Wealthcare Advisory Partners LLC decreased its position in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 18.3% during the 2nd quarter, according to its most recent filing with the SEC. The institutional investor owned 14,074 shares of the semiconductor manufacturer’s stock after selling 3,158 shares during the period. Wealthcare Advisory Partners LLC’s holdings in Advanced Micro Devices were worth $8,176,000 as of its most recent filing with the SEC.
Other large investors have also recently bought and sold shares of the company. Brighton Jones LLC boosted its holdings in Advanced Micro Devices by 178.2% during the fourth quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer’s stock worth $5,551,000 after purchasing an additional 29,438 shares during the last quarter. Revolve Wealth Partners LLC grew its position in Advanced Micro Devices by 2.9% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer’s stock valued at $1,001,000 after purchasing an additional 234 shares in the last quarter. Sivia Capital Partners LLC increased its stake in Advanced Micro Devices by 125.1% in the 2nd quarter. Sivia Capital Partners LLC now owns 5,344 shares of the semiconductor manufacturer’s stock valued at $758,000 after buying an additional 2,970 shares during the last quarter. United Bank increased its stake in Advanced Micro Devices by 22.0% in the 2nd quarter. United Bank now owns 13,255 shares of the semiconductor manufacturer’s stock valued at $1,881,000 after buying an additional 2,392 shares during the last quarter. Finally, Schnieders Capital Management LLC. lifted its position in Advanced Micro Devices by 361.0% during the 2nd quarter. Schnieders Capital Management LLC. now owns 9,230 shares of the semiconductor manufacturer’s stock worth $1,310,000 after buying an additional 7,228 shares in the last quarter. Institutional investors and hedge funds own 71.34% of the company’s stock.
Insiders Place Their Bets
In other news, EVP Mark D. Papermaster sold 6,000 shares of Advanced Micro Devices stock in a transaction that occurred on Monday, June 15th. The stock was sold at an average price of $536.33, for a total transaction of $3,217,980.00. Following the completion of the transaction, the executive vice president directly owned 1,233,687 shares in the company, valued at approximately $661,663,348.71. The trade was a 0.48% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Nora Denzel sold 8,626 shares of the business’s stock in a transaction that occurred on Tuesday, June 2nd. The stock was sold at an average price of $522.00, for a total value of $4,502,772.00. Following the transaction, the director directly owned 87,173 shares in the company, valued at $45,504,306. The trade was a 9.00% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 160,934 shares of company stock worth $74,664,256 in the last three months. 0.50% of the stock is owned by corporate insiders.
Analysts Set New Price Targets
Get Our Latest Stock Report on AMD
Key Stories Impacting Advanced Micro Devices
Here are the key news stories impacting Advanced Micro Devices this week:
- Positive Sentiment: Strong quarterly results: AMD exceeded expectations for both revenue and earnings, with revenue rising 50% year over year to $11.54 billion. Data-center sales more than doubled, reinforcing demand for its AI accelerators and server processors. However, investors appeared to expect an even stronger outlook, limiting the benefit from the earnings beat. AMD vs. Sandisk: Chip Earnings Momentum Meets a Mixed Market Reaction
- Positive Sentiment: AI infrastructure catalysts: AMD’s Helios rack-scale AI systems are expected to begin ramping this quarter, while an Anthropic data-center agreement involving Riot Platforms highlights potential demand for AMD-powered infrastructure. AMD has also added support for Meta’s Muse Glimmer 30B AI model on PCs and acquired Taalas technology to strengthen its AI-inference roadmap. AMD’s Helios Launch Could Create Winners Beyond AMD Stock
- Positive Sentiment: Higher earnings expectations: Northland Securities raised its FY2026 EPS forecast to $5.97 from $5.54 and its FY2027 estimate to $8.55 from $6.95, reflecting confidence in longer-term data-center growth. The firm maintained a Market Perform rating, however, with a $260 price target. Northland Securities AMD Estimates
- Neutral Sentiment: Analyst debate remains intense: Some coverage highlights AMD as a beneficiary of the shift from AI training toward inference, while other analysts argue that its growth thesis is already reflected in the valuation and that margins could constrain further gains.
- Negative Sentiment: Valuation and margin pressure: With a valuation exceeding 120 times earnings, investors may demand continued upside surprises. Commentary warns that fast revenue growth may not translate into comparable profit growth, creating downside risk if gross margins or forward guidance disappoint. AMD Revenue Is Exploding, But Margins May Stop the Rally
- Negative Sentiment: Institutional selling: Recent 13F filings show Amundi reduced its AMD position by approximately 2.27 million shares, while ProShare Advisors cut its holding by about 577,000 shares. These filings reflect second-quarter positions rather than current trading, but they may weigh on sentiment.
Advanced Micro Devices Stock Up 1.0%
Advanced Micro Devices stock opened at $474.32 on Wednesday. The firm has a market capitalization of $774.31 billion, a PE ratio of 121.93 and a beta of 2.48. The company’s 50-day moving average is $512.81 and its 200-day moving average is $363.26. Advanced Micro Devices, Inc. has a fifty-two week low of $149.22 and a fifty-two week high of $584.73. The company has a debt-to-equity ratio of 0.03, a current ratio of 2.61 and a quick ratio of 1.91.
Advanced Micro Devices (NASDAQ:AMD – Get Free Report) last issued its earnings results on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.62 by $0.04. Advanced Micro Devices had a net margin of 15.58% and a return on equity of 12.30%. The company had revenue of $11.54 billion for the quarter, compared to analysts’ expectations of $11.31 billion. During the same period in the prior year, the firm earned $0.48 EPS. Advanced Micro Devices’s quarterly revenue was up 50.1% compared to the same quarter last year. Sell-side analysts anticipate that Advanced Micro Devices, Inc. will post 6.44 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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