Hudson Value Partners LLC Has $6.15 Million Stock Holdings in Advanced Micro Devices, Inc. $AMD

Hudson Value Partners LLC decreased its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 31.2% in the 2nd quarter, according to its most recent 13F filing with the SEC. The fund owned 10,591 shares of the semiconductor manufacturer’s stock after selling 4,802 shares during the period. Advanced Micro Devices makes up 1.5% of Hudson Value Partners LLC’s holdings, making the stock its 23rd largest position. Hudson Value Partners LLC’s holdings in Advanced Micro Devices were worth $6,152,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in AMD. Clal Insurance Enterprises Holdings Ltd grew its stake in shares of Advanced Micro Devices by 12.8% during the first quarter. Clal Insurance Enterprises Holdings Ltd now owns 212 shares of the semiconductor manufacturer’s stock worth $43,000 after purchasing an additional 24 shares during the period. Trust Co of the South lifted its stake in Advanced Micro Devices by 1.5% in the second quarter. Trust Co of the South now owns 1,746 shares of the semiconductor manufacturer’s stock valued at $1,014,000 after buying an additional 25 shares during the period. Beaird Harris Wealth Management LLC lifted its stake in Advanced Micro Devices by 9.4% in the second quarter. Beaird Harris Wealth Management LLC now owns 292 shares of the semiconductor manufacturer’s stock valued at $169,000 after buying an additional 25 shares during the period. Veery Capital LLC boosted its holdings in Advanced Micro Devices by 1.0% during the second quarter. Veery Capital LLC now owns 2,793 shares of the semiconductor manufacturer’s stock worth $1,622,000 after buying an additional 27 shares during the last quarter. Finally, Arlington Trust Co LLC boosted its holdings in Advanced Micro Devices by 3.3% during the second quarter. Arlington Trust Co LLC now owns 915 shares of the semiconductor manufacturer’s stock worth $532,000 after buying an additional 29 shares during the last quarter. Institutional investors and hedge funds own 71.34% of the company’s stock.

Insider Transactions at Advanced Micro Devices

In other news, EVP Forrest Eugene Norrod sold 19,487 shares of the business’s stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $431.40, for a total value of $8,406,691.80. Following the sale, the executive vice president directly owned 324,527 shares in the company, valued at $140,000,947.80. The trade was a 5.66% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Nora Denzel sold 8,626 shares of the company’s stock in a transaction dated 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 of the company’s stock, valued at $45,504,306. This represents a 9.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 160,934 shares of company stock valued at $74,664,256. 0.50% of the stock is currently owned by company insiders.

Key Headlines 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.

Wall Street Analyst Weigh In

A number of analysts have recently commented on the company. Wells Fargo & Company upped their price target on Advanced Micro Devices from $615.00 to $700.00 and gave the company an “overweight” rating in a research note on Wednesday, August 5th. Melius Research set a $660.00 price objective on shares of Advanced Micro Devices in a research note on Friday, July 24th. Argus boosted their price objective on shares of Advanced Micro Devices from $450.00 to $625.00 and gave the company a “buy” rating in a report on Thursday, August 6th. The Goldman Sachs Group upped their target price on shares of Advanced Micro Devices from $450.00 to $640.00 and gave the company a “buy” rating in a research note on Monday, July 6th. Finally, Northland Securities reissued a “market perform” rating and issued a $260.00 price target on shares of Advanced Micro Devices in a report on Monday, April 27th. Three research analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Advanced Micro Devices presently has an average rating of “Moderate Buy” and a consensus target price of $546.87.

Advanced Micro Devices Stock Up 1.0%

Shares of AMD stock opened at $474.32 on Wednesday. Advanced Micro Devices, Inc. has a 12-month low of $149.22 and a 12-month high of $584.73. The company has a quick ratio of 1.91, a current ratio of 2.61 and a debt-to-equity ratio of 0.03. The firm has a fifty day moving average of $512.81 and a 200-day moving average of $363.26. The company has a market capitalization of $774.31 billion, a price-to-earnings ratio of 121.93 and a beta of 2.48.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings data on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 EPS for the quarter, beating the consensus estimate of $1.62 by $0.04. The business had revenue of $11.54 billion for the quarter, compared to analysts’ expectations of $11.31 billion. Advanced Micro Devices had a net margin of 15.58% and a return on equity of 12.30%. The firm’s revenue was up 50.1% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.48 EPS. As a group, equities research analysts predict that Advanced Micro Devices, Inc. will post 6.44 earnings per share for the current fiscal 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.