SBI Securities Co. Ltd. reduced its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 5.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 82,861 shares of the semiconductor manufacturer's stock after selling 4,968 shares during the quarter. SBI Securities Co. Ltd.'s holdings in Advanced Micro Devices were worth $17,746,000 at the end of the most recent quarter.
A number of other institutional investors have also recently added to or reduced their stakes in the stock. HHM Wealth Advisors LLC grew its stake in Advanced Micro Devices by 2.4% during the 3rd quarter. HHM Wealth Advisors LLC now owns 1,742 shares of the semiconductor manufacturer's stock worth $282,000 after buying an additional 40 shares during the last quarter. James J. Burns & Company LLC grew its stake in Advanced Micro Devices by 2.3% during the 4th quarter. James J. Burns & Company LLC now owns 1,816 shares of the semiconductor manufacturer's stock worth $389,000 after buying an additional 40 shares during the last quarter. Wilmington Savings Fund Society FSB grew its stake in Advanced Micro Devices by 0.5% during the 3rd quarter. Wilmington Savings Fund Society FSB now owns 8,706 shares of the semiconductor manufacturer's stock worth $1,409,000 after buying an additional 43 shares during the last quarter. Moseley Investment Management Inc. boosted its position in Advanced Micro Devices by 0.5% during the 3rd quarter. Moseley Investment Management Inc. now owns 8,883 shares of the semiconductor manufacturer's stock worth $1,437,000 after acquiring an additional 44 shares during the period. Finally, OneAscent Family Office LLC grew its stake in shares of Advanced Micro Devices by 2.6% in the third quarter. OneAscent Family Office LLC now owns 1,755 shares of the semiconductor manufacturer's stock worth $284,000 after purchasing an additional 44 shares in the last quarter. 71.34% of the stock is currently owned by institutional investors.
Advanced Micro Devices News Roundup
Here are the key news stories impacting Advanced Micro Devices this week:
- Positive Sentiment: Q1 beat and strong AI-driven data‑center growth — AMD reported $1.37 EPS vs. $1.30 consensus and revenue of ~$10.25B, with data‑center sales jumping sharply; the company gave second‑quarter revenue guidance that came in above Street expectations, signaling continued AI demand. Read More.
- Positive Sentiment: CEO commentary and ecosystem moves bolster the AI case — management highlighted robust demand for EPYC CPUs and Instinct GPUs, while AMD is investing in adjacent AI infrastructure (seed investment in RadixArk; partnerships like Zyphra) that expand TAM for its accelerators. Read More.
- Neutral Sentiment: Options and volatility priced in — heavy options activity ahead of/after the print shows traders were positioned for a big move; that amplifies intraday swings even after a beat. Read More.
- Neutral Sentiment: Some analysts raise targets amid the beat — select firms (e.g., Wedbush) have lifted price targets, reflecting stronger revenue trajectories, which supports upside but also highlights divergent Street views. Read More.
- Negative Sentiment: Valuation and supply constraints remain key risks — several analysts warned the recent rally left limited margin for error; HSBC downgraded to Hold pointing to valuation and production limits (CoWoS/packaging bottlenecks). That caution pressures investors who need near‑term proof the demand can scale. Read More.
- Negative Sentiment: Sell‑the‑news and margin/CapEx watch — some commentators flagged elevated CapEx and the risk of mean‑reversion after a steep run‑up; investors will focus on margin commentary and whether AMD can convert demand into shipments without worsening costs. Read More.
Insider Transactions at Advanced Micro Devices
In related news, CEO Lisa T. Su sold 125,000 shares of the firm's stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $214.36, for a total transaction of $26,795,000.00. Following the completion of the transaction, the chief executive officer owned 3,152,476 shares of the company's stock, valued at $675,764,755.36. This trade represents a 3.81% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the firm's stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $216.81, for a total value of $4,216,954.50. Following the transaction, the executive vice president directly owned 289,098 shares of the company's stock, valued at $62,679,337.38. This represents a 6.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 304,672 shares of company stock worth $70,135,070. Corporate insiders own 0.50% of the company's stock.
Wall Street Analysts Forecast Growth
Several research firms have recently issued reports on AMD. Jefferies Financial Group reissued a "buy" rating on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. Truist Financial set a $283.00 price target on Advanced Micro Devices in a research note on Wednesday, February 4th. Roth Mkm reissued a "buy" rating and issued a $500.00 price target on shares of Advanced Micro Devices in a research note on Wednesday. Cantor Fitzgerald reissued an "overweight" rating on shares of Advanced Micro Devices in a research note on Monday, February 2nd. Finally, Northland Securities reissued a "market perform" rating and issued a $260.00 price target on shares of Advanced Micro Devices in a research note on Monday, April 27th. One research analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and nine have issued a Hold rating to the company. According to data from MarketBeat.com, Advanced Micro Devices presently has an average rating of "Moderate Buy" and an average target price of $314.92.
Get Our Latest Analysis on Advanced Micro Devices
Advanced Micro Devices Trading Up 4.0%
Shares of AMD stock opened at $355.26 on Wednesday. The stock has a 50-day simple moving average of $235.61 and a 200 day simple moving average of $229.21. Advanced Micro Devices, Inc. has a fifty-two week low of $96.88 and a fifty-two week high of $362.79. The stock has a market capitalization of $579.19 billion, a P/E ratio of 134.06, a P/E/G ratio of 1.23 and a beta of 2.40. The company has a quick ratio of 2.01, a current ratio of 2.85 and a debt-to-equity ratio of 0.04.
Advanced Micro Devices (NASDAQ:AMD - Get Free Report) last announced its earnings results on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 earnings per share for the quarter, beating the consensus estimate of $1.29 by $0.08. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.The business had revenue of $10.25 billion during the quarter, compared to analysts' expectations of $9.90 billion. During the same quarter last year, the business posted $0.96 earnings per share. The company's quarterly revenue was up 37.8% on a year-over-year basis. On average, sell-side analysts expect that Advanced Micro Devices, Inc. will post 5.82 earnings per share for the current fiscal year.
Advanced Micro Devices Profile
(
Free Report)
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.
Further Reading
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