Advanced Micro Devices, Inc. $AMD Shares Purchased by Teacher Retirement System of Texas

Teacher Retirement System of Texas grew its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 20.0% in the 3rd quarter, Holdings Channel.com reports. The fund owned 341,649 shares of the semiconductor manufacturer’s stock after purchasing an additional 56,980 shares during the quarter. Teacher Retirement System of Texas’ holdings in Advanced Micro Devices were worth $55,275,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently modified their holdings of AMD. HHM Wealth Advisors LLC increased its holdings in Advanced Micro Devices by 2.4% in the third quarter. HHM Wealth Advisors LLC now owns 1,742 shares of the semiconductor manufacturer’s stock valued at $282,000 after buying an additional 40 shares during the last quarter. HBK Sorce Advisory LLC grew its position in shares of Advanced Micro Devices by 0.3% in the 3rd quarter. HBK Sorce Advisory LLC now owns 13,404 shares of the semiconductor manufacturer’s stock worth $2,169,000 after acquiring an additional 43 shares in the last quarter. Wilmington Savings Fund Society FSB grew its position in shares of Advanced Micro Devices by 0.5% in the 3rd quarter. Wilmington Savings Fund Society FSB now owns 8,706 shares of the semiconductor manufacturer’s stock worth $1,409,000 after acquiring an additional 43 shares in the last quarter. Moseley Investment Management Inc. increased its holdings in shares of Advanced Micro Devices by 0.5% in the 3rd quarter. Moseley Investment Management Inc. now owns 8,883 shares of the semiconductor manufacturer’s stock valued at $1,437,000 after acquiring an additional 44 shares during the last quarter. Finally, ORG Wealth Partners LLC raised its position in shares of Advanced Micro Devices by 39.7% during the 3rd quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock valued at $26,000 after acquiring an additional 46 shares in the last quarter. Institutional investors own 71.34% of the company’s stock.

Advanced Micro Devices Price Performance

NASDAQ AMD opened at $253.73 on Friday. Advanced Micro Devices, Inc. has a 12 month low of $76.48 and a 12 month high of $267.08. The firm has a market capitalization of $413.08 billion, a PE ratio of 125.61, a P/E/G ratio of 1.04 and a beta of 1.95. The company’s 50 day simple moving average is $218.40 and its 200 day simple moving average is $197.58. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.31 and a quick ratio of 1.68.

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 analysts’ consensus estimates 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 firm had revenue of $9.25 billion during the quarter, compared to analyst estimates of $8.76 billion. During the same period last year, the company posted $0.92 EPS. The firm’s quarterly revenue was up 35.6% on a year-over-year basis. As a group, equities research analysts forecast 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: Large customer commitment for HPC capacity — Riot Platforms signed a multi‑year arrangement with AMD to host high‑performance computing workloads at Riot’s Rockdale site (initial 25 MW, optional expansion to 200 MW), validating AMD demand for edge/HPC capacity and signaling concrete enterprise deployments. Riot Platforms: A $311M AMD Deal Changes the HPC Game
• Positive Sentiment: Analysts flag improving chip demand into earnings — Susquehanna’s research and other street commentary point to steadying/strengthening chip orders ahead of earnings, supporting upside to AMD’s data‑center and AI revenue outlook. NVDA, AAPL, AVGO, AMD: Top Analyst Sees Improving Chip Demand Ahead of Earnings
• Positive Sentiment: Product/software tailwind — AMD rolled out an Adrenalin driver bundle that simplifies AI setup for users, which can accelerate GPU adoption in gaming and edge AI use cases and supports near‑term revenue and ecosystem stickiness. AMD Stock Gains on Adrenalin AI Bundle Update
• Positive Sentiment: Corporate/governance move — Appointment of former Accenture CFO KC McClure to AMD’s board has been cited by markets as strengthening financial oversight and credibility ahead of an important earnings cycle. AMD Stock Rallies on a New Addition to Its Board of Directors
• Positive Sentiment: Expanding enterprise partnerships and AI roadmap — Coverage notes AMD targeting aggressive AI revenue growth (Helios racks, Instinct GPUs, partner deals) that underpins bullish street estimates for data‑center expansion. AMD Rides on Expanding Enterprise Partner Base: More Upside to Come?
• Neutral Sentiment: Mixed analyst/market commentary — Some outlets note conflicting analyst views and price‑target dispersion even as many maintain buy/overweight ratings; investors should watch upcoming earnings and guidance for clarity. Analysts Have Conflicting Sentiments on These Technology Companies: Advanced Micro Devices (AMD)
• Negative Sentiment: Risk of momentum fade and valuation concerns — some analysts warn that tech momentum could slow and AMD’s rally has elevated valuation metrics, increasing downside risk if data‑center orders or guidance disappoint. AMDY: Risk Of Underperformance As Tech Momentum Fades (Rating Downgrade)

Insider Buying and Selling at Advanced Micro Devices

In related news, SVP Ava Hahn sold 2,442 shares of the firm’s stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $234.42, for a total transaction of $572,453.64. Following the completion of the sale, 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. 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 Advanced Micro Devices stock in a transaction on Wednesday, November 19th. The stock was sold at an average price of $229.37, for a total value of $4,461,246.50. Following the completion of the transaction, the executive vice president owned 300,348 shares in the company, valued at $68,890,820.76. The trade was a 6.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 164,000 shares of company stock valued at $36,034,173 in the last ninety days. Company insiders own 0.06% of the company’s stock.

Analyst Ratings Changes

AMD has been the subject of a number of research reports. JPMorgan Chase & Co. lifted their price objective on shares of Advanced Micro Devices from $180.00 to $270.00 and gave the stock a “neutral” rating in a report on Wednesday, November 5th. KeyCorp reaffirmed an “overweight” rating on shares of Advanced Micro Devices in a report on Wednesday. Piper Sandler reiterated an “overweight” rating and set a $280.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. Deutsche Bank Aktiengesellschaft set a $235.00 target price on Advanced Micro Devices and gave the company a “hold” rating in a research note on Tuesday, October 14th. Finally, Wedbush reiterated an “outperform” rating and set a $290.00 price target on shares of Advanced Micro Devices in a research report on Wednesday, November 12th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and ten have assigned a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $279.67.

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.