Advanced Micro Devices, Inc. $AMD Stock Acquired by WoodTrust Financial Corp

Key Points

• WoodTrust Financial Corp. increased its AMD stake by 289.9% in the third quarter, owning 3,127 shares valued at approximately $1.9 million. Institutional investors collectively hold 71.34% of AMD’s outstanding stock.
• AMD insiders sold 213,838 shares worth about $105.5 million over the past 90 days, although the disclosed transactions were executed under pre-arranged Rule 10b5-1 trading plans.
• AMD reported quarterly revenue of $11.54 billion, up 50.1% year over year, and earnings of $1.66 per share, exceeding estimates. Analysts maintain a consensus “Moderate Buy” rating with an average price target of $585.26, while valuation remains a key concern.

WoodTrust Financial Corp boosted its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 289.9% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 3,127 shares of the semiconductor manufacturer's stock after acquiring an additional 2,325 shares during the period. WoodTrust Financial Corp's holdings in Advanced Micro Devices were worth $1,913,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also recently modified their holdings of AMD. Bank of America Corp DE bought a new stake in shares of Advanced Micro Devices in the 2nd quarter worth approximately $7,022,226,000. Cardano Risk Management B.V. purchased a new stake in Advanced Micro Devices in the fourth quarter worth $1,000,783,000. BlackRock Inc. increased its position in Advanced Micro Devices by 3.1% in the second quarter. BlackRock Inc. now owns 150,301,510 shares of the semiconductor manufacturer's stock worth $87,311,650,000 after buying an additional 4,535,126 shares during the last quarter. Jupiter Topco LLC bought a new stake in shares of Advanced Micro Devices in the second quarter valued at $2,084,651,000. Finally, Wellington Management Group LLP raised its stake in shares of Advanced Micro Devices by 33.9% in the second quarter. Wellington Management Group LLP now owns 9,334,396 shares of the semiconductor manufacturer's stock valued at $5,422,444,000 after buying an additional 2,365,419 shares during the period. 71.34% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other news, EVP Forrest Norrod sold 17,261 shares of the business's stock in a transaction on Tuesday, September 15th. The shares were sold at an average price of $503.05, for a total transaction of $8,683,146.05. Following the completion of the transaction, the executive vice president directly owned 363,317 shares in the company, valued at $182,766,616.85. The trade was a 4.54% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Mark Papermaster sold 28,811 shares of the company'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 completion of the transaction, the executive vice president directly owned 1,261,461 shares in the company, valued at approximately $595,245,602.07. The trade was a 2.23% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 213,838 shares of company stock worth $105,533,836. Company insiders own 0.50% of the company's stock.

Advanced Micro Devices Price Performance

AMD stock traded down $9.64 during mid-day trading on Friday, reaching $611.04. 8,495,995 shares of the company traded hands, compared to its average volume of 32,476,545. The company has a debt-to-equity ratio of 0.03, a current ratio of 2.61 and a quick ratio of 1.91. The company has a market capitalization of $997.51 billion, a P/E ratio of 157.04, a P/E/G ratio of 6.69 and a beta of 2.45. Advanced Micro Devices, Inc. has a 52-week low of $188.22 and a 52-week high of $658.52. The company has a fifty day moving average price of $526.31 and a 200-day moving average price of $458.39.

Advanced Micro Devices (NASDAQ:AMD - Get Free Report) last announced its quarterly earnings results on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.62 by $0.04. Advanced Micro Devices had a net margin of 15.58% and a return on equity of 12.30%. The firm had revenue of $11.54 billion for the quarter, compared to the consensus estimate of $11.31 billion. During the same period in the prior year, the firm posted $0.48 earnings per share. The company's revenue for the quarter was up 50.1% on a year-over-year basis. As a group, analysts anticipate that Advanced Micro Devices, Inc. will post 6.43 earnings per share for the current year.

Analysts Set New Price Targets

Several research analysts have recently weighed in on AMD shares. DA Davidson increased their price target on Advanced Micro Devices from $425.00 to $550.00 and gave the stock a "buy" rating in a research note on Wednesday, August 5th. Melius Research set a $660.00 price objective on shares of Advanced Micro Devices in a report on Friday, July 24th. Piper Sandler assumed coverage on shares of Advanced Micro Devices in a research report on Tuesday, September 15th. They set an "overweight" rating and a $600.00 target price for the company. Zacks Research lowered shares of Advanced Micro Devices from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, September 1st. Finally, Sanford C. Bernstein restated an "outperform" rating and set a $650.00 price target on shares of Advanced Micro Devices in a research note on Wednesday, August 5th. Three research analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Advanced Micro Devices currently has a consensus rating of "Moderate Buy" and a consensus price target of $585.26.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: Industry data remains supportive: TSMC reported record quarterly revenue, up 50% year over year, signaling continued demand for AI processors from customers including AMD. Samsung also posted record profits driven by AI-memory demand. TSMC AI demand article
• Positive Sentiment: CEO Lisa Su reportedly met with Samsung and SK Hynix executives to strengthen AI-chip supply relationships. A potential Samsung foundry and memory arrangement could help AMD address constrained supply as data-center demand expands. AMD Samsung partnership article
• Positive Sentiment: Some analysts see additional upside from AMD’s expanding CPU, Instinct GPU and inference-chip businesses. Citi recently raised its target, while BNP Paribas highlighted an opportunity for further growth across AI infrastructure. AMD growth opportunity article
• Neutral Sentiment: AMD is scheduled to report third-quarter results on November 3. The release is likely to be the next major catalyst as investors look for evidence that revenue growth, AI demand and margins can justify the stock’s premium valuation. AMD earnings date article
• Negative Sentiment: Valuation is the central concern. AMD has rallied roughly 200% in 2026 and reached a market capitalization near $1 trillion, leaving investors demanding strong execution and accelerating profits. Commentary warns that the stock may be priced for near-perfect results, while some forecasts suggest 2027 could be more difficult. AMD valuation article
• Negative Sentiment: A broader semiconductor sell-off is also weighing on AMD. Rising Treasury yields and oil prices have increased concerns about inflation and interest rates, pressuring high-growth AI stocks whose valuations depend heavily on future earnings. Semiconductor sell-off article
• Negative Sentiment: ARK Invest reportedly sold approximately $14 million of AMD shares, adding a modest sentiment headwind after the stock’s steep advance. ARK Invest AMD sale article

Advanced Micro Devices Company Profile

Advanced Micro Devices, Inc NASDAQ: AMD is a semiconductor company that designs high-performance computing, graphics and adaptive computing products. Its offerings serve data centers, personal computers, gaming systems, embedded devices and other specialized markets.

AMD's product portfolio includes Ryzen processors for desktop and notebook computers, EPYC server processors, Radeon graphics products, and Instinct accelerators designed for artificial intelligence and high-performance computing workloads.

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