Advanced Micro Devices, Inc. $AMD Stock Holdings Decreased by Sumitomo Mitsui DS Asset Management Company Ltd

Sumitomo Mitsui DS Asset Management Company Ltd reduced its position in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 0.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 261,960 shares of the semiconductor manufacturer’s stock after selling 1,761 shares during the period. Sumitomo Mitsui DS Asset Management Company Ltd’s holdings in Advanced Micro Devices were worth $56,101,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in the company. Vanguard Group Inc. increased its position in shares of Advanced Micro Devices by 1.6% in the fourth quarter. Vanguard Group Inc. now owns 158,522,860 shares of the semiconductor manufacturer’s stock worth $33,949,256,000 after acquiring an additional 2,525,109 shares in the last quarter. State Street Corp increased its position in shares of Advanced Micro Devices by 2.4% in the third quarter. State Street Corp now owns 73,824,441 shares of the semiconductor manufacturer’s stock worth $11,944,056,000 after acquiring an additional 1,755,182 shares in the last quarter. Amundi increased its position in shares of Advanced Micro Devices by 17.5% in the third quarter. Amundi now owns 13,486,227 shares of the semiconductor manufacturer’s stock worth $2,181,937,000 after acquiring an additional 2,012,865 shares in the last quarter. Invesco Ltd. boosted its holdings in shares of Advanced Micro Devices by 6.5% during the third quarter. Invesco Ltd. now owns 13,348,413 shares of the semiconductor manufacturer’s stock worth $2,159,640,000 after purchasing an additional 813,844 shares during the period. Finally, Legal & General Group Plc boosted its holdings in shares of Advanced Micro Devices by 1.7% during the third 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 period. 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: Q1 beat and strong AI-driven data‑center growth — AMD reported $1.37 EPS vs. $1.30 consensus and revenue of ~$10.25B, with data‑center sales jumping sharply; the company gave second‑quarter revenue guidance that came in above Street expectations, signaling continued AI demand. Read More.
• Positive Sentiment: CEO commentary and ecosystem moves bolster the AI case — management highlighted robust demand for EPYC CPUs and Instinct GPUs, while AMD is investing in adjacent AI infrastructure (seed investment in RadixArk; partnerships like Zyphra) that expand TAM for its accelerators. Read More.
• Neutral Sentiment: Options and volatility priced in — heavy options activity ahead of/after the print shows traders were positioned for a big move; that amplifies intraday swings even after a beat. Read More.
• Neutral Sentiment: Some analysts raise targets amid the beat — select firms (e.g., Wedbush) have lifted price targets, reflecting stronger revenue trajectories, which supports upside but also highlights divergent Street views. Read More.
• Negative Sentiment: Valuation and supply constraints remain key risks — several analysts warned the recent rally left limited margin for error; HSBC downgraded to Hold pointing to valuation and production limits (CoWoS/packaging bottlenecks). That caution pressures investors who need near‑term proof the demand can scale. Read More.
• Negative Sentiment: Sell‑the‑news and margin/CapEx watch — some commentators flagged elevated CapEx and the risk of mean‑reversion after a steep run‑up; investors will focus on margin commentary and whether AMD can convert demand into shipments without worsening costs. Read More.

Advanced Micro Devices Price Performance

NASDAQ AMD opened at $355.26 on Wednesday. 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 stock has a market capitalization of $579.19 billion, a PE ratio of 134.06, a price-to-earnings-growth ratio of 1.23 and a beta of 2.40. The company has a 50 day moving average price of $235.61 and a two-hundred day moving average price of $229.21. Advanced Micro Devices, Inc. has a 12-month low of $96.88 and a 12-month high of $362.79.

Advanced Micro Devices (NASDAQ:AMD) last posted its earnings results on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.29 by $0.08. The firm had revenue of $10.25 billion during the quarter, compared to analysts’ expectations of $9.90 billion. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. The company’s revenue was up 37.8% compared to the same quarter last year. During the same period in the previous year, the company earned $0.96 earnings per share. As a group, equities analysts predict that Advanced Micro Devices, Inc. will post 5.82 earnings per share for the current fiscal year.

Insider Buying and Selling at Advanced Micro Devices

In other Advanced Micro Devices news, EVP Forrest Eugene Norrod sold 19,450 shares of Advanced Micro Devices stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $216.81, for a total value of $4,216,954.50. Following the completion of the sale, the executive vice president directly owned 289,098 shares in the company, valued at $62,679,337.38. The trade was a 6.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Lisa T. Su sold 85,000 shares of Advanced Micro Devices stock in a transaction that occurred on Thursday, March 12th. The shares were sold at an average price of $198.77, for a total transaction of $16,895,450.00. Following the completion of the sale, the chief executive officer owned 3,146,006 shares of the company’s stock, valued at $625,331,612.62. This trade represents a 2.63% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 304,672 shares of company stock valued at $70,135,070 over the last three months. 0.50% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

Several analysts recently commented on AMD shares. Piper Sandler restated an “overweight” rating on shares of Advanced Micro Devices in a report on Wednesday, February 25th. Stifel Nicolaus raised their price target on shares of Advanced Micro Devices from $280.00 to $320.00 and gave the stock a “buy” rating in a report on Monday, April 20th. Evercore restated an “outperform” rating and set a $358.00 price target on shares of Advanced Micro Devices in a report on Tuesday, February 24th. Royal Bank Of Canada raised their price target on shares of Advanced Micro Devices from $230.00 to $325.00 and gave the stock a “sector perform” rating in a report on Friday, May 1st. Finally, Northland Securities restated a “market perform” rating and set a $260.00 price target on shares of Advanced Micro Devices in a report on Monday, April 27th. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and nine have issued a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $314.92.

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.