Silvant Capital Management LLC Acquires Shares of 4,894 Advanced Micro Devices, Inc. $AMD

Silvant Capital Management LLC acquired a new position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm acquired 4,894 shares of the semiconductor manufacturer’s stock, valued at approximately $2,843,000.

A number of other hedge funds and other institutional investors also recently modified their holdings of the company. Brighton Jones LLC grew its stake in shares of Advanced Micro Devices by 178.2% in the fourth 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 in the last quarter. Revolve Wealth Partners LLC raised its stake in Advanced Micro Devices by 2.9% in 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 in the last quarter. Sivia Capital Partners LLC boosted its holdings in Advanced Micro Devices by 125.1% in the 2nd quarter. Sivia Capital Partners LLC now owns 5,344 shares of the semiconductor manufacturer’s stock valued at $758,000 after purchasing an additional 2,970 shares during the period. United Bank boosted its holdings in Advanced Micro Devices by 22.0% in the 2nd quarter. United Bank now owns 13,255 shares of the semiconductor manufacturer’s stock valued at $1,881,000 after purchasing an additional 2,392 shares during the period. Finally, Schnieders Capital Management LLC. grew its position in shares of Advanced Micro Devices by 361.0% during the 2nd quarter. Schnieders Capital Management LLC. now owns 9,230 shares of the semiconductor manufacturer’s stock worth $1,310,000 after purchasing an additional 7,228 shares in the last quarter. Institutional investors and hedge funds own 71.34% of the company’s stock.

Insiders Place Their Bets

In related news, SVP Ava Hahn sold 2,993 shares of the stock in a transaction that occurred on Tuesday, August 18th. The shares were sold at an average price of $488.69, for a total value of $1,462,649.17. Following the completion of the transaction, the senior vice president owned 26,623 shares of the company’s stock, valued at $13,010,393.87. This represents a 10.11% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Mark D. Papermaster sold 28,811 shares of the firm’s stock in a transaction that occurred on Thursday, August 20th. The shares were sold at an average price of $471.87, for a total transaction of $13,595,046.57. Following the completion of the sale, the executive vice president owned 1,261,461 shares in the company, valued at $595,245,602.07. This represents a 2.23% 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 210,763 shares of company stock worth $99,912,107 over the last 90 days. Insiders own 0.50% of the company’s stock.

Key Stories Impacting Advanced Micro Devices

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

• Positive Sentiment: Raymond James upgraded AMD to “Strong Buy,” citing improving AI accelerator prospects and potential for the stock to outperform. Other reports highlighted bullish price targets, including BMO Capital’s $550 target and expectations that AMD could continue narrowing NVIDIA’s competitive advantage. AMD Stock Gets Strong Buy Upgrade From Raymond James
• Positive Sentiment: AMD announced UCIe connectivity for its Versal adaptive SoCs, strengthening the company’s positioning in advanced chiplet and data-center designs. Investors viewed the update as supportive of AMD’s long-term AI and infrastructure strategy. AMD Stock Rallies on UCIe Chip Update
• Positive Sentiment: Reports emphasized large GPU commitments from customers including OpenAI and Meta, supporting the view that AMD is becoming a credible alternative to NVIDIA in AI infrastructure. Analysts also see continued strength in CPU demand as data centers become more compute-intensive. AMD Is Winning Nvidia Customers
• Neutral Sentiment: NVIDIA’s earnings on August 26 are a near-term catalyst for AMD and the entire semiconductor sector. Strong AI demand and guidance could lift AMD, while any signs of slowing accelerator spending could pressure the shares. NVIDIA Earnings Could Move AI Stocks
• Negative Sentiment: Some analysts remain cautious, arguing that AMD’s elevated valuation leaves less room for execution disappointments. Repeated insider selling—particularly by CEO Lisa Su and other executives—also raises concerns about profit-taking after the stock’s substantial year-to-date advance. AMD More Downside Risks
• Negative Sentiment: AMD’s planned investment of more than $10 billion in Taiwan advanced packaging and its recent $4.75 billion debt offering increase capacity for AI growth but could weigh on near-term cash flow, leverage, and margins. AMD Debt Raise and Taiwan AI Push

Advanced Micro Devices Stock Up 4.9%

Shares of NASDAQ AMD opened at $479.18 on Wednesday. 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 market cap of $782.25 billion, a price-to-earnings ratio of 123.18 and a beta of 2.48. Advanced Micro Devices, Inc. has a 12 month low of $149.22 and a 12 month high of $584.73. The stock has a 50-day moving average price of $509.02 and a two-hundred day moving average price of $379.94.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings results on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 earnings per share for the quarter, beating analysts’ consensus estimates of $1.62 by $0.04. The company had revenue of $11.54 billion for the quarter, compared to the consensus estimate 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 quarterly revenue was up 50.1% compared to the same quarter last year. During the same period last year, the company posted $0.48 EPS. As a group, analysts forecast that Advanced Micro Devices, Inc. will post 6.44 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several research analysts have recently commented on AMD shares. Citigroup raised shares of Advanced Micro Devices from a “market perform” rating to a “buy” rating in a report on Wednesday, July 22nd. Wedbush reissued an “outperform” rating and set a $600.00 price target on shares of Advanced Micro Devices in a research report on Wednesday, August 5th. Melius Research set a $660.00 price objective on Advanced Micro Devices in a research note on Friday, July 24th. Jefferies Financial Group set a $650.00 price objective on Advanced Micro Devices in a report on Wednesday, August 5th. Finally, Oppenheimer downgraded Advanced Micro Devices from a “market perform” rating to a “market perform” rating in a research report on Wednesday, May 6th. Four research analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $553.72.

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.