Advanced Micro Devices, Inc. $AMD Stock Position Decreased by Toth Financial Advisory Corp

Toth Financial Advisory Corp reduced its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 81.9% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,410 shares of the semiconductor manufacturer’s stock after selling 6,400 shares during the period. Toth Financial Advisory Corp’s holdings in Advanced Micro Devices were worth $819,000 as of its most recent SEC filing.

Several other institutional investors also recently made changes to their positions in AMD. Southpoint Capital Advisors LP raised its holdings in shares of Advanced Micro Devices by 50.0% during the first quarter. Southpoint Capital Advisors LP now owns 900,000 shares of the semiconductor manufacturer’s stock valued at $183,087,000 after buying an additional 300,000 shares during the last quarter. Jefferies Financial Group Inc. raised its stake in Advanced Micro Devices by 6,228.8% during the 4th quarter. Jefferies Financial Group Inc. now owns 308,021 shares of the semiconductor manufacturer’s stock valued at $65,966,000 after acquiring an additional 303,154 shares in the last quarter. Boomfish Wealth Group LLC acquired a new position in Advanced Micro Devices during the 1st quarter worth $1,193,000. Dimensional Fund Advisors LP grew its stake in shares of Advanced Micro Devices by 6.0% in the first quarter. Dimensional Fund Advisors LP now owns 5,142,516 shares of the semiconductor manufacturer’s stock worth $1,045,954,000 after purchasing an additional 291,165 shares in the last quarter. Finally, Williamson Legacy Group LLC acquired a new position in shares of Advanced Micro Devices during the fourth quarter valued at $1,118,000. 71.34% of the stock is owned by institutional investors.

Insider Activity

In related news, CEO Lisa T. Su sold 15,000 shares of the company’s stock in a transaction that occurred on 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 owned 3,102,156 shares in the company, valued at approximately $1,491,950,906.64. This represents a 0.48% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Ava Hahn sold 2,993 shares of Advanced Micro Devices stock in a transaction that occurred on 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 transaction, 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. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 232,577 shares of company stock worth $109,509,170. 0.50% of the stock is owned by company insiders.

Analyst Ratings Changes

Several equities research analysts recently weighed in on the stock. The Goldman Sachs Group upped their price objective on shares of Advanced Micro Devices from $450.00 to $640.00 and gave the stock a “buy” rating in a report on Monday, July 6th. Morgan Stanley boosted their price target on shares of Advanced Micro Devices from $410.00 to $465.00 and gave the stock an “equal weight” rating in a research report on Wednesday, August 5th. KeyCorp set a $650.00 price target on shares of Advanced Micro Devices in a research note on Wednesday, August 5th. Wall Street Zen upgraded shares of Advanced Micro Devices from a “hold” rating to a “buy” rating in a research note on Saturday. Finally, Argus boosted 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. Four research analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $553.72.

Advanced Micro Devices Trading Down 2.4%

Shares of NASDAQ:AMD opened at $459.61 on Wednesday. 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 has a market capitalization of $750.30 billion, a price-to-earnings ratio of 118.15, a PEG ratio of 4.87 and a beta of 2.48. Advanced Micro Devices, Inc. has a 1-year low of $149.22 and a 1-year high of $584.73. The company has a 50 day moving average price of $502.84 and a 200 day moving average price of $389.16.

Advanced Micro Devices (NASDAQ:AMD) last announced its quarterly earnings data on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 EPS for the quarter, beating analysts’ consensus estimates of $1.62 by $0.04. The company had revenue of $11.54 billion during the quarter, compared to the consensus estimate of $11.31 billion. Advanced Micro Devices had a return on equity of 12.30% and a net margin of 15.58%.The company’s quarterly revenue was up 50.1% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.48 EPS. On average, research analysts anticipate that Advanced Micro Devices, Inc. will post 6.44 EPS for the current fiscal year.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: AMD, Cisco and HUMAIN said AMD Instinct MI355X-based AI infrastructure is now live and serving customers in Saudi Arabia. The partners plan up to 250 megawatts of additional capacity beginning in 2027, potentially scaling to 1 gigawatt by 2030. The deployment provides tangible evidence of commercial AI demand for AMD’s GPUs and CPUs. AMD’s Instinct Systems Are Now Live in Saudi Arabia
• Positive Sentiment: Analysts remain broadly constructive, with a reported median price target of $490 and several targets above $600. Recent commentary also highlights AMD’s strong AI growth prospects and the possibility that optimization advances could make AMD-based inference systems more competitive with Nvidia’s offerings. AMD Stock Is Up 115% YTD
• Neutral Sentiment: AMD’s recent results remain a fundamental support: quarterly revenue rose about 50% year over year to $11.5 billion and exceeded expectations. However, investors are weighing that growth against a high valuation after the stock’s substantial advance.
• Negative Sentiment: A global bond selloff pushed long-term yields higher, pressuring high-multiple technology and semiconductor stocks. AMD declined alongside Nvidia, Intel and other chipmakers, indicating sector-wide risk reduction rather than a company-specific setback. Semiconductor Stocks Slide as Yields Rise
• Negative Sentiment: Valuation concerns are intensifying. Analysts question how much upside remains after AMD’s rapid rally, while tightening export controls and competition from Nvidia’s expanding edge-to-cloud ecosystem could limit future gains. AMD: There’s Little Upside Here
• Negative Sentiment: ARK Invest reportedly sold tens of millions of dollars of AMD shares while reallocating capital toward Nvidia and Broadcom. The move may reinforce short-term profit-taking concerns, although it represents one fund’s portfolio decision rather than a change in AMD’s fundamentals. Cathie Wood Sells AMD and Buys Another Chip Stock

Advanced Micro Devices Profile

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.