Advanced Micro Devices, Inc. $AMD Shares Acquired by CYBER HORNET ETFs LLC

Key Points

• CYBER HORNET ETFs LLC increased its AMD holdings by 188.1% in the second quarter, adding 8,420 shares for a total of 12,896 shares valued at approximately $7.49 million. Institutional investors collectively own 71.34% of AMD’s stock.
• AMD reported quarterly earnings of $1.66 per share and revenue of $11.54 billion, exceeding estimates, while revenue rose 50.1% year over year. Data-center growth and AI demand remain central to the bullish outlook.
• Analysts maintain a consensus “Moderate Buy” rating with an average price target of $553.72, but AMD’s elevated valuation and recent insider selling present risks for investors.

CYBER HORNET ETFs LLC raised its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 188.1% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 12,896 shares of the semiconductor manufacturer's stock after purchasing an additional 8,420 shares during the period. Advanced Micro Devices makes up about 2.5% of CYBER HORNET ETFs LLC's portfolio, making the stock its 6th largest holding. CYBER HORNET ETFs LLC's holdings in Advanced Micro Devices were worth $7,491,000 as of its most recent SEC filing.

Several other hedge funds also recently made changes to their positions in AMD. First National Bank of Hutchinson raised its holdings in Advanced Micro Devices by 0.4% in the 2nd quarter. First National Bank of Hutchinson now owns 5,639 shares of the semiconductor manufacturer's stock valued at $3,276,000 after acquiring an additional 22 shares in the last quarter. Delta Asset Management LLC TN grew its holdings in shares of Advanced Micro Devices by 1.5% during the 2nd quarter. Delta Asset Management LLC TN now owns 1,497 shares of the semiconductor manufacturer's stock worth $870,000 after purchasing an additional 22 shares in the last quarter. Park Place Capital Corp increased its position in shares of Advanced Micro Devices by 19.5% in the second quarter. Park Place Capital Corp now owns 141 shares of the semiconductor manufacturer's stock worth $82,000 after purchasing an additional 23 shares during the period. Clal Insurance Enterprises Holdings Ltd increased its position in shares of Advanced Micro Devices by 12.8% in the first quarter. Clal Insurance Enterprises Holdings Ltd now owns 212 shares of the semiconductor manufacturer's stock worth $43,000 after purchasing an additional 24 shares during the period. Finally, Round Rock Advisors LLC raised its stake in Advanced Micro Devices by 2.3% in the second quarter. Round Rock Advisors LLC now owns 1,048 shares of the semiconductor manufacturer's stock valued at $609,000 after purchasing an additional 24 shares in the last quarter. 71.34% of the stock is owned by institutional investors.

More Advanced Micro Devices News

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

• Positive Sentiment: AMD’s latest quarterly performance supports the bullish case: revenue rose 50% year over year to $11.5 billion, while data-center revenue increased 107% and represented 58% of total sales. Analysts cited strong AI partnerships, management’s favorable outlook and potential EPS doubling by fiscal 2027. AMD: Paying Up For A Ramp That's Already Been Outlined
• Positive Sentiment: Coverage highlighting AMD’s possible Saudi AI expansion and broader infrastructure deployments argues that the stock could be undervalued on long-term cash-flow assumptions, despite expensive market-based multiples. AMD Stock May Be 24% Undervalued On Saudi AI Expansion
• Positive Sentiment: Technical commentary describes AMD’s recent consolidation as a bullish flag, with a potential breakout if momentum returns. The company is also being viewed as gaining ground in data-center chips relative to Intel. AMD Stock Forecast
• Neutral Sentiment: Brokerage coverage remains broadly constructive, with AMD receiving a consensus “Moderate Buy” rating, but this does not represent a new earnings or business catalyst. AMD Given Consensus Rating of Moderate Buy
• Neutral Sentiment: AMD’s IFA 2026 presentation promoted Strix Halo, Gorgon Halo and local “agentic AI” computing, while collaborations involving ASUS and secure-AI initiatives reinforce its positioning across edge, cloud and enterprise infrastructure. AMD IFA 2026 Keynote
• Negative Sentiment: Valuation is the main risk: analysts say much of AMD’s expected growth is already reflected in the stock, with a forward P/E near 60 times and limited room for execution disappointments. Could an Investment in AMD Double?
• Negative Sentiment: ARK Invest’s reported sale of approximately $72.8 million of AMD and purchase of roughly $53 million of Nvidia highlights investor preference for AMD’s larger rival. Zacks also downgraded AMD from “strong buy” to “hold.” Cathie Wood Cuts AMD and Puts Money Into Nvidia

Advanced Micro Devices Price Performance

Shares of NASDAQ AMD opened at $477.57 on Monday. The company has a current ratio of 2.61, a quick ratio of 1.91 and a debt-to-equity ratio of 0.03. The company has a market cap of $779.62 billion, a price-to-earnings ratio of 122.77, a PEG ratio of 4.95 and a beta of 2.48. Advanced Micro Devices, Inc. has a 12 month low of $149.22 and a 12 month high of $584.73. The stock has a 50-day moving average price of $499.20 and a two-hundred day moving average price of $394.58.

Advanced Micro Devices (NASDAQ:AMD - Get Free Report) last posted its quarterly earnings results on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 earnings per share for the quarter, beating analysts' consensus estimates of $1.62 by $0.04. The company had revenue of $11.54 billion for 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 firm's quarterly revenue was up 50.1% compared to the same quarter last year. During the same period last year, the company posted $0.48 EPS. As a group, analysts forecast that Advanced Micro Devices, Inc. will post 6.44 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, EVP Mark D. Papermaster sold 28,811 shares of the firm's stock in a transaction on Thursday, August 20th. The stock was sold at an average price of $471.87, for a total transaction of $13,595,046.57. Following the sale, the executive vice president owned 1,261,461 shares of the company's stock, valued at $595,245,602.07. This trade represents a 2.23% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Paul Grasby sold 15,000 shares of the company's stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $514.91, for a total value of $7,723,650.00. Following the completion of the transaction, the executive vice president directly owned 117,687 shares of the company's stock, valued at approximately $60,598,213.17. The trade was a 11.30% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 232,577 shares of company stock worth $109,509,170 over the last 90 days. Insiders own 0.50% of the company's stock.

Analyst Upgrades and Downgrades

AMD has been the topic of a number of analyst reports. Truist Financial increased their price objective on shares of Advanced Micro Devices from $478.00 to $594.00 and gave the stock a "buy" rating in a research note on Wednesday, August 5th. Morgan Stanley boosted their target price on shares of Advanced Micro Devices from $410.00 to $465.00 and gave the company an "equal weight" rating in a research report on Wednesday, August 5th. BMO Capital Markets initiated coverage on shares of Advanced Micro Devices in a report on Thursday, August 20th. They set an "outperform" rating and a $550.00 price target for the company. William Blair reiterated a "market perform" rating on shares of Advanced Micro Devices in a research report on Friday, July 24th. Finally, Sanford C. Bernstein reissued an "outperform" rating and issued a $650.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, August 5th. Three analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average target price of $553.72.

Advanced Micro Devices 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.

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