Public Sector Pension Investment Board Grows Position in Advanced Micro Devices, Inc. $AMD

Public Sector Pension Investment Board raised its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 11.7% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 171,157 shares of the semiconductor manufacturer’s stock after purchasing an additional 17,929 shares during the period. Public Sector Pension Investment Board’s holdings in Advanced Micro Devices were worth $27,691,000 at the end of the most recent reporting period.

Several other institutional investors also recently made changes to their positions in the stock. ORG Wealth Partners LLC boosted its holdings in Advanced Micro Devices by 39.7% in the third quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock valued at $26,000 after acquiring an additional 46 shares during the last quarter. Koesten Hirschmann & Crabtree INC. raised its holdings in shares of Advanced Micro Devices by 61.0% in the 3rd quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer’s stock worth $26,000 after purchasing an additional 61 shares during the period. Pinney & Scofield Inc. lifted its stake in shares of Advanced Micro Devices by 81.0% in the 2nd quarter. Pinney & Scofield Inc. now owns 190 shares of the semiconductor manufacturer’s stock valued at $27,000 after purchasing an additional 85 shares in the last quarter. Avion Wealth grew its holdings in shares of Advanced Micro Devices by 49.3% during the 2nd quarter. Avion Wealth now owns 218 shares of the semiconductor manufacturer’s stock worth $30,000 after purchasing an additional 72 shares during the period. Finally, Evolution Wealth Management Inc. acquired a new stake in Advanced Micro Devices during the 2nd quarter worth approximately $34,000. 71.34% of the stock is owned by hedge funds and other institutional investors.

Key Advanced Micro Devices News

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

• Positive Sentiment: Arista Networks’ CEO said her firm is shifting workloads away from Nvidia toward AMD (now ~20–25% AMD vs. ~99% Nvidia a year ago), a near-term enterprise validation that likely helped demand expectations for AMD’s data-center chips. Nvidia’s stock is down and AMD is up. The culprit may be Arista.
• Positive Sentiment: Analysts and coverage note AMD is gaining PC and server processor share from Intel, reinforcing revenue upside in CPUs which supports margins and data-center momentum. AMD Taking PC, Server Market Share From Intel
• Positive Sentiment: Leaked windows for AMD’s next?gen GPU release lifted sentiment around product cadence and future AI/graphics revenue. Timelines can re-rate expectations for the GPU roadmap. AMD Stock Gains Alongside Leaked Next-Gen GPU Release Window
• Positive Sentiment: Reports flag AMD’s aggressive data-center growth targets (big expansion plans and revenue goals), which supports the investment case for continued server share gains and AI exposure. AMD Quality Score Surges On 60% Annual Data Center Expansion Bet To Drive AI Dominance
• Neutral Sentiment: Aggregate analyst/forecast summaries show mixed views — momentum in 2025–26 is strong but valuation and AI competition create divergent price targets. Advanced Micro Devices Stock Forecast: Trending Views From Analysts
• Neutral Sentiment: Options-market commentary and short?interest data items have produced noise; some derivatives flows suggest traders are pricing continued volatility around AI narratives. Options Markets Fires Warning Shot at Advanced Micro Devices Stock (AMD)
• Negative Sentiment: CEO Lisa Su sold 125,000 shares (~$26.8M) on Feb. 11, trimming her position by ~3.8% — insider selling can be viewed as a near-term headwind for sentiment. SEC filing — Lisa T. Su Form 4
• Negative Sentiment: EVP Forrest Norrod also sold shares (~19,450 shares, ~$4.2M) on Feb. 11, another insider sale that may weigh on sentiment when paired with the CEO sale. SEC filing — Forrest E. Norrod Form 4
• Negative Sentiment: Quiver/13F estimates show Wells Fargo’s fund materially trimmed AMD exposure in the most recent filing period, signaling some institutional repositioning away from the name. Fund Update: WELLS FARGO & COMPANY|MN Just Disclosed New Holdings
• Negative Sentiment: Some analysts warn AMD lags in networking and software stack areas, which could be a medium-term headwind if competitors strengthen integrated offerings. AMD is falling behind, warns this analyst who says other chip stocks are better bets

Advanced Micro Devices Stock Up 0.7%

Shares of Advanced Micro Devices stock opened at $207.32 on Friday. The business has a 50-day moving average of $221.32 and a 200-day moving average of $205.89. 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 company has a market capitalization of $338.02 billion, a PE ratio of 78.23, a P/E/G ratio of 0.78 and a beta of 1.94. 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 quarterly earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, topping the consensus estimate 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 business had revenue of $10.27 billion for the quarter, compared to analysts’ expectations of $9.65 billion. During the same quarter in the previous year, the firm posted $1.09 earnings per share. The company’s revenue was up 34.1% compared to the same quarter last year. As a group, equities analysts forecast that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Insider Buying and Selling at Advanced Micro Devices

In related news, CEO Lisa T. Su sold 125,000 shares of the company’s stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $214.36, for a total value of $26,795,000.00. Following the sale, the chief executive officer directly owned 3,152,476 shares of the company’s stock, valued at $675,764,755.36. This represents a 3.81% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, SVP Ava Hahn sold 2,442 shares of the firm’s stock in a transaction on Friday, January 16th. The stock was sold at an average price of $234.42, for a total transaction of $572,453.64. Following the transaction, the senior vice president directly owned 16,359 shares of the company’s stock, valued at approximately $3,834,876.78. This represents a 12.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 291,342 shares of company stock valued at $62,938,155 in the last three months. Corporate insiders own 0.06% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have weighed in on the stock. Raymond James Financial assumed coverage on shares of Advanced Micro Devices in a research report on Thursday, November 20th. They set an “outperform” rating and a $377.00 price target on the stock. Wells Fargo & Company restated an “overweight” rating and set a $345.00 target price on shares of Advanced Micro Devices in a report on Friday, January 30th. China Renaissance assumed coverage on shares of Advanced Micro Devices in a research report on Tuesday, January 13th. They set a “buy” rating and a $291.00 price target for the company. Robert W. Baird set a $300.00 price objective on Advanced Micro Devices in a research report on Wednesday, November 5th. Finally, CICC Research raised Advanced Micro Devices from a “market perform” rating to an “outperform” rating and set a $265.00 target price for the company in a research report on Friday, November 7th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and ten have given a Hold rating to the stock. According to MarketBeat.com, Advanced Micro Devices currently has an average rating of “Moderate Buy” and an average price target of $288.17.

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.