Advanced Micro Devices, Inc. $AMD Stock: Quadrant Capital Group LLC Boosts Stake

Quadrant Capital Group LLC raised its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 3.8% in the third quarter, HoldingsChannel reports. The institutional investor owned 43,459 shares of the semiconductor manufacturer’s stock after acquiring an additional 1,611 shares during the period. Advanced Micro Devices makes up about 0.7% of Quadrant Capital Group LLC’s holdings, making the stock its 21st largest holding. Quadrant Capital Group LLC’s holdings in Advanced Micro Devices were worth $26,316,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also recently modified their holdings of the company. MJT & Associates Financial Advisory Group Inc. bought a new position in shares of Advanced Micro Devices during the third quarter worth $29,000. JNBA Financial Advisors increased its holdings in Advanced Micro Devices by 142.9% in the 2nd quarter. JNBA Financial Advisors now owns 51 shares of the semiconductor manufacturer’s stock valued at $30,000 after acquiring an additional 30 shares during the last quarter. Downshift Financial LLC increased its holdings in Advanced Micro Devices by 850.0% in the 3rd quarter. Downshift Financial LLC now owns 57 shares of the semiconductor manufacturer’s stock valued at $35,000 after acquiring an additional 51 shares during the last quarter. Bullseye Investment Management LLC purchased a new stake in Advanced Micro Devices in the 2nd quarter worth $44,000. Finally, Luminist Capital LLC purchased a new stake in Advanced Micro Devices in the 2nd quarter worth $46,000. Institutional investors own 71.34% of the company’s stock.

Advanced Micro Devices News Summary

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

• Positive Sentiment: Higher analyst price target: Susquehanna raised its AMD target from $550 to $620 and maintained a positive rating, citing continued AI and data-center momentum. Wedbush also reaffirmed an Outperform rating with a $600 target.
• Positive Sentiment: Expanding AI infrastructure footprint: Vultr plans to deploy AMD Instinct MI355X GPUs in a 20-megawatt supercluster in Chennai, India. The project would become India’s largest AMD Instinct deployment and strengthens AMD’s position in enterprise and sovereign AI computing. Vultr and AMD Expand Global Collaboration
• Positive Sentiment: Long-term AI opportunity: Coverage highlighted AMD’s planned $8.2 billion investment in emerging AI applications such as robotics, simulation and physical AI. Analysts also view AMD’s server CPU business as a beneficiary of agentic-AI growth, while Anthropic’s large computing commitments reinforce expectations for sustained infrastructure spending.
• Positive Sentiment: Sector tailwinds: Strong updates from Super Micro Computer and SpaceX helped ease concerns about an AI-spending slowdown, lifting major semiconductor names. AMD also contributed to gains in the Nasdaq-100 and broad-market ETFs. Why Nvidia, AMD and Intel Stocks Are Surging
• Neutral Sentiment: Competitive positioning: Investor coverage continues to compare AMD with Nvidia, emphasizing AMD’s exposure to CPUs, GPUs and data-center infrastructure as potential ways to benefit from an AI buildout that may have several years left to run.
• Negative Sentiment: Valuation and earnings risk: AMD has risen sharply this year and trades at a demanding earnings multiple. Investors are focused on the November 3 quarterly report, with the stock vulnerable to disappointment in revenue growth, margins or AI demand guidance. After a 137% Run, Is AMD Priced for Perfection?
• Negative Sentiment: Insider selling: EVP Forrest Norrod sold 17,262 shares worth about $9.3 million under a pre-arranged Rule 10b5-1 plan. Because he retained a substantial position, the transaction is a limited rather than decisive negative signal.

Insiders Place Their Bets

In other news, CEO Lisa T. Su sold 25,000 shares of the company’s stock in a transaction that occurred on Thursday, September 10th. The stock was sold at an average price of $506.79, for a total transaction of $12,669,750.00. Following the transaction, the chief executive officer owned 74,211 shares of the company’s stock, valued at approximately $37,609,392.69. This represents a 25.20% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed 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 stock in a transaction that occurred on Tuesday, August 18th. The stock was sold at an average price of $488.69, for a total value of $1,462,649.17. Following the completion of the sale, the senior vice president owned 26,623 shares in the company, valued at approximately $13,010,393.87. The trade was a 10.11% decrease in their ownership of the stock. 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. Insiders have sold 231,100 shares of company stock valued at $114,867,400 over the last quarter. Corporate insiders own 0.50% of the company’s stock.

Advanced Micro Devices Stock Performance

NASDAQ AMD opened at $552.72 on Thursday. The company has a market cap of $902.30 billion, a P/E ratio of 142.09, a P/E/G ratio of 5.49 and a beta of 2.45. 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 business’s 50 day moving average price is $541.00 and its 200-day moving average price is $481.17. Advanced Micro Devices, Inc. has a fifty-two week low of $188.22 and a fifty-two week high of $658.52.

Advanced Micro Devices (NASDAQ:AMD) last released its quarterly earnings results on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 EPS for the quarter, topping analysts’ consensus estimates of $1.62 by $0.04. Advanced Micro Devices had a net margin of 15.58% and a return on equity of 12.30%. The firm had revenue of $11.54 billion during the quarter, compared to analysts’ expectations of $11.31 billion. During the same period in the previous year, the company earned $0.48 EPS. The firm’s revenue for the quarter was up 50.1% compared to the same quarter last year. Sell-side analysts predict that Advanced Micro Devices, Inc. will post 6.50 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several research analysts have commented on AMD shares. Wedbush reissued an “outperform” rating and set a $600.00 price objective on shares of Advanced Micro Devices in a report on Tuesday. Argus lifted their target price on Advanced Micro Devices from $450.00 to $625.00 and gave the stock a “buy” rating in a report on Thursday, August 6th. Wells Fargo & Company boosted their target price on Advanced Micro Devices from $615.00 to $700.00 and gave the stock an “overweight” rating in a research report on Wednesday, August 5th. Truist Financial boosted their target price on Advanced Micro Devices from $478.00 to $594.00 and gave the stock a “buy” rating in a research report on Wednesday, August 5th. Finally, Benchmark increased their price target on Advanced Micro Devices from $485.00 to $685.00 and gave the company a “buy” rating in a research note on Wednesday, July 22nd. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $606.76.

Advanced Micro Devices Company Profile

Advanced Micro Devices, Inc (NASDAQ: AMD) is a global semiconductor company that designs high-performance computing, graphics and adaptive computing products. Its offerings serve data centers, personal computers, gaming systems, embedded markets and other specialized applications.

AMD’s product portfolio includes Ryzen processors for desktop and notebook computers, EPYC server processors, Radeon graphics processing units, and Instinct accelerators for artificial intelligence and high-performance computing.