Retireful LLC raised its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 418.6% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 5,487 shares of the semiconductor manufacturer’s stock after purchasing an additional 4,429 shares during the quarter. Advanced Micro Devices makes up approximately 3.0% of Retireful LLC’s holdings, making the stock its 5th largest holding. Retireful LLC’s holdings in Advanced Micro Devices were worth $3,187,000 as of its most recent SEC filing.
Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in AMD. KFG Wealth Management LLC acquired a new position in shares of Advanced Micro Devices in the second quarter valued at approximately $245,000. Carter Financial Group INC. increased its position in shares of Advanced Micro Devices by 13.4% during the 2nd quarter. Carter Financial Group INC. now owns 1,519 shares of the semiconductor manufacturer’s stock worth $882,000 after purchasing an additional 179 shares during the last quarter. Strengthening Families & Communities LLC increased its holdings in Advanced Micro Devices by 1.5% during the second quarter. Strengthening Families & Communities LLC now owns 1,679 shares of the semiconductor manufacturer’s stock worth $975,000 after buying an additional 24 shares during the last quarter. WorthPointe LLC acquired a new stake in Advanced Micro Devices in the second quarter valued at $365,000. Finally, Greenspring Advisors LLC increased its stake in shares of Advanced Micro Devices by 10.6% during the 2nd quarter. Greenspring Advisors LLC now owns 1,969 shares of the semiconductor manufacturer’s stock worth $1,144,000 after purchasing an additional 188 shares during the last quarter. 71.34% of the stock is currently owned by institutional investors.
Wall Street Analyst Weigh In
A number of equities analysts recently commented on the company. BMO Capital Markets began coverage on Advanced Micro Devices in a report on Thursday, August 20th. They set an “outperform” rating and a $550.00 price target for the company. Barclays lowered Advanced Micro Devices from an “overweight” rating to an “underweight” rating in a report on Friday, June 12th. DA Davidson increased their price target on Advanced Micro Devices from $425.00 to $550.00 and gave the company a “buy” rating in a research note on Wednesday, August 5th. Rosenblatt Securities lifted their price objective on shares of Advanced Micro Devices from $665.00 to $700.00 and gave the stock a “buy” rating in a research report on Thursday, August 6th. Finally, Bank of America upped their price objective on shares of Advanced Micro Devices from $550.00 to $620.00 and gave the company a “buy” rating in a report on Tuesday, July 14th. Three research analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $553.72.
Insider Buying and Selling
In related news, EVP Mark Papermaster sold 28,811 shares of the company’s stock in a transaction dated Thursday, August 20th. The shares were sold at an average price of $471.87, for a total value of $13,595,046.57. Following the transaction, the executive vice president directly owned 1,261,461 shares in the company, valued at approximately $595,245,602.07. This represents a 2.23% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Jean X. Hu sold 15,000 shares of the business’s stock in a transaction on Tuesday, August 25th. The stock was sold at an average price of $474.08, for a total value of $7,111,200.00. Following the transaction, the executive vice president directly owned 160,979 shares of the company’s stock, valued at $76,316,924.32. This trade represents a 8.52% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 232,577 shares of company stock valued at $109,509,170 in the last 90 days. 0.50% of the stock is currently owned by corporate insiders.
More Advanced Micro Devices News
Here are the key news stories impacting Advanced Micro Devices this week:
- Positive Sentiment: AMD’s latest quarterly performance supports the bullish case: revenue rose 50% year over year to $11.5 billion, while data-center revenue increased 107% and represented 58% of total sales. Analysts cited strong AI partnerships, management’s favorable outlook and potential EPS doubling by fiscal 2027. AMD: Paying Up For A Ramp That’s Already Been Outlined
- Positive Sentiment: Coverage highlighting AMD’s possible Saudi AI expansion and broader infrastructure deployments argues that the stock could be undervalued on long-term cash-flow assumptions, despite expensive market-based multiples. AMD Stock May Be 24% Undervalued On Saudi AI Expansion
- Positive Sentiment: Technical commentary describes AMD’s recent consolidation as a bullish flag, with a potential breakout if momentum returns. The company is also being viewed as gaining ground in data-center chips relative to Intel. AMD Stock Forecast
- Neutral Sentiment: Brokerage coverage remains broadly constructive, with AMD receiving a consensus “Moderate Buy” rating, but this does not represent a new earnings or business catalyst. AMD Given Consensus Rating of Moderate Buy
- Neutral Sentiment: AMD’s IFA 2026 presentation promoted Strix Halo, Gorgon Halo and local “agentic AI” computing, while collaborations involving ASUS and secure-AI initiatives reinforce its positioning across edge, cloud and enterprise infrastructure. AMD IFA 2026 Keynote
- Negative Sentiment: Valuation is the main risk: analysts say much of AMD’s expected growth is already reflected in the stock, with a forward P/E near 60 times and limited room for execution disappointments. Could an Investment in AMD Double?
- Negative Sentiment: ARK Invest’s reported sale of approximately $72.8 million of AMD and purchase of roughly $53 million of Nvidia highlights investor preference for AMD’s larger rival. Zacks also downgraded AMD from “strong buy” to “hold.” Cathie Wood Cuts AMD and Puts Money Into Nvidia
Advanced Micro Devices Stock Performance
NASDAQ:AMD opened at $477.57 on Friday. The stock has a market cap of $779.62 billion, a P/E ratio of 122.77, a PEG ratio of 4.72 and a beta of 2.48. The stock has a 50 day simple moving average of $499.20 and a 200 day simple moving average of $393.27. The company has a current ratio of 2.61, a quick ratio of 1.91 and a debt-to-equity ratio of 0.03. Advanced Micro Devices, Inc. has a 1-year low of $149.22 and a 1-year high of $584.73.
Advanced Micro Devices (NASDAQ:AMD – Get Free Report) last issued its quarterly earnings data on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 EPS for the quarter, beating analysts’ consensus estimates of $1.62 by $0.04. The firm had revenue of $11.54 billion for the quarter, compared to analyst estimates of $11.31 billion. Advanced Micro Devices had a return on equity of 12.30% and a net margin of 15.58%.The company’s revenue for the quarter was up 50.1% on a year-over-year basis. During the same period in the prior year, the firm posted $0.48 EPS. Research analysts anticipate that Advanced Micro Devices, Inc. will post 6.44 earnings per share for the current year.
About Advanced Micro Devices
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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