William Blair Investment Management LLC Increases Stock Holdings in Advanced Micro Devices, Inc. $AMD

Key Points

• William Blair Investment Management LLC raised its AMD stake by 72.5% in Q3 to 1,047,200 shares (an additional 440,296 shares), valued at about $169.4 million.
• Huge Meta GPU commitment (reported as up to $100B tied to a 6GW buildout) and deals like the Nutanix partnership position AMD for multi‑year AI revenue upside and have driven Wall Street price‑target upgrades with a consensus near $290.53.
• Insider selling is notable: CEO Lisa T. Su sold 125,000 shares (~$26.8M) and insiders sold 271,892 shares (~$58.5M) over the last 90 days, leaving insiders with roughly 0.06% ownership.

William Blair Investment Management LLC boosted its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 72.5% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,047,200 shares of the semiconductor manufacturer's stock after acquiring an additional 440,296 shares during the quarter. William Blair Investment Management LLC owned about 0.06% of Advanced Micro Devices worth $169,426,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of the company. Koesten Hirschmann & Crabtree INC. boosted its stake in shares of Advanced Micro Devices by 61.0% in the third quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer's stock valued at $26,000 after purchasing an additional 61 shares during the period. ORG Wealth Partners LLC increased its stake in Advanced Micro Devices by 39.7% during the 3rd quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer's stock worth $26,000 after buying an additional 46 shares during the period. Pinney & Scofield Inc. lifted its holdings in Advanced Micro Devices by 81.0% in the 2nd quarter. Pinney & Scofield Inc. now owns 190 shares of the semiconductor manufacturer's stock worth $27,000 after buying an additional 85 shares in the last quarter. Aviso Financial Inc. lifted its holdings in Advanced Micro Devices by 400.0% in the 3rd quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer's stock worth $32,000 after buying an additional 160 shares in the last quarter. Finally, Signature Resources Capital Management LLC boosted its position in Advanced Micro Devices by 170.4% in the 3rd quarter. Signature Resources Capital Management LLC now owns 219 shares of the semiconductor manufacturer's stock valued at $35,000 after buying an additional 138 shares during the last quarter. Institutional investors and hedge funds own 71.34% of the company's stock.

Key Advanced Micro Devices News

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

• Positive Sentiment: Huge Meta GPU commitment gives AMD a meaningful multi‑year revenue opportunity (reported as up to $100B potential, tied to a 6GW buildout and performance warrants) — this deal underpins the recent rally and longer‑term AI exposure. Meta strikes up to $100B AMD chip deal as it chases ‘personal superintelligence’
• Positive Sentiment: Wall Street responded with upgraded price targets and reiterated Buy ratings (examples: Mizuho, Goldman Sachs, Benchmark), supporting upside expectations even as volatility persists. Mizuho Increases Advanced Micro Devices NASDAQ: AMD Price Target to $280.00
• Positive Sentiment: Strategic partnership with Nutanix (and a related AMD investment) expands AMD’s enterprise AI ecosystem and could accelerate customer deployments of AMD CPUs/GPUs in data‑center stacks. AMD and Nutanix Announce Strategic Partnership to Build Open AI Infrastructure Platform
• Neutral Sentiment: Smaller ecosystem news (e.g., Avalon GloboCare accepted into AMD’s AI developer program) highlights partner demand but has limited direct financial impact on AMD today. Avalon subsidiary accepted into AMD AI developer program
• Neutral Sentiment: Analyst coverage and commentaries are active (TipRanks, MarketBeat, Seeking Alpha pieces) — consensus remains bullish longer‑term but views on timing and valuation vary, keeping near‑term trading choppy. Where Do Analysts Stand on AMD Stock?
• Negative Sentiment: Sector volatility after Nvidia’s earnings and investor skepticism about major AI customers’ near‑term spend (notably questions around OpenAI) pressured chip peers including AMD — profit‑taking followed the earlier premarket surge. Advanced Micro Devices (AMD) Fell as Investors Doubt OpenAI’s Spending Plans Amid Revenue Concerns
• Negative Sentiment: Analysts and industry pieces also note execution and capacity limits for hyperscalers (and questions about Meta’s in‑house plans), which could temper how quickly large GPU commitments translate into revenue. Meta's Chip Dreams Face Hard Limits

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on the company. Raymond James Financial began coverage on Advanced Micro Devices in a research report on Thursday, November 20th. They set an "outperform" rating and a $377.00 target price on the stock. Loop Capital set a $290.00 price objective on Advanced Micro Devices and gave the company a "buy" rating in a research note on Wednesday, November 5th. Wall Street Zen raised Advanced Micro Devices from a "hold" rating to a "buy" rating in a research report on Monday, January 26th. JPMorgan Chase & Co. increased their target price on Advanced Micro Devices from $180.00 to $270.00 and gave the company a "neutral" rating in a research note on Wednesday, November 5th. Finally, Weiss Ratings restated a "hold (c+)" rating on shares of Advanced Micro Devices in a research note on Monday, December 29th. One equities research analyst has 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, the company presently has an average rating of "Moderate Buy" and a consensus target price of $290.53.

Insider Buying and Selling at Advanced Micro Devices

In other news, SVP Ava Hahn sold 2,442 shares of the business's stock in a transaction that occurred 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 completion of the transaction, the senior vice president directly owned 16,359 shares in the company, valued at approximately $3,834,876.78. The trade was a 12.99% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO Lisa T. Su sold 125,000 shares of the firm's stock in a transaction that occurred 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 completion of the sale, the chief executive officer owned 3,152,476 shares in the company, valued at approximately $675,764,755.36. This represents a 3.81% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 271,892 shares of company stock worth $58,476,908. 0.06% of the stock is owned by company insiders.

Advanced Micro Devices Stock Performance

Shares of AMD opened at $200.21 on Friday. The firm has a fifty day moving average of $219.59 and a 200-day moving average of $208.22. The company has a market cap of $326.42 billion, a price-to-earnings ratio of 75.55, a price-to-earnings-growth ratio of 0.75 and a beta of 1.94. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.01 and a current ratio of 2.85. 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 - Get Free Report) last issued its quarterly earnings data on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share for the quarter, beating the consensus estimate of $1.32 by $0.21. The firm had revenue of $10.27 billion for the quarter, compared to the consensus estimate of $9.65 billion. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. Advanced Micro Devices's quarterly revenue was up 34.1% compared to the same quarter last year. During the same period last year, the firm posted $1.09 EPS. As a group, equities analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current year.

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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