George Kaiser Family Foundation Takes $897,000 Position in Advanced Micro Devices, Inc. $AMD

George Kaiser Family Foundation purchased a new position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 1,544 shares of the semiconductor manufacturer’s stock, valued at approximately $897,000.

Several other large investors have also made changes to their positions in the company. Joseph Group Capital Management bought a new stake in Advanced Micro Devices during the fourth quarter worth $25,000. Sarver Vrooman Wealth Advisors acquired a new stake in shares of Advanced Micro Devices in the 4th quarter valued at $27,000. Cornerstone Financial Management LLC bought a new position in shares of Advanced Micro Devices in the 4th quarter valued at $27,000. Basepoint Wealth LLC acquired a new position in shares of Advanced Micro Devices during the 4th quarter worth $30,000. Finally, Graney & King LLC acquired a new position in shares of Advanced Micro Devices during the 1st quarter worth $31,000. Institutional investors and hedge funds own 71.34% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on AMD shares. BTIG Research upgraded Advanced Micro Devices to a “buy” rating in a research report on Wednesday, May 6th. William Blair reiterated a “market perform” rating on shares of Advanced Micro Devices in a research report on Friday, July 24th. HSBC downgraded shares of Advanced Micro Devices from a “buy” rating to a “hold” rating and upped their price target for the stock from $335.00 to $340.00 in a report on Monday, May 4th. Loop Capital upgraded Advanced Micro Devices to a “strong-buy” rating in a research note on Tuesday, June 16th. Finally, BMO Capital Markets began coverage on Advanced Micro Devices in a report on Thursday, August 20th. They set an “outperform” rating and a $550.00 price objective on the stock. Four research analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $553.72.

Insiders Place Their Bets

In other Advanced Micro Devices news, EVP Forrest Eugene Norrod sold 17,261 shares of the company’s stock in a transaction dated Monday, August 24th. The stock was sold at an average price of $459.95, for a total value of $7,939,196.95. Following the sale, the executive vice president owned 373,317 shares in the company, valued at approximately $171,707,154.15. The trade was a 4.42% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Lisa T. Su sold 15,000 shares of the stock in a transaction dated Tuesday, August 18th. The shares were sold at an average price of $480.94, for a total value of $7,214,100.00. Following the completion of the sale, the chief executive officer directly owned 3,102,156 shares of the company’s stock, valued at approximately $1,491,950,906.64. The trade was a 0.48% 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 sold a total of 228,024 shares of company stock valued at $107,851,304 over the last ninety days. 0.50% of the stock is currently owned by corporate insiders.

Advanced Micro Devices Trading Up 0.4%

AMD opened at $480.93 on Thursday. The company has a debt-to-equity ratio of 0.03, a current ratio of 2.61 and a quick ratio of 1.91. Advanced Micro Devices, Inc. has a fifty-two week low of $149.22 and a fifty-two week high of $584.73. The company’s 50 day moving average price is $508.39 and its two-hundred day moving average price is $381.97. The firm has a market capitalization of $785.10 billion, a price-to-earnings ratio of 123.63 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 (EPS) for the quarter, beating the consensus estimate of $1.62 by $0.04. The firm had revenue of $11.54 billion during the quarter, compared to the consensus estimate of $11.31 billion. Advanced Micro Devices had a net margin of 15.58% and a return on equity of 12.30%. The company’s revenue for the quarter was up 50.1% on a year-over-year basis. During the same quarter last year, the firm earned $0.48 earnings per share. As a group, research analysts predict that Advanced Micro Devices, Inc. will post 6.44 earnings per share for the current year.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: Strong AI and data-center momentum: AMD reported second-quarter revenue of approximately $11.5 billion, up 50% year over year, while data-center revenue more than doubled to $6.7 billion. Management’s third-quarter outlook for roughly $13 billion of revenue and a 56% gross margin reinforced expectations for continued demand and operating leverage. AMD: The Low-Hanging Fruit Is Gone, But The Stock Is Still A Buy
• Positive Sentiment: Analyst support and competitive positioning: Wall Street firms reiterated bullish views and raised price targets, with Raymond James upgrading AMD to Strong Buy and BMO initiating coverage with a $550 target. Investors also see AMD as a potential alternative to Nvidia for hyperscalers, including through large customer deployments and opportunities in inference and agentic AI. AMD Stock Gets Strong Buy Upgrade From Raymond James
• Positive Sentiment: Product and ecosystem catalysts: AMD’s upcoming Instinct MI455X accelerator is expected to feature 432GB of HBM4 memory, while the Helios rack system is scheduled to begin initial shipments later this quarter. The company is also expanding UCIe connectivity, trusted-AI security capabilities and EPYC processor deployments for autonomous-driving applications. AMD’s Next AI Accelerator Carries 432 Gigabytes of Memory
• Neutral Sentiment: Nvidia earnings remain a near-term trading catalyst: AMD and other semiconductor stocks benefited from positioning ahead of Nvidia’s results. Nvidia’s outlook could validate AI infrastructure demand or trigger a broader reassessment of accelerator valuations. NVIDIA Earnings Could Move These 3 AI Stocks
• Negative Sentiment: Insider selling weighs on sentiment: EVP Forrest Norrod sold 17,261 shares worth about $7.9 million under a pre-arranged Rule 10b5-1 plan. The sale is not necessarily a signal about fundamentals, but repeated insider disposals can add pressure after a sharp rally. AMD Insider Sale SEC Filing
• Negative Sentiment: Valuation and execution risks: With AMD trading at a high earnings multiple after a major advance, investors may demand continued exceptional growth. Export-policy uncertainty, rising memory costs and more than $10 billion of planned Taiwan packaging investment could increase execution and margin risks. AMD’s Next Move Could Be Huge

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.