Two Sigma Securities LLC Buys 2,728 Shares of Advanced Micro Devices, Inc. $AMD

Two Sigma Securities LLC lifted its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 20.9% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 15,767 shares of the semiconductor manufacturer’s stock after buying an additional 2,728 shares during the quarter. Advanced Micro Devices comprises 0.8% of Two Sigma Securities LLC’s portfolio, making the stock its 12th largest position. Two Sigma Securities LLC’s holdings in Advanced Micro Devices were worth $9,159,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also bought and sold shares of AMD. Sarver Vrooman Wealth Advisors purchased a new position in shares of Advanced Micro Devices during the 4th quarter worth approximately $27,000. Cornerstone Financial Management LLC purchased a new position in shares of Advanced Micro Devices in the 4th quarter valued at approximately $27,000. Basepoint Wealth LLC bought a new stake in shares of Advanced Micro Devices during the fourth quarter valued at approximately $30,000. Graney & King LLC purchased a new stake in Advanced Micro Devices in the first quarter worth $31,000. Finally, Main Street Group LTD purchased a new stake in Advanced Micro Devices in the first quarter worth $33,000. 71.34% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

AMD has been the subject of several recent research reports. Stifel Nicolaus raised their price objective on Advanced Micro Devices from $450.00 to $635.00 and gave the company a “buy” rating in a research report on Friday, July 10th. Benchmark increased their price target on shares of Advanced Micro Devices from $485.00 to $685.00 and gave the stock a “buy” rating in a research note on Wednesday, July 22nd. Argus lifted their price target on shares of Advanced Micro Devices from $450.00 to $625.00 and gave the company a “buy” rating in a research report on Thursday, August 6th. Morgan Stanley boosted their price objective on shares of Advanced Micro Devices from $410.00 to $465.00 and gave the stock an “equal weight” rating in a research note on Wednesday, August 5th. Finally, Roth Capital upped their price objective on shares of Advanced Micro Devices from $500.00 to $650.00 and gave the stock a “buy” rating in a report on Friday, July 24th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $553.72.

Insider Transactions at Advanced Micro Devices

In related news, EVP Jean X. Hu sold 15,000 shares of the stock in a transaction on Tuesday, August 25th. The stock was sold at an average price of $474.08, for a total transaction of $7,111,200.00. Following the sale, the executive vice president directly owned 160,979 shares of the company’s stock, valued at $76,316,924.32. This trade represents a 8.52% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at 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 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 completion of the sale, the chief executive officer owned 2,896,899 shares of the company’s stock, valued at $1,334,572,400.31. The trade was a 4.14% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 232,577 shares of company stock valued at $109,509,170. Insiders own 0.50% of the company’s stock.

Advanced Micro Devices Trading Down 0.6%

NASDAQ:AMD opened at $457.06 on Thursday. The stock has a market cap of $746.14 billion, a price-to-earnings ratio of 117.50, a PEG ratio of 4.76 and a beta of 2.48. The company has a quick ratio of 1.91, a current ratio of 2.61 and a debt-to-equity ratio of 0.03. The company’s 50 day moving average price is $501.61 and its 200-day moving average price is $390.93. Advanced Micro Devices, Inc. has a 52 week low of $149.22 and a 52 week high of $584.73.

Advanced Micro Devices (NASDAQ:AMD) last announced its quarterly earnings data on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 earnings per share for the quarter, topping analysts’ consensus estimates of $1.62 by $0.04. The company had revenue of $11.54 billion during the quarter, compared to analyst estimates of $11.31 billion. Advanced Micro Devices had a net margin of 15.58% and a return on equity of 12.30%. The firm’s revenue for the quarter was up 50.1% on a year-over-year basis. During the same period in the previous year, the business earned $0.48 EPS. On average, equities research analysts forecast that Advanced Micro Devices, Inc. will post 6.44 earnings per share for the current fiscal year.

Advanced Micro Devices News Roundup

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

• Positive Sentiment: AMD’s AI infrastructure collaboration with Cisco and Saudi Arabia’s HUMAIN is gaining traction: MI355X-based systems are reportedly live and serving customers, with plans for an additional 250 megawatts beginning in 2027 and as much as 1 gigawatt by 2030. The buildout could create a significant long-term data-center revenue opportunity. AMD Saudi Arabia AI infrastructure
• Positive Sentiment: Several bullish commentaries argue that AMD could benefit from the next phase of AI spending, particularly inference workloads and server CPUs. One forecast sees the company potentially reaching a $2 trillion valuation by 2030, while analysts cited elsewhere see additional upside from current levels. AMD $2 trillion forecast
• Positive Sentiment: Tiger Global reportedly opened an AMD position while reducing its Alphabet stake, suggesting some institutional investors are rotating toward AI-chip exposure. Tiger Global AMD position
• Neutral Sentiment: AMD remains above a widely watched support level near $450, but technical coverage says higher U.S. interest rates are weighing on high-growth technology stocks and limiting near-term momentum. AMD technical levels and rates
• Negative Sentiment: J.P. Morgan reportedly views AMD as facing execution challenges relative to Nvidia. Nvidia’s investment in MediaTek and continued efforts to defend its AI-chip ecosystem also reinforce concerns that AMD must execute effectively to gain share. J.P. Morgan Nvidia versus AMD
• Negative Sentiment: Investors are also taking profits after AMD’s substantial 2026 advance. Commentary highlights valuation pressure, with the stock trading at a very high earnings multiple, while ARK Invest has continued reducing its AMD position. ARK Invest reduces AMD shares

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.