Healthcare of Ontario Pension Plan Trust Fund Purchases 124,630 Shares of Advanced Micro Devices, Inc. $AMD

Healthcare of Ontario Pension Plan Trust Fund raised its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 21.2% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 712,839 shares of the semiconductor manufacturer’s stock after buying an additional 124,630 shares during the quarter. Healthcare of Ontario Pension Plan Trust Fund’s holdings in Advanced Micro Devices were worth $145,013,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of AMD. Brighton Jones LLC increased its position in shares of Advanced Micro Devices by 178.2% during 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 in the last quarter. Revolve Wealth Partners LLC boosted its position in shares of Advanced Micro Devices by 2.9% in 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 in the last quarter. Sivia Capital Partners LLC boosted its position in shares of Advanced Micro Devices by 125.1% in 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 in the last quarter. United Bank grew its stake in 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 during the last quarter. Finally, Schnieders Capital Management LLC. increased its position in 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 valued at $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.

Analyst Ratings Changes

AMD has been the topic of a number of research analyst reports. Raymond James Financial assumed coverage on Advanced Micro Devices in a research note on Wednesday, May 6th. They set a “market perform” rating on the stock. Loop Capital raised shares of Advanced Micro Devices to a “strong-buy” rating in a research report on Tuesday, June 16th. Stifel Nicolaus lifted their target price on shares of Advanced Micro Devices from $450.00 to $635.00 and gave the stock a “buy” rating in a research note on Friday, July 10th. Melius Research set a $660.00 target price on shares of Advanced Micro Devices in a research report on Friday. Finally, TD Cowen upped their price target on shares of Advanced Micro Devices from $600.00 to $675.00 and gave the company a “buy” rating in a research note on Monday, July 13th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating, eleven have assigned 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 price target of $522.43.

Insiders Place Their Bets

In other Advanced Micro Devices news, EVP Forrest Eugene Norrod sold 19,487 shares of the company’s stock in a transaction on Wednesday, May 20th. The shares were sold at an average price of $431.40, for a total value of $8,406,691.80. Following the sale, the executive vice president directly owned 324,527 shares of the company’s stock, valued at approximately $140,000,947.80. This represents a 5.66% decrease in their ownership of the stock. The transaction was disclosed in a document filed 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, Director Nora Denzel sold 8,626 shares of the 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 sale, the director directly owned 87,173 shares in the company, valued at $45,504,306. This represents a 9.00% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 310,310 shares of company stock worth $141,185,456. Company insiders own 0.50% 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 and Cerebras announced a technical partnership to combine Helios and Wafer-Scale Engine technology, aiming for faster, more efficient AI inference and up to 5x higher tokens per second per watt. AMD and Cerebras Announce Industry-Leading Ultra-Low-Latency and High Throughput AI Inference Solution
• Positive Sentiment: Wedbush raised its price target to $600, and several other firms also boosted targets after AMD’s Advancing AI 2026 event, signaling stronger Wall Street confidence in AMD’s AI data center growth. AMD price target boosted on strengthening AI outlook
• Positive Sentiment: Other commentary highlighted AMD’s new Helios AI rack system, expanded OpenAI and Anthropic-related demand, and multiple bullish analyst notes, all of which support the view that AMD is gaining share in AI infrastructure. AMD plans to invest to up $5 billion into Anthropic as it seeks to cut into Nvidia’s dominance
• Neutral Sentiment: Short-interest data showed no meaningful change in practice, with reported short interest listed as zero shares, so this item does not appear to be a real trading catalyst.
• Neutral Sentiment: The broader semiconductor sector pulled back on valuation and profit-taking concerns, which may be weighing on AMD even as company-specific AI news remains constructive. Semiconductor Crossroads: Healthy Consolidation or Deeper Repricing?
• Negative Sentiment: AMD also appeared in reports about an AI-chip selloff and weaker risk appetite, suggesting some investors are taking profits after the stock’s strong run. AI Memory Stocks Lead Chip Selloff

Advanced Micro Devices Stock Down 3.3%

Shares of AMD stock opened at $521.95 on Friday. Advanced Micro Devices, Inc. has a fifty-two week low of $149.22 and a fifty-two week high of $584.73. The firm has a market capitalization of $851.09 billion, a PE ratio of 171.13, a P/E/G ratio of 1.57 and a beta of 2.47. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.96 and a current ratio of 2.72. The stock’s 50-day simple moving average is $512.60 and its 200-day simple moving average is $340.69.

Advanced Micro Devices (NASDAQ:AMD) last released its earnings results on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 EPS for the quarter, topping analysts’ consensus estimates of $1.29 by $0.08. Advanced Micro Devices had a return on equity of 9.55% and a net margin of 13.37%.The firm had revenue of $10.25 billion during the quarter, compared to the consensus estimate of $9.90 billion. During the same quarter in the previous year, the company posted $0.96 earnings per share. The company’s revenue was up 37.8% compared to the same quarter last year. Equities analysts expect that Advanced Micro Devices, Inc. will post 6.25 earnings per share for the current 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.