IPG Investment Advisors LLC reduced its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 13.2% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 8,126 shares of the semiconductor manufacturer’s stock after selling 1,240 shares during the period. IPG Investment Advisors LLC’s holdings in Advanced Micro Devices were worth $4,720,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Brighton Jones LLC increased its stake in shares of Advanced Micro Devices by 178.2% during the 4th quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer’s stock worth $5,551,000 after purchasing an additional 29,438 shares during the last quarter. Revolve Wealth Partners LLC lifted its stake in Advanced Micro Devices by 2.9% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer’s stock valued at $1,001,000 after purchasing an additional 234 shares during the last quarter. Sivia Capital Partners LLC lifted its stake in Advanced Micro Devices by 125.1% in the second quarter. Sivia Capital Partners LLC now owns 5,344 shares of the semiconductor manufacturer’s stock valued at $758,000 after purchasing an additional 2,970 shares during the last quarter. United Bank grew its holdings in Advanced Micro Devices by 22.0% during the second quarter. United Bank now owns 13,255 shares of the semiconductor manufacturer’s stock valued at $1,881,000 after purchasing an additional 2,392 shares during the period. Finally, Schnieders Capital Management LLC. grew its holdings in Advanced Micro Devices by 361.0% during the second quarter. Schnieders Capital Management LLC. now owns 9,230 shares of the semiconductor manufacturer’s stock valued at $1,310,000 after purchasing an additional 7,228 shares during the period. Hedge funds and other institutional investors own 71.34% of the company’s stock.
Insider Buying and Selling
In related news, EVP Jean X. Hu sold 15,000 shares of the business’s stock in a transaction that occurred on Tuesday, August 25th. The shares were sold at an average price of $474.08, for a total transaction of $7,111,200.00. Following the completion of the transaction, the executive vice president owned 160,979 shares of the company’s stock, valued at approximately $76,316,924.32. The trade was a 8.52% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, 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 sale, the executive vice president owned 373,317 shares in the company, valued at $171,707,154.15. This represents a 4.42% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 107,577 shares of company stock valued at $51,922,920 in the last three months. Insiders own 0.50% of the company’s stock.
Key Advanced Micro Devices News
- Positive Sentiment: AI market opportunity raised: CFO Jean Hu told investors at Citi’s 2026 Global TMT Conference that AMD’s addressable AI market could reach approximately $3 trillion by 2030, up from an earlier estimate near $2 trillion. The company also expects its data-center business to double in 2027, strengthening the long-term growth narrative. Why is AMD stock surging 3% today
- Positive Sentiment: Analyst and institutional support: The expanded AI outlook prompted higher price targets, including a reported $710 target from CLSA. Bank of America also identified AMD and Micron as beneficiaries of shifting semiconductor investment, while recent filings indicate substantial additions by large institutional investors. AMD Stock Surges on AI Market Forecast
- Positive Sentiment: Technical momentum improved: AMD was named IBD Stock of the Day after moving above an early buy point, suggesting that renewed investor demand is reinforcing the fundamental AI story. AMD Regains Investor Favor
- Neutral Sentiment: Execution remains critical: Analysts view AMD’s AI opportunity as substantial, but the company must secure adequate chip supply, execute its data-center roadmap and compete effectively with Nvidia and other custom-AI-chip providers. AMD’s AI Opportunity Raises the Stakes
- Negative Sentiment: Valuation and selling pressure are risks: AMD’s elevated valuation leaves limited room for execution disappointments. ARK Invest has recently reduced its AMD position, and reported insider transactions have consisted of sales rather than purchases. Cathie Wood Sheds More AMD
Advanced Micro Devices Stock Performance
NASDAQ:AMD opened at $521.09 on Thursday. The business’s fifty day moving average is $496.07 and its 200 day moving average is $400.91. The firm has a market cap of $850.66 billion, a price-to-earnings ratio of 133.96, a PEG ratio of 5.24 and a beta of 2.48. The company has a debt-to-equity ratio of 0.03, a quick ratio of 1.91 and a current ratio of 2.61. Advanced Micro Devices, Inc. has a 52-week low of $149.85 and a 52-week high of $584.73.
Advanced Micro Devices (NASDAQ:AMD – Get Free Report) last issued its earnings results on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 EPS for the quarter, topping the consensus estimate of $1.62 by $0.04. The business 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 firm’s revenue was up 50.1% compared to the same quarter last year. During the same quarter last year, the company earned $0.48 EPS. Research analysts predict that Advanced Micro Devices, Inc. will post 6.44 EPS for the current year.
Wall Street Analysts Forecast Growth
Several analysts have issued reports on the company. BMO Capital Markets initiated coverage on Advanced Micro Devices in a research note on Thursday, August 20th. They issued an “outperform” rating and a $550.00 target price on the stock. Wolfe Research set a $450.00 price target on Advanced Micro Devices and gave the stock an “outperform” rating in a research note on Monday, June 15th. CLSA reissued an “outperform” rating and issued a $710.00 price objective on shares of Advanced Micro Devices in a report on Wednesday. TD Cowen reissued a “buy” rating on shares of Advanced Micro Devices in a report on Wednesday, August 5th. Finally, Evercore restated an “outperform” rating and issued a $579.00 price objective on shares of Advanced Micro Devices in a research note on Tuesday, May 19th. Three research analysts have rated the stock with a Strong Buy rating, thirty-three have given a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Advanced Micro Devices presently has an average rating of “Moderate Buy” and a consensus price target of $565.12.
Read Our Latest Research Report on AMD
Advanced Micro Devices Profile
Advanced Micro Devices, Inc (NASDAQ: AMD) is a semiconductor company that designs high-performance computing, graphics and adaptive-processing products. Its portfolio includes central processing units (CPUs), graphics processing units (GPUs), accelerated processing units (APUs), field-programmable gate arrays (FPGAs) and adaptive system-on-chip products.
AMD serves customers across data centers, cloud computing, personal computers, gaming consoles, embedded systems and industrial applications.
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