Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. Takes Position in Advanced Micro Devices, Inc. $AMD

Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. purchased a new position in Advanced Micro Devices, Inc. (NASDAQ:AMD) during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 3,067 shares of the semiconductor manufacturer’s stock, valued at approximately $624,000. Advanced Micro Devices comprises 1.5% of Mitsubishi UFJ Morgan Stanley Securities Co. Ltd.’s portfolio, making the stock its 8th biggest holding.

A number of other hedge funds have also modified their holdings of AMD. Brighton Jones LLC grew its stake in Advanced Micro Devices by 178.2% in the fourth quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer’s stock valued at $5,551,000 after purchasing an additional 29,438 shares in the last quarter. Revolve Wealth Partners LLC raised its stake in shares of Advanced Micro Devices by 2.9% during the 4th quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer’s stock worth $1,001,000 after purchasing an additional 234 shares in the last quarter. Sivia Capital Partners LLC raised its stake in shares of Advanced Micro Devices by 125.1% during the 2nd quarter. Sivia Capital Partners LLC now owns 5,344 shares of the semiconductor manufacturer’s stock worth $758,000 after purchasing an additional 2,970 shares in the last quarter. United Bank lifted its holdings in shares of Advanced Micro Devices by 22.0% during the 2nd quarter. United Bank now owns 13,255 shares of the semiconductor manufacturer’s stock valued at $1,881,000 after buying an additional 2,392 shares during the last quarter. Finally, Schnieders Capital Management LLC. grew its stake in shares of Advanced Micro Devices by 361.0% in the 2nd quarter. Schnieders Capital Management LLC. now owns 9,230 shares of the semiconductor manufacturer’s stock valued at $1,310,000 after buying an additional 7,228 shares in the last quarter. 71.34% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Advanced Micro Devices

In related news, EVP Paul Darren Grasby sold 24,376 shares of the business’s stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $444.39, for a total transaction of $10,832,450.64. Following the completion of the transaction, the executive vice president owned 105,222 shares of the company’s stock, valued at approximately $46,759,604.58. The trade was a 18.81% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Lisa T. Su sold 125,000 shares of the stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $460.69, for a total value of $57,586,250.00. Following the sale, the chief executive officer owned 2,896,899 shares of the company’s stock, valued at approximately $1,334,572,400.31. The trade was a 4.14% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 374,739 shares of company stock valued at $161,135,671. 0.50% of the stock is owned by corporate insiders.

Advanced Micro Devices Price Performance

Shares of Advanced Micro Devices stock opened at $517.41 on Thursday. The company has a current ratio of 2.72, a quick ratio of 1.96 and a debt-to-equity ratio of 0.04. The firm has a fifty day simple moving average of $482.72 and a 200-day simple moving average of $314.89. The stock has a market capitalization of $843.69 billion, a price-to-earnings ratio of 169.64, a PEG ratio of 1.52 and a beta of 2.47. Advanced Micro Devices, Inc. has a 1-year low of $137.59 and a 1-year high of $584.73.

Advanced Micro Devices (NASDAQ:AMD) last posted its earnings results on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.29 by $0.08. The business had revenue of $10.25 billion for the quarter, compared to analyst estimates of $9.90 billion. Advanced Micro Devices had a net margin of 13.37% and a return on equity of 9.55%. Advanced Micro Devices’s revenue was up 37.8% compared to the same quarter last year. During the same period last year, the business posted $0.96 EPS. On average, sell-side analysts expect that Advanced Micro Devices, Inc. will post 6.15 earnings per share for the current year.

Analysts Set New Price Targets

A number of equities analysts recently commented on AMD shares. Raymond James Financial initiated coverage on Advanced Micro Devices in a report on Wednesday, May 6th. They issued a “market perform” rating on the stock. KeyCorp lifted their target price on shares of Advanced Micro Devices from $330.00 to $530.00 and gave the company an “overweight” rating in a research note on Wednesday, May 6th. 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. Bank of America increased their price target on shares of Advanced Micro Devices from $500.00 to $560.00 and gave the stock a “buy” rating in a research note on Thursday, June 11th. Finally, Wells Fargo & Company raised their price target on shares of Advanced Micro Devices from $505.00 to $615.00 and gave the company an “overweight” rating in a report on Tuesday, June 30th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $453.92.

Key Headlines Impacting Advanced Micro Devices

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?

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.