Advanced Micro Devices, Inc. $AMD Position Increased by West Family Investments Inc.

West Family Investments Inc. grew its position in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 98.8% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,922 shares of the semiconductor manufacturer’s stock after buying an additional 2,446 shares during the quarter. Advanced Micro Devices makes up approximately 0.8% of West Family Investments Inc.’s portfolio, making the stock its 14th largest position. West Family Investments Inc.’s holdings in Advanced Micro Devices were worth $2,859,000 at the end of the most recent reporting period.

Other institutional investors have also made changes to their positions in the company. Luminist Capital LLC purchased a new position in Advanced Micro Devices during the 2nd quarter worth approximately $46,000. BOK Financial Private Wealth Inc. acquired a new stake in Advanced Micro Devices during the 2nd quarter valued at $53,000. Joseph Group Capital Management purchased a new stake in shares of Advanced Micro Devices in the fourth quarter valued at $25,000. Cornerstone Financial Management LLC purchased a new stake in shares of Advanced Micro Devices in the fourth quarter valued at $27,000. Finally, Sarver Vrooman Wealth Advisors acquired a new stake in shares of Advanced Micro Devices in the fourth quarter worth $27,000. 71.34% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other Advanced Micro Devices news, CEO Lisa T. Su sold 15,000 shares of the company’s stock in a transaction that occurred on Tuesday, August 18th. The stock was sold at an average price of $480.94, for a total transaction of $7,214,100.00. Following the completion of the sale, the chief executive officer owned 3,102,156 shares of the company’s stock, valued at $1,491,950,906.64. This represents a 0.48% decrease in their ownership of the stock. The sale was disclosed in a document filed 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, EVP Mark D. Papermaster sold 28,811 shares of the stock in a transaction that occurred on Thursday, August 20th. The shares were sold at an average price of $471.87, for a total value of $13,595,046.57. Following the transaction, the executive vice president owned 1,261,461 shares in the company, valued at approximately $595,245,602.07. This trade represents a 2.23% 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 ninety days, insiders have sold 210,763 shares of company stock valued at $99,912,107. 0.50% of the stock is owned by corporate insiders.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: BMO initiated coverage of AMD with a buy recommendation, adding to bullish Wall Street sentiment toward the semiconductor sector and AMD’s AI opportunity. BMO Buy Ratings for Semiconductor Stocks
• Positive Sentiment: AMD continues to show stronger and more consistent revenue growth than Arm Holdings. Its latest quarter included record revenue of $11.54 billion, up 50.1% year over year, and earnings that exceeded analyst expectations. AMD and Arm Revenue Comparison
• Positive Sentiment: Reports that Google may collaborate with AMD on its next-generation TPU could represent a meaningful design win and broaden AMD’s relationships with hyperscalers. Coatue Management’s new position, valued at approximately $55.8 million, also signals institutional interest in the AI trade. Google Reportedly Working With AMD on a TPU
• Neutral Sentiment: AMD is increasingly viewed as Nvidia’s most credible AI-chip challenger, particularly with its Helios platform, but investors remain focused on whether it can narrow Nvidia’s ecosystem and market-share advantages. AMD and Nvidia AI Competition
• Negative Sentiment: Google’s expanding custom-chip program, including its relationship with Marvell, could increase competition for AI-inference workloads. A report that SpaceX selected Nvidia’s Vera Rubin platform reinforces concerns that AMD is still losing some high-profile AI infrastructure opportunities. SpaceX Selects Nvidia AI Infrastructure
• Negative Sentiment: CEO Lisa Su and SVP Ava Hahn sold shares totaling roughly $8.7 million. The transactions were made under pre-arranged Rule 10b5-1 plans, limiting their signaling value, but the sales may still weigh on sentiment after AMD’s substantial rally. AMD Insider Stock Sale
• Negative Sentiment: Valuation remains a risk: AMD trades at a very high earnings multiple, leaving the stock vulnerable to profit-taking or disappointment if AI growth slows or fails to meet aggressive expectations. AMD Valuation Analysis

Advanced Micro Devices Price Performance

Advanced Micro Devices stock opened at $473.25 on Monday. The company has a market capitalization of $772.57 billion, a P/E ratio of 121.66 and a beta of 2.48. The firm’s fifty day simple moving average is $511.40 and its 200-day simple moving average is $376.46. The company has a current ratio of 2.61, a quick ratio of 1.91 and a debt-to-equity ratio of 0.03. Advanced Micro Devices, Inc. has a 1-year low of $149.22 and a 1-year high of $584.73.

Advanced Micro Devices (NASDAQ:AMD) last issued its quarterly earnings data on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 earnings per share (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 analysts’ expectations of $11.31 billion. Advanced Micro Devices had a net margin of 15.58% and a return on equity of 12.30%. Advanced Micro Devices’s revenue for the quarter was up 50.1% on a year-over-year basis. During the same period in the prior year, the company posted $0.48 earnings per share. Sell-side analysts forecast that Advanced Micro Devices, Inc. will post 6.44 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

AMD has been the topic of a number of research analyst reports. HSBC downgraded Advanced Micro Devices from a “buy” rating to a “hold” rating and lifted their price target for the company from $335.00 to $340.00 in a report on Monday, May 4th. Sanford C. Bernstein restated an “outperform” rating and set a $650.00 price objective on shares of Advanced Micro Devices in a research report on Wednesday, August 5th. Zacks Research raised Advanced Micro Devices from a “hold” rating to a “strong-buy” rating in a research note on Monday, August 3rd. Cantor Fitzgerald reiterated an “overweight” rating and issued a $700.00 target price on shares of Advanced Micro Devices in a report on Wednesday, August 5th. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of Advanced Micro Devices in a report on Monday, August 3rd. Three research analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $546.95.

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.