Advanced Micro Devices, Inc. $AMD Position Increased by West Family Investments Inc.

West Family Investments Inc. boosted its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 98.8% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 4,922 shares of the semiconductor manufacturer’s stock after purchasing an additional 2,446 shares during the quarter. Advanced Micro Devices makes up approximately 0.8% of West Family Investments Inc.’s holdings, making the stock its 14th largest position. West Family Investments Inc.’s holdings in Advanced Micro Devices were worth $2,859,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Southpoint Capital Advisors LP raised its stake 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 valued at $183,087,000 after acquiring an additional 300,000 shares in the last quarter. Jefferies Financial Group Inc. increased its holdings in shares of Advanced Micro Devices by 6,228.8% during the fourth quarter. Jefferies Financial Group Inc. now owns 308,021 shares of the semiconductor manufacturer’s stock valued at $65,966,000 after purchasing an additional 303,154 shares during the period. Boomfish Wealth Group LLC bought a new stake in shares of Advanced Micro Devices during the first quarter valued at about $1,193,000. Dimensional Fund Advisors LP raised its stake in shares of Advanced Micro Devices by 6.0% during the first quarter. Dimensional Fund Advisors LP now owns 5,142,516 shares of the semiconductor manufacturer’s stock valued at $1,045,954,000 after purchasing an additional 291,165 shares in the last quarter. Finally, Williamson Legacy Group LLC acquired a new stake in Advanced Micro Devices in the fourth quarter worth about $1,118,000. 71.34% of the stock is currently owned by institutional investors.

Advanced Micro Devices Stock Performance

NASDAQ:AMD opened at $473.25 on Monday. Advanced Micro Devices, Inc. has a twelve month low of $149.22 and a twelve month high of $584.73. 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 company has a 50-day moving average of $511.40 and a 200-day moving average of $376.46. The firm has a market cap of $772.57 billion, a price-to-earnings ratio of 121.66 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 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 for the quarter, compared to the consensus estimate of $11.31 billion. During the same period in the previous year, the firm earned $0.48 EPS. The business’s revenue for the quarter was up 50.1% on a year-over-year basis. Analysts forecast that Advanced Micro Devices, Inc. will post 6.44 earnings per share for the current fiscal year.

Insider Transactions at Advanced Micro Devices

In other Advanced Micro Devices news, SVP Ava Hahn sold 2,993 shares of Advanced Micro Devices stock in a transaction that occurred on Tuesday, August 18th. The shares were sold at an average price of $488.69, for a total value of $1,462,649.17. Following the transaction, the senior vice president owned 26,623 shares in the company, valued at approximately $13,010,393.87. The trade was a 10.11% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Mark D. Papermaster sold 28,811 shares of the company’s stock in a transaction on Thursday, August 20th. The shares were sold at an average price of $471.87, for a total value of $13,595,046.57. Following the completion of the transaction, the executive vice president directly owned 1,261,461 shares in the company, valued at $595,245,602.07. This represents a 2.23% 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. Insiders have sold a total of 210,763 shares of company stock valued at $99,912,107 in the last 90 days. 0.50% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of equities analysts recently issued reports on the stock. Sanford C. Bernstein reiterated an “outperform” rating and issued a $650.00 target price on shares of Advanced Micro Devices in a research report on Wednesday, August 5th. Royal Bank Of Canada reaffirmed a “sector perform” rating and issued a $540.00 price target on shares of Advanced Micro Devices in a research note on Wednesday, August 5th. Morgan Stanley increased their price objective on shares of Advanced Micro Devices from $410.00 to $465.00 and gave the company an “equal weight” rating in a report on Wednesday, August 5th. Wolfe Research set a $450.00 target price on Advanced Micro Devices and gave the stock an “outperform” rating in a report on Monday, June 15th. Finally, Needham & Company LLC upgraded Advanced Micro Devices to a “buy” rating in a research report on Wednesday, May 6th. Three investment analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Advanced Micro Devices currently has a consensus rating of “Moderate Buy” and a consensus price target of $546.95.

Key Advanced Micro Devices News

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

• Positive Sentiment: BMO initiated coverage of AMD with a buy recommendation, adding to bullish Wall Street sentiment toward the semiconductor sector and AMD’s AI opportunity. BMO Buy Ratings for Semiconductor Stocks
• Positive Sentiment: AMD continues to show stronger and more consistent revenue growth than Arm Holdings. Its latest quarter included record revenue of $11.54 billion, up 50.1% year over year, and earnings that exceeded analyst expectations. AMD and Arm Revenue Comparison
• Positive Sentiment: Reports that Google may collaborate with AMD on its next-generation TPU could represent a meaningful design win and broaden AMD’s relationships with hyperscalers. Coatue Management’s new position, valued at approximately $55.8 million, also signals institutional interest in the AI trade. Google Reportedly Working With AMD on a TPU
• Neutral Sentiment: AMD is increasingly viewed as Nvidia’s most credible AI-chip challenger, particularly with its Helios platform, but investors remain focused on whether it can narrow Nvidia’s ecosystem and market-share advantages. AMD and Nvidia AI Competition
• Negative Sentiment: Google’s expanding custom-chip program, including its relationship with Marvell, could increase competition for AI-inference workloads. A report that SpaceX selected Nvidia’s Vera Rubin platform reinforces concerns that AMD is still losing some high-profile AI infrastructure opportunities. SpaceX Selects Nvidia AI Infrastructure
• Negative Sentiment: CEO Lisa Su and SVP Ava Hahn sold shares totaling roughly $8.7 million. The transactions were made under pre-arranged Rule 10b5-1 plans, limiting their signaling value, but the sales may still weigh on sentiment after AMD’s substantial rally. AMD Insider Stock Sale
• Negative Sentiment: Valuation remains a risk: AMD trades at a very high earnings multiple, leaving the stock vulnerable to profit-taking or disappointment if AI growth slows or fails to meet aggressive expectations. AMD Valuation Analysis

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.