Advanced Micro Devices, Inc. $AMD Shares Sold by Pacifica Partners Inc.

Pacifica Partners Inc. decreased its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 25.2% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 22,936 shares of the semiconductor manufacturer’s stock after selling 7,713 shares during the period. Advanced Micro Devices accounts for approximately 3.9% of Pacifica Partners Inc.’s portfolio, making the stock its 5th biggest holding. Pacifica Partners Inc.’s holdings in Advanced Micro Devices were worth $13,324,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of the company. BlackRock Inc. increased its holdings in shares of Advanced Micro Devices by 3.1% in the 2nd 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 period. State Street Corp lifted its position 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 acquiring an additional 1,094,835 shares during the period. Geode Capital Management LLC increased its stake in Advanced Micro Devices by 0.8% in 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 buying an additional 287,525 shares during the period. Norges Bank acquired a new stake in Advanced Micro Devices in the fourth quarter valued at about $4,929,312,000. Finally, Price T Rowe Associates Inc. MD boosted its stake in shares of 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 buying an additional 55,969 shares in the last quarter. 71.34% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

AMD has been the subject of several recent analyst reports. Citigroup upgraded shares of Advanced Micro Devices from a “market perform” rating to a “buy” rating in a research note on Wednesday, July 22nd. Zacks Research downgraded shares of Advanced Micro Devices from a “strong-buy” rating to a “hold” rating in a research report on Tuesday. Rosenblatt Securities boosted their price target on Advanced Micro Devices from $665.00 to $700.00 and gave the stock a “buy” rating in a research note on Thursday, August 6th. Argus upped their price target on Advanced Micro Devices from $450.00 to $625.00 and gave the stock a “buy” rating in a report on Thursday, August 6th. Finally, TD Cowen reaffirmed a “buy” rating on shares of Advanced Micro Devices in a research note on Wednesday, August 5th. Three investment analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Advanced Micro Devices currently has a consensus rating of “Moderate Buy” and an average price target of $553.72.

Advanced Micro Devices Price Performance

AMD stock opened at $456.16 on Friday. 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 quick ratio of 1.91 and a current ratio of 2.61. The stock’s 50 day moving average price is $500.08 and its 200 day moving average price is $392.68. The firm has a market cap of $744.67 billion, a P/E ratio of 117.26, a PEG ratio of 4.73 and a beta of 2.48.

Advanced Micro Devices (NASDAQ:AMD) last released 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. 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 the consensus estimate of $11.31 billion. During the same quarter last year, the business posted $0.48 earnings per share. Advanced Micro Devices’s revenue was up 50.1% compared to the same quarter last year. On average, sell-side analysts expect that Advanced Micro Devices, Inc. will post 6.44 earnings per share for the current fiscal year.

Insider Buying and Selling at Advanced Micro Devices

In other Advanced Micro Devices news, EVP Forrest Norrod sold 17,261 shares of the company’s stock in a transaction dated 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 directly owned 373,317 shares in the company, valued at approximately $171,707,154.15. This represents a 4.42% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Ava Hahn sold 2,993 shares of the firm’s stock in a transaction dated Tuesday, August 18th. The stock was sold at an average price of $488.69, for a total transaction of $1,462,649.17. Following the sale, the senior vice president directly owned 26,623 shares in the company, valued at $13,010,393.87. This represents a 10.11% 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 quarter, insiders have sold 232,577 shares of company stock valued at $109,509,170. 0.50% of the stock is owned by company insiders.

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

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.