Advanced Micro Devices, Inc. $AMD Shares Purchased by Nan Shan Life Insurance Co. Ltd.

Nan Shan Life Insurance Co. Ltd. boosted its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 1,288.6% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 220,170 shares of the semiconductor manufacturer’s stock after purchasing an additional 204,315 shares during the quarter. Advanced Micro Devices makes up 4.1% of Nan Shan Life Insurance Co. Ltd.’s investment portfolio, making the stock its 5th biggest holding. Nan Shan Life Insurance Co. Ltd.’s holdings in Advanced Micro Devices were worth $127,899,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds also recently bought and sold shares of the stock. First National Bank of Hutchinson grew its position in shares of Advanced Micro Devices by 0.4% during the second quarter. First National Bank of Hutchinson now owns 5,639 shares of the semiconductor manufacturer’s stock worth $3,276,000 after buying an additional 22 shares in the last quarter. Delta Asset Management LLC TN raised its holdings in Advanced Micro Devices by 1.5% in the second quarter. Delta Asset Management LLC TN now owns 1,497 shares of the semiconductor manufacturer’s stock valued at $870,000 after acquiring an additional 22 shares in the last quarter. Park Place Capital Corp lifted its stake in Advanced Micro Devices by 19.5% in the second quarter. Park Place Capital Corp now owns 141 shares of the semiconductor manufacturer’s stock worth $82,000 after acquiring an additional 23 shares during the last quarter. Clal Insurance Enterprises Holdings Ltd lifted its stake in Advanced Micro Devices by 12.8% in the first quarter. Clal Insurance Enterprises Holdings Ltd now owns 212 shares of the semiconductor manufacturer’s stock worth $43,000 after acquiring an additional 24 shares during the last quarter. Finally, Trust Co of the South grew its holdings in Advanced Micro Devices by 1.5% during the 2nd quarter. Trust Co of the South now owns 1,746 shares of the semiconductor manufacturer’s stock worth $1,014,000 after acquiring an additional 25 shares in the last quarter. Institutional investors and hedge funds own 71.34% of the company’s stock.

Wall Street Analyst Weigh In

AMD has been the topic of a number of recent analyst reports. UBS Group reissued an “overweight” rating on shares of Advanced Micro Devices in a research report on Friday, July 24th. Raymond James Financial upgraded shares of Advanced Micro Devices from an “outperform” rating to a “strong-buy” rating and boosted their target price for the stock from $565.00 to $641.00 in a research note on Tuesday, August 25th. Zacks Research lowered Advanced Micro Devices from a “strong-buy” rating to a “hold” rating in a report on Tuesday. Melius Research set a $660.00 target price on Advanced Micro Devices in a report on Friday, July 24th. Finally, Wolfe Research set a $450.00 price target on Advanced Micro Devices and gave the company an “outperform” rating in a research note on Monday, June 15th. Three analysts have rated the stock with a Strong Buy rating, thirty-two have given a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $553.72.

Advanced Micro Devices Price Performance

Shares of NASDAQ AMD opened at $456.16 on Friday. The stock has a market cap of $744.67 billion, a P/E ratio of 117.26, a P/E/G ratio of 4.73 and a beta of 2.48. Advanced Micro Devices, Inc. has a twelve month low of $149.22 and a twelve month high of $584.73. The stock has a 50 day moving average of $500.08 and a two-hundred day moving average of $392.68. 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 (NASDAQ:AMD) last announced its earnings results on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 EPS for the quarter, beating 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 analysts’ expectations of $11.31 billion. During the same period in the previous year, the company posted $0.48 EPS. The company’s quarterly revenue was up 50.1% on a year-over-year basis. On average, research analysts forecast that Advanced Micro Devices, Inc. will post 6.44 earnings per share for the current year.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: AMD’s role in AI infrastructure continues to expand. The company is contributing to the Linux Foundation’s TRACE project for verifiable AI governance, while Anjuna’s confidential-computing platform uses AMD Secure Encrypted Virtualization. These developments support AMD’s position in secure cloud and data-center AI. Why Is AMD Becoming More Important in Secure AI Infrastructure?
• Positive Sentiment: AMD is participating in ASUS’s expanded AI infrastructure ecosystem alongside Intel and other technology partners, potentially broadening its exposure to cloud, edge and enterprise AI deployments. ASUS Expands AI Infrastructure Ecosystem from Cloud to Edge
• Positive Sentiment: Analysts and commentators continue to point to AMD’s data-center momentum, server-CPU opportunity and planned Saudi AI buildout with HUMAIN, which targets 250 megawatts from 2027 and as much as 1 gigawatt by 2030. Can AMD’s Saudi AI Buildout Challenge NVIDIA and Broadcom?
• Neutral Sentiment: Institutional positioning is mixed: Tiger Global recently opened an AMD position, while Stanley Druckenmiller reportedly selected AMD as an AI-chip challenger rather than buying Nvidia. These moves provide some validation but do not establish a near-term earnings catalyst.
• Negative Sentiment: ARK Invest disclosed sales of approximately $72.8 million of AMD shares while purchasing about $53 million of Nvidia stock. Additional reports say ARK has continued trimming AMD, reinforcing concerns that some investors prefer Nvidia’s growth and valuation profile. Cathie Wood Sold AMD and Bought Nvidia
• Negative Sentiment: AMD was downgraded by Zacks Research from “strong buy” to “hold.” Other commentary argues the stock’s sharp 2026 advance has already priced in substantial AI success; its high earnings multiple leaves less room for execution delays or disappointing guidance. Prediction: Nvidia Stock Will Outperform AMD Through 2028
• Negative Sentiment: Semiconductor shares remain vulnerable to higher interest rates, rising oil prices and Treasury yields. Broadcom’s softer guidance and margin concerns also weighed on the chip sector, while comparisons suggest Nvidia is growing faster and may offer a more attractive risk-reward profile. Broadcom Falls as Soft Guidance Overshadows AI Revenue Growth

Insider Activity at Advanced Micro Devices

In other Advanced Micro Devices news, CEO Lisa Su sold 125,000 shares of Advanced Micro Devices stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $460.69, for a total value of $57,586,250.00. Following the transaction, the chief executive officer directly owned 2,896,899 shares in the company, valued at approximately $1,334,572,400.31. The trade was a 4.14% decrease in their ownership of the stock. The transaction was disclosed in a document filed 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 Jean X. Hu sold 15,000 shares of the firm’s stock in a transaction dated Tuesday, August 25th. The stock was sold at an average price of $474.08, for a total value of $7,111,200.00. Following the transaction, the executive vice president directly owned 160,979 shares in the company, valued at approximately $76,316,924.32. This represents a 8.52% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 232,577 shares of company stock worth $109,509,170 in the last three months. Company insiders own 0.50% of the company’s stock.

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.