798,849 Shares in Advanced Micro Devices, Inc. $AMD Bought by Nykredit A S

Nykredit A S acquired a new stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 798,849 shares of the semiconductor manufacturer’s stock, valued at approximately $464,059,000. Advanced Micro Devices comprises approximately 1.5% of Nykredit A S’s investment portfolio, making the stock its 9th biggest position.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in AMD. Southpoint Capital Advisors LP grew its holdings in shares of Advanced Micro Devices by 50.0% in the 1st 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 period. Jefferies Financial Group Inc. increased its position in shares of Advanced Micro Devices by 6,228.8% in the 4th quarter. Jefferies Financial Group Inc. now owns 308,021 shares of the semiconductor manufacturer’s stock valued at $65,966,000 after buying an additional 303,154 shares in the last quarter. Boomfish Wealth Group LLC acquired a new stake in Advanced Micro Devices during the 1st quarter worth $1,193,000. Dimensional Fund Advisors LP raised its stake in Advanced Micro Devices by 6.0% during the 1st quarter. Dimensional Fund Advisors LP now owns 5,142,516 shares of the semiconductor manufacturer’s stock worth $1,045,954,000 after buying an additional 291,165 shares during the period. Finally, Williamson Legacy Group LLC bought a new position in Advanced Micro Devices during the fourth quarter worth about $1,118,000. Institutional investors own 71.34% of the company’s stock.

Advanced Micro Devices Stock Down 0.2%

Shares of AMD stock opened at $456.16 on Friday. The firm’s fifty day moving average price is $500.08 and its two-hundred day moving average price is $392.68. Advanced Micro Devices, Inc. has a 1 year low of $149.22 and a 1 year high of $584.73. The company has a current ratio of 2.61, a quick ratio of 1.91 and a debt-to-equity ratio of 0.03. The firm has a market capitalization of $744.67 billion, a P/E ratio of 117.26, a PEG ratio of 4.73 and a beta of 2.48.

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

More Advanced Micro Devices News

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

• Positive Sentiment: AMD’s role in AI infrastructure continues to expand. The company is contributing to the Linux Foundation’s TRACE project for verifiable AI governance, while Anjuna’s confidential-computing platform uses AMD Secure Encrypted Virtualization. These developments support AMD’s position in secure cloud and data-center AI. Why Is AMD Becoming More Important in Secure AI Infrastructure?
• Positive Sentiment: AMD is participating in ASUS’s expanded AI infrastructure ecosystem alongside Intel and other technology partners, potentially broadening its exposure to cloud, edge and enterprise AI deployments. ASUS Expands AI Infrastructure Ecosystem from Cloud to Edge
• Positive Sentiment: Analysts and commentators continue to point to AMD’s data-center momentum, server-CPU opportunity and planned Saudi AI buildout with HUMAIN, which targets 250 megawatts from 2027 and as much as 1 gigawatt by 2030. Can AMD’s Saudi AI Buildout Challenge NVIDIA and Broadcom?
• Neutral Sentiment: Institutional positioning is mixed: Tiger Global recently opened an AMD position, while Stanley Druckenmiller reportedly selected AMD as an AI-chip challenger rather than buying Nvidia. These moves provide some validation but do not establish a near-term earnings catalyst.
• Negative Sentiment: ARK Invest disclosed sales of approximately $72.8 million of AMD shares while purchasing about $53 million of Nvidia stock. Additional reports say ARK has continued trimming AMD, reinforcing concerns that some investors prefer Nvidia’s growth and valuation profile. Cathie Wood Sold AMD and Bought Nvidia
• Negative Sentiment: AMD was downgraded by Zacks Research from “strong buy” to “hold.” Other commentary argues the stock’s sharp 2026 advance has already priced in substantial AI success; its high earnings multiple leaves less room for execution delays or disappointing guidance. Prediction: Nvidia Stock Will Outperform AMD Through 2028
• Negative Sentiment: Semiconductor shares remain vulnerable to higher interest rates, rising oil prices and Treasury yields. Broadcom’s softer guidance and margin concerns also weighed on the chip sector, while comparisons suggest Nvidia is growing faster and may offer a more attractive risk-reward profile. Broadcom Falls as Soft Guidance Overshadows AI Revenue Growth

Insider Activity

In related news, EVP Forrest Norrod sold 17,261 shares of the stock in a transaction that occurred on Monday, August 24th. The stock was sold at an average price of $459.95, for a total transaction of $7,939,196.95. Following the completion of the transaction, the executive vice president directly owned 373,317 shares of the company’s stock, valued at approximately $171,707,154.15. This represents a 4.42% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Lisa Su sold 125,000 shares of the business’s stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $460.69, for a total value of $57,586,250.00. Following the transaction, the chief executive officer directly owned 2,896,899 shares in the company, valued at $1,334,572,400.31. This trade represents a 4.14% decrease in their position. 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. In the last ninety days, insiders sold 232,577 shares of company stock valued at $109,509,170. Corporate insiders own 0.50% of the company’s stock.

Analyst Upgrades and Downgrades

AMD has been the subject of a number of research analyst reports. Citigroup raised Advanced Micro Devices from a “market perform” rating to a “buy” rating in a research note on Wednesday, July 22nd. Roth Capital lifted their price objective on Advanced Micro Devices from $500.00 to $650.00 and gave the company a “buy” rating in a report on Friday, July 24th. JPMorgan Chase & Co. boosted their price objective on Advanced Micro Devices from $385.00 to $550.00 and gave the company a “neutral” rating in a research report on Wednesday, August 5th. Susquehanna increased their target price on Advanced Micro Devices from $450.00 to $500.00 and gave the stock a “positive” rating in a research note on Thursday, July 30th. Finally, Truist Financial raised their target price on shares of Advanced Micro Devices from $478.00 to $594.00 and gave the stock a “buy” rating in a report on Wednesday, August 5th. Three analysts have rated the stock with a Strong Buy rating, thirty-two have given a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Advanced Micro Devices currently has a consensus rating of “Moderate Buy” and an average target price of $553.72.

Advanced Micro Devices Company 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.