Ag2R la Mondiale Gestion D'Actifs 13F: Adds $3.8M to AMD Stake
Key Points
- Ag2R la Mondiale Gestion D'Actifs boosted its stake in AMD by 6,175 shares, increasing its total position to 77,671 shares worth about $47.5 million.
- The fund's reported value in AMD now represents 3.13% of its total portfolio, ranking it 7th out of 425 positions.
- As of October 27, 2026, AMD shares were recently trading around $531.47, which is about equal to the closing price of $531.28 on October 26, 2026.
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Ag2R la Mondiale Gestion D'Actifs increased its stake in Advanced Micro Devices, Inc. (AMD) by 6,175 shares in a filing on October 26, 2026. This brings the fund's total holdings to 77,671 shares valued at about $47.5 million.
The boost in shares represents an 8.64% increase in Ag2R's position. The fund's reported value in AMD accounts for 3.13% of its total portfolio, ranking it 7th among 425 positions.
AMD
Advanced Micro Devices, Inc.
Other Institutional Activity in AMD
Several other institutional investors have also adjusted their positions in AMD. Beese Fulmer Investment Management added 1,769 shares, bringing its total to 1,769 shares worth about $1.08 million. Bernardo Wealth Planning increased its stake by 2,095 shares, totaling 4,008 shares valued at roughly $2.45 million. UniSuper Management boosted its holdings by 96,138 shares, reaching 613,615 shares worth about $375.4 million, while Gf Fund Management raised its stake by 24,226 shares to 643,398 shares valued at around $393.6 million.
Advanced Micro Devices, Inc. Stock Up 2.8%
As of October 27, 2026, AMD shares were recently trading around $531.47, which is about equal to the closing price of $531.28 on October 26, 2026. The stock is currently below its 50-day moving average by about 2% but above its 200-day moving average by 32.2%. Over the past year, AMD has traded as high as $658.52 and as low as $188.22.
Recent Earnings
AMD reported trailing twelve-month revenue of approximately $41.3 billion and an EPS of $3.92. The next earnings report is scheduled for November 3, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
21 analysts raised price targets.
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EPS & revenue
EPS beat estimates by 4.8%. Revenue beat estimates by 2.6%.
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Profit surprise
EBITDA missed by 4 percent. Operating income missed by 32 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
3 upgrades, 2 downgrades, 21 target raises.
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Earnings quality
Gross margin up 2.6 points. Operating margin up 3.6 points. Positive free cash flow.
Earnings Call Summary
AMD reported outstanding first quarter results with $10.3 billion in revenue, up 38 percent year over year. Data center revenue surged 57 percent driven by strong demand for EPYC server CPUs and Instinct GPUs. Management emphasized that Agentic AI and inference workloads are driving substantially higher CPU demand than expected, requiring more compute than prior models. Free cash flow nearly tripled to $2.6 billion, and operating margin expanded to 25 percent, showing strong operational leverage as the business scales into AI infrastructure.
Guidance AMD guided next quarter revenue to about $11.2 billion, up 46 percent year over year. Management raised full year data center CPU growth forecast to over 70 percent, driven by strong Agentic AI demand. They also raised the long-term server CPU market size forecast to over $120 billion by 2030, from $60 billion announced in November.
Slightly positive report. The quarter was acceptable, but the forward setup is not strong.
Dividend
AMD does not currently pay a dividend.
Insider Buying and Selling at Advanced Micro Devices, Inc.
Insider trading shows that several executives have sold shares recently. Chief Financial Officer Jean X Hu sold 15,000 shares on August 25, 2026, valued at about $7.1 million. CEO Lisa T. Su sold 95,000 shares on September 10, 2026, worth approximately $48.1 million. Officer Forrest Eugene Norrod sold 17,261 shares on October 15, 2026, valued at about $9.3 million.
Analysts Set New Price Targets
Analysts maintain a positive outlook on AMD. On October 5, 2026, Stifel maintained a "Buy" rating with a price target of $700. Citigroup also maintained a "Buy" rating with a target of $800 on October 6, 2026. Mizuho rated the stock as "Outperform" with a target of $705, while Wedbush reiterated its "Outperform" rating with a target of $600 on October 20, 2026. The consensus recommendation for AMD is a "strong buy" with a mean price target of $637.61.
About AMD
Advanced Micro Devices, Inc. is a global semiconductor company based in Santa Clara, California. It operates in three main segments: Data Center, Client and Gaming, and Embedded. The recent boost in Ag2R's stake reflects ongoing interest in AMD's growth potential in the semiconductor market.
Bottom Line
Investors should watch for AMD's upcoming earnings report on November 3, 2026, as it may provide further insights into the company's performance. Ag2R la Mondiale's recent filing emphasizes its commitment to AMD, which remains a key player in the technology sector.
Related Filing Alerts
Source: Ag2R la Mondiale Gestion D'Actifs's 13F filing on $AMD (Oct 26, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts