KBC Group NV Has $257.44 Million Position in Advanced Micro Devices, Inc. $AMD

KBC Group NV raised its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 66.1% in the 4th quarter, Holdings Channel.com reports. The fund owned 1,202,094 shares of the semiconductor manufacturer’s stock after buying an additional 478,214 shares during the quarter. Advanced Micro Devices comprises approximately 0.6% of KBC Group NV’s investment portfolio, making the stock its 28th biggest position. KBC Group NV’s holdings in Advanced Micro Devices were worth $257,441,000 as of its most recent SEC filing.

A number of other institutional investors have also recently modified their holdings of AMD. Brighton Jones LLC raised its stake in Advanced Micro Devices by 178.2% in the fourth quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer’s stock valued at $5,551,000 after purchasing an additional 29,438 shares in the last quarter. Revolve Wealth Partners LLC lifted its position in Advanced Micro Devices by 2.9% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer’s stock worth $1,001,000 after purchasing an additional 234 shares during the period. Sivia Capital Partners LLC grew its stake in Advanced Micro Devices by 125.1% during the second quarter. Sivia Capital Partners LLC now owns 5,344 shares of the semiconductor manufacturer’s stock worth $758,000 after buying an additional 2,970 shares in the last quarter. United Bank grew its stake in Advanced Micro Devices by 22.0% during the second quarter. United Bank now owns 13,255 shares of the semiconductor manufacturer’s stock worth $1,881,000 after buying an additional 2,392 shares in the last quarter. Finally, Schnieders Capital Management LLC. increased its holdings in Advanced Micro Devices by 361.0% in the 2nd quarter. Schnieders Capital Management LLC. now owns 9,230 shares of the semiconductor manufacturer’s stock valued at $1,310,000 after buying an additional 7,228 shares during the period. 71.34% of the stock is currently owned by institutional investors.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: MI450 GPU rollout could be a major catalyst if real-world performance and adoption match claims, giving AMD significant upside in data-center AI workloads. AMD’s MI450 Chip Could Change Everything for the Stock
• Positive Sentiment: Rising “agentic AI” demand is pushing EPYC CPU orders and server share gains, supporting revenue momentum in servers and cloud. AMD Stock Jumps as Agentic AI Growth Fuels Increased EPYC CPU Demand
• Positive Sentiment: UALink standard approval and related ecosystem wins were cited as drivers of a recent stock bump, signaling product/standards progress that can help adoption. AMD Stock Surges 3% Following UALink Standard Approval
• Positive Sentiment: Several reports note GPU/CPU supply constraints ahead of Q1 results, which investors interpret as evidence of stronger-than-expected demand (and upside to near-term revenue). GPU and CPU Supply Constraints Signal Robust Demand Ahead of Q1
• Positive Sentiment: Customers report large performance gains from AMD GPUs in specialized workloads (e.g., microbiome processing), which strengthens commercial reference cases. Dayhoff Health Reports 330x Increase via AMD GPU Acceleration
• Neutral Sentiment: Market commentary and previews ahead of AMD’s Q1 report keep expectations elevated but cautious — upcoming results (May 5) are the next near-term catalyst. Earnings Preview: What to Expect from AMD
• Neutral Sentiment: Some analysts and write-ups label AMD a “hold” at current multiples, reflecting concerns that much of the AI upside is already priced in and valuation is elevated. AMD: Why It’s A ‘Hold’ At Current Levels
• Neutral Sentiment: Technical/momentum notes: the stock has posted an extended multi-day gain, which can signal follow-through or short-term mean reversion depending on earnings and guidance. AMD Stock Surged 30% In Longest Run Since 2005
• Negative Sentiment: Notable active manager selling: Cathie Wood trimmed AMD as part of rebalancing, which can add short-term selling pressure though she did not flag a long-term negative call. Cathie Wood Keeps Selling AMD Stock
• Negative Sentiment: Longer-term competition risk: coverage on big tech chip ambitions (e.g., Amazon) highlights the evolving competitive landscape for AI silicon and is a watch item for investors. Amazon’s $50 Billion AI Chip Business: A Significant Threat?

Advanced Micro Devices Price Performance

AMD stock opened at $258.12 on Thursday. The stock has a market cap of $420.82 billion, a price-to-earnings ratio of 97.40, a P/E/G ratio of 0.94 and a beta of 1.96. 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 50 day simple moving average of $209.50 and a 200 day simple moving average of $219.33. Advanced Micro Devices, Inc. has a 1 year low of $83.75 and a 1 year high of $267.08.

Advanced Micro Devices (NASDAQ:AMD) last issued its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share for the quarter, beating analysts’ consensus estimates of $1.32 by $0.21. The firm had revenue of $10.27 billion for the quarter, compared to analyst estimates of $9.65 billion. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. The company’s quarterly revenue was up 34.1% on a year-over-year basis. During the same quarter last year, the business posted $1.09 earnings per share. Research analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Insider Activity at Advanced Micro Devices

In other Advanced Micro Devices news, EVP Forrest Eugene Norrod sold 19,450 shares of the stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $216.81, for a total value of $4,216,954.50. Following the completion of the transaction, the executive vice president directly owned 289,098 shares in the company, valued at approximately $62,679,337.38. This trade represents a 6.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Lisa T. Su sold 85,000 shares of Advanced Micro Devices stock in a transaction dated Thursday, March 12th. The shares were sold at an average price of $198.77, for a total value of $16,895,450.00. Following the sale, the chief executive officer directly owned 3,146,006 shares in the company, valued at $625,331,612.62. The trade was a 2.63% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 242,685 shares of company stock worth $50,757,308 over the last 90 days. 0.50% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several equities analysts have recently commented on the stock. KeyCorp restated an “overweight” rating and issued a $330.00 target price on shares of Advanced Micro Devices in a research report on Tuesday, February 24th. Weiss Ratings reissued a “hold (c+)” rating on shares of Advanced Micro Devices in a research note on Monday, December 29th. UBS Group set a $310.00 price objective on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. Morgan Stanley cut their target price on Advanced Micro Devices from $260.00 to $255.00 and set an “equal weight” rating for the company in a research note on Wednesday, February 4th. Finally, Rosenblatt Securities reaffirmed a “buy” rating and issued a $300.00 target price on shares of Advanced Micro Devices in a report on Wednesday, February 4th. One investment analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and nine have issued a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $290.19.

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.