Advanced Micro Devices, Inc. $AMD is Headlands Technologies LLC’s 4th Largest Position

Headlands Technologies LLC boosted its position in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 962.3% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 23,179 shares of the semiconductor manufacturer’s stock after acquiring an additional 20,997 shares during the period. Advanced Micro Devices accounts for 1.4% of Headlands Technologies LLC’s investment portfolio, making the stock its 4th biggest position. Headlands Technologies LLC’s holdings in Advanced Micro Devices were worth $13,465,000 at the end of the most recent reporting period.

Other hedge funds have 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 worth $5,551,000 after purchasing an additional 29,438 shares during the last quarter. Revolve Wealth Partners LLC raised its position in 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 valued at $1,001,000 after purchasing an additional 234 shares during the last quarter. Sivia Capital Partners LLC raised its position in Advanced Micro Devices by 125.1% during 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 last quarter. United Bank lifted 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 worth $1,881,000 after buying an additional 2,392 shares during the period. Finally, Schnieders Capital Management LLC. lifted its holdings in Advanced Micro Devices by 361.0% in the 2nd quarter. Schnieders Capital Management LLC. now owns 9,230 shares of the semiconductor manufacturer’s stock worth $1,310,000 after buying an additional 7,228 shares during the period. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Insider Buying and Selling at Advanced Micro Devices

In other news, EVP Paul Darren Grasby sold 15,000 shares of the business’s stock in a transaction on Monday, August 17th. The shares were sold at an average price of $514.91, for a total transaction of $7,723,650.00. Following the sale, the executive vice president owned 117,687 shares in the company, valued at approximately $60,598,213.17. The trade was a 11.30% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Mark D. Papermaster sold 28,811 shares of the company’s stock in a transaction dated Thursday, August 20th. The stock was 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 directly owned 1,261,461 shares in the company, valued at $595,245,602.07. This represents a 2.23% 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. In the last three months, insiders have sold 232,577 shares of company stock valued at $109,509,170. Company insiders own 0.50% of the company’s stock.

Key Advanced Micro Devices News

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

Wall Street Analyst Weigh In

AMD has been the topic of several research analyst reports. Zacks Research raised Advanced Micro Devices from a “hold” rating to a “strong-buy” rating in a research note on Monday, August 3rd. Argus raised their price target on Advanced Micro Devices from $450.00 to $625.00 and gave the stock a “buy” rating in a research note on Thursday, August 6th. Morgan Stanley lifted their price target on shares of Advanced Micro Devices from $410.00 to $465.00 and gave the company an “equal weight” rating in a report on Wednesday, August 5th. Citigroup raised shares of Advanced Micro Devices from a “market perform” rating to a “buy” rating in a research report on Wednesday, July 22nd. Finally, Seaport Research Partners upgraded shares of Advanced Micro Devices from a “neutral” rating to a “buy” rating and set a $430.00 price objective for the company in a report on Wednesday, May 6th. Four 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 given a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $553.72.

Advanced Micro Devices Stock Down 0.6%

Shares of NASDAQ:AMD opened at $457.06 on Thursday. Advanced Micro Devices, Inc. has a 52-week low of $149.22 and a 52-week high of $584.73. The firm has a market capitalization of $746.14 billion, a P/E ratio of 117.50, a P/E/G ratio of 4.76 and a beta of 2.48. The stock has a 50 day moving average price of $501.61 and a 200-day moving average price of $390.93. 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 (NASDAQ:AMD) last released its quarterly earnings results 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. Advanced Micro Devices had a return on equity of 12.30% and a net margin of 15.58%.The company had revenue of $11.54 billion for the quarter, compared to analyst estimates of $11.31 billion. During the same period in the previous year, the company posted $0.48 earnings per share. The firm’s revenue was up 50.1% on a year-over-year basis. As a group, equities research analysts anticipate that Advanced Micro Devices, Inc. will post 6.44 EPS for the current fiscal year.

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.