VectorGlobal IAG Inc. Invests $9.26 Million in Advanced Micro Devices, Inc. $AMD

VectorGlobal IAG Inc. bought a new stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 45,527 shares of the semiconductor manufacturer’s stock, valued at approximately $9,262,000. Advanced Micro Devices comprises 2.4% of VectorGlobal IAG Inc.’s investment portfolio, making the stock its 15th biggest position.

Several other hedge funds have also added to or reduced their stakes in the company. Joseph Group Capital Management acquired a new position in Advanced Micro Devices in the 4th quarter valued at $25,000. Sarver Vrooman Wealth Advisors acquired a new stake in shares of Advanced Micro Devices during the fourth quarter worth $27,000. Cornerstone Financial Management LLC bought a new stake in shares of Advanced Micro Devices in the fourth quarter valued at about $27,000. Basepoint Wealth LLC bought a new stake in shares of Advanced Micro Devices in the fourth quarter valued at about $30,000. Finally, Graney & King LLC acquired a new position in shares of Advanced Micro Devices in the first quarter valued at about $31,000. 71.34% of the stock is owned by institutional investors and hedge funds.

Advanced Micro Devices Price Performance

AMD stock opened at $476.15 on Monday. The company’s 50-day moving average price is $515.42 and its two-hundred day moving average price is $350.69. The firm has a market cap of $776.41 billion, a P/E ratio of 156.12 and a beta of 2.48. The company has a quick ratio of 1.96, a current ratio of 2.72 and a debt-to-equity ratio of 0.04. Advanced Micro Devices, Inc. has a 12 month low of $149.22 and a 12 month high of $584.73.

Advanced Micro Devices (NASDAQ:AMD) last issued its quarterly earnings results on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 earnings per share for the quarter, topping analysts’ consensus estimates of $1.29 by $0.08. The company had revenue of $10.25 billion during the quarter, compared to the consensus estimate of $9.90 billion. Advanced Micro Devices had a net margin of 13.37% and a return on equity of 9.55%. The firm’s quarterly revenue was up 37.8% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.96 EPS. On average, analysts anticipate that Advanced Micro Devices, Inc. will post 6.27 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of research firms recently commented on AMD. Robert W. Baird set a $1,250.00 price target on shares of Advanced Micro Devices in a research report on Friday, July 24th. Royal Bank Of Canada restated a “sector perform” rating and set a $540.00 target price on shares of Advanced Micro Devices in a research report on Friday, July 24th. UBS Group reaffirmed an “overweight” rating on shares of Advanced Micro Devices in a report on Friday, July 24th. Stifel Nicolaus lifted their price target on shares of Advanced Micro Devices from $450.00 to $635.00 and gave the company a “buy” rating in a research report on Friday, July 10th. Finally, KeyCorp increased their price target on Advanced Micro Devices from $530.00 to $725.00 and gave the stock an “overweight” rating in a research report on Tuesday, July 14th. Two analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Advanced Micro Devices presently has an average rating of “Moderate Buy” and an average target price of $529.46.

Insider Activity

In other news, CEO Lisa T. Su sold 125,000 shares of the business’s stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $460.69, for a total transaction of $57,586,250.00. Following the completion of the transaction, the chief executive officer owned 2,896,899 shares of the company’s stock, valued at approximately $1,334,572,400.31. The trade was a 4.14% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Nora Denzel sold 8,626 shares of the company’s stock in a transaction on Tuesday, June 2nd. The stock was sold at an average price of $522.00, for a total value of $4,502,772.00. Following the sale, the director owned 87,173 shares of the company’s stock, valued at approximately $45,504,306. This represents a 9.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 310,310 shares of company stock valued at $141,185,456. Corporate insiders own 0.50% of the company’s stock.

Advanced Micro Devices News Summary

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

• Positive Sentiment: Amazon’s plan to increase AI and data-center spending to $220 billion reinforced expectations for sustained demand for AMD’s data-center CPUs and AI accelerators. AMD gave back much of its earlier advance as the session progressed. AMD Stock Gains as Amazon Expands AI Spending to $220 Billion
• Positive Sentiment: Reports that GPU prices could rise in August helped support AMD shares by suggesting firm demand and improved pricing power for graphics products. AMD Stock Jumps as Reports Point to a GPU Price Increase in August
• Positive Sentiment: AMD’s agreement to lease up to 2.5 gigawatts of capacity from Core Scientific could accelerate AI data-center deployment. Bernstein estimated the partnership could generate roughly $14 billion in revenue over 15 years. Core Scientific’s AMD Deal Could Generate $14 Billion Over 15 Years
• Positive Sentiment: Susquehanna raised its AMD price target from $450 to $500 and kept a positive rating, citing improving server-CPU prospects. Wedbush has also pointed to a potential AI data-center ramp supported by Microsoft and Anthropic partnerships. Susquehanna Just Upped Its Price Target on AMD Stock
• Neutral Sentiment: AMD is scheduled to report fiscal second-quarter results after the market close on August 4. Traders are positioning for a sizable move, making revenue growth, Instinct accelerator demand, gross margins and forward guidance the key near-term catalysts. Here’s How Much Traders See AMD Stock Moving After Earnings
• Negative Sentiment: Analysts and technical indicators warn that AMD’s valuation is demanding, with a triple-digit price-to-earnings ratio and intense competition from NVIDIA and other chipmakers. A strong earnings report may be required to justify current expectations. Should You Buy AMD Stock Ahead of Q2 Earnings?
• Negative Sentiment: The recent semiconductor selloff, concerns about an AI-trade unwind after SK hynix results, and profit-taking following AMD’s major 2026 rally continue to weigh on sentiment despite the sector rebound. Nvidia, Micron, AMD Sink After SK Hynix Results Fail to Impress

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.