Advanced Micro Devices, Inc. $AMD Shares Acquired by United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund

United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund grew its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 85.0% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,700 shares of the semiconductor manufacturer’s stock after purchasing an additional 1,700 shares during the quarter. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund’s holdings in Advanced Micro Devices were worth $2,149,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in AMD. Cornerstone Select Advisors LLC boosted its holdings in Advanced Micro Devices by 11.2% during the second quarter. Cornerstone Select Advisors LLC now owns 4,091 shares of the semiconductor manufacturer’s stock worth $2,377,000 after buying an additional 413 shares in the last quarter. Strata Wealth Advisors LLC purchased a new position in Advanced Micro Devices in the second quarter valued at $318,000. Moran Wealth Management LLC increased its holdings in Advanced Micro Devices by 1.7% in the second quarter. Moran Wealth Management LLC now owns 28,899 shares of the semiconductor manufacturer’s stock valued at $16,788,000 after buying an additional 497 shares in the last quarter. Andina Capital Management LLC acquired a new position in shares of Advanced Micro Devices in the second quarter worth about $208,000. Finally, Mechanics Financial Corp raised its position in shares of Advanced Micro Devices by 4.6% in the second quarter. Mechanics Financial Corp now owns 2,363 shares of the semiconductor manufacturer’s stock worth $1,373,000 after acquiring an additional 104 shares during the period. 71.34% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: CEO Lisa Su reportedly expects AMD’s server revenue to grow by more than 80% during the current half, excluding the company’s AI accelerator business. The outlook reinforces the strength of AMD’s broader data-center franchise. Lisa Su Says AMD’s Server Revenue Will Grow More Than 80%
• Positive Sentiment: AMD unveiled Instinct Coder for private enterprise AI, while a reported acquisition of a Canadian startup could support specialized, model-focused AI inference. These developments expand AMD’s enterprise AI offering, although their financial impact remains unproven. AMD Unveils Instinct Coder
• Positive Sentiment: AMD’s recently announced $4.75 billion debt offering provides capital for AI and data-center expansion. The financing may accelerate growth, though it also increases interest and execution risks. AMD Rises on $4.75 Billion Debt Offering
• Neutral Sentiment: AMD’s first 13F disclosed a $1.31 billion equity portfolio concentrated in six holdings, including a large SpaceX stake. The filing highlights potentially valuable strategic investments but does not directly change AMD’s chip-business earnings outlook. AMD’s $1.3 Billion Portfolio
• Negative Sentiment: Valuation remains a major concern: commentary says AMD trades at a substantially higher premium than NVIDIA, leaving the stock vulnerable to profit-taking if growth expectations cool. AMD vs. Nvidia Valuation
• Negative Sentiment: Executives Mark Papermaster and Paul Grasby sold shares under pre-arranged plans to cover tax withholding on vested equity awards. The transactions were not discretionary bearish bets, but insider selling can still weigh on sentiment. AMD Insider Sale Filing
• Negative Sentiment: Ark Invest sold approximately $13.1 million of AMD while buying NVIDIA, adding near-term selling pressure and reinforcing concerns about competition and relative valuation. Ark Invest Sells AMD

Advanced Micro Devices Trading Down 4.3%

AMD stock opened at $484.39 on Wednesday. The company has a current ratio of 2.61, a quick ratio of 1.91 and a debt-to-equity ratio of 0.03. Advanced Micro Devices, Inc. has a 12-month low of $149.22 and a 12-month high of $584.73. The stock has a market cap of $790.75 billion, a price-to-earnings ratio of 124.52 and a beta of 2.48. The business’s 50-day moving average is $512.26 and its 200 day moving average is $371.71.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings data on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 EPS for the quarter, topping the consensus estimate of $1.62 by $0.04. Advanced Micro Devices had a return on equity of 12.30% 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 period in the previous year, the business earned $0.48 EPS. Advanced Micro Devices’s quarterly revenue was up 50.1% on a year-over-year basis. On average, sell-side analysts anticipate that Advanced Micro Devices, Inc. will post 6.44 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently commented on AMD shares. Robert W. Baird set a $1,250.00 target price on Advanced Micro Devices in a research report on Friday, July 24th. Roth Capital lifted their price target on Advanced Micro Devices from $500.00 to $650.00 and gave the company a “buy” rating in a research note on Friday, July 24th. Jefferies Financial Group set a $650.00 price target on Advanced Micro Devices in a report on Wednesday, August 5th. KeyCorp set a $650.00 price target on Advanced Micro Devices in a research report on Wednesday, August 5th. Finally, Raymond James Financial began coverage on Advanced Micro Devices in a report on Wednesday, May 6th. They issued a “market perform” rating on the stock. Three investment analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating, ten have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $546.87.

Insider Transactions at Advanced Micro Devices

In related news, EVP Mark D. Papermaster sold 7,369 shares of the business’s stock in a transaction that occurred on Friday, August 14th. The stock was sold at an average price of $487.34, for a total transaction of $3,591,208.46. Following the completion of the sale, the executive vice president directly owned 1,241,347 shares in the company, valued at approximately $604,958,046.98. The trade was a 0.59% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Nora Denzel sold 8,626 shares of the stock in a transaction on Tuesday, June 2nd. The shares were sold at an average price of $522.00, for a total value of $4,502,772.00. Following the completion of 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. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 163,959 shares of company stock valued at $77,640,312. Insiders own 0.50% of the company’s stock.

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.