Insight Holdings Group LLC Acquires 2,455 Shares of Advanced Micro Devices, Inc. $AMD

Posted by Donna Armstrong on Jul 26th, 2026

Insight Holdings Group LLC lifted its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 14.8% during the 1st quarter, HoldingsChannel.com reports. The firm owned 19,040 shares of the semiconductor manufacturer’s stock after buying an additional 2,455 shares during the period. Advanced Micro Devices makes up approximately 0.3% of Insight Holdings Group LLC’s portfolio, making the stock its 26th largest position. Insight Holdings Group LLC’s holdings in Advanced Micro Devices were worth $3,873,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also modified their holdings of AMD. Joseph Group Capital Management bought a new stake in Advanced Micro Devices in the fourth quarter worth $25,000. Sarver Vrooman Wealth Advisors bought a new position in Advanced Micro Devices during the fourth quarter valued at about $27,000. Cornerstone Financial Management LLC bought a new position in Advanced Micro Devices during the fourth quarter valued at about $27,000. Basepoint Wealth LLC acquired a new stake in shares of Advanced Micro Devices in the fourth quarter worth about $30,000. Finally, Main Street Group LTD bought a new stake in shares of Advanced Micro Devices during the 1st quarter worth about $33,000. Institutional investors own 71.34% of the company’s stock.

Advanced Micro Devices Price Performance

Shares of NASDAQ:AMD opened at $521.95 on Friday. The company has a market cap of $851.09 billion, a price-to-earnings ratio of 171.13, a PEG ratio of 1.51 and a beta of 2.47. The business has a 50 day moving average price of $512.60 and a 200 day moving average price of $340.69. The company has a quick ratio of 1.96, a current ratio of 2.72 and a debt-to-equity ratio of 0.04. Advanced Micro Devices, Inc. has a twelve month low of $149.22 and a twelve month high of $584.73.

Advanced Micro Devices (NASDAQ:AMD – Get Free Report) last issued its quarterly earnings results on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 EPS for the quarter, topping 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 in the previous year, the business posted $0.96 EPS. The company’s revenue for the quarter was up 37.8% on a year-over-year basis. Research analysts predict that Advanced Micro Devices, Inc. will post 6.27 earnings per share for the current year.

More Advanced Micro Devices News

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

Positive Sentiment: AMD and Cerebras announced a technical partnership to combine Helios and Wafer-Scale Engine technology, aiming for faster, more efficient AI inference and up to 5x higher tokens per second per watt. AMD and Cerebras Announce Industry-Leading Ultra-Low-Latency and High Throughput AI Inference Solution
Positive Sentiment: Wedbush raised its price target to $600, and several other firms also boosted targets after AMD’s Advancing AI 2026 event, signaling stronger Wall Street confidence in AMD’s AI data center growth. AMD price target boosted on strengthening AI outlook
Positive Sentiment: Other commentary highlighted AMD’s new Helios AI rack system, expanded OpenAI and Anthropic-related demand, and multiple bullish analyst notes, all of which support the view that AMD is gaining share in AI infrastructure. AMD plans to invest to up $5 billion into Anthropic as it seeks to cut into Nvidia’s dominance
Neutral Sentiment: Short-interest data showed no meaningful change in practice, with reported short interest listed as zero shares, so this item does not appear to be a real trading catalyst.
Neutral Sentiment: The broader semiconductor sector pulled back on valuation and profit-taking concerns, which may be weighing on AMD even as company-specific AI news remains constructive. Semiconductor Crossroads: Healthy Consolidation or Deeper Repricing?
Negative Sentiment: AMD also appeared in reports about an AI-chip selloff and weaker risk appetite, suggesting some investors are taking profits after the stock’s strong run. AI Memory Stocks Lead Chip Selloff

Insiders Place Their Bets

In related news, CEO Lisa T. Su sold 125,000 shares of the company’s stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $460.69, for a total transaction of $57,586,250.00. Following the completion of the transaction, the chief executive officer directly owned 2,896,899 shares in the company, valued at $1,334,572,400.31. This represents a 4.14% decrease in their position. The transaction was disclosed in a document filed 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, Director Nora Denzel sold 8,626 shares of the stock in a transaction on Tuesday, June 2nd. The shares were sold at an average price of $522.00, for a total transaction of $4,502,772.00. Following the completion of the sale, the director directly owned 87,173 shares of the company’s stock, valued at approximately $45,504,306. This trade represents a 9.00% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 310,310 shares of company stock valued at $141,185,456 in the last 90 days. 0.50% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

A number of brokerages have recently commented on AMD. Loop Capital raised Advanced Micro Devices to a “strong-buy” rating in a report on Tuesday, June 16th. The Goldman Sachs Group upped their target price on Advanced Micro Devices from $450.00 to $640.00 and gave the stock a “buy” rating in a research report on Monday, July 6th. JPMorgan Chase & Co. increased their price target on Advanced Micro Devices from $270.00 to $385.00 and gave the company a “neutral” rating in a report on Wednesday, May 6th. Evercore reissued an “outperform” rating and issued a $579.00 price target on shares of Advanced Micro Devices in a research report on Tuesday, May 19th. Finally, Erste Group Bank upgraded shares of Advanced Micro Devices from a “hold” rating to a “buy” rating in a research note on Thursday, April 2nd. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Advanced Micro Devices presently has an average rating of “Moderate Buy” and a consensus price target of $522.43.

Read Our Latest Stock Analysis on Advanced Micro Devices

Advanced Micro Devices Company Profile

(Free Report)

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.