NS Partners Ltd Makes New $41.59 Million Investment in Advanced Micro Devices, Inc. $AMD

NS Partners Ltd purchased a new stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 71,596 shares of the semiconductor manufacturer’s stock, valued at approximately $41,591,000. Advanced Micro Devices comprises approximately 1.8% of NS Partners Ltd’s holdings, making the stock its 16th largest holding.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. First National Bank of Hutchinson raised its stake in Advanced Micro Devices by 0.4% during the 2nd quarter. First National Bank of Hutchinson now owns 5,639 shares of the semiconductor manufacturer’s stock valued at $3,276,000 after acquiring an additional 22 shares in the last quarter. Delta Asset Management LLC TN increased its holdings in shares of Advanced Micro Devices by 1.5% during the second quarter. Delta Asset Management LLC TN now owns 1,497 shares of the semiconductor manufacturer’s stock valued at $870,000 after purchasing an additional 22 shares during the period. Park Place Capital Corp increased its holdings in shares of Advanced Micro Devices by 19.5% during the second quarter. Park Place Capital Corp now owns 141 shares of the semiconductor manufacturer’s stock valued at $82,000 after purchasing an additional 23 shares during the period. Clal Insurance Enterprises Holdings Ltd raised its stake in shares of Advanced Micro Devices by 12.8% during the first quarter. Clal Insurance Enterprises Holdings Ltd now owns 212 shares of the semiconductor manufacturer’s stock valued at $43,000 after purchasing an additional 24 shares in the last quarter. Finally, Trust Co of the South lifted its holdings in Advanced Micro Devices by 1.5% in the second quarter. Trust Co of the South now owns 1,746 shares of the semiconductor manufacturer’s stock worth $1,014,000 after purchasing an additional 25 shares during the period. 71.34% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of research firms have commented on AMD. Wedbush restated an “outperform” rating and set a $600.00 price target on shares of Advanced Micro Devices in a research report on Wednesday, August 5th. BMO Capital Markets assumed coverage on shares of Advanced Micro Devices in a research note on Thursday, August 20th. They set an “outperform” rating and a $550.00 price objective on the stock. Wells Fargo & Company boosted their target price on Advanced Micro Devices from $615.00 to $700.00 and gave the stock an “overweight” rating in a report on Wednesday, August 5th. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $700.00 price target on shares of Advanced Micro Devices in a research note on Wednesday, August 5th. Finally, Wolfe Research set a $450.00 price objective on Advanced Micro Devices and gave the stock an “outperform” rating in a research note on Monday, June 15th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-two have given a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $553.72.

Advanced Micro Devices Trading Down 0.6%

NASDAQ:AMD opened at $457.06 on Thursday. The stock has a fifty day simple moving average of $501.61 and a 200 day simple moving average of $390.93. The company has a quick ratio of 1.91, a current ratio of 2.61 and a debt-to-equity ratio of 0.03. The firm has a market capitalization of $746.14 billion, a price-to-earnings ratio of 117.50, a price-to-earnings-growth ratio of 4.76 and a beta of 2.48. Advanced Micro Devices, Inc. has a 1-year low of $149.22 and a 1-year high of $584.73.

Advanced Micro Devices (NASDAQ:AMD) last announced its earnings results 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 net margin of 15.58% and a return on equity of 12.30%. The company had revenue of $11.54 billion during the quarter, compared to analysts’ expectations of $11.31 billion. During the same period last year, the company posted $0.48 earnings per share. The business’s revenue for the quarter was up 50.1% on a year-over-year basis. Sell-side analysts forecast that Advanced Micro Devices, Inc. will post 6.44 earnings per share for the current year.

Advanced Micro Devices News Roundup

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

• Positive Sentiment: AMD’s AI infrastructure collaboration with Cisco and Saudi Arabia’s HUMAIN is gaining traction: MI355X-based systems are reportedly live and serving customers, with plans for an additional 250 megawatts beginning in 2027 and as much as 1 gigawatt by 2030. The buildout could create a significant long-term data-center revenue opportunity. AMD Saudi Arabia AI infrastructure
• Positive Sentiment: Several bullish commentaries argue that AMD could benefit from the next phase of AI spending, particularly inference workloads and server CPUs. One forecast sees the company potentially reaching a $2 trillion valuation by 2030, while analysts cited elsewhere see additional upside from current levels. AMD $2 trillion forecast
• Positive Sentiment: Tiger Global reportedly opened an AMD position while reducing its Alphabet stake, suggesting some institutional investors are rotating toward AI-chip exposure. Tiger Global AMD position
• Neutral Sentiment: AMD remains above a widely watched support level near $450, but technical coverage says higher U.S. interest rates are weighing on high-growth technology stocks and limiting near-term momentum. AMD technical levels and rates
• Negative Sentiment: J.P. Morgan reportedly views AMD as facing execution challenges relative to Nvidia. Nvidia’s investment in MediaTek and continued efforts to defend its AI-chip ecosystem also reinforce concerns that AMD must execute effectively to gain share. J.P. Morgan Nvidia versus AMD
• Negative Sentiment: Investors are also taking profits after AMD’s substantial 2026 advance. Commentary highlights valuation pressure, with the stock trading at a very high earnings multiple, while ARK Invest has continued reducing its AMD position. ARK Invest reduces AMD shares

Insider Buying and Selling

In other news, SVP Ava Hahn sold 2,993 shares of the firm’s stock in a transaction on Tuesday, August 18th. The stock was sold at an average price of $488.69, for a total value of $1,462,649.17. Following the completion of the sale, the senior vice president owned 26,623 shares of the company’s stock, valued at $13,010,393.87. This trade represents a 10.11% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Mark D. Papermaster sold 28,811 shares of the stock in a transaction dated Thursday, August 20th. The stock was sold at an average price of $471.87, for a total value of $13,595,046.57. Following the completion of the sale, the executive vice president directly owned 1,261,461 shares of the company’s stock, valued at approximately $595,245,602.07. This represents a 2.23% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 232,577 shares of company stock valued at $109,509,170. 0.50% of the stock is currently owned by company insiders.

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.