Vise Technologies Inc. Raises Stake in Advanced Micro Devices, Inc. $AMD

Vise Technologies Inc. raised its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 38.9% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 39,818 shares of the semiconductor manufacturer’s stock after buying an additional 11,156 shares during the quarter. Vise Technologies Inc.’s holdings in Advanced Micro Devices were worth $8,527,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. James J. Burns & Company LLC grew its holdings in shares of Advanced Micro Devices by 2.3% during the 4th quarter. James J. Burns & Company LLC now owns 1,816 shares of the semiconductor manufacturer’s stock worth $389,000 after purchasing an additional 40 shares during the period. Cassaday & Co Wealth Management LLC boosted its holdings in Advanced Micro Devices by 0.9% during the 4th quarter. Cassaday & Co Wealth Management LLC now owns 4,912 shares of the semiconductor manufacturer’s stock valued at $1,052,000 after acquiring an additional 43 shares during the period. Willis Johnson & Associates Inc. boosted its holdings in Advanced Micro Devices by 1.9% during the 4th quarter. Willis Johnson & Associates Inc. now owns 2,304 shares of the semiconductor manufacturer’s stock valued at $493,000 after acquiring an additional 44 shares during the period. Addison Advisors LLC boosted its holdings in Advanced Micro Devices by 12.7% during the 3rd quarter. Addison Advisors LLC now owns 400 shares of the semiconductor manufacturer’s stock valued at $65,000 after acquiring an additional 45 shares during the period. Finally, Smith Moore & CO. boosted its holdings in Advanced Micro Devices by 1.1% during the 3rd quarter. Smith Moore & CO. now owns 3,962 shares of the semiconductor manufacturer’s stock valued at $641,000 after acquiring an additional 45 shares during the period. 71.34% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Advanced Micro Devices

In related news, EVP Forrest Eugene Norrod sold 19,487 shares of Advanced Micro Devices stock in a transaction that occurred on Wednesday, May 20th. The stock was sold at an average price of $431.40, for a total value of $8,406,691.80. Following the sale, the executive vice president directly owned 324,527 shares in the company, valued at $140,000,947.80. The trade was a 5.66% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Paul Darren Grasby sold 24,376 shares of Advanced Micro Devices stock in a transaction on Friday, May 8th. The stock was sold at an average price of $444.39, for a total value of $10,832,450.64. Following the transaction, the executive vice president directly owned 105,222 shares of the company’s stock, valued at approximately $46,759,604.58. This represents a 18.81% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 339,532 shares of company stock valued at $119,504,341. 0.50% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on the company. Evercore reaffirmed an “outperform” rating and issued a $579.00 price target on shares of Advanced Micro Devices in a research report on Tuesday, May 19th. Bank of America increased their price target on Advanced Micro Devices from $450.00 to $500.00 and gave the company a “buy” rating in a research report on Wednesday, May 13th. KeyCorp increased their price target on Advanced Micro Devices from $330.00 to $530.00 and gave the company an “overweight” rating in a research report on Wednesday, May 6th. Rosenblatt Securities increased their price target on Advanced Micro Devices from $300.00 to $490.00 and gave the company a “buy” rating in a research report on Wednesday, May 6th. Finally, Roth Mkm reaffirmed a “buy” rating and issued a $500.00 price target on shares of Advanced Micro Devices in a research report on Wednesday, May 6th. One equities research analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and thirteen have assigned a Hold rating to the stock. According to data from MarketBeat.com, Advanced Micro Devices has a consensus rating of “Moderate Buy” and an average price target of $419.86.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: Barclays raised its price target on AMD to $665, citing rising CPU demand tied to expanding agentic AI and continued strength in AMD’s AI infrastructure exposure.
• Positive Sentiment: TSMC said AI chip demand is likely to outstrip supply for years, reinforcing the bullish backdrop for chipmakers like AMD that benefit from sustained data-center and AI spending.
• Positive Sentiment: Recent commentary has highlighted strong investor and analyst support for AMD after its latest earnings beat, with revenue growth still running well above year-ago levels.
• Neutral Sentiment: Several articles noted AMD’s strong multi-week rally and trading near highs, but also warned the stock may be overbought, which can lead to near-term volatility.
• Negative Sentiment: Broadcom’s softer-than-expected AI guidance sparked a sell-off across AI-linked chip stocks, dragging AMD lower as traders questioned whether AI spending is accelerating as fast as hoped.
• Negative Sentiment: Zacks Research downgraded AMD from strong-buy to hold, adding to pressure alongside reports that Cathie Wood’s ARK funds trimmed AMD while increasing Nvidia exposure.

Advanced Micro Devices Price Performance

Shares of NASDAQ AMD opened at $523.20 on Friday. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.96 and a current ratio of 2.72. Advanced Micro Devices, Inc. has a fifty-two week low of $114.71 and a fifty-two week high of $546.44. The firm has a market capitalization of $853.13 billion, a PE ratio of 171.54, a price-to-earnings-growth ratio of 1.60 and a beta of 2.50. The stock’s 50-day simple moving average is $353.43 and its 200-day simple moving average is $263.57.

Advanced Micro Devices (NASDAQ:AMD) last announced its earnings results on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 earnings per share for the quarter, beating the consensus estimate of $1.29 by $0.08. Advanced Micro Devices had a return on equity of 9.55% and a net margin of 13.37%.The company had revenue of $10.25 billion for the quarter, compared to the consensus estimate of $9.90 billion. During the same period last year, the business posted $0.96 EPS. The company’s revenue was up 37.8% on a year-over-year basis. As a group, equities research analysts forecast that Advanced Micro Devices, Inc. will post 6.2 EPS 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.