Advanced Micro Devices, Inc. $AMD Stock Holdings Decreased by Investor s Fiduciary Advisor Network LLC

Key Points

• Investor’s Fiduciary Advisor Network LLC cut its AMD position by 25.8% in the second quarter, selling 1,555 shares and retaining 4,469 shares valued at approximately $2.6 million. Institutional investors and hedge funds collectively own 71.34% of AMD.
• AMD reported strong quarterly results, with revenue rising 50.1% year over year to $11.54 billion and earnings of $1.66 per share, exceeding estimates. Analysts remain broadly positive, assigning the stock a consensus “Moderate Buy” rating and an average price target of $553.72.
• Valuation and insider selling are key risks: AMD trades at a high earnings multiple, while insiders sold 232,577 shares worth about $109.5 million over the past three months, including sales by CEO Lisa Su under a pre-arranged trading plan.

Investor s Fiduciary Advisor Network LLC lowered its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 25.8% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,469 shares of the semiconductor manufacturer's stock after selling 1,555 shares during the quarter. Advanced Micro Devices accounts for about 0.9% of Investor s Fiduciary Advisor Network LLC's holdings, making the stock its 29th largest position. Investor s Fiduciary Advisor Network LLC's holdings in Advanced Micro Devices were worth $2,596,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. Brighton Jones LLC lifted its position in shares of Advanced Micro Devices by 178.2% during the 4th 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 during the last quarter. Revolve Wealth Partners LLC raised its stake in shares of Advanced Micro Devices by 2.9% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer's stock valued at $1,001,000 after purchasing an additional 234 shares in the last quarter. Sivia Capital Partners LLC raised its position in Advanced Micro Devices by 125.1% in the second 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 lifted its position in shares of 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 period. Finally, Schnieders Capital Management LLC. boosted its stake in shares of Advanced Micro Devices by 361.0% in the 2nd quarter. Schnieders Capital Management LLC. now owns 9,230 shares of the semiconductor manufacturer's stock valued at $1,310,000 after purchasing an additional 7,228 shares in the last quarter. 71.34% of the stock is owned by institutional investors and hedge funds.

Key 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

Insider Activity at Advanced Micro Devices

In related news, CEO Lisa T. Su sold 125,000 shares of the company's stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $460.69, for a total transaction of $57,586,250.00. Following the completion of the sale, the chief executive officer directly owned 2,896,899 shares in the company, valued at $1,334,572,400.31. This represents a 4.14% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Paul Grasby sold 15,000 shares of the firm's stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $514.91, for a total transaction of $7,723,650.00. Following the completion of the sale, the executive vice president owned 117,687 shares in the company, valued at $60,598,213.17. This represents 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. In the last three months, insiders sold 232,577 shares of company stock valued at $109,509,170. 0.50% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several analysts have recently commented on the company. Roth Capital increased their target price on Advanced Micro Devices from $500.00 to $650.00 and gave the stock a "buy" rating in a report on Friday, July 24th. William Blair reissued a "market perform" rating on shares of Advanced Micro Devices in a research note on Friday, July 24th. Morgan Stanley increased their target price on Advanced Micro Devices from $410.00 to $465.00 and gave the company an "equal weight" rating in a research note on Wednesday, August 5th. The Goldman Sachs Group increased their target price on shares of Advanced Micro Devices from $450.00 to $640.00 and gave the stock a "buy" rating in a report on Monday, July 6th. Finally, Sanford C. Bernstein reiterated an "outperform" rating and set a $650.00 price objective on shares of Advanced Micro Devices in a report on Wednesday, August 5th. Three analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average price target of $553.72.

Advanced Micro Devices Price Performance

NASDAQ:AMD opened at $477.57 on Friday. The stock has a market capitalization of $779.62 billion, a PE ratio of 122.77, a P/E/G ratio of 4.95 and a beta of 2.48. The firm has a fifty day simple moving average of $499.20 and a 200 day simple moving average of $393.27. Advanced Micro Devices, Inc. has a 1-year low of $149.22 and a 1-year high of $584.73. The company has a current ratio of 2.61, a quick ratio of 1.91 and a debt-to-equity ratio of 0.03.

Advanced Micro Devices (NASDAQ:AMD - Get Free Report) last posted its earnings results on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 earnings per share for the quarter, topping analysts' consensus estimates of $1.62 by $0.04. The business had revenue of $11.54 billion for the quarter, compared to analyst estimates of $11.31 billion. Advanced Micro Devices had a return on equity of 12.30% and a net margin of 15.58%.The firm's revenue was up 50.1% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.48 EPS. On average, research analysts expect that Advanced Micro Devices, Inc. will post 6.44 EPS for the current fiscal year.

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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