Insider Selling: Advanced Micro Devices (NASDAQ:AMD) EVP Sells $7,111,200.00 in Stock

Advanced Micro Devices, Inc. (NASDAQ:AMD) EVP Jean Hu sold 15,000 shares of Advanced Micro Devices stock in a transaction that occurred on Tuesday, August 25th. The shares were sold at an average price of $474.08, for a total transaction of $7,111,200.00. Following the sale, the executive vice president owned 160,979 shares of the company’s stock, valued at approximately $76,316,924.32. The trade was a 8.52% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Advanced Micro Devices Price Performance

Shares of NASDAQ:AMD traded down $4.26 during trading on Thursday, hitting $476.67. 16,393,381 shares of the stock were exchanged, compared to its average volume of 34,679,051. The company has a market cap of $778.15 billion, a PE ratio of 122.54 and a beta of 2.48. The company has a current ratio of 2.61, a quick ratio of 1.91 and a debt-to-equity ratio of 0.03. The company has a fifty day moving average price of $508.39 and a two-hundred day moving average price of $381.97. 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 released its quarterly earnings data on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 earnings per share for the quarter, beating the consensus estimate 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%.Advanced Micro Devices’s quarterly revenue was up 50.1% on a year-over-year basis. During the same period last year, the business posted $0.48 EPS. On average, analysts forecast that Advanced Micro Devices, Inc. will post 6.44 EPS for the current year.

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on the company. HSBC downgraded Advanced Micro Devices from a “buy” rating to a “hold” rating and lifted their price target for the stock from $335.00 to $340.00 in a research note on Monday, May 4th. Zacks Research raised shares of Advanced Micro Devices from a “hold” rating to a “strong-buy” rating in a research note on Monday, August 3rd. Jefferies Financial Group set a $650.00 target price on shares of Advanced Micro Devices in a report on Wednesday, August 5th. Bank of America lifted their target price on shares of Advanced Micro Devices from $550.00 to $620.00 and gave the stock a “buy” rating in a research report on Tuesday, July 14th. Finally, Wall Street Zen downgraded shares of Advanced Micro Devices from a “buy” rating to a “hold” rating in a report on Saturday, August 15th. Four research analysts have rated the stock with a Strong Buy rating, thirty-two have given a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Advanced Micro Devices currently has an average rating of “Moderate Buy” and a consensus target price of $553.72.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: Analyst upgrade highlights major AI opportunity: Raymond James upgraded AMD, citing growing demand for agentic AI and estimating a potential $201 billion revenue opportunity by 2030. This reinforces the bullish view that AMD can gain share in data-center CPUs, GPUs and inference workloads. Raymond James Sees $201 Billion Revenue Opportunity
• Positive Sentiment: Strong operating momentum continues: AMD’s latest quarter produced $11.54 billion in revenue, up 50% year over year, with data-center revenue increasing 107% to about $6.7 billion. Guidance for approximately $13 billion in third-quarter revenue supports expectations for continued AI-driven growth. AMD Growth and Outlook
• Positive Sentiment: Product and ecosystem catalysts: AMD’s MI455X accelerator is expected to include 432GB of HBM4 memory, while Helios rack-scale systems are scheduled to begin shipping later this quarter. New UCIe connectivity and ROCm 10 software could also improve AMD’s position in AI infrastructure. AMD MI455X Accelerator
• Neutral Sentiment: Nutanix partnership offers longer-term upside: AMD’s equity investment and joint go-to-market agreement with Nutanix could help it sell more complete, open AI and inference systems. However, the partnership is still an execution and adoption story rather than an immediate revenue catalyst. AMD and Nutanix Strategic Partnership
• Negative Sentiment: Nvidia’s results sharpen competitive concerns: Nvidia’s blowout earnings and strong outlook emphasized its CUDA software advantage and superior profitability. Reports that Anthropic committed $45 billion to rent Nvidia-powered capacity further suggest Nvidia remains the preferred provider for some large AI customers, even though Anthropic may use both companies’ chips. Anthropic Nvidia-Powered Lease
• Negative Sentiment: Shareholder selling adds pressure: Cathie Wood’s ARK Invest reportedly sold about $18.2 million of AMD shares while buying Broadcom and Cerebras. Separately, AMD EVP Forrest Norrod sold approximately $7.9 million of stock under a pre-arranged Rule 10b5-1 plan. These transactions may weigh on sentiment after AMD’s substantial rally. ARK and AMD Insider Selling
• Negative Sentiment: Valuation and execution risks remain elevated: AMD trades at a very high earnings multiple, leaving limited room for disappointment. Export restrictions, rising memory costs and the need to successfully ramp Helios and next-generation accelerators could pressure margins or delay expected growth.

Institutional Investors Weigh In On Advanced Micro Devices

Hedge funds have recently modified their holdings of the company. Brighton Jones LLC raised its holdings in Advanced Micro Devices by 178.2% in the 4th quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer’s stock valued at $5,551,000 after acquiring an additional 29,438 shares during the last quarter. Revolve Wealth Partners LLC lifted its stake in shares of Advanced Micro Devices by 2.9% during the 4th quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer’s stock worth $1,001,000 after purchasing an additional 234 shares during the period. Sivia Capital Partners LLC boosted its holdings in shares of Advanced Micro Devices by 125.1% during the second quarter. Sivia Capital Partners LLC now owns 5,344 shares of the semiconductor manufacturer’s stock worth $758,000 after purchasing an additional 2,970 shares during the last quarter. United Bank boosted its holdings in shares of Advanced Micro Devices by 22.0% during the second quarter. United Bank now owns 13,255 shares of the semiconductor manufacturer’s stock worth $1,881,000 after purchasing an additional 2,392 shares during the last quarter. Finally, Schnieders Capital Management LLC. grew its position in shares of Advanced Micro Devices by 361.0% in the second quarter. Schnieders Capital Management LLC. now owns 9,230 shares of the semiconductor manufacturer’s stock valued at $1,310,000 after purchasing an additional 7,228 shares during the period. 71.34% of the stock is owned by institutional investors and hedge funds.

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.