Dynamic Advisor Solutions LLC Lowers Stake in Advanced Micro Devices, Inc. $AMD

Dynamic Advisor Solutions LLC lessened its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 24.3% during the 2nd quarter, Holdings Channel reports. The fund owned 17,114 shares of the semiconductor manufacturer’s stock after selling 5,500 shares during the period. Dynamic Advisor Solutions LLC’s holdings in Advanced Micro Devices were worth $9,942,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Vanguard Group Inc. boosted its holdings in shares of Advanced Micro Devices by 1.6% in the 4th quarter. Vanguard Group Inc. now owns 158,522,860 shares of the semiconductor manufacturer’s stock valued at $33,949,256,000 after buying an additional 2,525,109 shares in the last quarter. State Street Corp lifted its position in Advanced Micro Devices by 1.5% during the fourth quarter. State Street Corp now owns 74,919,276 shares of the semiconductor manufacturer’s stock valued at $16,044,712,000 after acquiring an additional 1,094,835 shares during the last quarter. Geode Capital Management LLC lifted its position in Advanced Micro Devices by 0.8% during the fourth quarter. Geode Capital Management LLC now owns 37,584,845 shares of the semiconductor manufacturer’s stock valued at $8,015,897,000 after acquiring an additional 287,525 shares during the last quarter. Norges Bank acquired a new stake in Advanced Micro Devices in the fourth quarter valued at approximately $4,929,312,000. Finally, Price T Rowe Associates Inc. MD boosted its stake in Advanced Micro Devices by 0.3% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 20,325,288 shares of the semiconductor manufacturer’s stock valued at $4,352,864,000 after acquiring an additional 55,969 shares in the last quarter. 71.34% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, Director Nora Denzel sold 8,626 shares of the stock in a transaction dated Tuesday, June 2nd. The stock was sold at an average price of $522.00, for a total value of $4,502,772.00. Following the transaction, the director directly owned 87,173 shares of the company’s stock, valued at approximately $45,504,306. This represents a 9.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Mark D. Papermaster sold 6,000 shares of the firm’s stock in a transaction dated 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 completion of the transaction, the executive vice president owned 1,233,687 shares of the company’s stock, valued at approximately $661,663,348.71. The trade was a 0.48% 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. In the last ninety days, insiders sold 310,310 shares of company stock valued at $141,185,456. Insiders own 0.50% of the company’s stock.

Advanced Micro Devices Price Performance

Shares of AMD opened at $482.05 on Thursday. The firm has a market capitalization of $786.03 billion, a PE ratio of 123.92 and a beta of 2.48. 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, Inc. has a 1-year low of $149.22 and a 1-year high of $584.73. The company’s fifty day moving average price is $515.79 and its 200-day moving average price is $356.42.

Advanced Micro Devices (NASDAQ:AMD) last issued its earnings results on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.62 by $0.04. Advanced Micro Devices had a return on equity of 12.52% and a net margin of 15.58%.The company had revenue of $11.54 billion during the quarter, compared to analyst estimates of $11.31 billion. During the same quarter last year, the business posted $0.48 EPS. The firm’s quarterly revenue was up 50.1% on a year-over-year basis. On average, equities research analysts predict that Advanced Micro Devices, Inc. will post 6.27 EPS for the current year.

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on AMD shares. Rosenblatt Securities reaffirmed a “buy” rating and set a $665.00 price target on shares of Advanced Micro Devices in a research report on Friday, July 24th. Royal Bank Of Canada reissued a “sector perform” rating and issued a $540.00 price objective on shares of Advanced Micro Devices in a research report on Wednesday. Wolfe Research set a $450.00 target price on Advanced Micro Devices and gave the stock an “outperform” rating in a research note on Monday, June 15th. HSBC lowered Advanced Micro Devices from a “buy” rating to a “hold” rating and upped their target price for the company from $335.00 to $340.00 in a research report on Monday, May 4th. Finally, Susquehanna raised their price target on Advanced Micro Devices from $450.00 to $500.00 and gave the stock a “positive” rating in a report on Thursday, July 30th. Three research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $539.35.

More Advanced Micro Devices News

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

• Positive Sentiment: Strong Q2 execution: AMD reported revenue of approximately $11.54 billion, up 50% year over year, and adjusted EPS of $1.66, exceeding analyst estimates. Data Center revenue more than doubled to $6.7 billion, while gross margin expanded to 56%. AMD Q2 Earnings Beat Estimates
• Positive Sentiment: Above-consensus guidance: AMD forecast third-quarter revenue of $12.7 billion to $13.3 billion, ahead of the roughly $12.4 billion consensus. Management also expects Data Center revenue to accelerate late in 2026 and more than double in 2027 as its Helios AI platform ramps. AMD Forecasts Upbeat Revenue
• Positive Sentiment: Analyst support remains strong: Jefferies, Truist, Goldman Sachs, Wedbush, Cantor Fitzgerald and Susquehanna either maintained bullish ratings or raised price targets, citing data-center momentum and AI GPU growth. AMD Price Targets Raised
• Positive Sentiment: AI ecosystem expansion: AMD highlighted collaboration with Meta, OpenAI and Anthropic to optimize AI models on its platform, while a new AI coding-tool system with Super Micro Computer supports broader adoption.
• Neutral Sentiment: Market positioning: AMD’s stock had more than doubled during the year, leaving the valuation and expectations unusually demanding. The post-earnings reaction reflects a reset in expectations rather than a deterioration in current demand.
• Negative Sentiment: Investors wanted a larger AI payoff: Although guidance exceeded official estimates, some analysts viewed the upside as modest relative to the premium already embedded in AMD’s valuation. AMD Investors Seek Bigger AI Payoff
• Negative Sentiment: Heavy investment weighs on near-term profitability: A sharp increase in capital spending to expand AI and data-center capacity raised concerns about cash use, execution risk and whether margins can keep improving.
• Negative Sentiment: Nvidia competition intensified: Elon Musk said SpaceX plans to use Nvidia chips exclusively for its AI infrastructure, reinforcing concerns about AMD’s ability to win major hyperscale customers. AMD Premarket Reaction

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.