Advanced Micro Devices, Inc. $AMD Shares Sold by Insight Wealth Strategies LLC

Insight Wealth Strategies LLC reduced its position in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 51.4% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 9,102 shares of the semiconductor manufacturer’s stock after selling 9,620 shares during the quarter. Insight Wealth Strategies LLC’s holdings in Advanced Micro Devices were worth $4,923,000 at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in the business. Joseph Group Capital Management acquired a new stake in shares of Advanced Micro Devices in the 4th quarter worth $25,000. Sarver Vrooman Wealth Advisors acquired a new position in Advanced Micro Devices during the 4th quarter valued at about $27,000. Cornerstone Financial Management LLC acquired a new position in Advanced Micro Devices during the 4th quarter valued at about $27,000. Basepoint Wealth LLC purchased a new stake in Advanced Micro Devices in the fourth quarter valued at about $30,000. Finally, Graney & King LLC purchased a new stake in 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 News Summary

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

• Positive Sentiment: Strong quarterly results: AMD exceeded expectations for both revenue and earnings, with revenue rising 50% year over year to $11.54 billion. Data-center sales more than doubled, reinforcing demand for its AI accelerators and server processors. However, investors appeared to expect an even stronger outlook, limiting the benefit from the earnings beat. AMD vs. Sandisk: Chip Earnings Momentum Meets a Mixed Market Reaction
• Positive Sentiment: AI infrastructure catalysts: AMD’s Helios rack-scale AI systems are expected to begin ramping this quarter, while an Anthropic data-center agreement involving Riot Platforms highlights potential demand for AMD-powered infrastructure. AMD has also added support for Meta’s Muse Glimmer 30B AI model on PCs and acquired Taalas technology to strengthen its AI-inference roadmap. AMD’s Helios Launch Could Create Winners Beyond AMD Stock
• Positive Sentiment: Higher earnings expectations: Northland Securities raised its FY2026 EPS forecast to $5.97 from $5.54 and its FY2027 estimate to $8.55 from $6.95, reflecting confidence in longer-term data-center growth. The firm maintained a Market Perform rating, however, with a $260 price target. Northland Securities AMD Estimates
• Neutral Sentiment: Analyst debate remains intense: Some coverage highlights AMD as a beneficiary of the shift from AI training toward inference, while other analysts argue that its growth thesis is already reflected in the valuation and that margins could constrain further gains.
• Negative Sentiment: Valuation and margin pressure: With a valuation exceeding 120 times earnings, investors may demand continued upside surprises. Commentary warns that fast revenue growth may not translate into comparable profit growth, creating downside risk if gross margins or forward guidance disappoint. AMD Revenue Is Exploding, But Margins May Stop the Rally
• Negative Sentiment: Institutional selling: Recent 13F filings show Amundi reduced its AMD position by approximately 2.27 million shares, while ProShare Advisors cut its holding by about 577,000 shares. These filings reflect second-quarter positions rather than current trading, but they may weigh on sentiment.

Analysts Set New Price Targets

Several brokerages have weighed in on AMD. Cantor Fitzgerald reissued an “overweight” rating and issued a $700.00 price target on shares of Advanced Micro Devices in a report on Wednesday, August 5th. Bank of America upped their price objective on shares of Advanced Micro Devices from $550.00 to $620.00 and gave the company a “buy” rating in a report on Tuesday, July 14th. Wolfe Research set a $450.00 price objective on shares of Advanced Micro Devices and gave the company an “outperform” rating in a research report on Monday, June 15th. Mizuho lifted their target price on shares of Advanced Micro Devices from $615.00 to $625.00 and gave the stock an “outperform” rating in a research note on Monday, July 27th. Finally, Wall Street Zen raised shares of Advanced Micro Devices from a “hold” rating to a “buy” rating in a research report on Monday, July 20th. Three research analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $546.87.

Advanced Micro Devices Stock Up 1.0%

Shares of AMD stock opened at $474.32 on Wednesday. Advanced Micro Devices, Inc. has a fifty-two week low of $149.22 and a fifty-two week high of $584.73. The firm has a market capitalization of $774.31 billion, a PE ratio of 121.93 and a beta of 2.48. The company has a debt-to-equity ratio of 0.03, a quick ratio of 1.91 and a current ratio of 2.61. The stock’s 50-day simple moving average is $512.81 and its 200-day simple moving average is $363.26.

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. The firm had revenue of $11.54 billion during the quarter, compared to the consensus estimate of $11.31 billion. Advanced Micro Devices had a return on equity of 12.30% and a net margin of 15.58%.The company’s revenue was up 50.1% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.48 earnings per share. Equities analysts expect that Advanced Micro Devices, Inc. will post 6.44 earnings per share for the current year.

Insider Buying and Selling at Advanced Micro Devices

In other news, EVP Forrest Eugene Norrod sold 19,487 shares of the stock in a transaction on Wednesday, May 20th. The shares were sold at an average price of $431.40, for a total value of $8,406,691.80. Following the sale, the executive vice president owned 324,527 shares in the company, valued at $140,000,947.80. This represents a 5.66% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Lisa T. Su sold 125,000 shares of the 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 sale, the chief executive officer owned 2,896,899 shares in the company, valued at $1,334,572,400.31. The trade was a 4.14% 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. Over the last quarter, insiders sold 160,934 shares of company stock valued at $74,664,256. 0.50% of the stock is owned by corporate insiders.

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.