Advanced Micro Devices, Inc. $AMD is Insight Advisors LLC PA’s 10th Largest Position

Insight Advisors LLC PA reduced its position in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 5.6% during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 18,251 shares of the semiconductor manufacturer’s stock after selling 1,086 shares during the period. Advanced Micro Devices accounts for about 1.9% of Insight Advisors LLC PA’s portfolio, making the stock its 10th largest position. Insight Advisors LLC PA’s holdings in Advanced Micro Devices were worth $10,602,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of AMD. Southpoint Capital Advisors LP raised its position in Advanced Micro Devices by 50.0% during the 1st quarter. Southpoint Capital Advisors LP now owns 900,000 shares of the semiconductor manufacturer’s stock worth $183,087,000 after buying an additional 300,000 shares during the last quarter. Jefferies Financial Group Inc. lifted its stake in Advanced Micro Devices by 6,228.8% during the 4th quarter. Jefferies Financial Group Inc. now owns 308,021 shares of the semiconductor manufacturer’s stock valued at $65,966,000 after acquiring an additional 303,154 shares during the period. Boomfish Wealth Group LLC purchased a new stake in shares of Advanced Micro Devices in the 1st quarter valued at $1,193,000. Dimensional Fund Advisors LP boosted its holdings in shares of Advanced Micro Devices by 6.0% in the 1st quarter. Dimensional Fund Advisors LP now owns 5,142,516 shares of the semiconductor manufacturer’s stock valued at $1,045,954,000 after acquiring an additional 291,165 shares during the last quarter. Finally, Williamson Legacy Group LLC acquired a new stake in shares of Advanced Micro Devices in the fourth quarter worth $1,118,000. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Advanced Micro Devices Trading Down 4.3%

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

Advanced Micro Devices (NASDAQ:AMD) last released 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 net margin of 15.58% and a return on equity of 12.30%. The business had revenue of $11.54 billion during the quarter, compared to analyst estimates of $11.31 billion. During the same quarter in the prior year, the firm earned $0.48 earnings per share. The company’s revenue for the quarter was up 50.1% compared to the same quarter last year. On average, sell-side analysts anticipate that Advanced Micro Devices, Inc. will post 6.44 EPS for the current fiscal year.

Insider Activity at Advanced Micro Devices

In related news, EVP Paul Darren Grasby sold 15,000 shares of the business’s stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $514.91, for a total value of $7,723,650.00. Following the sale, the executive vice president directly owned 117,687 shares in the company, valued at approximately $60,598,213.17. The trade was a 11.30% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Mark D. Papermaster sold 7,369 shares of the business’s stock in a transaction that occurred on Friday, August 14th. The shares were 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 $604,958,046.98. This trade represents a 0.59% 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 163,959 shares of company stock valued at $77,640,312 over the last ninety days. Corporate insiders own 0.50% of the company’s stock.

Analyst Ratings Changes

A number of research analysts recently issued reports on the stock. Wells Fargo & Company boosted their target price on shares of Advanced Micro Devices from $615.00 to $700.00 and gave the company an “overweight” rating in a research report on Wednesday, August 5th. Susquehanna lifted their price objective on Advanced Micro Devices from $450.00 to $500.00 and gave the company a “positive” rating in a research note on Thursday, July 30th. Northland Securities restated a “market perform” rating and issued a $260.00 target price on shares of Advanced Micro Devices in a research note on Monday, April 27th. Wedbush reaffirmed an “outperform” rating and set a $600.00 target price on shares of Advanced Micro Devices in a report on Wednesday, August 5th. Finally, Citigroup raised Advanced Micro Devices from a “market perform” rating to a “buy” rating in a report on Wednesday, July 22nd. Three analysts have rated the stock with a Strong Buy rating, thirty-one 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.com, Advanced Micro Devices presently has an average rating of “Moderate Buy” and an average price target of $546.87.

Key Stories Impacting 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

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.