Lingohr Asset Management GmbH Purchases 43,555 Shares of Advanced Micro Devices, Inc. $AMD

Lingohr Asset Management GmbH raised its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 769.7% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 49,214 shares of the semiconductor manufacturer’s stock after purchasing an additional 43,555 shares during the period. Advanced Micro Devices makes up approximately 1.9% of Lingohr Asset Management GmbH’s investment portfolio, making the stock its 14th biggest position. Lingohr Asset Management GmbH’s holdings in Advanced Micro Devices were worth $7,962,000 at the end of the most recent quarter.

A number of other large investors have also recently modified their holdings of the business. Vanguard Group Inc. lifted its holdings in shares of Advanced Micro Devices by 1.5% in the second quarter. Vanguard Group Inc. now owns 154,648,859 shares of the semiconductor manufacturer’s stock worth $21,944,673,000 after acquiring an additional 2,281,508 shares during the last quarter. State Street Corp increased its position in Advanced Micro Devices by 0.8% during the 2nd quarter. State Street Corp now owns 72,069,259 shares of the semiconductor manufacturer’s stock worth $10,226,628,000 after purchasing an additional 581,330 shares in the last quarter. Geode Capital Management LLC lifted its stake in Advanced Micro Devices by 1.4% in the 2nd quarter. Geode Capital Management LLC now owns 36,690,685 shares of the semiconductor manufacturer’s stock valued at $5,181,556,000 after purchasing an additional 514,445 shares during the last quarter. Norges Bank acquired a new stake in Advanced Micro Devices in the second quarter valued at approximately $3,094,662,000. Finally, Invesco Ltd. grew its stake in shares of Advanced Micro Devices by 6.1% during the second quarter. Invesco Ltd. now owns 12,534,569 shares of the semiconductor manufacturer’s stock worth $1,778,655,000 after buying an additional 715,557 shares during the last quarter. Institutional investors and hedge funds own 71.34% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on the company. Truist Financial dropped their price target on Advanced Micro Devices from $279.00 to $277.00 and set a “buy” rating for the company in a research note on Friday, December 19th. Wells Fargo & Company reaffirmed an “overweight” rating and issued a $345.00 target price on shares of Advanced Micro Devices in a report on Friday. Wolfe Research set a $300.00 price target on Advanced Micro Devices and gave the company an “outperform” rating in a research note on Tuesday, October 14th. Jefferies Financial Group set a $300.00 price target on Advanced Micro Devices and gave the stock a “positive” rating in a report on Monday, October 6th. Finally, Roth Mkm reaffirmed a “buy” rating and issued a $300.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. Two research analysts have 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. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $281.06.

Key Advanced Micro Devices News

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

• Positive Sentiment: Wells Fargo reiterated an “overweight” rating and publicly pushed back on reports of MI‑series delays, issuing a $345 price target — a clear buy‑on‑weakness signal that supports upside if delay fears fade. Wells Fargo refutes delay claims
• Positive Sentiment: High‑profile endorsement: Jim Cramer lauded AMD’s execution and CEO performance, which can help sentiment and attract momentum buyers. Cramer praises AMD CEO
• Positive Sentiment: Analyst support: Susquehanna and other firms continue to highlight strengthening AI/data‑center momentum and have reiterated Buy ratings with elevated targets (e.g., $300), bolstering medium‑term upside expectations. Susquehanna reiterates Buy
• Neutral Sentiment: Microsoft signaled it will continue buying AI chips from vendors like AMD even as it rolls out its own silicon, which reduces a structural risk but is not an immediate revenue catalyst. Microsoft comment on AI chips
• Neutral Sentiment: Options flow and large trades show active positioning around earnings and product launches — useful for short‑term volatility but not definitive on direction. Options activity on AMD
• Neutral Sentiment: Broader market lists (e.g., “5 Stocks to Buy in February”) include AMD as a momentum candidate, reflecting positive thematic support but not immediate price drivers. MarketBeat buy list
• Negative Sentiment: Conflicting reports (SemiAnalysis cited by multiple outlets) suggest potential delays to AMD’s MI‑series AI accelerators; such timing uncertainty is the primary near‑term catalyst for the share pullback. Reports of AI chip delays
• Negative Sentiment: Valuation concerns: several analysts/commentators argue AMD’s rally already prices in large AI/data‑center wins and the stock looks expensive relative to near‑term deliverables, prompting profit‑taking. Valuation critique
• Negative Sentiment: Broad market weakness and sector rotation amplified the decline today — not unique to AMD but important for short‑term downside pressure. Market sell-off context

Advanced Micro Devices Price Performance

Shares of AMD opened at $236.73 on Friday. The business has a 50-day moving average of $221.48 and a 200-day moving average of $202.14. 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 company has a market capitalization of $385.41 billion, a price-to-earnings ratio of 117.19, a price-to-earnings-growth ratio of 1.05 and a beta of 1.95. Advanced Micro Devices, Inc. has a 1 year low of $76.48 and a 1 year high of $267.08.

Advanced Micro Devices (NASDAQ:AMD) last released its earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 earnings per share for the quarter, beating analysts’ consensus estimates of $1.17 by $0.03. Advanced Micro Devices had a net margin of 10.32% and a return on equity of 8.04%. The business 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 firm posted $0.92 EPS. The company’s revenue for the quarter was up 35.6% compared to the same quarter last year. As a group, equities research analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current year.

Insider Activity

In related news, SVP Ava Hahn sold 2,442 shares of Advanced Micro Devices stock in a transaction on Friday, January 16th. The shares were sold at an average price of $234.42, for a total transaction of $572,453.64. Following the completion of the transaction, the senior vice president owned 16,359 shares of the company’s stock, valued at $3,834,876.78. This trade represents a 12.99% decrease in their ownership of the stock. The sale was disclosed in a filing 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 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 transaction, the chief executive officer owned 3,277,476 shares in the company, valued at approximately $705,116,186.64. The trade was a 3.67% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 164,000 shares of company stock valued at $36,034,173. 0.06% of the stock is owned by corporate insiders.

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.