Lombard Odier Asset Management Europe Ltd Buys 21,615 Shares of Advanced Micro Devices, Inc. $AMD

Lombard Odier Asset Management Europe Ltd lifted its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 31.4% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 90,469 shares of the semiconductor manufacturer’s stock after purchasing an additional 21,615 shares during the period. Advanced Micro Devices accounts for 1.0% of Lombard Odier Asset Management Europe Ltd’s holdings, making the stock its 27th biggest position. Lombard Odier Asset Management Europe Ltd’s holdings in Advanced Micro Devices were worth $18,404,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently made changes to their positions in the stock. Clal Insurance Enterprises Holdings Ltd increased its holdings in Advanced Micro Devices by 12.8% during the first quarter. Clal Insurance Enterprises Holdings Ltd now owns 212 shares of the semiconductor manufacturer’s stock worth $43,000 after buying an additional 24 shares during the last quarter. CLG LLC lifted its stake in Advanced Micro Devices by 3.1% in the first quarter. CLG LLC now owns 1,008 shares of the semiconductor manufacturer’s stock valued at $205,000 after acquiring an additional 30 shares during the last quarter. Columbia Bank grew its position in shares of Advanced Micro Devices by 0.7% in the 1st quarter. Columbia Bank now owns 5,188 shares of the semiconductor manufacturer’s stock valued at $1,055,000 after acquiring an additional 34 shares during the period. Evolution Wealth Management Inc. grew its position in shares of Advanced Micro Devices by 11.0% in the 1st quarter. Evolution Wealth Management Inc. now owns 352 shares of the semiconductor manufacturer’s stock valued at $72,000 after acquiring an additional 35 shares during the period. Finally, Focused Wealth Management Inc increased its stake in shares of Advanced Micro Devices by 2.7% during the 1st quarter. Focused Wealth Management Inc now owns 1,431 shares of the semiconductor manufacturer’s stock worth $291,000 after purchasing an additional 37 shares during the last quarter. Institutional investors and hedge funds own 71.34% of the company’s stock.

Insider Buying and Selling

In related news, EVP Mark D. Papermaster sold 6,000 shares of the company’s stock in a transaction that occurred on Monday, June 15th. The shares were sold at an average price of $536.33, for a total transaction of $3,217,980.00. Following the completion of the transaction, the executive vice president directly owned 1,233,687 shares in the company, valued at $661,663,348.71. This represents a 0.48% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Nora Denzel sold 8,626 shares of the stock in a transaction that occurred on Tuesday, June 2nd. The shares were sold at an average price of $522.00, for a total transaction of $4,502,772.00. Following the completion of the transaction, the director directly owned 87,173 shares of the company’s stock, valued at approximately $45,504,306. The trade was a 9.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 310,310 shares of company stock worth $141,185,456 in the last quarter. Corporate insiders own 0.50% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on AMD. HSBC downgraded shares of Advanced Micro Devices from a “buy” rating to a “hold” rating and raised their target price for the company from $335.00 to $340.00 in a research note on Monday, May 4th. Wedbush boosted their price target on Advanced Micro Devices from $290.00 to $400.00 and gave the stock an “outperform” rating in a research report on Monday, May 4th. Robert W. Baird set a $1,250.00 price objective on Advanced Micro Devices in a research note on Friday. Mizuho raised their price objective on Advanced Micro Devices from $515.00 to $615.00 and gave the company an “outperform” rating in a research report on Monday, June 1st. Finally, Seaport Research Partners raised Advanced Micro Devices from a “neutral” rating to a “buy” rating and set a $430.00 target price on the stock in a report on Wednesday, May 6th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $522.43.

Advanced Micro Devices Price Performance

Advanced Micro Devices stock opened at $521.95 on Friday. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.96 and a current ratio of 2.72. Advanced Micro Devices, Inc. has a 52 week low of $149.22 and a 52 week high of $584.73. The stock has a market capitalization of $851.09 billion, a P/E ratio of 171.13, a price-to-earnings-growth ratio of 1.51 and a beta of 2.47. The stock has a fifty day moving average of $512.60 and a 200-day moving average of $340.69.

Advanced Micro Devices (NASDAQ:AMD) last released its quarterly earnings data on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 earnings per share for the quarter, beating the consensus estimate of $1.29 by $0.08. Advanced Micro Devices had a return on equity of 9.55% and a net margin of 13.37%.The business had revenue of $10.25 billion for the quarter, compared to analyst estimates of $9.90 billion. During the same period last year, the firm posted $0.96 earnings per share. Advanced Micro Devices’s revenue was up 37.8% compared to the same quarter last year. On average, sell-side analysts expect that Advanced Micro Devices, Inc. will post 6.27 earnings per share for the current fiscal year.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: AMD and Cerebras announced a technical partnership to combine Helios and Wafer-Scale Engine technology, aiming for faster, more efficient AI inference and up to 5x higher tokens per second per watt. AMD and Cerebras Announce Industry-Leading Ultra-Low-Latency and High Throughput AI Inference Solution
• Positive Sentiment: Wedbush raised its price target to $600, and several other firms also boosted targets after AMD’s Advancing AI 2026 event, signaling stronger Wall Street confidence in AMD’s AI data center growth. AMD price target boosted on strengthening AI outlook
• Positive Sentiment: Other commentary highlighted AMD’s new Helios AI rack system, expanded OpenAI and Anthropic-related demand, and multiple bullish analyst notes, all of which support the view that AMD is gaining share in AI infrastructure. AMD plans to invest to up $5 billion into Anthropic as it seeks to cut into Nvidia’s dominance
• Neutral Sentiment: Short-interest data showed no meaningful change in practice, with reported short interest listed as zero shares, so this item does not appear to be a real trading catalyst.
• Neutral Sentiment: The broader semiconductor sector pulled back on valuation and profit-taking concerns, which may be weighing on AMD even as company-specific AI news remains constructive. Semiconductor Crossroads: Healthy Consolidation or Deeper Repricing?
• Negative Sentiment: AMD also appeared in reports about an AI-chip selloff and weaker risk appetite, suggesting some investors are taking profits after the stock’s strong run. AI Memory Stocks Lead Chip Selloff

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.