B. Metzler seel. Sohn & Co. AG Has $164.93 Million Stock Position in Advanced Micro Devices, Inc. $AMD

Key Points

• B. Metzler seel. Sohn & Co. AG cut its AMD stake by 5.7% in the second quarter, selling 17,097 shares and retaining 283,925 shares valued at approximately $164.9 million. AMD represents about 1.4% of the firm’s portfolio.
• AMD reported quarterly EPS of $1.66 and revenue of $11.54 billion, exceeding analyst estimates, while revenue increased 50.1% year over year. Analysts maintain a generally positive outlook, with a “Moderate Buy” consensus rating and an average price target of $553.72.
• Investor sentiment is mixed: several institutions increased their positions, but ARK Invest and AMD executives sold shares. The stock also trades at a high valuation, with a P/E ratio above 117, leaving it vulnerable to disappointing growth or broader semiconductor-sector weakness.

B. Metzler seel. Sohn & Co. AG lessened its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 5.7% during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 283,925 shares of the semiconductor manufacturer's stock after selling 17,097 shares during the period. Advanced Micro Devices comprises approximately 1.4% of B. Metzler seel. Sohn & Co. AG's investment portfolio, making the stock its 18th largest holding. B. Metzler seel. Sohn & Co. AG's holdings in Advanced Micro Devices were worth $164,933,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Brighton Jones LLC raised its stake in Advanced Micro Devices by 178.2% in the 4th quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer's stock valued at $5,551,000 after acquiring an additional 29,438 shares during the period. Revolve Wealth Partners LLC increased its holdings 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 during the last quarter. Sivia Capital Partners LLC raised its position in shares of 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 valued at $758,000 after purchasing an additional 2,970 shares during the period. United Bank lifted its stake 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 last quarter. Finally, Schnieders Capital Management LLC. lifted its stake in shares of Advanced Micro Devices by 361.0% during the 2nd quarter. Schnieders Capital Management LLC. now owns 9,230 shares of the semiconductor manufacturer's stock worth $1,310,000 after buying an additional 7,228 shares during the last quarter. 71.34% of the stock is owned by institutional investors and hedge funds.

Advanced Micro Devices Trading Down 0.2%

AMD opened at $456.16 on Friday. The company has a market cap of $744.67 billion, a P/E ratio of 117.26, a PEG ratio of 4.73 and a beta of 2.48. 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's 50 day moving average is $500.08 and its 200-day moving average is $392.68. Advanced Micro Devices, Inc. has a 1-year low of $149.22 and a 1-year high of $584.73.

Advanced Micro Devices (NASDAQ:AMD - Get Free Report) last released its quarterly earnings data 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 business had revenue of $11.54 billion during the quarter, compared to analysts' expectations of $11.31 billion. During the same period in the prior year, the company earned $0.48 EPS. The firm's quarterly revenue was up 50.1% compared to the same quarter last year. Equities research analysts predict that Advanced Micro Devices, Inc. will post 6.44 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several analysts recently commented on AMD shares. Wells Fargo & Company lifted their target price on shares of Advanced Micro Devices from $615.00 to $700.00 and gave the stock an "overweight" rating in a report on Wednesday, August 5th. Benchmark increased their price objective on Advanced Micro Devices from $485.00 to $685.00 and gave the stock a "buy" rating in a research report on Wednesday, July 22nd. Wedbush reissued an "outperform" rating and set a $600.00 target price on shares of Advanced Micro Devices in a report on Wednesday, August 5th. JPMorgan Chase & Co. increased their target price on shares of Advanced Micro Devices from $385.00 to $550.00 and gave the stock a "neutral" rating in a research report on Wednesday, August 5th. Finally, Mizuho raised their target price on shares of Advanced Micro Devices from $615.00 to $625.00 and gave the stock an "outperform" rating in a report on Monday, July 27th. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Advanced Micro Devices has an average rating of "Moderate Buy" and a consensus target price of $553.72.

Key Stories Impacting Advanced Micro Devices

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

• Positive Sentiment: AMD’s role in AI infrastructure continues to expand. The company is contributing to the Linux Foundation’s TRACE project for verifiable AI governance, while Anjuna’s confidential-computing platform uses AMD Secure Encrypted Virtualization. These developments support AMD’s position in secure cloud and data-center AI. Why Is AMD Becoming More Important in Secure AI Infrastructure?
• Positive Sentiment: AMD is participating in ASUS’s expanded AI infrastructure ecosystem alongside Intel and other technology partners, potentially broadening its exposure to cloud, edge and enterprise AI deployments. ASUS Expands AI Infrastructure Ecosystem from Cloud to Edge
• Positive Sentiment: Analysts and commentators continue to point to AMD’s data-center momentum, server-CPU opportunity and planned Saudi AI buildout with HUMAIN, which targets 250 megawatts from 2027 and as much as 1 gigawatt by 2030. Can AMD’s Saudi AI Buildout Challenge NVIDIA and Broadcom?
• Neutral Sentiment: Institutional positioning is mixed: Tiger Global recently opened an AMD position, while Stanley Druckenmiller reportedly selected AMD as an AI-chip challenger rather than buying Nvidia. These moves provide some validation but do not establish a near-term earnings catalyst.
• Negative Sentiment: ARK Invest disclosed sales of approximately $72.8 million of AMD shares while purchasing about $53 million of Nvidia stock. Additional reports say ARK has continued trimming AMD, reinforcing concerns that some investors prefer Nvidia’s growth and valuation profile. Cathie Wood Sold AMD and Bought Nvidia
• Negative Sentiment: AMD was downgraded by Zacks Research from “strong buy” to “hold.” Other commentary argues the stock’s sharp 2026 advance has already priced in substantial AI success; its high earnings multiple leaves less room for execution delays or disappointing guidance. Prediction: Nvidia Stock Will Outperform AMD Through 2028
• Negative Sentiment: Semiconductor shares remain vulnerable to higher interest rates, rising oil prices and Treasury yields. Broadcom’s softer guidance and margin concerns also weighed on the chip sector, while comparisons suggest Nvidia is growing faster and may offer a more attractive risk-reward profile. Broadcom Falls as Soft Guidance Overshadows AI Revenue Growth

Insider Activity at Advanced Micro Devices

In related news, EVP Paul Grasby sold 15,000 shares of the business's stock in a transaction on Monday, August 17th. The shares were sold at an average price of $514.91, for a total value of $7,723,650.00. Following the sale, the executive vice president owned 117,687 shares of the company's stock, valued at $60,598,213.17. The trade was a 11.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Forrest Norrod sold 17,261 shares of the stock in a transaction on Monday, August 24th. The shares were sold at an average price of $459.95, for a total value of $7,939,196.95. Following the completion of the sale, the executive vice president owned 373,317 shares of the company's stock, valued at $171,707,154.15. The trade was a 4.42% decrease in their ownership of the stock. 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 have sold 232,577 shares of company stock valued at $109,509,170 in the last quarter. Insiders own 0.50% of the company's stock.

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.

Want to see what other hedge funds are holding AMD? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source