Sustainable Insight Capital Management LLC Has $1.24 Million Stake in Advanced Micro Devices, Inc. $AMD

Sustainable Insight Capital Management LLC boosted its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 24.5% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,097 shares of the semiconductor manufacturer’s stock after acquiring an additional 1,200 shares during the quarter. Sustainable Insight Capital Management LLC’s holdings in Advanced Micro Devices were worth $1,240,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Joseph Group Capital Management acquired a new stake in shares of Advanced Micro Devices in the 4th quarter valued at about $25,000. Cornerstone Financial Management LLC acquired a new position in shares of Advanced Micro Devices during the fourth quarter worth about $27,000. Sarver Vrooman Wealth Advisors acquired a new position in shares of Advanced Micro Devices during the fourth quarter worth about $27,000. Basepoint Wealth LLC bought a new position in shares of Advanced Micro Devices during the fourth quarter worth about $30,000. Finally, Wilkerson Advisory Group LLC acquired a new stake in Advanced Micro Devices in the 4th quarter valued at approximately $33,000. 71.34% of the stock is owned by institutional investors and hedge funds.

Advanced Micro Devices Stock Down 3.3%

NASDAQ:AMD opened at $521.95 on Friday. Advanced Micro Devices, Inc. has a twelve month low of $149.22 and a twelve month high of $584.73. The firm has a market capitalization of $851.09 billion, a price-to-earnings ratio of 171.13, a price-to-earnings-growth ratio of 1.57 and a beta of 2.47. The company has a quick ratio of 1.96, a current ratio of 2.72 and a debt-to-equity ratio of 0.04. The stock’s 50 day moving average price is $512.60 and its two-hundred day moving average price is $340.69.

Advanced Micro Devices (NASDAQ:AMD) last released its quarterly earnings data 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 company had revenue of $10.25 billion during the quarter, compared to the consensus estimate of $9.90 billion. During the same quarter in the prior year, the firm posted $0.96 EPS. The firm’s revenue for the quarter was up 37.8% compared to the same quarter last year. Equities research analysts expect that Advanced Micro Devices, Inc. will post 6.25 earnings per share for the current fiscal year.

Advanced Micro Devices News Summary

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

• Positive Sentiment: AMD and Cerebras announced a technical partnership to combine Helios and Wafer-Scale Engine technology, aiming for faster, more efficient AI inference and up to 5x higher tokens per second per watt. AMD and Cerebras Announce Industry-Leading Ultra-Low-Latency and High Throughput AI Inference Solution
• Positive Sentiment: Wedbush raised its price target to $600, and several other firms also boosted targets after AMD’s Advancing AI 2026 event, signaling stronger Wall Street confidence in AMD’s AI data center growth. AMD price target boosted on strengthening AI outlook
• Positive Sentiment: Other commentary highlighted AMD’s new Helios AI rack system, expanded OpenAI and Anthropic-related demand, and multiple bullish analyst notes, all of which support the view that AMD is gaining share in AI infrastructure. AMD plans to invest to up $5 billion into Anthropic as it seeks to cut into Nvidia’s dominance
• Neutral Sentiment: Short-interest data showed no meaningful change in practice, with reported short interest listed as zero shares, so this item does not appear to be a real trading catalyst.
• Neutral Sentiment: The broader semiconductor sector pulled back on valuation and profit-taking concerns, which may be weighing on AMD even as company-specific AI news remains constructive. Semiconductor Crossroads: Healthy Consolidation or Deeper Repricing?
• Negative Sentiment: AMD also appeared in reports about an AI-chip selloff and weaker risk appetite, suggesting some investors are taking profits after the stock’s strong run. AI Memory Stocks Lead Chip Selloff

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on the company. JPMorgan Chase & Co. upped their price target on Advanced Micro Devices from $270.00 to $385.00 and gave the stock a “neutral” rating in a research report on Wednesday, May 6th. Robert W. Baird set a $1,250.00 price objective on shares of Advanced Micro Devices in a report on Friday. Zacks Research lowered shares of Advanced Micro Devices from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, June 3rd. Roth Capital increased their target price on shares of Advanced Micro Devices from $500.00 to $650.00 and gave the stock a “buy” rating in a report on Friday. Finally, Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $700.00 target price on shares of Advanced Micro Devices in a research report on Friday. Two research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $522.43.

Insider Activity

In other Advanced Micro Devices news, EVP Forrest Eugene Norrod sold 19,487 shares of the stock in a transaction on Wednesday, May 20th. The shares were sold at an average price of $431.40, for a total value of $8,406,691.80. Following the completion of the sale, the executive vice president owned 324,527 shares in the company, valued at $140,000,947.80. This trade represents a 5.66% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. 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, June 10th. The shares were sold at an average price of $460.69, for a total transaction of $57,586,250.00. Following the completion of the transaction, the chief executive officer directly owned 2,896,899 shares of the company’s stock, valued at approximately $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 three months, insiders sold 310,310 shares of company stock valued at $141,185,456. 0.50% of the stock is owned by corporate insiders.

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.