TD Waterhouse Canada Inc. Has $19.31 Million Holdings in Advanced Micro Devices, Inc. $AMD

TD Waterhouse Canada Inc. grew its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 22.6% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 117,581 shares of the semiconductor manufacturer’s stock after purchasing an additional 21,675 shares during the period. TD Waterhouse Canada Inc.’s holdings in Advanced Micro Devices were worth $19,309,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in the stock. Norges Bank acquired a new position in Advanced Micro Devices in the 2nd quarter valued at approximately $3,094,662,000. Jennison Associates LLC purchased a new position in shares of Advanced Micro Devices during the 3rd quarter valued at $626,826,000. Nordea Investment Management AB increased its stake in shares of 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 worth $631,892,000 after acquiring an additional 2,619,294 shares during the last quarter. Rafferty Asset Management LLC increased its stake in shares of 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 worth $961,078,000 after acquiring an additional 2,430,533 shares during the last quarter. Finally, Vanguard Group Inc. raised its holdings in shares of Advanced Micro Devices by 1.5% during 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 in the last quarter. 71.34% of the stock is currently owned by institutional investors and hedge funds.

More Advanced Micro Devices News

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

• Positive Sentiment: Susquehanna reiterated a Buy on AMD with a $300 price target, citing strengthening AI data?center momentum and multi?segment growth through 2026 — a reaffirmation that bulls are expecting material upside from AI/server adoption. AMD Buy Rating Reiterated on Strengthening AI Data Center Momentum and Multi-Segment Growth Outlook Through 2026
• Positive Sentiment: Multiple reports highlight an OpenAI chip deal and accelerating traction for AMD’s EPYC CPUs and Instinct GPUs in datacenters — concrete revenue drivers for 2026 that support higher analyst estimates and justify premium multiples if server/AI adoption continues. AMD Lands OpenAI Chip Deal, Highlighting Growing AI Revenue Story
• Positive Sentiment: Analysts and previews (Barchart, Zacks) expect robust Q4 results driven by ~25%+ revenue growth from data?center demand and AI GPU traction — results that could re?rate the stock if AMD beats and raises guidance. Can AMD’s Q4 Earnings Report Push the Stock to New Highs? AMD Gears Up to Report Q4 Earnings: Here’s Why the Stock is a Buy
• Positive Sentiment: Microsoft said it will continue buying AI chips from Nvidia and AMD even as it rolls out its own in?house chips — a signal that hyperscalers will remain multi?sourced and that AMD can keep capturing datacenter share. Microsoft won’t stop buying AI chips from Nvidia, AMD, even after launching its own, Nadella says
• Neutral Sentiment: Positive Ryzen 7 9850X3D reviews are supporting AMD’s consumer CPU narrative and helped spark a recent short?term move; useful for revenue diversification but less material than datacenter deals for the stock’s valuation. AMD Stock Jumps Alongside Positive Ryzen 7 9850X3D Reviews
• Neutral Sentiment: Q4 earnings (reporting early Feb) is the immediate catalyst — consensus estimates are elevated, so results matter: an upside surprise could drive another leg higher, while a miss or cautious guidance could trigger profit?taking. AMD Stock Flirts With Buy Point Ahead Of Q4 Report
• Negative Sentiment: Some sector headlines show short?term selling/volatility: AMD shares slipped alongside peers on reports about SOCAMM2 memory plans and broader chip?stock rotations, suggesting sentiment can swing even with positive fundamental news. AMD & Qualcomm (QCOM) Stocks Slip Despite Reported SOCAMM2 AI Plans

Advanced Micro Devices Stock Performance

Shares of AMD opened at $252.18 on Friday. The company has a market capitalization of $410.56 billion, a PE ratio of 124.84, a price-to-earnings-growth ratio of 1.05 and a beta of 1.95. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.31 and a quick ratio of 1.68. Advanced Micro Devices, Inc. has a one year low of $76.48 and a one year high of $267.08. The company’s fifty day moving average price is $220.82 and its 200 day moving average price is $201.51.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings data 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 business had revenue of $9.25 billion during the quarter, compared to analysts’ expectations of $8.76 billion. During the same quarter in the previous year, the firm earned $0.92 EPS. The firm’s revenue was up 35.6% 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.

Insider Buying and Selling at Advanced Micro Devices

In other Advanced Micro Devices news, EVP Forrest Eugene Norrod sold 19,450 shares of the company’s stock in a transaction dated Wednesday, November 19th. The shares were sold at an average price of $229.37, for a total transaction of $4,461,246.50. Following the sale, the executive vice president directly owned 300,348 shares of the company’s stock, valued at approximately $68,890,820.76. This represents a 6.08% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Lisa T. Su sold 125,000 shares of Advanced Micro Devices 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 transaction, the chief executive officer owned 3,277,476 shares of the company’s stock, valued at $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. Over the last ninety days, insiders sold 164,000 shares of company stock worth $36,034,173. 0.06% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several research analysts have weighed in on the company. The Goldman Sachs Group upped their target price on Advanced Micro Devices from $150.00 to $210.00 and gave the stock a “neutral” rating in a research report on Wednesday, October 8th. CICC Research upgraded Advanced Micro Devices from a “market perform” rating to an “outperform” rating and set a $265.00 price objective on the stock in a report on Friday, November 7th. Jefferies Financial Group set a $300.00 price objective on shares of Advanced Micro Devices and gave the company a “positive” rating in a research report on Monday, October 6th. Wedbush reissued an “outperform” rating and issued a $290.00 target price on shares of Advanced Micro Devices in a research report on Wednesday, November 12th. Finally, Robert W. Baird set a $300.00 price target on shares of Advanced Micro Devices in a research note on Wednesday, November 5th. Two analysts have 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 MarketBeat.com, Advanced Micro Devices has a consensus rating of “Moderate Buy” and an average price target of $281.06.

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.