Coppell Advisory Solutions LLC Purchases 4,246 Shares of Advanced Micro Devices, Inc. $AMD

Coppell Advisory Solutions LLC raised its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 65.0% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 10,783 shares of the semiconductor manufacturer’s stock after buying an additional 4,246 shares during the period. Coppell Advisory Solutions LLC’s holdings in Advanced Micro Devices were worth $63,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in AMD. BlackRock Inc. raised its stake in shares of Advanced Micro Devices by 3.1% during the second quarter. BlackRock Inc. now owns 150,301,510 shares of the semiconductor manufacturer’s stock valued at $87,311,650,000 after acquiring an additional 4,535,126 shares during the last quarter. State Street Corp boosted its holdings in shares of Advanced Micro Devices by 1.5% during the fourth quarter. State Street Corp now owns 74,919,276 shares of the semiconductor manufacturer’s stock worth $16,044,712,000 after purchasing an additional 1,094,835 shares during the period. Geode Capital Management LLC grew its stake in shares of Advanced Micro Devices by 0.8% in 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 purchasing an additional 287,525 shares during the last quarter. Norges Bank bought a new stake in shares of Advanced Micro Devices in the fourth quarter worth about $4,929,312,000. Finally, Price T Rowe Associates Inc. MD increased its holdings 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 valued at $4,352,864,000 after purchasing an additional 55,969 shares during the period. Institutional investors own 71.34% of the company’s stock.

Insiders Place Their Bets

In other Advanced Micro Devices news, EVP Paul Grasby sold 15,000 shares of the firm’s stock in a transaction on Monday, August 17th. The stock was sold at an average price of $514.91, for a total transaction of $7,723,650.00. Following the completion of the transaction, the executive vice president owned 117,687 shares of the company’s stock, valued at approximately $60,598,213.17. This trade represents a 11.30% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Jean X. Hu sold 15,000 shares of the business’s stock in a transaction on Tuesday, August 25th. The shares were sold at an average price of $474.08, for a total transaction of $7,111,200.00. Following the sale, the executive vice president owned 160,979 shares in the company, valued at approximately $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 232,577 shares of company stock valued at $109,509,170 in the last 90 days. Corporate insiders own 0.50% of the company’s stock.

Key Advanced Micro Devices News

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

• Positive Sentiment: AMD’s role in AI infrastructure continues to expand. The company is contributing to the Linux Foundation’s TRACE project for verifiable AI governance, while Anjuna’s confidential-computing platform uses AMD Secure Encrypted Virtualization. These developments support AMD’s position in secure cloud and data-center AI. Why Is AMD Becoming More Important in Secure AI Infrastructure?
• Positive Sentiment: AMD is participating in ASUS’s expanded AI infrastructure ecosystem alongside Intel and other technology partners, potentially broadening its exposure to cloud, edge and enterprise AI deployments. ASUS Expands AI Infrastructure Ecosystem from Cloud to Edge
• Positive Sentiment: Analysts and commentators continue to point to AMD’s data-center momentum, server-CPU opportunity and planned Saudi AI buildout with HUMAIN, which targets 250 megawatts from 2027 and as much as 1 gigawatt by 2030. Can AMD’s Saudi AI Buildout Challenge NVIDIA and Broadcom?
• Neutral Sentiment: Institutional positioning is mixed: Tiger Global recently opened an AMD position, while Stanley Druckenmiller reportedly selected AMD as an AI-chip challenger rather than buying Nvidia. These moves provide some validation but do not establish a near-term earnings catalyst.
• Negative Sentiment: ARK Invest disclosed sales of approximately $72.8 million of AMD shares while purchasing about $53 million of Nvidia stock. Additional reports say ARK has continued trimming AMD, reinforcing concerns that some investors prefer Nvidia’s growth and valuation profile. Cathie Wood Sold AMD and Bought Nvidia
• Negative Sentiment: AMD was downgraded by Zacks Research from “strong buy” to “hold.” Other commentary argues the stock’s sharp 2026 advance has already priced in substantial AI success; its high earnings multiple leaves less room for execution delays or disappointing guidance. Prediction: Nvidia Stock Will Outperform AMD Through 2028
• Negative Sentiment: Semiconductor shares remain vulnerable to higher interest rates, rising oil prices and Treasury yields. Broadcom’s softer guidance and margin concerns also weighed on the chip sector, while comparisons suggest Nvidia is growing faster and may offer a more attractive risk-reward profile. Broadcom Falls as Soft Guidance Overshadows AI Revenue Growth

Analyst Ratings Changes

AMD has been the subject of a number of recent analyst reports. BMO Capital Markets initiated coverage on Advanced Micro Devices in a research report on Thursday, August 20th. They set an “outperform” rating and a $550.00 price target for the company. UBS Group reiterated an “overweight” rating on shares of Advanced Micro Devices in a research report on Friday, July 24th. Wall Street Zen raised Advanced Micro Devices from a “hold” rating to a “buy” rating in a research note on Saturday, August 29th. William Blair restated a “market perform” rating on shares of Advanced Micro Devices in a report on Friday, July 24th. Finally, JPMorgan Chase & Co. raised their price target on Advanced Micro Devices from $385.00 to $550.00 and gave the stock a “neutral” rating in a research note on Wednesday, August 5th. Three research analysts have rated the stock with a Strong Buy rating, thirty-two have given a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $553.72.

Advanced Micro Devices Stock Down 0.2%

AMD stock opened at $456.16 on Friday. Advanced Micro Devices, Inc. has a fifty-two week low of $149.22 and a fifty-two week high of $584.73. The company has a market capitalization of $744.67 billion, a price-to-earnings ratio of 117.26, a price-to-earnings-growth ratio of 4.73 and a beta of 2.48. The business’s 50 day moving average price is $500.08 and its two-hundred day moving average price is $392.68. The company has a debt-to-equity ratio of 0.03, a quick ratio of 1.91 and a current ratio of 2.61.

Advanced Micro Devices (NASDAQ:AMD) last released its earnings results on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 EPS for the quarter, beating analysts’ consensus estimates of $1.62 by $0.04. Advanced Micro Devices had a return on equity of 12.30% and a net margin of 15.58%.The company had revenue of $11.54 billion during the quarter, compared to analysts’ expectations of $11.31 billion. During the same quarter last year, the business posted $0.48 EPS. The firm’s revenue for the quarter was up 50.1% compared to the same quarter last year. As a group, analysts forecast 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.