Moore Capital Management LP Invests $25.71 Million in Advanced Micro Devices, Inc. $AMD

Moore Capital Management LP bought a new stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 44,252 shares of the semiconductor manufacturer’s stock, valued at approximately $25,706,000.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Sarver Vrooman Wealth Advisors purchased a new position in shares of Advanced Micro Devices in the 4th quarter valued at about $27,000. Cornerstone Financial Management LLC purchased a new position in Advanced Micro Devices in the fourth quarter valued at approximately $27,000. Basepoint Wealth LLC purchased a new position in Advanced Micro Devices in the fourth quarter valued at approximately $30,000. Graney & King LLC acquired a new stake in Advanced Micro Devices during the first quarter worth approximately $31,000. Finally, Main Street Group LTD acquired a new position in shares of Advanced Micro Devices in the 1st quarter valued at $33,000. 71.34% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, EVP Paul Darren Grasby sold 15,000 shares of the business’s stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $514.91, for a total value of $7,723,650.00. Following the transaction, the executive vice president owned 117,687 shares of the company’s stock, valued at approximately $60,598,213.17. The trade was a 11.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Forrest Eugene Norrod sold 17,261 shares of the company’s stock in a transaction that occurred on Monday, August 24th. The stock was sold at an average price of $459.95, for a total value of $7,939,196.95. Following the sale, the executive vice president owned 373,317 shares of the company’s stock, valued at $171,707,154.15. This trade represents a 4.42% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 232,577 shares of company stock worth $109,509,170. 0.50% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

Several brokerages recently commented on AMD. TD Cowen reiterated a “buy” rating on shares of Advanced Micro Devices in a research note on Wednesday, August 5th. Needham & Company LLC upgraded Advanced Micro Devices to a “buy” rating in a research report on Wednesday, May 6th. Weiss Ratings reissued a “hold (c+)” rating on shares of Advanced Micro Devices in a report on Monday, August 3rd. BTIG Research raised Advanced Micro Devices to a “buy” rating in a research report on Wednesday, May 6th. Finally, Truist Financial lifted their price target on Advanced Micro Devices from $478.00 to $594.00 and gave the stock a “buy” rating in a research report on Wednesday, August 5th. Four investment analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $553.72.

Advanced Micro Devices Price Performance

Shares of AMD opened at $457.06 on Thursday. The company has a debt-to-equity ratio of 0.03, a quick ratio of 1.91 and a current ratio of 2.61. 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 50-day simple moving average of $501.61 and a 200-day simple moving average of $390.93. The company has a market capitalization of $746.14 billion, a price-to-earnings ratio of 117.50, a price-to-earnings-growth ratio of 4.76 and a beta of 2.48.

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

Trending Headlines about Advanced Micro Devices

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.