate of $9.65 billion. During the same period last year, the business posted $1.09 EPS. The company’s revenue was up 34.1% on a year-over-year basis. As a group, research analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

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.