GTS Securities LLC Acquires 17,471 Shares of Advanced Micro Devices, Inc. $AMD

GTS Securities LLC boosted its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 131.8% during the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 30,726 shares of the semiconductor manufacturer’s stock after acquiring an additional 17,471 shares during the quarter. GTS Securities LLC’s holdings in Advanced Micro Devices were worth $17,849,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of AMD. Southpoint Capital Advisors LP increased its position in Advanced Micro Devices by 50.0% during the 1st quarter. Southpoint Capital Advisors LP now owns 900,000 shares of the semiconductor manufacturer’s stock valued at $183,087,000 after buying an additional 300,000 shares in the last quarter. Jefferies Financial Group Inc. boosted its holdings in Advanced Micro Devices by 6,228.8% in the fourth quarter. Jefferies Financial Group Inc. now owns 308,021 shares of the semiconductor manufacturer’s stock worth $65,966,000 after acquiring an additional 303,154 shares in the last quarter. Boomfish Wealth Group LLC acquired a new stake in Advanced Micro Devices in the first quarter worth about $1,193,000. Dimensional Fund Advisors LP grew its stake in shares of Advanced Micro Devices by 6.0% during the first quarter. Dimensional Fund Advisors LP now owns 5,142,516 shares of the semiconductor manufacturer’s stock worth $1,045,954,000 after acquiring an additional 291,165 shares during the last quarter. Finally, Williamson Legacy Group LLC purchased a new stake in shares of Advanced Micro Devices during the fourth quarter worth about $1,118,000. Institutional investors own 71.34% of the company’s stock.

Advanced Micro Devices Trading Down 0.6%

NASDAQ AMD opened at $457.06 on Thursday. The company has a market capitalization of $746.14 billion, a PE ratio of 117.50, a P/E/G ratio of 4.76 and a beta of 2.48. The company has a fifty day moving average of $501.61 and a 200 day moving average of $390.93. Advanced Micro Devices, Inc. has a 1 year low of $149.22 and a 1 year 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) last announced its quarterly earnings results on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 earnings per share for the quarter, topping the consensus estimate of $1.62 by $0.04. The company had revenue of $11.54 billion for the quarter, compared to the consensus estimate of $11.31 billion. Advanced Micro Devices had a return on equity of 12.30% and a net margin of 15.58%.The firm’s revenue for the quarter was up 50.1% compared to the same quarter last year. During the same period last year, the firm earned $0.48 EPS. Research analysts forecast that Advanced Micro Devices, Inc. will post 6.44 earnings per share for the current year.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: AMD’s AI infrastructure collaboration with Cisco and Saudi Arabia’s HUMAIN is gaining traction: MI355X-based systems are reportedly live and serving customers, with plans for an additional 250 megawatts beginning in 2027 and as much as 1 gigawatt by 2030. The buildout could create a significant long-term data-center revenue opportunity. AMD Saudi Arabia AI infrastructure
• Positive Sentiment: Several bullish commentaries argue that AMD could benefit from the next phase of AI spending, particularly inference workloads and server CPUs. One forecast sees the company potentially reaching a $2 trillion valuation by 2030, while analysts cited elsewhere see additional upside from current levels. AMD $2 trillion forecast
• Positive Sentiment: Tiger Global reportedly opened an AMD position while reducing its Alphabet stake, suggesting some institutional investors are rotating toward AI-chip exposure. Tiger Global AMD position
• Neutral Sentiment: AMD remains above a widely watched support level near $450, but technical coverage says higher U.S. interest rates are weighing on high-growth technology stocks and limiting near-term momentum. AMD technical levels and rates
• Negative Sentiment: J.P. Morgan reportedly views AMD as facing execution challenges relative to Nvidia. Nvidia’s investment in MediaTek and continued efforts to defend its AI-chip ecosystem also reinforce concerns that AMD must execute effectively to gain share. J.P. Morgan Nvidia versus AMD
• Negative Sentiment: Investors are also taking profits after AMD’s substantial 2026 advance. Commentary highlights valuation pressure, with the stock trading at a very high earnings multiple, while ARK Invest has continued reducing its AMD position. ARK Invest reduces AMD shares

Insider Transactions at Advanced Micro Devices

In related news, EVP Jean X. Hu sold 15,000 shares of the firm’s stock in a transaction dated Tuesday, August 25th. The stock was sold at an average price of $474.08, for a total transaction of $7,111,200.00. Following the sale, 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 ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Forrest Eugene Norrod sold 17,261 shares of Advanced Micro Devices stock in a transaction that occurred on Monday, August 24th. The shares were sold at an average price of $459.95, for a total value of $7,939,196.95. Following the transaction, the executive vice president owned 373,317 shares of the company’s stock, valued at approximately $171,707,154.15. This represents a 4.42% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 232,577 shares of company stock valued at $109,509,170. 0.50% of the stock is owned by insiders.

Analyst Ratings Changes

Several equities analysts recently commented on AMD shares. Stifel Nicolaus increased their price objective on shares of Advanced Micro Devices from $450.00 to $635.00 and gave the company a “buy” rating in a research report on Friday, July 10th. Barclays cut shares of Advanced Micro Devices from an “overweight” rating to an “underweight” rating in a research note on Friday, June 12th. Benchmark upped their price target on shares of Advanced Micro Devices from $485.00 to $685.00 and gave the company a “buy” rating in a research note on Wednesday, July 22nd. DA Davidson raised their price target on shares of Advanced Micro Devices from $425.00 to $550.00 and gave the stock a “buy” rating in a report on Wednesday, August 5th. Finally, Wolfe Research set a $450.00 price objective on shares of Advanced Micro Devices and gave the stock an “outperform” rating in a research note on Monday, June 15th. Four analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $553.72.

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.