Groupe la Francaise Purchases 41,589 Shares of Advanced Micro Devices, Inc. $AMD

Groupe la Francaise raised its position in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 31.4% during the first quarter, Holdings Channel reports. The firm owned 174,117 shares of the semiconductor manufacturer’s stock after purchasing an additional 41,589 shares during the period. Groupe la Francaise’s holdings in Advanced Micro Devices were worth $35,391,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. CCM Investment Advisers LLC increased its position in shares of Advanced Micro Devices by 4.8% during the first quarter. CCM Investment Advisers LLC now owns 73,921 shares of the semiconductor manufacturer’s stock worth $15,038,000 after buying an additional 3,400 shares during the period. Leigh Baldwin & CO. LLC lifted its holdings in Advanced Micro Devices by 16.9% in the first quarter. Leigh Baldwin & CO. LLC now owns 2,477 shares of the semiconductor manufacturer’s stock valued at $504,000 after buying an additional 359 shares during the period. McIlrath & Eck LLC boosted its position in Advanced Micro Devices by 10.3% during the first quarter. McIlrath & Eck LLC now owns 821 shares of the semiconductor manufacturer’s stock valued at $167,000 after acquiring an additional 77 shares during the last quarter. Silicon Valley Capital Partners boosted its position in Advanced Micro Devices by 4.9% during the first quarter. Silicon Valley Capital Partners now owns 113,591 shares of the semiconductor manufacturer’s stock valued at $23,108,000 after acquiring an additional 5,289 shares during the last quarter. Finally, Paragon Private Wealth Management LLC grew its holdings in Advanced Micro Devices by 4.6% during the 1st quarter. Paragon Private Wealth Management LLC now owns 2,662 shares of the semiconductor manufacturer’s stock worth $542,000 after acquiring an additional 118 shares during the period. 71.34% of the stock is currently owned by institutional investors and hedge funds.

Advanced Micro Devices Stock Performance

Shares of AMD opened at $485.39 on Friday. Advanced Micro Devices, Inc. has a one year low of $149.22 and a one year high of $584.73. The company has a market cap of $791.48 billion, a PE ratio of 159.14 and a beta of 2.47. The stock has a 50-day moving average of $515.25 and a 200-day moving average of $348.80. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.72 and a quick ratio of 1.96.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings results on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 earnings per share for the quarter, topping analysts’ consensus estimates of $1.29 by $0.08. The business had revenue of $10.25 billion for the quarter, compared to the consensus estimate of $9.90 billion. Advanced Micro Devices had a return on equity of 9.55% and a net margin of 13.37%.The firm’s revenue for the quarter was up 37.8% on a year-over-year basis. During the same period in the prior year, the business earned $0.96 EPS. On average, equities research analysts predict that Advanced Micro Devices, Inc. will post 6.27 EPS for the current fiscal year.

Insider Activity at Advanced Micro Devices

In related news, EVP Mark D. Papermaster sold 6,000 shares of the stock in a transaction on Monday, June 15th. The stock was sold at an average price of $536.33, for a total value of $3,217,980.00. Following the transaction, the executive vice president directly owned 1,233,687 shares in the company, valued at $661,663,348.71. This trade represents a 0.48% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Paul Darren Grasby sold 24,376 shares of Advanced Micro Devices stock in a transaction on Friday, May 8th. The shares were sold at an average price of $444.39, for a total transaction of $10,832,450.64. Following the completion of the sale, the executive vice president directly 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 SEC filing for this sale provides additional information. Insiders sold 310,310 shares of company stock valued at $141,185,456 over the last three months. 0.50% of the stock is currently owned by company insiders.

Analyst Ratings Changes

A number of brokerages have recently issued reports on AMD. William Blair reissued a “market perform” rating on shares of Advanced Micro Devices in a research note on Friday, July 24th. Roth Capital lifted their target price on Advanced Micro Devices from $500.00 to $650.00 and gave the stock a “buy” rating in a report on Friday, July 24th. Mizuho boosted their price target on Advanced Micro Devices from $615.00 to $625.00 and gave the company an “outperform” rating in a research note on Monday. Northland Securities restated a “market perform” rating and set a $260.00 price target on shares of Advanced Micro Devices in a report on Monday, April 27th. Finally, Cantor Fitzgerald reaffirmed an “overweight” rating and set a $700.00 price objective on shares of Advanced Micro Devices in a research report on Friday, July 24th. Two investment analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, Advanced Micro Devices currently has an average rating of “Moderate Buy” and a consensus target price of $529.46.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: AI data-center expansion: AMD’s agreement with Core Scientific provides more than 500 megawatts of U.S. data-center capacity beginning in 2027, with the potential to expand to 2.5 gigawatts. Bernstein estimates the arrangement could generate roughly $14 billion in revenue over 15 years, helping address the infrastructure bottleneck facing AI-chip deployments. Core Scientific’s AMD Deal Could Generate $14 Billion Over 15 Years
• Positive Sentiment: More bullish analyst views: Susquehanna raised its AMD price target from $450 to $500 and maintained a positive rating, citing improving server-CPU prospects ahead of second-quarter earnings. Wedbush separately lifted its target to $600, pointing to Microsoft and Anthropic partnerships as potential catalysts for a data-center growth acceleration. Susquehanna Just Upped Its Price Target on AMD Stock
• Positive Sentiment: AI demand narrative remains intact: An Anthropic developer’s comments about the need for more powerful CPUs reinforced expectations that AI workloads will require broader computing infrastructure beyond GPUs. AMD’s server-CPU market share and AI accelerator ambitions support the longer-term growth case. AMD Stock Rallies as Anthropic Highlights the Need for More Powerful CPUs
• Neutral Sentiment: Upcoming earnings are the next major test: AMD is scheduled to report second-quarter results on August 4. Investors will look for evidence that data-center growth, AI-chip demand and forward guidance can support elevated earnings expectations.
• Negative Sentiment: Valuation and execution risks remain: Analysts caution that AMD’s high valuation depends on aggressive growth over the next two years. The stock’s recent pullback, competition from Nvidia and Chinese chipmakers, and the possibility that AI spending expectations are already priced in could limit further gains. The Growth That Has To Land For Advanced Micro Devices Stock to Make Sense

About Advanced Micro Devices

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.