Swedbank AB Sells 1,474,094 Shares of Advanced Micro Devices, Inc. $AMD

Swedbank AB reduced its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 52.1% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,354,274 shares of the semiconductor manufacturer’s stock after selling 1,474,094 shares during the quarter. Swedbank AB’s holdings in Advanced Micro Devices were worth $219,108,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Wise Wealth Partners purchased a new position in shares of Advanced Micro Devices during the second quarter valued at approximately $343,000. Waterfront Wealth Inc. purchased a new stake in Advanced Micro Devices in the 2nd quarter valued at $1,145,000. Parisi Gray Wealth Management bought a new position in Advanced Micro Devices during the 2nd quarter valued at $343,000. Global Retirement Partners LLC bought a new position in Advanced Micro Devices during the 2nd quarter valued at $4,519,000. Finally, Cornercap Investment Counsel Inc. boosted its holdings in Advanced Micro Devices by 43.3% during the 2nd quarter. Cornercap Investment Counsel Inc. now owns 12,245 shares of the semiconductor manufacturer’s stock worth $1,738,000 after acquiring an additional 3,702 shares during 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 other news, EVP Forrest Eugene Norrod sold 19,450 shares of Advanced Micro Devices stock in a transaction dated Wednesday, November 19th. The shares were 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. This trade represents a 6.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Lisa T. Su sold 125,000 shares of the business’s stock in a transaction that occurred on Thursday, December 11th. The shares were sold at an average price of $215.14, for a total transaction of $26,892,500.00. Following the completion of the sale, the chief executive officer directly owned 3,277,476 shares in the company, valued at approximately $705,116,186.64. This trade represents a 3.67% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 181,226 shares of company stock worth $39,877,820 over the last ninety days. Company insiders own 0.06% of the company’s stock.

Advanced Micro Devices News Roundup

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

• Positive Sentiment: Reports say Alibaba’s DingTalk is building an AI stack and plans to buy AI accelerators from AMD, signaling a direct commercial customer in China for AMD hardware. Alibaba’s DingTalk Bets Big On AI Agents With Its Own Operating System
• Positive Sentiment: Multiple outlets report Alibaba is considering a major purchase of AMD AI chips — a potential multi-billion-dollar commercial order that would materially lift AMD’s China revenue outlook if completed. AMD Heads Into 2026 With Analyst Support as a Top Investor Looks Beyond
• Positive Sentiment: AMD shares already reacted to the Alibaba reports — coverage notes a share-price climb after the stories, reflecting investor optimism about near-term revenue upside from China deals. AMD Shares Climb on Reports of Alibaba Massive AI Chip Order
• Positive Sentiment: Bank of America reiterated a Buy on AMD and framed 2026 as the midpoint of a decade-long AI infrastructure cycle, keeping analyst support behind the name despite a trimmed price target — supportive for sentiment and medium-term upside. BofA Maintains Buy on AMD, Views 2026 as the Midpoint of a Decade-Long AI Infrastructure Cycle
• Positive Sentiment: AMD is in talks with Samsung to use Texas fabs (alongside Google) for next-gen AI chips — a potential capacity and supply-chain win that supports scaling production if demand accelerates. AMD and Google Tap Samsung’s Texas Fab for AI Chips
• Neutral Sentiment: Broader coverage questions whether Nvidia or AMD will be the primary China AI-chip winner if market access expands — positive for both but highlights competitive intensity and execution risk. Nvidia, AMD Eye Billions in China AI Chip Windfall — But Who’s the Real Winner?
• Negative Sentiment: Earlier volatility: AMD fell sharply (reported down ~13.9% on Dec. 22) before the Alibaba headlines, reflecting risk that optimism is already priced in and that sentiment can flip quickly on macro, trade or regulatory headlines. Advanced Micro Devices (AMD) Down More Than 13.9%, Here’s What You Need to Know

Advanced Micro Devices Stock Performance

Shares of AMD opened at $214.90 on Wednesday. Advanced Micro Devices, Inc. has a 1 year low of $76.48 and a 1 year high of $267.08. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.31 and a quick ratio of 1.68. The stock’s fifty day moving average price is $229.64 and its two-hundred day moving average price is $184.64. The firm has a market cap of $349.87 billion, a PE ratio of 106.39, a PEG ratio of 1.59 and a beta of 1.93.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 earnings per share for the quarter, topping the consensus estimate 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 company had revenue of $9.25 billion during the quarter, compared to the consensus estimate of $8.76 billion. During the same quarter in the prior year, the company earned $0.92 EPS. The firm’s quarterly revenue was up 35.6% compared to the same quarter last year. On average, equities research analysts forecast that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

Analyst Upgrades and Downgrades

AMD has been the subject of several analyst reports. Wells Fargo & Company increased their target price on shares of Advanced Micro Devices from $300.00 to $345.00 and gave the company an “overweight” rating in a report on Wednesday, November 12th. Stifel Nicolaus upped their price objective on shares of Advanced Micro Devices from $240.00 to $280.00 and gave the stock a “buy” rating in a research report on Wednesday, November 5th. Wedbush reiterated an “outperform” rating and issued a $290.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. Jefferies Financial Group set a $300.00 target price on Advanced Micro Devices and gave the stock a “positive” rating in a research note on Monday, October 6th. Finally, Morgan Stanley reaffirmed an “equal weight” rating and issued a $260.00 target price on shares of Advanced Micro Devices in a report on Wednesday, November 12th. Three research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating and eleven have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $277.06.

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.