Robeco Institutional Asset Management B.V. Purchases 166,751 Shares of Advanced Micro Devices, Inc. $AMD

Robeco Institutional Asset Management B.V. lifted its position in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 76.1% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 385,959 shares of the semiconductor manufacturer’s stock after purchasing an additional 166,751 shares during the quarter. Robeco Institutional Asset Management B.V.’s holdings in Advanced Micro Devices were worth $62,444,000 at the end of the most recent reporting period.

Other institutional investors have also recently bought and sold shares of the company. Keystone Wealth Services LLC raised its stake in shares of Advanced Micro Devices by 5.6% in the 3rd quarter. Keystone Wealth Services LLC now owns 8,772 shares of the semiconductor manufacturer’s stock valued at $1,419,000 after buying an additional 467 shares in the last quarter. KG&L Capital Management LLC grew its position in Advanced Micro Devices by 15.6% in the third quarter. KG&L Capital Management LLC now owns 41,054 shares of the semiconductor manufacturer’s stock valued at $6,642,000 after acquiring an additional 5,544 shares during the period. CWA Asset Management Group LLC raised its stake in Advanced Micro Devices by 15.0% during the third quarter. CWA Asset Management Group LLC now owns 14,141 shares of the semiconductor manufacturer’s stock worth $2,288,000 after acquiring an additional 1,842 shares in the last quarter. Kercheville Advisors LLC lifted its holdings in shares of Advanced Micro Devices by 43.4% during the third quarter. Kercheville Advisors LLC now owns 17,710 shares of the semiconductor manufacturer’s stock valued at $2,865,000 after acquiring an additional 5,360 shares during the period. Finally, Family Investment Center Inc. boosted its stake in shares of Advanced Micro Devices by 76.0% in the 3rd quarter. Family Investment Center Inc. now owns 3,025 shares of the semiconductor manufacturer’s stock valued at $489,000 after purchasing an additional 1,306 shares in the last quarter. Institutional investors and hedge funds own 71.34% of the company’s stock.

Insider Buying and Selling at Advanced Micro Devices

In related news, CEO Lisa T. Su sold 125,000 shares of the stock in a transaction that occurred on 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 transaction, the chief executive officer directly owned 3,277,476 shares in the company, valued at $705,116,186.64. This represents a 3.67% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the firm’s stock in a transaction that occurred on Wednesday, November 19th. The shares were sold at an average price of $229.37, for a total transaction of $4,461,246.50. Following the completion of the transaction, the executive vice president directly owned 300,348 shares in the company, valued at approximately $68,890,820.76. The trade was a 6.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 178,358 shares of company stock worth $39,229,623. Company insiders own 0.06% of the company’s stock.

Advanced Micro Devices Stock Down 3.0%

Shares of AMD opened at $214.35 on Wednesday. The business’s fifty day moving average price is $224.48 and its two-hundred day moving average price is $191.17. The firm has a market capitalization of $348.97 billion, a price-to-earnings ratio of 106.11, a PEG ratio of 0.94 and a beta of 1.95. Advanced Micro Devices, Inc. has a 52 week low of $76.48 and a 52 week high of $267.08. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.68 and a current ratio of 2.31.

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

Analyst Ratings Changes

Several brokerages recently issued reports on AMD. The Goldman Sachs Group lifted their price target on shares of Advanced Micro Devices from $150.00 to $210.00 and gave the company a “neutral” rating in a report on Wednesday, October 8th. Susquehanna reiterated a “positive” rating and issued a $300.00 target price on shares of Advanced Micro Devices in a research note on Friday, October 31st. Benchmark boosted their target price on Advanced Micro Devices from $270.00 to $325.00 and gave the stock a “buy” rating in a report on Wednesday, November 5th. HSBC raised their price target on Advanced Micro Devices from $185.00 to $310.00 and gave the company a “buy” rating in a report on Wednesday, October 15th. Finally, Sanford C. Bernstein reissued a “market perform” rating and issued a $200.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. Three analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating and eleven have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Advanced Micro Devices currently has a consensus rating of “Moderate Buy” and an average target price of $277.06.

Key Advanced Micro Devices News

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

• Positive Sentiment: AMD unveiled new data‑center GPUs (MI455, MI440X) and previewed the MI500 roadmap at CES, positioning the company to attack smaller enterprise/private data‑center demand and narrow the gap with NVDA. AMD unveils new chips at CES
• Positive Sentiment: AMD rolled out the Ryzen AI 400 Series, Ryzen AI Max+, Ryzen AI Halo developer mini‑PC and the Ryzen 7 9850X3D gaming CPU — expanding addressable markets across AI PCs, edge/embedded and gaming while strengthening software (ROCm) support. These product announcements boost OEM adoption and developer momentum. AMD CES press release
• Positive Sentiment: AMD emphasized ecosystem wins (OEM product launches, partner demos, OpenAI participation) and software bundles (ROCm, Adrenalin AI) that improve developer stickiness and accelerate on‑device AI adoption. These help convert product roadmaps into revenue opportunities. Ecosystem and partner details
• Neutral Sentiment: AMD set its fiscal Q4 and full‑year 2025 earnings release and webcast for Feb. 3 — a near‑term catalyst where management can quantify CES product traction, demand trends and margin outlook. Earnings date announcement
• Negative Sentiment: Short‑term profit‑taking after a blockbuster 2025 gain has triggered selling pressure; several market reports attribute today’s weakness to investors locking in gains rather than new fundamental concerns. Profit‑taking coverage
• Negative Sentiment: Recent insider selling and active institutional rebalancing have amplified downward pressure; heavy insider dispositions can weigh on sentiment even if company outlook remains intact. QuiverQuant insider activity
• Negative Sentiment: Rising memory/pricing dynamics could push GPU costs higher (reported industry price increases), which may pressure OEM pricing, demand elasticity and near‑term margins for GPU products. Memory price/margin risk

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.