IFP Advisors Inc increased its position in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 4.1% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 80,458 shares of the semiconductor manufacturer’s stock after acquiring an additional 3,156 shares during the period. Advanced Micro Devices makes up about 0.8% of IFP Advisors Inc’s investment portfolio, making the stock its 11th biggest position. IFP Advisors Inc’s holdings in Advanced Micro Devices were worth $46,739,000 at the end of the most recent reporting period.
Several other hedge funds have also recently bought and sold shares of AMD. Sarver Vrooman Wealth Advisors acquired a new stake in Advanced Micro Devices in the fourth quarter valued at $27,000. Cornerstone Financial Management LLC acquired a new stake in Advanced Micro Devices in the 4th quarter valued at about $27,000. Basepoint Wealth LLC acquired a new stake in Advanced Micro Devices in the 4th quarter valued at about $30,000. JNBA Financial Advisors increased its holdings in Advanced Micro Devices by 142.9% during the 2nd quarter. JNBA Financial Advisors now owns 51 shares of the semiconductor manufacturer’s stock valued at $30,000 after acquiring an additional 30 shares in the last quarter. Finally, Graney & King LLC acquired a new position in Advanced Micro Devices during the first quarter worth about $31,000. 71.34% of the stock is owned by hedge funds and other institutional investors.
Insider Buying and Selling at Advanced Micro Devices
In related news, EVP Mark 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 value of $13,595,046.57. Following the sale, the executive vice president directly owned 1,261,461 shares of the company’s stock, valued at approximately $595,245,602.07. This trade represents a 2.23% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Forrest Norrod sold 17,261 shares of the business’s stock in a transaction that occurred on Monday, August 24th. The shares were sold at an average price of $459.95, for a total transaction of $7,939,196.95. Following the completion of the sale, the executive vice president owned 373,317 shares of the company’s stock, valued at approximately $171,707,154.15. The trade was a 4.42% decrease in their ownership of the stock. 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 90 days, insiders sold 107,577 shares of company stock worth $51,922,920. 0.50% of the stock is currently owned by insiders.
Wall Street Analysts Forecast Growth
Check Out Our Latest Stock Report on Advanced Micro Devices
Advanced Micro Devices Stock Performance
Advanced Micro Devices stock opened at $505.74 on Wednesday. The firm has a market capitalization of $825.61 billion, a P/E ratio of 130.01, a PEG ratio of 4.95 and a beta of 2.48. The stock has a fifty day moving average price of $496.46 and a 200 day moving average price of $398.67. Advanced Micro Devices, Inc. has a 52 week low of $149.85 and a 52 week high of $584.73. 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 (NASDAQ:AMD – Get Free Report) last issued its quarterly earnings results 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 for the quarter, compared to analyst estimates 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 quarterly revenue was up 50.1% on a year-over-year basis. During the same period last year, the company earned $0.48 EPS. Equities research analysts anticipate that Advanced Micro Devices, Inc. will post 6.44 earnings per share for the current year.
Key Stories Impacting Advanced Micro Devices
Here are the key news stories impacting Advanced Micro Devices this week:
- Positive Sentiment: Management raised its AI opportunity outlook: AMD said its total addressable market could reach approximately $3 trillion by 2030, up from its prior estimate of about $2 trillion. CFO Jean Hu’s comments strengthened the case for long-term growth in data-center CPUs, GPUs and related systems. AMD Stock Rises as CFO Claims Its Addressable Market Could Reach $3 Trillion
- Positive Sentiment: Investors responded to AMD’s broader AI platform strategy. The company is positioning EPYC server processors, Instinct accelerators and Helios rack-scale systems as a fuller alternative to competing AI infrastructure. Coverage also highlighted a planned workstation capable of running very large AI models locally, potentially expanding demand beyond cloud data centers. AMD Just Put 300 Billion-Parameter AI Models on a Desktop
- Positive Sentiment: Recent operating momentum supports the bullish narrative. AMD’s latest quarterly results exceeded analyst expectations, with revenue of $11.54 billion, up 50.1% year over year, while AI-related demand and the data-center business remain key growth drivers. Analysts and financial commentary continue to cite additional upside from OpenAI-related GPU demand and the expected Helios ramp. AMD stock jumps as AI market opportunity is seen at $3 trillion
- Neutral Sentiment: Investor sentiment and analyst targets remain broadly constructive, with several recent price targets above the current trading range. However, much of the AI growth story—including data-center expansion and Helios—may already be reflected in AMD’s valuation.
- Negative Sentiment: Valuation and competitive risks remain significant. AMD trades at a high earnings multiple after a substantial run-up, while Broadcom and Nvidia remain formidable rivals for hyperscaler and AI infrastructure spending. Commentary also noted that company insiders have reported many sales and no purchases in recent months, which could temper enthusiasm. AMD Presents at Citi’s 2026 Global TMT Conference
Advanced Micro Devices Company Profile
Advanced Micro Devices, Inc (NASDAQ: AMD) is a semiconductor company that designs high-performance computing, graphics and adaptive-processing products. Its portfolio includes central processing units (CPUs), graphics processing units (GPUs), accelerated processing units (APUs), field-programmable gate arrays (FPGAs) and adaptive system-on-chip products.
AMD serves customers across data centers, cloud computing, personal computers, gaming consoles, embedded systems and industrial applications.
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