Capstone Capital Management Ltd Makes New $538,000 Investment in Advanced Micro Devices, Inc. $AMD

Capstone Capital Management Ltd purchased a new stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) during the 4th quarter, Holdings Channel reports. The firm purchased 2,512 shares of the semiconductor manufacturer’s stock, valued at approximately $538,000.

Other hedge funds also recently made changes to their positions in the company. Profund Advisors LLC boosted its holdings in Advanced Micro Devices by 6.9% during the fourth quarter. Profund Advisors LLC now owns 240,945 shares of the semiconductor manufacturer’s stock worth $51,601,000 after buying an additional 15,493 shares in the last quarter. ProShare Advisors LLC increased its holdings in shares of Advanced Micro Devices by 37.2% in the fourth quarter. ProShare Advisors LLC now owns 3,115,905 shares of the semiconductor manufacturer’s stock valued at $667,302,000 after buying an additional 844,344 shares in the last quarter. Warner Group LLC acquired a new stake in shares of Advanced Micro Devices during the 4th quarter valued at $220,000. Frisch Financial Group Inc. boosted its stake in shares of Advanced Micro Devices by 15.2% during the 4th quarter. Frisch Financial Group Inc. now owns 2,896 shares of the semiconductor manufacturer’s stock worth $620,000 after acquiring an additional 383 shares in the last quarter. Finally, HighTower Advisors LLC grew its holdings in shares of Advanced Micro Devices by 10.4% in the 4th quarter. HighTower Advisors LLC now owns 400,414 shares of the semiconductor manufacturer’s stock worth $85,753,000 after acquiring an additional 37,853 shares during the last quarter. Institutional investors own 71.34% of the company’s stock.

Insider Activity at Advanced Micro Devices

In other Advanced Micro Devices news, EVP Mark D. Papermaster sold 31,320 shares of Advanced Micro Devices stock in a transaction on Friday, April 24th. The stock was sold at an average price of $350.00, for a total value of $10,962,000.00. Following the completion of the transaction, the executive vice president owned 1,236,037 shares in the company, valued at approximately $432,612,950. The trade was a 2.47% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Lisa T. Su sold 125,000 shares of Advanced Micro Devices stock in a transaction dated Wednesday, May 13th. The shares were sold at an average price of $445.51, for a total value of $55,688,750.00. Following the completion of the transaction, the chief executive officer directly owned 3,021,899 shares of the company’s stock, valued at $1,346,286,223.49. This represents a 3.97% 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 309,598 shares of company stock valued at $105,644,316 in the last three months. Corporate insiders own 0.50% of the company’s stock.

Advanced Micro Devices Trading Down 0.7%

Shares of Advanced Micro Devices stock opened at $420.99 on Tuesday. Advanced Micro Devices, Inc. has a 52-week low of $107.67 and a 52-week high of $469.21. The firm has a market capitalization of $686.47 billion, a PE ratio of 138.03, a price-to-earnings-growth ratio of 1.26 and a beta of 2.40. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.72 and a quick ratio of 1.96. The company’s fifty day moving average price is $277.92 and its two-hundred day moving average price is $241.53.

Advanced Micro Devices (NASDAQ:AMD) last announced its quarterly earnings results on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 EPS for the quarter, beating 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 business had revenue of $10.25 billion for the quarter, compared to analyst estimates of $9.90 billion. During the same quarter in the previous year, the firm earned $0.96 EPS. Advanced Micro Devices’s quarterly revenue was up 37.8% on a year-over-year basis. On average, analysts expect that Advanced Micro Devices, Inc. will post 6.2 EPS for the current year.

Advanced Micro Devices News Roundup

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

• Positive Sentiment: Citi raised its price target on AMD to $460 from $358, citing a much larger server CPU market outlook tied to agentic AI demand. Citi lifts price targets on Intel and AMD, sees CPU TAM of $132B by 2030
• Positive Sentiment: Evercore ISI reiterated an Outperform rating on AMD, pointing to improving server CPU market share trends and stronger demand from AI infrastructure. Evercore ISI Maintains Outperform Rating on Advanced Micro Devices (AMD)
• Positive Sentiment: Mizuho lifted its price target on AMD to $515 from $415, saying agentic AI is fueling server demand and improving the long-term growth outlook. Mizuho lifts PT on Advanced Micro Devices (AMD) Stock
• Positive Sentiment: AMD’s recent 13F disclosure showed a new investment in Marvell Technology, which may be read as a constructive sign on AI and networking-related chip demand. AMD Reveals A $6.5 Million Marvell Bet That’s Already Soaring
• Neutral Sentiment: Several commentary pieces argue AMD still has substantial long-term upside from its AI/data center roadmap, but these are mostly opinion-driven and don’t add immediate new fundamentals. Prediction: AMD Stock Is Going to Triple in 5 Years, Thanks to This $120 Billion Opportunity
• Neutral Sentiment: AMD also benefited from broader coverage highlighting the company as a leading growth stock and from discussion of its expanding AI data center momentum. Advanced Micro Devices Stock (AMD) Surges 95% YTD — Let’s Look at Who Owns It
• Negative Sentiment: AMD traded lower alongside a broader chip selloff as investors took some profits after the sector’s strong rally. Nasdaq Finishes Lower. The Chip Stock Selloff Gathers Steam.
• Negative Sentiment: Monday’s weakness was also tied to headlines about CEO Lisa Su meeting with a Chinese official, which did not provide an immediate catalyst to offset the sector pullback. AMD Stock Slips Despite CEO Lisa Su’s Meeting with a Chinese Official

Analyst Ratings Changes

A number of equities analysts recently weighed in on the company. Benchmark increased their price target on Advanced Micro Devices from $325.00 to $485.00 and gave the company a “buy” rating in a research report on Wednesday, May 6th. UBS Group set a $310.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. Oppenheimer cut shares of Advanced Micro Devices from a “market perform” rating to a “market perform” rating in a report on Wednesday, May 6th. Stifel Nicolaus lifted their target price on shares of Advanced Micro Devices from $320.00 to $450.00 and gave the stock a “buy” rating in a research report on Wednesday, May 6th. Finally, Sanford C. Bernstein upgraded shares of Advanced Micro Devices from a “market perform” rating to an “outperform” rating and boosted their price target for the company from $265.00 to $525.00 in a report on Wednesday, May 6th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and twelve have issued a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $404.03.

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.