18,058 Shares in Advanced Micro Devices, Inc. $AMD Purchased by Heck Capital Advisors LLC

Heck Capital Advisors LLC bought a new position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) during the second quarter, Holdings Channel reports. The fund bought 18,058 shares of the semiconductor manufacturer’s stock, valued at approximately $10,490,000.

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

More Advanced Micro Devices News

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.

Insider Buying and Selling

In related news, Director Nora Denzel sold 8,626 shares of the firm’s stock in a transaction dated Tuesday, June 2nd. The shares were sold at an average price of $522.00, for a total value of $4,502,772.00. Following the completion of the sale, the director owned 87,173 shares in the company, valued at $45,504,306. This trade represents a 9.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Lisa T. Su sold 125,000 shares of Advanced Micro Devices stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $460.69, for a total value of $57,586,250.00. Following the completion of the sale, the chief executive officer directly owned 2,896,899 shares in the company, valued at $1,334,572,400.31. This represents a 4.14% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 160,934 shares of company stock valued at $74,664,256 in the last ninety days. Company insiders own 0.50% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have weighed in on the company. UBS Group restated an “overweight” rating on shares of Advanced Micro Devices in a report on Friday, July 24th. DA Davidson lifted their price objective 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. Seaport Research Partners raised Advanced Micro Devices from a “neutral” rating to a “buy” rating and set a $430.00 price objective for the company in a research report on Wednesday, May 6th. Northland Securities restated a “market perform” rating and set a $260.00 target price on shares of Advanced Micro Devices in a research note on Monday, April 27th. Finally, Bank of America raised their target price 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-one have assigned a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $546.87.

Advanced Micro Devices Trading Up 1.0%

NASDAQ AMD opened at $474.32 on Wednesday. The firm’s fifty day moving average price is $512.81 and its 200 day moving average price is $363.26. Advanced Micro Devices, Inc. has a 12 month low of $149.22 and a 12 month 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. 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 announced its quarterly earnings results on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 earnings per share for the quarter, beating analysts’ consensus estimates of $1.62 by $0.04. The firm had revenue of $11.54 billion during 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%. Advanced Micro Devices’s quarterly revenue was up 50.1% compared to the same quarter last year. During the same period in the previous year, the company earned $0.48 earnings per share. On average, sell-side analysts expect that Advanced Micro Devices, Inc. will post 6.44 earnings per share for the current fiscal 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.