Czech National Bank Has $91.94 Million Holdings in Advanced Micro Devices, Inc. $AMD

Key Points

• Czech National Bank raised its AMD stake 4.1% in Q4 to 429,290 shares valued at $91.94 million, making AMD its 23rd-largest holding (about 0.6% of the portfolio).
• AMD beat Q4 estimates with $1.53 EPS and $10.27B revenue, the stock rose ~7.3% on positive catalysts (reported CPU price increases and AI accelerator deal talks), and analysts hold a "Moderate Buy" consensus with an average target of $290.53.

Czech National Bank lifted its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 4.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 429,290 shares of the semiconductor manufacturer's stock after acquiring an additional 17,082 shares during the quarter. Advanced Micro Devices makes up approximately 0.6% of Czech National Bank's portfolio, making the stock its 23rd biggest position. Czech National Bank's holdings in Advanced Micro Devices were worth $91,937,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of the company. Evolution Wealth Advisors LLC increased its holdings in Advanced Micro Devices by 3.8% in the 4th quarter. Evolution Wealth Advisors LLC now owns 2,194 shares of the semiconductor manufacturer's stock worth $470,000 after purchasing an additional 81 shares in the last quarter. Willner & Heller LLC boosted its stake in shares of Advanced Micro Devices by 11.4% during the fourth quarter. Willner & Heller LLC now owns 9,718 shares of the semiconductor manufacturer's stock valued at $2,081,000 after purchasing an additional 996 shares in the last quarter. Edge Wealth Management LLC acquired a new stake in shares of Advanced Micro Devices during the fourth quarter valued at about $280,000. Foster Group Inc. grew its holdings in shares of Advanced Micro Devices by 10.7% during the fourth quarter. Foster Group Inc. now owns 2,579 shares of the semiconductor manufacturer's stock worth $552,000 after purchasing an additional 250 shares during the last quarter. Finally, Evanson Asset Management LLC grew its holdings in shares of Advanced Micro Devices by 0.6% during the fourth quarter. Evanson Asset Management LLC now owns 12,630 shares of the semiconductor manufacturer's stock worth $2,705,000 after purchasing an additional 74 shares during the last quarter. Institutional investors own 71.34% of the company's stock.

Insider Activity at Advanced Micro Devices

In other news, EVP Paul Darren Grasby sold 7,500 shares of the firm's stock in a transaction dated Wednesday, March 11th. The stock was sold at an average price of $204.87, for a total value of $1,536,525.00. Following the completion of the sale, the executive vice president directly owned 129,598 shares in the company, valued at $26,550,742.26. This trade represents a 5.47% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, SVP Ava Hahn sold 2,442 shares of the business's stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $234.42, for a total value of $572,453.64. Following the completion of the sale, the senior vice president directly owned 16,359 shares of the company's stock, valued at $3,834,876.78. The trade was a 12.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 239,392 shares of company stock worth $50,016,383 over the last quarter. Company insiders own 0.06% of the company's stock.

Advanced Micro Devices News Roundup

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

• Positive Sentiment: Reports that AMD (with Intel) is raising CPU prices — a sign of regained pricing power that should flow to higher gross margins and free cash flow. AMD and Intel Are Leading a Chip Stock Rally
• Positive Sentiment: Advanced talks to supply ~10,000 MI355 AI accelerators to Upstage — a material commercial win in Korea that supports AMD’s AI accelerator TAM expansion and international traction. AMD AI Deal Talks With Upstage
• Positive Sentiment: Underlying fundamentals and recent earnings strength (revenue and EPS beats) continue to support the bull case heading into upcoming reports and MI450/MI450‑era launches. Stock Market Today: AMD Rises After CPU Price Increase Reports
• Neutral Sentiment: Macro and headline-driven market moves (ceasefire hopes / broader chip rally) are boosting semiconductor stocks broadly — tailwind for AMD but increases market correlation and volatility. Dow Jones Futures Fall: Market Fades Amid Iran War Deal Hopes
• Neutral Sentiment: Policy exposure — AMD’s executive-level engagement in broader AI advisory discussions adds visibility on AI policy but the near-term commercial impact is uncertain. Trump Names Tech Execs to AI Advisory Council
• Negative Sentiment: Analyst divergence: some firms (e.g., Bernstein commentary) favor Nvidia/Broadcom over AMD, urging caution — this can cap multiple expansion or prompt relative underperformance if sentiment shifts. Bernstein Weighs In on AI Chip Stocks
• Negative Sentiment: Supply constraints in CPUs and HBM components are being reported and could limit shipments or delay deployments even as demand soars — a risk to near-term revenue growth if AMD cannot scale. Intel, AMD's CPU Supply Constraints Impacting PC, Server Makers
• Negative Sentiment: New competition risk: Arm’s move to sell its own high‑performance server CPUs could pressure long‑term pricing and share in certain server segments. Arm to Sell Its Own Chips

Advanced Micro Devices Stock Up 7.3%

Advanced Micro Devices stock opened at $220.27 on Thursday. The company has a quick ratio of 2.01, a current ratio of 2.85 and a debt-to-equity ratio of 0.04. Advanced Micro Devices, Inc. has a 12-month low of $76.48 and a 12-month high of $267.08. The firm's fifty day moving average is $214.59 and its 200 day moving average is $212.43. The company has a market capitalization of $359.13 billion, a PE ratio of 83.12, a PEG ratio of 0.77 and a beta of 1.98.

Advanced Micro Devices (NASDAQ:AMD - Get Free Report) last posted its quarterly earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, topping analysts' consensus estimates of $1.32 by $0.21. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. The business had revenue of $10.27 billion during the quarter, compared to analysts' expectations of $9.65 billion. During the same period last year, the company posted $1.09 earnings per share. The business's quarterly revenue was up 34.1% on a year-over-year basis. As a group, sell-side analysts predict that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of brokerages recently issued reports on AMD. KeyCorp reiterated an "overweight" rating and issued a $330.00 price objective on shares of Advanced Micro Devices in a report on Tuesday, February 24th. Royal Bank Of Canada reiterated a "sector perform" rating and set a $230.00 price target on shares of Advanced Micro Devices in a report on Monday, March 16th. Jefferies Financial Group reaffirmed a "buy" rating on shares of Advanced Micro Devices in a research report on Tuesday, February 24th. Rosenblatt Securities reaffirmed a "buy" rating and set a $300.00 target price on shares of Advanced Micro Devices in a report on Wednesday, February 4th. Finally, Benchmark reiterated a "buy" rating and issued a $325.00 price target on shares of Advanced Micro Devices in a research report on Wednesday, February 25th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and ten have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus price target of $290.53.

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.

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