1,263 Shares in Advanced Micro Devices, Inc. $AMD Bought by DSM Capital Partners LLC

DSM Capital Partners LLC bought a new stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) during the 2nd quarter, Holdings Channel reports. The firm bought 1,263 shares of the semiconductor manufacturer’s stock, valued at approximately $734,000.

Other hedge funds have also bought and sold shares of the company. Joseph Group Capital Management purchased a new position in shares of Advanced Micro Devices during the 4th quarter valued at about $25,000. Cornerstone Financial Management LLC purchased a new stake in Advanced Micro Devices in the 4th quarter worth approximately $27,000. Sarver Vrooman Wealth Advisors bought a new stake in Advanced Micro Devices during the 4th quarter worth approximately $27,000. Basepoint Wealth LLC bought a new stake in Advanced Micro Devices during the 4th quarter worth approximately $30,000. Finally, Graney & King LLC purchased a new position in Advanced Micro Devices during the first quarter valued at approximately $31,000. Institutional investors own 71.34% of the company’s stock.

Key Advanced Micro Devices News

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

• Positive Sentiment: Baird issued a highly bullish $1,250 price target, reinforcing the view that AMD’s AI accelerator and data-center businesses could expand substantially. Broadcom Sinks as AMD Climbs on Baird’s Call
• Positive Sentiment: AMD announced day-one support for the Qwen3.8 27B AI model, a development that may improve adoption of its chips and software among AI developers and data-center customers. AMD Supports Qwen3.8 27B AI Model
• Positive Sentiment: Bank of America raised its 2030 server-CPU market forecast to more than $210 billion from roughly $170 billion, citing demand from AI agents. AMD was identified as one of the bank’s preferred semiconductor investments. Bank of America Raises AI Chip Forecast
• Positive Sentiment: AMD is preparing a record bond offering of up to $5 billion to finance AI infrastructure, partnerships and other corporate needs. The funding could support its Helios platform and large customer commitments, including from Microsoft and AI companies. AMD Plans $5 Billion Bond Sale
• Neutral Sentiment: Institutional activity was mixed: Mirova disclosed a new AMD position worth approximately $145 million, while other funds reported reductions. Because these filings reflect holdings as of June 30, they provide limited insight into current positioning. Mirova Opens AMD Position
• Negative Sentiment: Risks include AMD’s demanding valuation, the added leverage from the bond sale and competitive pressure after reports that SpaceX plans to use Nvidia chips exclusively. Recent insider trading data also shows selling, although the reported sale by SVP Ava Hahn was made under a prearranged Rule 10b5-1 plan. SpaceX Selects Nvidia Exclusively

Insider Buying and Selling

In other Advanced Micro Devices news, Director Nora Denzel sold 8,626 shares of the firm’s stock in a transaction that occurred on Tuesday, June 2nd. The stock was sold at an average price of $522.00, for a total transaction of $4,502,772.00. Following the completion of the transaction, the director owned 87,173 shares in the company, valued at $45,504,306. This trade represents a 9.00% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, EVP Mark D. Papermaster sold 6,000 shares of Advanced Micro Devices stock in a transaction that occurred on Monday, June 15th. The stock was sold at an average price of $536.33, for a total value of $3,217,980.00. Following the completion of the sale, the executive vice president directly owned 1,233,687 shares in the company, valued at approximately $661,663,348.71. The trade was a 0.48% decrease in their position. 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. Insiders sold 161,077 shares of company stock valued at $74,732,145 in the last ninety days. Company insiders own 0.50% of the company’s stock.

Advanced Micro Devices Stock Performance

Shares of NASDAQ AMD opened at $514.39 on Friday. The company has a market cap of $839.73 billion, a P/E ratio of 132.23 and a beta of 2.48. Advanced Micro Devices, Inc. has a 52-week low of $149.22 and a 52-week high of $584.73. The company has a debt-to-equity ratio of 0.03, a quick ratio of 1.91 and a current ratio of 2.61. The firm’s fifty day moving average is $511.77 and its two-hundred day moving average is $367.48.

Advanced Micro Devices (NASDAQ:AMD) last released its quarterly earnings data on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 EPS for the quarter, beating the consensus estimate of $1.62 by $0.04. The business had revenue of $11.54 billion during the quarter, compared to the consensus estimate of $11.31 billion. Advanced Micro Devices had a net margin of 15.58% and a return on equity of 12.30%. The business’s revenue was up 50.1% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.48 EPS. As a group, analysts anticipate that Advanced Micro Devices, Inc. will post 6.44 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

AMD has been the subject of a number of recent analyst reports. Weiss Ratings reiterated a “hold (c+)” rating on shares of Advanced Micro Devices in a research report on Monday, August 3rd. Barclays downgraded shares of Advanced Micro Devices from an “overweight” rating to an “underweight” rating in a research report on Friday, June 12th. Rosenblatt Securities upped their target price on shares of Advanced Micro Devices from $665.00 to $700.00 and gave the stock a “buy” rating in a report on Thursday, August 6th. Citigroup upgraded Advanced Micro Devices from a “market perform” rating to a “buy” rating in a research note on Wednesday, July 22nd. Finally, Cantor Fitzgerald reissued an “overweight” rating and set a $700.00 price target on shares of Advanced Micro Devices in a report on Wednesday, August 5th. Three research analysts have rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $546.87.

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.