Advanced Micro Devices, Inc. $AMD is Nan Shan Life Insurance Co. Ltd.’s 5th Largest Position

Nan Shan Life Insurance Co. Ltd. grew its position in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 1,288.6% during the 2nd quarter, Holdings Channel reports. The fund owned 220,170 shares of the semiconductor manufacturer’s stock after buying an additional 204,315 shares during the quarter. Advanced Micro Devices comprises about 4.1% of Nan Shan Life Insurance Co. Ltd.’s holdings, making the stock its 5th biggest position. Nan Shan Life Insurance Co. Ltd.’s holdings in Advanced Micro Devices were worth $127,899,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. Brighton Jones LLC lifted its position in 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 purchasing an additional 29,438 shares during the period. Revolve Wealth Partners LLC increased 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 worth $1,001,000 after purchasing an additional 234 shares during the period. Sivia Capital Partners LLC increased 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 worth $758,000 after purchasing an additional 2,970 shares during the period. United Bank raised its stake in shares of Advanced Micro Devices by 22.0% during 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 in the last quarter. Finally, Schnieders Capital Management LLC. raised its stake 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 buying an additional 7,228 shares in the last quarter. 71.34% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

AMD has been the topic of a number of analyst reports. Royal Bank Of Canada restated a “sector perform” rating and issued a $540.00 price target on shares of Advanced Micro Devices in a research note on Wednesday, August 5th. Benchmark increased their price objective on Advanced Micro Devices from $485.00 to $685.00 and gave the stock a “buy” rating in a research report on Wednesday, July 22nd. Zacks Research downgraded Advanced Micro Devices from a “strong-buy” rating to a “hold” rating in a report on Tuesday. Sanford C. Bernstein restated an “outperform” rating and set a $650.00 target price on shares of Advanced Micro Devices in a research report on Wednesday, August 5th. Finally, Wall Street Zen upgraded shares of Advanced Micro Devices from a “hold” rating to a “buy” rating in a report on Saturday, August 29th. Three research analysts have rated the stock with a Strong Buy rating, thirty-two have given a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $553.72.

Advanced Micro Devices Stock Down 0.2%

Shares of NASDAQ AMD opened at $456.16 on Friday. Advanced Micro Devices, Inc. has a 12-month low of $149.22 and a 12-month high of $584.73. The company has a market capitalization of $744.67 billion, a PE ratio of 117.26, a price-to-earnings-growth ratio of 4.73 and a beta of 2.48. The company has a debt-to-equity ratio of 0.03, a current ratio of 2.61 and a quick ratio of 1.91. The firm’s 50-day moving average is $500.08 and its two-hundred day moving average is $392.68.

Advanced Micro Devices (NASDAQ:AMD) last released its quarterly earnings results on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 EPS for the quarter, beating the consensus estimate of $1.62 by $0.04. Advanced Micro Devices had a net margin of 15.58% and a return on equity of 12.30%. The business had revenue of $11.54 billion for the quarter, compared to analyst estimates of $11.31 billion. During the same period in the prior year, the business earned $0.48 earnings per share. The company’s quarterly revenue was up 50.1% on a year-over-year basis. Equities analysts anticipate that Advanced Micro Devices, Inc. will post 6.44 EPS 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 role in AI infrastructure continues to expand. The company is contributing to the Linux Foundation’s TRACE project for verifiable AI governance, while Anjuna’s confidential-computing platform uses AMD Secure Encrypted Virtualization. These developments support AMD’s position in secure cloud and data-center AI. Why Is AMD Becoming More Important in Secure AI Infrastructure?
• Positive Sentiment: AMD is participating in ASUS’s expanded AI infrastructure ecosystem alongside Intel and other technology partners, potentially broadening its exposure to cloud, edge and enterprise AI deployments. ASUS Expands AI Infrastructure Ecosystem from Cloud to Edge
• Positive Sentiment: Analysts and commentators continue to point to AMD’s data-center momentum, server-CPU opportunity and planned Saudi AI buildout with HUMAIN, which targets 250 megawatts from 2027 and as much as 1 gigawatt by 2030. Can AMD’s Saudi AI Buildout Challenge NVIDIA and Broadcom?
• Neutral Sentiment: Institutional positioning is mixed: Tiger Global recently opened an AMD position, while Stanley Druckenmiller reportedly selected AMD as an AI-chip challenger rather than buying Nvidia. These moves provide some validation but do not establish a near-term earnings catalyst.
• Negative Sentiment: ARK Invest disclosed sales of approximately $72.8 million of AMD shares while purchasing about $53 million of Nvidia stock. Additional reports say ARK has continued trimming AMD, reinforcing concerns that some investors prefer Nvidia’s growth and valuation profile. Cathie Wood Sold AMD and Bought Nvidia
• Negative Sentiment: AMD was downgraded by Zacks Research from “strong buy” to “hold.” Other commentary argues the stock’s sharp 2026 advance has already priced in substantial AI success; its high earnings multiple leaves less room for execution delays or disappointing guidance. Prediction: Nvidia Stock Will Outperform AMD Through 2028
• Negative Sentiment: Semiconductor shares remain vulnerable to higher interest rates, rising oil prices and Treasury yields. Broadcom’s softer guidance and margin concerns also weighed on the chip sector, while comparisons suggest Nvidia is growing faster and may offer a more attractive risk-reward profile. Broadcom Falls as Soft Guidance Overshadows AI Revenue Growth

Insider Transactions at Advanced Micro Devices

In other Advanced Micro Devices 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 owned 160,979 shares in the company, valued at approximately $76,316,924.32. This represents a 8.52% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Forrest Norrod sold 17,261 shares of the firm’s stock in a transaction 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 transaction, the executive vice president directly owned 373,317 shares of the company’s stock, valued at $171,707,154.15. The trade was a 4.42% 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 232,577 shares of company stock worth $109,509,170 in the last quarter. Insiders own 0.50% of the company’s stock.

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.