Integrity Wealth Partners LLC acquired a new position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) during the first quarter, Holdings Channel.com reports. The fund acquired 1,978 shares of the semiconductor manufacturer’s stock, valued at approximately $402,000.
Several other large investors have also added to or reduced their stakes in AMD. Joseph Group Capital Management bought a new stake in shares of Advanced Micro Devices during the fourth quarter valued at about $25,000. Sarver Vrooman Wealth Advisors purchased a new stake in shares of Advanced Micro Devices in the fourth quarter worth about $27,000. Cornerstone Financial Management LLC bought a new position in shares of Advanced Micro Devices in the fourth quarter valued at approximately $27,000. Basepoint Wealth LLC bought a new position in shares of Advanced Micro Devices in the fourth quarter valued at approximately $30,000. Finally, Delos Wealth Advisors LLC grew its stake in Advanced Micro Devices by 100.0% during the third quarter. Delos Wealth Advisors LLC now owns 200 shares of the semiconductor manufacturer’s stock valued at $32,000 after acquiring an additional 100 shares in the last quarter. Institutional investors own 71.34% of the company’s stock.
Analyst Upgrades and Downgrades
AMD has been the topic of a number of analyst reports. Loop Capital raised shares of Advanced Micro Devices to a “strong-buy” rating in a report on Tuesday, June 16th. Melius Research set a $540.00 price target on shares of Advanced Micro Devices in a report on Monday, May 18th. DA Davidson boosted their price target on shares of Advanced Micro Devices from $375.00 to $425.00 and gave the company a “buy” rating in a research report on Wednesday, May 6th. Seaport Research Partners raised shares of Advanced Micro Devices from a “neutral” rating to a “buy” rating and set a $430.00 price target on the stock in a report on Wednesday, May 6th. Finally, TD Cowen increased their price objective on Advanced Micro Devices from $500.00 to $600.00 and gave the stock a “buy” rating in a research report on Monday, June 1st. Two investment analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $448.78.
Advanced Micro Devices News Summary
Here are the key news stories impacting Advanced Micro Devices this week:
- Positive Sentiment: Several recent reports remain bullish on AMD’s long-term setup, citing strong data center momentum, continued AI infrastructure demand, and new product launches such as Versal Premium Gen 2 for AI, networking, and aerospace workloads. Analysts including Wells Fargo, UBS, and Cantor have also raised price targets, signaling that some on Wall Street still see meaningful upside. Article Title
- Positive Sentiment: Investor sentiment is being helped by commentary that AMD’s AI and server CPU business remains a key beneficiary of the semiconductor buildout, and some market observers continue to view recent weakness as a buying opportunity rather than a trend change. Article Title
- Neutral Sentiment: At the same time, analysts are warning that the broader AI trade is becoming more selective: Invesco’s Fiona Lim said the “lifted all boats” phase is ending, and future winners will likely be decided by profitability as capacity catches up. That suggests AMD may need to keep executing to justify its premium valuation. Article Title
- Neutral Sentiment: Market commentary also points to AMD’s stretched valuation, with one piece highlighting a forward P/E around 54x. While data center growth is strong, concerns over competition, gaming कमजोरी, and margin pressure are keeping near-term enthusiasm in check. Article Title
- Negative Sentiment: Recent trading has also been pressured by the broader semiconductor pullback and AI-spending fears, including reports of a sharp selloff after Meta-related compute news. That has raised questions about how durable current AI capex trends really are and whether AMD can hold support after its recent run-up. Article Title
Advanced Micro Devices Price Performance
AMD stock opened at $517.82 on Friday. The firm has a 50 day simple moving average of $470.75 and a two-hundred day simple moving average of $307.30. The stock has a market cap of $844.36 billion, a PE ratio of 169.78, a P/E/G ratio of 1.53 and a beta of 2.47. Advanced Micro Devices, Inc. has a one year low of $133.50 and a one year high of $584.73. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.72 and a quick ratio of 1.96.
Advanced Micro Devices (NASDAQ:AMD – Get Free Report) last posted its quarterly earnings data on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 earnings per share for the quarter, beating the consensus estimate of $1.29 by $0.08. Advanced Micro Devices had a net margin of 13.37% and a return on equity of 9.55%. The firm had revenue of $10.25 billion for the quarter, compared to analysts’ expectations of $9.90 billion. During the same quarter last year, the company posted $0.96 EPS. The business’s quarterly revenue was up 37.8% on a year-over-year basis. On average, analysts predict that Advanced Micro Devices, Inc. will post 6.15 EPS for the current fiscal year.
Insiders Place Their Bets
In other Advanced Micro Devices news, EVP Mark D. Papermaster sold 31,320 shares of the firm’s stock in a transaction dated Friday, April 24th. The stock was sold at an average price of $350.00, for a total transaction of $10,962,000.00. Following the sale, the executive vice president owned 1,236,037 shares in the company, valued at $432,612,950. This trade represents a 2.47% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Lisa T. Su sold 125,000 shares of Advanced Micro Devices stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $460.69, for a total value of $57,586,250.00. Following the sale, the chief executive officer directly owned 2,896,899 shares of the company’s stock, valued at approximately $1,334,572,400.31. This trade represents a 4.14% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 378,032 shares of company stock valued at $161,876,596 over the last quarter. 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.
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