Mason & Associates Inc Has $5.56 Million Stock Holdings in Advanced Micro Devices, Inc. $AMD

Mason & Associates Inc boosted its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 7.6% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 28,380 shares of the semiconductor manufacturer’s stock after purchasing an additional 2,015 shares during the period. Advanced Micro Devices comprises about 1.1% of Mason & Associates Inc’s holdings, making the stock its 24th largest holding. Mason & Associates Inc’s holdings in Advanced Micro Devices were worth $5,564,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. increased its holdings in shares of Advanced Micro Devices by 1.6% during the fourth quarter. Vanguard Group Inc. now owns 158,522,860 shares of the semiconductor manufacturer’s stock worth $33,949,256,000 after buying an additional 2,525,109 shares in the last quarter. State Street Corp lifted its stake in shares of Advanced Micro Devices by 1.5% in the 4th quarter. State Street Corp now owns 74,919,276 shares of the semiconductor manufacturer’s stock valued at $16,044,712,000 after acquiring an additional 1,094,835 shares during the last quarter. Geode Capital Management LLC boosted its holdings in shares of Advanced Micro Devices by 0.8% during the 4th quarter. Geode Capital Management LLC now owns 37,584,845 shares of the semiconductor manufacturer’s stock valued at $8,015,897,000 after acquiring an additional 287,525 shares in the last quarter. Norges Bank bought a new stake in Advanced Micro Devices during the 4th quarter worth $4,929,312,000. Finally, Price T Rowe Associates Inc. MD grew its position in Advanced Micro Devices by 0.3% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 20,325,288 shares of the semiconductor manufacturer’s stock worth $4,352,864,000 after acquiring an additional 55,969 shares during the last quarter. Institutional investors and hedge funds own 71.34% of the company’s stock.

Advanced Micro Devices Price Performance

Advanced Micro Devices stock opened at $546.72 on Friday. The stock’s 50 day moving average is $487.19 and its 200 day moving average is $317.24. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.72 and a quick ratio of 1.96. The firm has a market cap of $891.48 billion, a P/E ratio of 179.25, a P/E/G ratio of 1.53 and a beta of 2.47. Advanced Micro Devices, Inc. has a one year low of $141.60 and a one year high of $584.73.

Advanced Micro Devices (NASDAQ:AMD) last announced its earnings results on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 EPS for the quarter, beating the consensus estimate of $1.29 by $0.08. The business had revenue of $10.25 billion for the quarter, compared to analysts’ expectations of $9.90 billion. Advanced Micro Devices had a return on equity of 9.55% and a net margin of 13.37%.The firm’s revenue was up 37.8% on a year-over-year basis. During the same period in the prior year, the business posted $0.96 earnings per share. As a group, research analysts expect that Advanced Micro Devices, Inc. will post 6.15 EPS for the current year.

Insider Transactions at Advanced Micro Devices

In related news, CEO Lisa T. Su sold 125,000 shares of Advanced Micro Devices stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $460.69, for a total transaction of $57,586,250.00. Following the completion of the transaction, the chief executive officer owned 2,896,899 shares of the company’s stock, valued at $1,334,572,400.31. This trade represents a 4.14% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Forrest Eugene Norrod sold 19,487 shares of Advanced Micro Devices stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $431.40, for a total transaction of $8,406,691.80. Following the transaction, the executive vice president directly owned 324,527 shares of the company’s stock, valued at $140,000,947.80. This represents a 5.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 374,739 shares of company stock worth $161,135,671. Company insiders own 0.50% of the company’s stock.

Key Headlines Impacting Advanced Micro Devices

Here are the key news stories impacting Advanced Micro Devices this week:

• Positive Sentiment: AMD announced it will report fiscal second-quarter 2026 results on August 4, giving investors a near-term catalyst and renewed attention on its AI growth story. AMD to Report Fiscal Second Quarter 2026 Financial Results
• Positive Sentiment: Goldman Sachs raised its price target to $640, citing surging demand for CPUs used in agentic AI and reinforcing the bull case that AMD can benefit from a broader compute cycle, not just GPU spending. Goldman Sachs raises AMD stock price target for the rest of 2026 on surging agentic AI CPU demand
• Positive Sentiment: AMD’s CTO said agentic AI will require significantly more CPUs, highlighting a potential structural demand shift that could expand AMD’s opportunity beyond GPUs. Intel vs AMD stock: which one is better positioned for a CPU renaissance?
• Positive Sentiment: Semiconductor stocks rebounded broadly, with AMD leading the group as investors rotated back into AI hardware names after a sharp selloff. U.S. chip stocks rebound, tracking China semiconductor rally
• Neutral Sentiment: William Blair initiated coverage with a market perform rating, acknowledging AMD as an AI winner but stopping short of a bullish call. ‘AMD Is an AI Winner,’ Says William Blair But Stays Neutral. Here’s Why
• Negative Sentiment: Some articles warned that AMD’s recent surge may be getting ahead of fundamentals, with concerns that new Intel products and heavier CPU competition could slow the stock’s upside. The Motor Driving AMD’s Stock Rise Is Set to Stall
• Negative Sentiment: Bearish commentary also noted that insider selling has been persistent and that valuation remains elevated after a huge run, which could cap enthusiasm if execution slips. AMD (AMD) Stock Looks Fully Valued Despite Strong AI Growth Hopes

Wall Street Analysts Forecast Growth

A number of brokerages have issued reports on AMD. Royal Bank Of Canada upped their target price on Advanced Micro Devices from $325.00 to $400.00 and gave the stock a “sector perform” rating in a report on Wednesday, May 6th. Wolfe Research set a $450.00 price target on Advanced Micro Devices and gave the stock an “outperform” rating in a report on Monday, June 15th. KeyCorp upped their price objective on Advanced Micro Devices from $330.00 to $530.00 and gave the company an “overweight” rating in a research note on Wednesday, May 6th. Raymond James Financial began coverage on shares of Advanced Micro Devices in a report on Wednesday, May 6th. They issued a “market perform” rating for the company. Finally, Mizuho lifted their target price on shares of Advanced Micro Devices from $515.00 to $615.00 and gave the stock an “outperform” rating in a research report on Monday, June 1st. Two analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, Advanced Micro Devices currently has a consensus rating of “Moderate Buy” and an average price target of $453.92.

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.