Stenger Family Office LLC increased its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 33.7% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 7,895 shares of the semiconductor manufacturer’s stock after acquiring an additional 1,988 shares during the quarter. Stenger Family Office LLC’s holdings in Advanced Micro Devices were worth $1,606,000 as of its most recent SEC filing.
Other institutional investors and hedge funds have also bought and sold shares of the company. Joseph Group Capital Management purchased a new position in Advanced Micro Devices during the 4th quarter worth $25,000. Sarver Vrooman Wealth Advisors purchased a new stake in shares of Advanced Micro Devices in the fourth quarter valued at about $27,000. Cornerstone Financial Management LLC purchased a new stake in shares of Advanced Micro Devices in the fourth quarter valued at about $27,000. Basepoint Wealth LLC bought a new position in shares of Advanced Micro Devices during the fourth quarter valued at about $30,000. Finally, Delos Wealth Advisors LLC lifted its position in shares of Advanced Micro Devices by 100.0% during the third quarter. Delos Wealth Advisors LLC now owns 200 shares of the semiconductor manufacturer’s stock valued at $32,000 after purchasing an additional 100 shares in the last quarter. 71.34% of the stock is owned by hedge funds and other institutional investors.
Advanced Micro Devices News Roundup
Here are the key news stories impacting Advanced Micro Devices this week:
- Positive Sentiment: AMD announced it will report fiscal second-quarter 2026 results on Aug. 4 after the market close, giving investors a near-term catalyst to watch for revenue, margin, and AI/data center updates. AMD to Report Fiscal Second Quarter 2026 Financial Results
- Positive Sentiment: AMD continues to build its AI and autonomous-driving story, including backing self-driving startup Turing and supplying GPUs, which supports the company’s growth narrative beyond PCs. Self-driving startup Turing gets AMD backing and GPUs
- Positive Sentiment: Analyst and investor sentiment remains constructive, with reports highlighting bullish cases for AMD and noting recent collaboration wins such as Micro Center’s launch of Ryzen AI Halo systems. Advanced Micro Devices (AMD): Top 10 Best Stock to Buy in Glen Kacher’s Portfolio
- Neutral Sentiment: AMD is still near the center of the AI infrastructure trade, with articles emphasizing its role alongside Nvidia in the HBM and accelerator buildout, but this is more a long-term industry backdrop than a new company-specific catalyst. Micron Stock: A Different Cycle, For Better Or For Worse
- Negative Sentiment: AMD shares were hit as the broader semiconductor group sold off on renewed worries about stretched AI valuations and profit-taking after a strong run. AMD Stock Dips as Rival Nvidia (NVDA) Gains Another Customer for Its Vera AI CPUs
- Negative Sentiment: Michael Burry’s renewed bearish stance on AI chipmakers has added to caution around AMD and other semiconductor names, reinforcing fears that the sector may be overheating. Big Short fame Michael Burry is betting against Nvidia, AMD, Micron and other chipmakers. Is a massive AI crash coming?
Insider Buying and Selling
Analyst Upgrades and Downgrades
A number of equities research analysts have issued reports on AMD shares. Oppenheimer downgraded shares of Advanced Micro Devices from a “market perform” rating to a “market perform” rating in a research report on Wednesday, May 6th. Zacks Research cut shares of Advanced Micro Devices from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, June 3rd. Morgan Stanley boosted their target price on Advanced Micro Devices from $360.00 to $410.00 and gave the stock an “equal weight” rating in a research note on Wednesday, May 6th. Evercore reaffirmed an “outperform” rating and issued a $579.00 target price on shares of Advanced Micro Devices in a report on Tuesday, May 19th. Finally, BTIG Research raised Advanced Micro Devices to a “buy” rating in a report on Wednesday, May 6th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $453.92.
Read Our Latest Analysis on Advanced Micro Devices
Advanced Micro Devices Stock Performance
NASDAQ AMD opened at $517.41 on Thursday. The company has a market capitalization of $843.69 billion, a PE ratio of 169.64, a price-to-earnings-growth ratio of 1.52 and a beta of 2.47. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.96 and a current ratio of 2.72. Advanced Micro Devices, Inc. has a 52-week low of $137.59 and a 52-week high of $584.73. The company has a 50-day simple moving average of $482.72 and a 200 day simple moving average of $314.89.
Advanced Micro Devices (NASDAQ:AMD – Get Free Report) last released its earnings results on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 earnings per share for the quarter, beating analysts’ consensus estimates of $1.29 by $0.08. Advanced Micro Devices had a net margin of 13.37% and a return on equity of 9.55%. The firm had revenue of $10.25 billion for the quarter, compared to analysts’ expectations of $9.90 billion. During the same period in the previous year, the company earned $0.96 earnings per share. The company’s quarterly revenue was up 37.8% on a year-over-year basis. On average, research analysts predict that Advanced Micro Devices, Inc. will post 6.15 EPS for the current year.
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.
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