Generali Investments Management Co LLC Sells 7,736 Shares of Advanced Micro Devices, Inc. $AMD

Generali Investments Management Co LLC reduced its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 25.0% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 23,227 shares of the semiconductor manufacturer’s stock after selling 7,736 shares during the quarter. Advanced Micro Devices comprises 0.8% of Generali Investments Management Co LLC’s holdings, making the stock its 24th largest holding. Generali Investments Management Co LLC’s holdings in Advanced Micro Devices were worth $3,758,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds also recently modified their holdings of AMD. HHM Wealth Advisors LLC lifted its position in shares of Advanced Micro Devices by 2.4% during the 3rd quarter. HHM Wealth Advisors LLC now owns 1,742 shares of the semiconductor manufacturer’s stock worth $282,000 after buying an additional 40 shares in the last quarter. HBK Sorce Advisory LLC boosted its stake 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 valued at $2,169,000 after purchasing an additional 43 shares in the last quarter. Wilmington Savings Fund Society FSB lifted its position in Advanced Micro Devices by 0.5% in the third quarter. Wilmington Savings Fund Society FSB now owns 8,706 shares of the semiconductor manufacturer’s stock valued at $1,409,000 after purchasing an additional 43 shares during the last quarter. Moseley Investment Management Inc. raised its holdings in shares of Advanced Micro Devices by 0.5% during the third 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 in the last quarter. Finally, OneAscent Family Office LLC lifted its holdings in Advanced Micro Devices by 2.6% in the third quarter. OneAscent Family Office LLC now owns 1,755 shares of the semiconductor manufacturer’s stock worth $284,000 after buying an additional 44 shares during the period. Institutional investors own 71.34% of the company’s stock.

Analysts Set New Price Targets

AMD has been the subject of several recent analyst reports. Bank of America restated a “buy” rating and issued a $300.00 price target on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. TD Cowen reiterated a “buy” rating on shares of Advanced Micro Devices in a report on Wednesday. Barclays reaffirmed an “overweight” rating on shares of Advanced Micro Devices in a research report on Wednesday, November 12th. Raymond James Financial assumed coverage on shares of Advanced Micro Devices in a report on Thursday, November 20th. They issued an “outperform” rating and a $377.00 price target on the stock. Finally, Wedbush reiterated an “outperform” rating and set a $290.00 price target on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and ten have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $290.53.

Advanced Micro Devices Stock Performance

NASDAQ AMD opened at $203.68 on Friday. The company has a fifty day moving average of $219.86 and a two-hundred day moving average of $207.80. Advanced Micro Devices, Inc. has a 1 year low of $76.48 and a 1 year high of $267.08. The company has a market capitalization of $332.08 billion, a PE ratio of 76.86, a P/E/G ratio of 0.79 and a beta of 1.94. 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 (NASDAQ:AMD) last posted its quarterly earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, beating the consensus estimate 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 during the quarter, compared to analysts’ expectations of $9.65 billion. During the same period last year, the firm earned $1.09 EPS. The company’s quarterly revenue was up 34.1% compared to the same quarter last year. As a group, analysts expect that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current year.

Advanced Micro Devices News Summary

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

• Positive Sentiment: Meta multi‑year deployment of AMD Instinct GPUs (up to ~6 GW, reported as a potential ~$100B ecosystem opportunity) materially boosts AMD’s data‑center revenue runway and reduces customer concentration risk. Meta strikes up to $100B AMD chip deal
• Positive Sentiment: AMD announced a strategic partnership with Nutanix and an investment in Nutanix stock, expanding its ecosystem for turnkey AI infrastructure and creating another hyperscaler/enterprise channel for Instinct GPUs. AMD and Nutanix Announce Strategic Partnership
• Positive Sentiment: Multiple brokerages raised price targets or reiterated buys after the Meta/Nutanix news (Mizuho, Goldman, Benchmark among them), which supports upside expectations and underpins longer‑term analyst conviction. Mizuho Increases AMD Price Target to $280
• Neutral Sentiment: OEM and partner product rollouts (e.g., Supermicro EPYC/Blade announcements, companies joining AMD’s AI developer program) validate ecosystem adoption but are incremental vs. hyperscaler contracts for near‑term revenue. Supermicro debuts AMD EPYC‑powered MicroBlade platform
• Negative Sentiment: Sector rotation after Nvidia’s earnings/guidance spurred profit‑taking in chip stocks; Nvidia’s dominance and strong guidance raised questions about pacing of AI capex and pressured AMD in sympathy. AMD and Broadcom Stocks Drop After Nvidia Earnings
• Negative Sentiment: Investor skepticism about the timing and scale of spending from major AI customers (OpenAI and others) has re‑emerged, creating near‑term revenue‑visibility concerns despite multi‑year deals. AMD fell as investors doubt OpenAI spending plans
• Negative Sentiment: Critical/opinion pieces and comparative forecasts (e.g., predictions that other AI names could outpace AMD) highlight competition risk and keep some investors cautious despite the headline deals. Prediction: This AI Stock Will Be Worth More Than AMD

Insider Transactions at Advanced Micro Devices

In other 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 completion of the transaction, the chief executive officer directly owned 3,277,476 shares in the company, valued at $705,116,186.64. This trade represents a 3.67% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, SVP Ava Hahn sold 2,442 shares of the business’s stock in a transaction on Friday, January 16th. The stock was sold at an average price of $234.42, for a total value of $572,453.64. Following the sale, the senior vice president directly owned 16,359 shares in the company, valued at $3,834,876.78. This trade represents a 12.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 271,892 shares of company stock valued at $58,476,908. Corporate insiders own 0.06% of the company’s stock.

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.