In the third quarter, IMS Investment Management Services Ltd. boosted its position in Advanced Micro Devices by 85.4%, acquiring an additional 9,000 shares to hold a total of 19,542 shares valued at $3.16 million. Norges Bank also initiated a new stake worth $3.09 billion in Q2, while Kingstone Capital Partners Texas LLC purchased $958.4 million of AMD stock in the same period. Rafferty Asset Management increased its holdings by 56.0%, adding 2.43 million shares to reach a $961.1 million position, and Vanguard Group lifted its stake by 1.5%, bringing its total to 154.65 million shares valued at $21.94 billion. Together, institutional investors now control over 71% of AMD’s outstanding shares, underscoring growing confidence in the chipmaker’s medium- and long-term growth prospects.

In its latest quarterly report, AMD delivered revenue of $9.25 billion, exceeding consensus forecasts by 5.6% and marking a 35.6% year-over-year increase. Adjusted EPS came in at $1.20, topping analysts’ estimates of $1.17 by $0.03. Net margin expanded to 10.3% and return on equity reached 8.0%. Wall Street has responded by raising 2025–2030 consensus revenue growth forecasts by an average of 12%, while EPS estimates for the same period have been lifted by 15%, reflecting increased confidence in AMD’s roadmap — including the upcoming MI450 accelerator launch and continued gains in both data center CPU and GPU market share.