Banco Santander S.A. Has $26.67 Million Stake in Advanced Micro Devices, Inc. $AMD

Banco Santander S.A. raised its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 1.6% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 164,871 shares of the semiconductor manufacturer’s stock after purchasing an additional 2,620 shares during the quarter. Banco Santander S.A.’s holdings in Advanced Micro Devices were worth $26,674,000 at the end of the most recent quarter.

A number of other hedge funds have also modified their holdings of AMD. Brighton Jones LLC increased its stake in Advanced Micro Devices by 178.2% in the fourth quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer’s stock valued at $5,551,000 after purchasing an additional 29,438 shares in the last quarter. Revolve Wealth Partners LLC raised its stake in Advanced Micro Devices by 2.9% during the 4th quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer’s stock worth $1,001,000 after buying an additional 234 shares during the period. Sivia Capital Partners LLC lifted its holdings in Advanced Micro Devices by 125.1% during the second quarter. Sivia Capital Partners LLC now owns 5,344 shares of the semiconductor manufacturer’s stock worth $758,000 after acquiring an additional 2,970 shares in the last quarter. United Bank grew its stake in Advanced Micro Devices by 22.0% in the second quarter. United Bank now owns 13,255 shares of the semiconductor manufacturer’s stock valued at $1,881,000 after acquiring an additional 2,392 shares during the period. Finally, Schnieders Capital Management LLC. increased its holdings in shares of Advanced Micro Devices by 361.0% in the second quarter. Schnieders Capital Management LLC. now owns 9,230 shares of the semiconductor manufacturer’s stock worth $1,310,000 after acquiring an additional 7,228 shares in the last quarter. 71.34% of the stock is currently owned by institutional investors and hedge funds.

Advanced Micro Devices Trading Down 3.4%

Advanced Micro Devices stock opened at $203.68 on Friday. The company has a market cap of $332.08 billion, a price-to-earnings ratio of 76.86, a P/E/G ratio of 0.79 and a beta of 1.94. The firm has a 50-day moving average of $219.86 and a 200-day moving average of $207.80. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.85 and a quick ratio of 2.01. Advanced Micro Devices, Inc. has a one year low of $76.48 and a one year high of $267.08.

Advanced Micro Devices (NASDAQ:AMD) last released its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 business had revenue of $10.27 billion for the quarter, compared to the consensus estimate of $9.65 billion. During the same quarter in the previous year, the business earned $1.09 earnings per share. Advanced Micro Devices’s quarterly revenue was up 34.1% on a year-over-year basis. On average, equities analysts expect that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

More Advanced Micro Devices News

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

• Positive Sentiment: Meta agreed to deploy up to 6 gigawatts of AMD Instinct GPUs (deal value headlines as high as ~$100B potential over time), which materially boosts AMD’s data‑center revenue runway and reduces hyperscaler reliance on a single supplier. Meta strikes up to $100B AMD chip deal
• Positive Sentiment: Analysts reacted by raising price targets and maintaining buy/overweight views (Goldman, Mizuho, Benchmark and others issued hikes or reiterated bullish calls), supporting the bull case that the Meta deal and AI demand justify re‑rating. Cracking the Chip Monopoly: Meta Invests in AMD Chips
• Positive Sentiment: AMD is making ecosystem moves with partners — announced investment/partnership with Nutanix (including a $150M AMD purchase of Nutanix stock) and customers like Supermicro launching EPYC‑powered high‑density platforms — which help translate chip wins into platform traction. AMD to Buy $150 Million of Nutanix Stock
• Neutral Sentiment: Smaller ecosystem updates: a few startups and tiny public companies (e.g., Avalon GloboCare) joined AMD programs — positive for ecosystem breadth but immaterial to AMD’s top‑line near term. Avalon GloboCare Joins AMD AI Developer Program
• Negative Sentiment: Sector rotation after Nvidia’s strong quarter and outlook prompted a pullback in other chip names; investors are questioning whether hyperscalers will sustain previously assumed AI spend levels, which has pressured AMD alongside peers. Advanced Micro Devices and Broadcom Stocks Drop After Nvidia Earnings
• Negative Sentiment: Reports of investor doubts about OpenAI/hyperscaler spending and execution/timing risks for AMD’s MI450/MI350 ramp amplified profit‑taking after a strong run — a core driver of today’s downside pressure. Advanced Micro Devices (AMD) Fell as Investors Doubt OpenAI’s Spending Plans
• Negative Sentiment: High reported insider selling and large institutional position moves (per social/alternative‑data summaries) are being cited by some traders as a bearish signal on near‑term sentiment. QuiverQuant: Opinions on AMD Meta AI Chip Deal

Insider Activity

In other Advanced Micro Devices news, CEO Lisa T. Su sold 125,000 shares of the business’s stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $214.36, for a total transaction of $26,795,000.00. Following the transaction, the chief executive officer owned 3,152,476 shares of the company’s stock, valued at $675,764,755.36. The trade was a 3.81% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the company’s 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 owned 289,098 shares in the company, valued at $62,679,337.38. This represents a 6.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 271,892 shares of company stock valued at $58,476,908. 0.06% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on the company. Wells Fargo & Company reiterated an “overweight” rating and issued a $345.00 price objective on shares of Advanced Micro Devices in a research report on Friday, January 30th. Bank of America reiterated a “buy” rating and issued a $300.00 price target on shares of Advanced Micro Devices in a report on Wednesday, November 12th. Loop Capital set a $290.00 price objective on shares of Advanced Micro Devices and gave the stock a “buy” rating in a research report on Wednesday, November 5th. Susquehanna reaffirmed a “positive” rating and issued a $300.00 price objective on shares of Advanced Micro Devices in a research report on Friday, October 31st. Finally, Mizuho upped their target price on shares of Advanced Micro Devices from $275.00 to $280.00 and gave the stock an “outperform” rating in a research note on Wednesday. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and ten have issued a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $290.53.

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.