Himension Capital Singapore PTE. LTD. Has $31.78 Million Holdings in Advanced Micro Devices, Inc. $AMD

Himension Capital Singapore PTE. LTD. raised its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 8.0% in the first quarter, HoldingsChannel reports. The firm owned 156,237 shares of the semiconductor manufacturer’s stock after buying an additional 11,539 shares during the quarter. Advanced Micro Devices makes up 2.4% of Himension Capital Singapore PTE. LTD.’s investment portfolio, making the stock its 7th largest position. Himension Capital Singapore PTE. LTD.’s holdings in Advanced Micro Devices were worth $31,783,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the business. Brighton Jones LLC boosted its holdings 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 buying an additional 29,438 shares during the last quarter. Revolve Wealth Partners LLC increased its holdings in Advanced Micro Devices by 2.9% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer’s stock valued at $1,001,000 after buying an additional 234 shares during the last quarter. Sivia Capital Partners LLC increased its holdings in Advanced Micro Devices by 125.1% during the second quarter. Sivia Capital Partners LLC now owns 5,344 shares of the semiconductor manufacturer’s stock valued at $758,000 after buying an additional 2,970 shares during the last quarter. United Bank raised its position in Advanced Micro Devices by 22.0% in the second quarter. United Bank now owns 13,255 shares of the semiconductor manufacturer’s stock worth $1,881,000 after acquiring an additional 2,392 shares during the period. Finally, Schnieders Capital Management LLC. raised its position in Advanced Micro Devices by 361.0% in the second quarter. Schnieders Capital Management LLC. now owns 9,230 shares of the semiconductor manufacturer’s stock worth $1,310,000 after acquiring an additional 7,228 shares during the period. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Key Stories Impacting Advanced Micro Devices

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

• Positive Sentiment: AMD’s expanded partnership with Microsoft is the biggest near-term driver. Microsoft said it will deploy AMD’s Helios rack-scale AI systems across Azure, which boosts AMD’s credibility in AI infrastructure and signals potential multi-year revenue from cloud data centers. Article Title
• Positive Sentiment: Investors are also positioning ahead of AMD’s upcoming Advancing AI 2026 event, where the company is expected to unveil new AI products, customer wins, and roadmap details that could further strengthen the bull case. Article Title
• Positive Sentiment: Several analysts raised price targets or reiterated constructive views on AMD, pointing to stronger AI demand, better chip outlooks, and expanding hyperscaler deals. Article Title
• Positive Sentiment: Broader semiconductor strength is also helping sentiment, with chip stocks rebounding across the sector and AMD participating in the rally alongside peers like Micron and Intel. Article Title
• Neutral Sentiment: Some commentary notes that AMD’s valuation is already elevated, so the stock may need continued execution and additional AI wins to justify further upside. Article Title
• Negative Sentiment: A few articles highlight risk that insider selling and a premium valuation could cap gains if the AI rollout disappoints or momentum cools. Article Title

Advanced Micro Devices Stock Performance

AMD opened at $544.43 on Wednesday. The company has a 50 day simple moving average of $506.71 and a two-hundred day simple moving average of $334.80. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.72 and a quick ratio of 1.96. The firm has a market cap of $887.75 billion, a P/E ratio of 178.50, a PEG ratio of 1.46 and a beta of 2.47. 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 announced its quarterly earnings data on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 EPS for the quarter, beating the consensus estimate of $1.29 by $0.08. Advanced Micro Devices had a net margin of 13.37% and a return on equity of 9.55%. The firm had revenue of $10.25 billion for the quarter, compared to the consensus estimate of $9.90 billion. During the same period last year, the firm earned $0.96 EPS. The company’s revenue was up 37.8% on a year-over-year basis. Equities analysts forecast that Advanced Micro Devices, Inc. will post 6.25 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, EVP Mark D. Papermaster sold 31,320 shares of the business’s stock in a transaction dated Friday, April 24th. The stock was sold at an average price of $350.00, for a total value of $10,962,000.00. Following the transaction, the executive vice president directly owned 1,236,037 shares in the company, valued at $432,612,950. The trade was a 2.47% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Nora Denzel sold 8,626 shares of the company’s stock in a transaction dated Tuesday, June 2nd. The stock was sold at an average price of $522.00, for a total value of $4,502,772.00. Following the completion of the transaction, the director directly owned 87,173 shares of the company’s stock, valued at approximately $45,504,306. This trade represents a 9.00% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 341,630 shares of company stock worth $152,147,456 in the last three months. Corporate insiders own 0.50% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on AMD. Cantor Fitzgerald boosted their price objective on shares of Advanced Micro Devices from $500.00 to $700.00 and gave the company an “overweight” rating in a research report on Monday, June 29th. Seaport Research Partners raised Advanced Micro Devices from a “neutral” rating to a “buy” rating and set a $430.00 target price on the stock in a report on Wednesday, May 6th. Northland Securities reaffirmed a “market perform” rating and issued a $260.00 target price on shares of Advanced Micro Devices in a report on Monday, April 27th. Wedbush lifted their target price on Advanced Micro Devices from $290.00 to $400.00 and gave the company an “outperform” rating in a research report on Monday, May 4th. Finally, William Blair started coverage on Advanced Micro Devices in a report on Thursday, July 9th. They set a “market perform” rating for the company. Two investment analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, Advanced Micro Devices presently has a consensus rating of “Moderate Buy” and an average target price of $468.65.

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.