Swiss National Bank Increases Stock Holdings in Advanced Micro Devices, Inc. $AMD

Swiss National Bank raised its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 7.4% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 4,778,075 shares of the semiconductor manufacturer’s stock after purchasing an additional 331,100 shares during the quarter. Advanced Micro Devices makes up about 0.6% of Swiss National Bank’s holdings, making the stock its 25th biggest holding. Swiss National Bank owned about 0.29% of Advanced Micro Devices worth $972,004,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in AMD. Jefferies Financial Group Inc. grew its position in shares of Advanced Micro Devices by 6,228.8% in the 4th quarter. Jefferies Financial Group Inc. now owns 308,021 shares of the semiconductor manufacturer’s stock worth $65,966,000 after buying an additional 303,154 shares during the period. Boomfish Wealth Group LLC bought a new position in shares of Advanced Micro Devices in the 1st quarter worth about $1,193,000. Williamson Legacy Group LLC purchased a new position in Advanced Micro Devices during the 4th quarter valued at about $1,118,000. Thoroughbred Financial Services LLC lifted its position in Advanced Micro Devices by 8.8% during the 4th quarter. Thoroughbred Financial Services LLC now owns 32,827 shares of the semiconductor manufacturer’s stock valued at $7,030,000 after acquiring an additional 2,654 shares during the period. Finally, Valtinson Bruner Financial Planning LLC bought a new stake in Advanced Micro Devices during the fourth quarter worth about $1,523,000. 71.34% of the stock is currently owned by institutional investors.

Advanced Micro Devices Stock Performance

Shares of AMD stock opened at $495.76 on Friday. The company has a market capitalization of $808.39 billion, a price-to-earnings ratio of 162.54, a price-to-earnings-growth ratio of 1.43 and a beta of 2.47. 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 $149.22 and a one year high of $584.73. The company’s 50-day moving average is $503.89 and its 200 day moving average is $329.65.

Advanced Micro Devices (NASDAQ:AMD) last issued its earnings results on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.29 by $0.08. The business had revenue of $10.25 billion during the quarter, compared to analysts’ expectations of $9.90 billion. Advanced Micro Devices had a net margin of 13.37% and a return on equity of 9.55%. The business’s revenue for the quarter was up 37.8% compared to the same quarter last year. During the same period in the previous year, the company earned $0.96 earnings per share. Sell-side analysts expect that Advanced Micro Devices, Inc. will post 6.26 EPS for the current fiscal year.

Insider Activity at Advanced Micro Devices

In related news, EVP Paul Darren Grasby sold 24,376 shares of the company’s stock in a transaction that occurred on Friday, May 8th. The stock was sold at an average price of $444.39, for a total value of $10,832,450.64. Following the transaction, the executive vice president directly owned 105,222 shares of the company’s stock, valued at approximately $46,759,604.58. This represents a 18.81% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, EVP Forrest Eugene Norrod sold 19,487 shares of the stock in a transaction 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 sale, the executive vice president owned 324,527 shares in the company, valued at approximately $140,000,947.80. This represents a 5.66% decrease in their ownership of the stock. 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 have sold 341,630 shares of company stock valued at $152,147,456 over the last ninety days. Corporate insiders own 0.50% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on AMD shares. Evercore restated an “outperform” rating and issued a $579.00 price objective on shares of Advanced Micro Devices in a report on Tuesday, May 19th. Cantor Fitzgerald lifted their target price on shares of Advanced Micro Devices from $500.00 to $700.00 and gave the company an “overweight” rating in a report on Monday, June 29th. Jefferies Financial Group cut Advanced Micro Devices from a “buy” rating to a “hold” rating in a research report on Wednesday, May 6th. Roth Capital restated a “buy” rating and issued a $500.00 price target on shares of Advanced Micro Devices in a research note on Wednesday, May 6th. Finally, Wedbush raised their price objective on Advanced Micro Devices from $290.00 to $400.00 and gave the company an “outperform” rating in a research report on Monday, May 4th. Two research analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, thirteen have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Advanced Micro Devices presently has an average rating of “Moderate Buy” and an average price target of $468.65.

More Advanced Micro Devices News

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

• Positive Sentiment: Wall Street remains constructive on AMD, with KeyCorp reiterating an Overweight rating and a $725 price target, while other firms like Erste Group also raised forward earnings estimates. This supports the view that AMD’s longer-term AI and data-center growth story remains intact. AMD analyst and earnings estimates
• Positive Sentiment: Investors are looking ahead to AMD’s Advancing AI 2026 event next week, where analysts expect new AI products, customer wins, and potentially major partnership news. Some reports say the event could include updates that improve sentiment around AMD’s AI opportunity and competitive position versus Nvidia. AMD Advancing AI event article
• Neutral Sentiment: AMD’s recent quarter showed strong fundamentals, with revenue up 37.8% year over year to about $10.3 billion. That provides a supportive backdrop, but it has not been enough to offset the market’s current risk-off mood toward chip stocks. AMD quarterly revenue background
• Negative Sentiment: Sentiment was also hurt by a report that Chief Technology Officer Mark Papermaster sold 6,000 shares, adding to an already heavy pattern of insider selling. Over the past six months, AMD insiders have made 100 open-market sales and no purchases, which can make some investors cautious. AMD insider sale article
• Negative Sentiment: Broader market coverage described AMD as part of a semiconductor rout, with traders taking profits after a strong run in AI stocks. That rotation is the main reason AMD shares are weaker today, even though the company’s long-term AI narrative remains intact. Chipmaker rout article

Advanced Micro Devices 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.