Meiji Yasuda America Inc Invests $3.52 Million in Advanced Micro Devices, Inc. $AMD

Key Points

• Meiji Yasuda America Inc disclosed a new position in AMD, buying 16,420 shares worth about $3.52 million in the fourth quarter. Institutional ownership remains high, with investors holding 71.34% of the stock.
• AMD benefited from a wave of bullish analyst and media sentiment, including Bank of America lifting its price target to $560 and calling it a top CPU pick amid demand tied to agentic AI. Other brokerages also raised targets and/or ratings, supporting a consensus Moderate Buy view.
• The company reported strong quarterly results, with EPS of $1.37 and revenue of $10.25 billion, both ahead of expectations, while revenue rose 37.8% year over year. At the same time, insider selling was notable, including CEO Lisa Su’s sale of 125,000 shares under a pre-arranged trading plan.

Meiji Yasuda America Inc bought a new stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought 16,420 shares of the semiconductor manufacturer's stock, valued at approximately $3,517,000.

Several other institutional investors and hedge funds also recently made changes to their positions in AMD. Joseph Group Capital Management bought a new position in shares of Advanced Micro Devices during the 4th quarter valued at $25,000. Sarver Vrooman Wealth Advisors bought a new position in shares of Advanced Micro Devices during the 4th quarter valued at $27,000. Basepoint Wealth LLC bought a new stake in shares of Advanced Micro Devices in the 4th quarter valued at about $30,000. Aviso Financial Inc. lifted its stake in shares of Advanced Micro Devices by 400.0% in the 3rd quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer's stock valued at $32,000 after acquiring an additional 160 shares during the last quarter. Finally, Delos Wealth Advisors LLC boosted its holdings in Advanced Micro Devices by 100.0% during the 3rd quarter. Delos Wealth Advisors LLC now owns 200 shares of the semiconductor manufacturer's stock valued at $32,000 after acquiring an additional 100 shares during the period. Institutional investors own 71.34% of the company's stock.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: Bank of America raised its price target on AMD to $560 and reiterated a buy rating, calling AMD its “top CPU pick” on expectations that agentic AI will boost demand for server CPUs and related hardware. AMD Stock Rises as BofA Lifts Price Target, Calls it ‘Top CPU Pick’
• Positive Sentiment: Several reports said semiconductor stocks, including AMD, rallied after BofA highlighted a roughly $170 billion opportunity tied to agentic AI workloads, which could support demand for CPUs, GPUs, and data-center infrastructure. Nvidia, AMD, Arm stocks rally as BofA sees $170B agentic AI opportunity
• Positive Sentiment: Analyst estimate revisions also turned more constructive, with Erste Group lifting its FY2026 and FY2027 earnings forecasts for AMD, reinforcing the view that profits can keep growing as AI and data-center spending expand.
• Positive Sentiment: Media coverage around leaks of faster Zen 6 CPU speeds and pieces arguing AMD still has substantial upside added to the bullish sentiment around the stock.
• Neutral Sentiment: AMD’s huge 12-month run has prompted some valuation caution, with multiple articles asking whether the stock has run too far after its big gain. That may temper enthusiasm, even though the longer-term AI growth narrative remains intact. Is It Too Late to Buy Advanced Micro Devices (AMD) Stock After Its 12-Month Gain of 300%?
• Negative Sentiment: Some traders are taking profits across AI and semiconductor names, and one report said retail investors were cashing out of AMD and other chip stocks ahead of the SpaceX IPO, adding short-term selling pressure. Retail Is Cashing Out Of Micron, AMD, AI Stocks Ahead Of SpaceX IPO

Insider Transactions at Advanced Micro Devices

In other news, CEO Lisa T. Su sold 125,000 shares of the firm's stock in a transaction dated Wednesday, May 13th. The shares were sold at an average price of $445.51, for a total value of $55,688,750.00. Following the completion of the sale, the chief executive officer directly owned 3,021,899 shares of the company's stock, valued at approximately $1,346,286,223.49. This trade represents a 3.97% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Paul Darren Grasby sold 24,376 shares of the firm's stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $444.39, for a total transaction of $10,832,450.64. Following the completion of the sale, 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 247,032 shares of company stock worth $101,072,366. 0.50% of the stock is owned by corporate insiders.

Advanced Micro Devices Trading Up 8.0%

Shares of AMD opened at $488.45 on Friday. The stock has a market capitalization of $796.47 billion, a P/E ratio of 160.15, a PEG ratio of 1.33 and a beta of 2.50. The company has a quick ratio of 1.96, a current ratio of 2.72 and a debt-to-equity ratio of 0.04. The firm has a fifty day simple moving average of $380.39 and a two-hundred day simple moving average of $272.51. Advanced Micro Devices, Inc. has a twelve month low of $115.06 and a twelve month high of $546.44.

Advanced Micro Devices (NASDAQ:AMD - Get Free Report) last announced its quarterly earnings results on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 earnings per share for the quarter, beating 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 firm's revenue for the quarter was up 37.8% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.96 EPS. On average, research analysts anticipate that Advanced Micro Devices, Inc. will post 6.2 EPS for the current year.

Analyst Ratings Changes

Several brokerages recently weighed in on AMD. HSBC cut Advanced Micro Devices from a "buy" rating to a "hold" rating and increased their target price for the company from $335.00 to $340.00 in a report on Monday, May 4th. Needham & Company LLC upgraded Advanced Micro Devices to a "buy" rating in a report on Wednesday, May 6th. Benchmark increased their target price on Advanced Micro Devices from $325.00 to $485.00 and gave the company a "buy" rating in a report on Wednesday, May 6th. Morgan Stanley increased their target price on Advanced Micro Devices from $360.00 to $410.00 and gave the company an "equal weight" rating in a report on Wednesday, May 6th. Finally, Sanford C. Bernstein upgraded Advanced Micro Devices from a "market perform" rating to an "outperform" rating and increased their target price for the company from $265.00 to $525.00 in a report on Wednesday, May 6th. One analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating and thirteen have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $421.49.

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.

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