Universal Beteiligungs und Servicegesellschaft mbH Grows Stock Holdings in Advanced Micro Devices, Inc. $AMD

Universal Beteiligungs und Servicegesellschaft mbH raised its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 7.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,639,614 shares of the semiconductor manufacturer’s stock after buying an additional 108,708 shares during the period. Advanced Micro Devices comprises about 0.6% of Universal Beteiligungs und Servicegesellschaft mbH’s holdings, making the stock its 19th largest holding. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in Advanced Micro Devices were worth $349,711,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also modified their holdings of AMD. Jennison Associates LLC purchased a new position in Advanced Micro Devices in the third quarter valued at $626,826,000. Wellington Management Group LLP boosted its holdings in Advanced Micro Devices by 335.9% in the third quarter. Wellington Management Group LLP now owns 4,847,825 shares of the semiconductor manufacturer’s stock valued at $784,330,000 after purchasing an additional 3,735,807 shares during the period. Assenagon Asset Management S.A. boosted its holdings in Advanced Micro Devices by 104.4% in the fourth quarter. Assenagon Asset Management S.A. now owns 5,991,297 shares of the semiconductor manufacturer’s stock valued at $1,283,096,000 after purchasing an additional 3,059,935 shares during the period. Nordea Investment Management AB boosted its holdings in Advanced Micro Devices by 203.7% in the third quarter. Nordea Investment Management AB now owns 3,905,148 shares of the semiconductor manufacturer’s stock valued at $631,892,000 after purchasing an additional 2,619,294 shares during the period. Finally, Rafferty Asset Management LLC boosted its holdings in Advanced Micro Devices by 56.0% in the second quarter. Rafferty Asset Management LLC now owns 6,772,923 shares of the semiconductor manufacturer’s stock valued at $961,078,000 after purchasing an additional 2,430,533 shares during the period. 71.34% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Advanced Micro Devices

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

• Positive Sentiment: Stifel Nicolaus raised its AMD price target to $320 and kept a Buy rating, signaling stronger Wall Street conviction in AMD’s AI-driven revenue runway. Read More.
• Positive Sentiment: Benzinga reports shares are surging as AI compute demand continues to outpace supply; analysts are pointing to robust server GPU/CPU demand and the upcoming May 5 earnings as a catalyst. Read More.
• Positive Sentiment: Several bullish commentaries position AMD as an AI infrastructure beneficiary and a “second chance” for investors who missed Nvidia’s run, highlighting product competitiveness in datacenter AI. Read More.
• Positive Sentiment: Analyst and market pieces (Seeking Alpha, TipRanks, Zacks) reiterate multi-quarter growth expectations and $300+ price targets, supporting momentum into earnings. Read More.
• Neutral Sentiment: Zacks and other screeners flag AMD as a strong growth/trending stock — useful framing but not a near-term catalyst by itself. Read More.
• Neutral Sentiment: Market-forecast pieces (FXEmpire, Yahoo roundups) note broader chip-sector recovery could lift AMD alongside peers; macro/sector moves may matter more than company-specific news. Read More.
• Negative Sentiment: A Seeking Alpha downgrade piece warns of near-term risk and advises caution — valuation (PE >100) and stretched technicals are cited as reasons to avoid chasing the rally. Read More.

Advanced Micro Devices Stock Up 3.5%

Advanced Micro Devices stock opened at $284.49 on Wednesday. Advanced Micro Devices, Inc. has a 1-year low of $85.17 and a 1-year high of $287.61. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.85 and a quick ratio of 2.01. The stock has a market cap of $463.82 billion, a PE ratio of 107.35, a P/E/G ratio of 1.00 and a beta of 1.96. The stock’s fifty day moving average is $215.21 and its two-hundred day moving average is $222.95.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share 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 company had revenue of $10.27 billion for the quarter, compared to analysts’ expectations of $9.65 billion. During the same period last year, the firm earned $1.09 earnings per share. Advanced Micro Devices’s quarterly revenue was up 34.1% on a year-over-year basis. On average, sell-side analysts expect that Advanced Micro Devices, Inc. will post 5.75 EPS for the current fiscal year.

Insiders Place Their Bets

In other Advanced Micro Devices news, EVP Forrest Eugene Norrod sold 19,450 shares of the firm’s stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $216.81, for a total value of $4,216,954.50. Following the sale, the executive vice president directly owned 289,098 shares in the company, valued at $62,679,337.38. This trade represents a 6.30% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Mark D. Papermaster sold 27,109 shares of the firm’s stock in a transaction on Thursday, April 16th. The shares were sold at an average price of $275.00, for a total value of $7,454,975.00. Following the completion of the sale, the executive vice president owned 1,267,357 shares in the company, valued at approximately $348,523,175. This represents a 2.09% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 273,352 shares of company stock valued at $59,173,070 in the last three months. Corporate insiders own 0.50% of the company’s stock.

Analysts Set New Price Targets

A number of research firms recently issued reports on AMD. Truist Financial set a $283.00 target price on Advanced Micro Devices in a report on Wednesday, February 4th. Wall Street Zen upgraded Advanced Micro Devices from a “hold” rating to a “buy” rating in a report on Monday, January 26th. Jefferies Financial Group reiterated a “buy” rating on shares of Advanced Micro Devices in a report on Tuesday, February 24th. Rosenblatt Securities reiterated a “buy” rating and issued a $300.00 target price on shares of Advanced Micro Devices in a report on Wednesday, February 4th. Finally, Roth Mkm reiterated a “buy” rating on shares of Advanced Micro Devices in a report on Tuesday, February 24th. One research analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and nine have given a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $292.14.

About Advanced Micro Devices

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.