Natixis Advisors LLC Grows Holdings in Advanced Micro Devices, Inc. $AMD

Natixis Advisors LLC raised its position in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 7.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,376,848 shares of the semiconductor manufacturer’s stock after purchasing an additional 91,755 shares during the period. Natixis Advisors LLC’s holdings in Advanced Micro Devices were worth $294,866,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Joseph Group Capital Management purchased a new position in shares of Advanced Micro Devices during the 4th quarter worth about $25,000. Basepoint Wealth LLC purchased a new position in shares of Advanced Micro Devices during the 4th quarter worth about $30,000. Koesten Hirschmann & Crabtree INC. lifted its holdings in shares of Advanced Micro Devices by 61.0% during the 3rd quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer’s stock worth $26,000 after acquiring an additional 61 shares during the period. Key Capital Management INC purchased a new position in shares of Advanced Micro Devices during the 4th quarter worth about $38,000. Finally, PFS Partners LLC lifted its holdings in shares of Advanced Micro Devices by 269.2% during the 4th quarter. PFS Partners LLC now owns 192 shares of the semiconductor manufacturer’s stock worth $41,000 after acquiring an additional 140 shares during the period. 71.34% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other Advanced Micro Devices news, EVP Forrest Eugene Norrod sold 19,487 shares of the stock in a transaction that occurred on Wednesday, May 20th. The shares were sold at an average price of $431.40, for a total value of $8,406,691.80. Following the completion of the sale, the executive vice president owned 324,527 shares of the company’s stock, valued at $140,000,947.80. This trade represents a 5.66% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Lisa T. Su sold 125,000 shares of the stock in a transaction that occurred on Wednesday, May 13th. The shares were sold at an average price of $445.51, for a total transaction of $55,688,750.00. Following the completion of the sale, the chief executive officer directly owned 3,021,899 shares of the company’s stock, valued at $1,346,286,223.49. This trade represents a 3.97% decrease in their position. 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 sold 329,085 shares of company stock worth $114,051,007 over the last three months. Insiders own 0.50% of the company’s stock.

Advanced Micro Devices Trading Down 1.2%

NASDAQ AMD opened at $510.13 on Tuesday. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.96 and a current ratio of 2.72. Advanced Micro Devices, Inc. has a one year low of $111.01 and a one year high of $527.20. The company’s 50 day moving average price is $333.88 and its 200 day moving average price is $257.70. The firm has a market capitalization of $831.82 billion, a price-to-earnings ratio of 167.26, a PEG ratio of 1.52 and a beta of 2.40.

Advanced Micro Devices (NASDAQ:AMD) last issued its quarterly earnings data on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.29 by $0.08. Advanced Micro Devices had a net margin of 13.37% and a return on equity of 9.55%. The company had revenue of $10.25 billion during the quarter, compared to the consensus estimate of $9.90 billion. During the same quarter last year, the company earned $0.96 earnings per share. Advanced Micro Devices’s revenue for the quarter was up 37.8% on a year-over-year basis. On average, sell-side analysts predict that Advanced Micro Devices, Inc. will post 6.2 EPS for the current year.

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on AMD. Erste Group Bank upgraded shares of Advanced Micro Devices from a “hold” rating to a “buy” rating in a report on Thursday, April 2nd. Wedbush increased their price objective on shares of Advanced Micro Devices from $290.00 to $400.00 and gave the stock an “outperform” rating in a report on Monday, May 4th. DA Davidson increased their price objective on shares of Advanced Micro Devices from $375.00 to $425.00 and gave the stock a “buy” rating in a report on Wednesday, May 6th. BTIG Research upgraded shares of Advanced Micro Devices to a “buy” rating in a report on Wednesday, May 6th. Finally, Mizuho raised their price target on shares of Advanced Micro Devices from $515.00 to $615.00 and gave the company an “outperform” rating in a report on Monday. Two analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and twelve have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Advanced Micro Devices presently has a consensus rating of “Moderate Buy” and a consensus target price of $419.86.

Advanced Micro Devices News Roundup

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

• Positive Sentiment: AMD expanded its AI infrastructure push by joining DriveNets’ $410 million funding round, signaling that it is investing beyond chips and into networking technology that supports large-scale AI data centers. Reuters article on DriveNets funding
• Positive Sentiment: AMD also unveiled new product and platform updates at Computex, including expanded AM5 support through 2029 and new Ryzen X3D gaming chips, which helps reinforce its product roadmap in PCs and gaming. Benzinga article on AMD Computex updates
• Positive Sentiment: Mizuho raised its price target on AMD to $615 from $515 and kept an outperform rating, reflecting continued optimism around AI demand and execution. Benzinga/The Fly price target update
• Neutral Sentiment: AMD’s strong recent operating momentum and rising valuation have kept the stock in the spotlight, with articles noting the shares are close to a 52-week high and that investors are debating whether the run is getting ahead of fundamentals. 24/7 Wall St. valuation article
• Negative Sentiment: Sentiment weakened after Nvidia unveiled its RTX Spark PC AI chip, which investors see as a direct challenge to AMD in personal computers and related AI hardware markets. Yahoo Finance article on Nvidia PC chip launch
• Negative Sentiment: ARK Invest sold tens of millions of dollars in AMD shares while rotating into Nvidia, adding to short-term pressure on AMD stock. Benzinga article on ARK selling AMD
• Negative Sentiment: The U.S. also tightened export rules for advanced AI chips, including AMD’s MI350x, which could add friction to future sales into China-linked supply chains. Yahoo Finance article on export limits

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.