Daner Wealth Management LLC Invests $221,000 in Advanced Micro Devices, Inc. $AMD

Key Points

• Daner Wealth Management LLC opened a new position in Advanced Micro Devices, buying 1,085 shares valued at about $221,000 in the first quarter.
• AMD is getting a boost from its expanded partnership with Microsoft, which plans to deploy AMD’s Helios AI systems across Azure, strengthening AMD’s position in AI infrastructure.
• Wall Street sentiment remains broadly bullish, with multiple analysts raising price targets and AMD reporting strong recent earnings, including 37.8% revenue growth year over year.

Daner Wealth Management LLC bought a new position in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 1,085 shares of the semiconductor manufacturer's stock, valued at approximately $221,000.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Vanguard Group Inc. increased its stake in Advanced Micro Devices by 1.6% in the 4th quarter. Vanguard Group Inc. now owns 158,522,860 shares of the semiconductor manufacturer's stock worth $33,949,256,000 after acquiring an additional 2,525,109 shares during the last quarter. State Street Corp boosted its position in shares of Advanced Micro Devices by 1.5% during the 4th quarter. State Street Corp now owns 74,919,276 shares of the semiconductor manufacturer's stock valued at $16,044,712,000 after acquiring an additional 1,094,835 shares during the last quarter. Geode Capital Management LLC boosted its position in shares of Advanced Micro Devices by 0.8% during the 4th quarter. Geode Capital Management LLC now owns 37,584,845 shares of the semiconductor manufacturer's stock valued at $8,015,897,000 after acquiring an additional 287,525 shares during the last quarter. Norges Bank purchased a new position in shares of Advanced Micro Devices in the fourth quarter valued at $4,929,312,000. Finally, Price T Rowe Associates Inc. MD grew its holdings in shares of Advanced Micro Devices by 0.3% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 20,325,288 shares of the semiconductor manufacturer's stock valued at $4,352,864,000 after purchasing an additional 55,969 shares in the last quarter. 71.34% of the stock is owned by institutional investors.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: AMD’s expanded partnership with Microsoft is the biggest near-term driver. Microsoft said it will deploy AMD’s Helios rack-scale AI systems across Azure, which boosts AMD’s credibility in AI infrastructure and signals potential multi-year revenue from cloud data centers. Article Title
• Positive Sentiment: Investors are also positioning ahead of AMD’s upcoming Advancing AI 2026 event, where the company is expected to unveil new AI products, customer wins, and roadmap details that could further strengthen the bull case. Article Title
• Positive Sentiment: Several analysts raised price targets or reiterated constructive views on AMD, pointing to stronger AI demand, better chip outlooks, and expanding hyperscaler deals. Article Title
• Positive Sentiment: Broader semiconductor strength is also helping sentiment, with chip stocks rebounding across the sector and AMD participating in the rally alongside peers like Micron and Intel. Article Title
• Neutral Sentiment: Some commentary notes that AMD’s valuation is already elevated, so the stock may need continued execution and additional AI wins to justify further upside. Article Title
• Negative Sentiment: A few articles highlight risk that insider selling and a premium valuation could cap gains if the AI rollout disappoints or momentum cools. Article Title

Wall Street Analysts Forecast Growth

AMD has been the topic of a number of recent research reports. TD Cowen upped their price target on shares of Advanced Micro Devices from $600.00 to $675.00 and gave the company a "buy" rating in a research note on Monday, July 13th. KeyCorp lifted their price objective on shares of Advanced Micro Devices from $530.00 to $725.00 and gave the stock an "overweight" rating in a research note on Tuesday, July 14th. Stifel Nicolaus boosted their target price on shares of Advanced Micro Devices from $450.00 to $635.00 and gave the stock a "buy" rating in a report on Friday, July 10th. UBS Group restated a "buy" rating and set a $700.00 target price on shares of Advanced Micro Devices in a research report on Wednesday, July 15th. Finally, Royal Bank Of Canada lifted their price target on Advanced Micro Devices from $325.00 to $400.00 and gave the stock a "sector perform" rating in a research report on Wednesday, May 6th. Two research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $468.65.

Advanced Micro Devices Stock Up 8.1%

NASDAQ AMD opened at $544.43 on Wednesday. Advanced Micro Devices, Inc. has a 52 week low of $149.22 and a 52 week high of $584.73. The firm has a market capitalization of $887.75 billion, a price-to-earnings ratio of 178.50, a PEG ratio of 1.46 and a beta of 2.47. The company has a quick ratio of 1.96, a current ratio of 2.72 and a debt-to-equity ratio of 0.04. The company has a fifty day moving average of $506.71 and a two-hundred day moving average of $334.80.

Advanced Micro Devices (NASDAQ:AMD - Get Free Report) last released its earnings results on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.29 by $0.08. Advanced Micro Devices had a net margin of 13.37% and a return on equity of 9.55%. The firm had revenue of $10.25 billion during the quarter, compared to analyst estimates of $9.90 billion. During the same quarter last year, the business earned $0.96 EPS. The business's revenue was up 37.8% on a year-over-year basis. On average, analysts predict that Advanced Micro Devices, Inc. will post 6.25 earnings per share for the current year.

Insider Buying and Selling

In other news, CEO Lisa T. Su sold 125,000 shares of the company's stock in a transaction that occurred 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 transaction, the chief executive officer owned 2,896,899 shares of the company's stock, valued at approximately $1,334,572,400.31. This represents a 4.14% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Paul Darren Grasby sold 24,376 shares of the stock in a transaction that occurred on Friday, May 8th. The stock was sold at an average price of $444.39, for a total value of $10,832,450.64. Following the completion of the sale, the executive vice president owned 105,222 shares in the company, valued at approximately $46,759,604.58. The trade was a 18.81% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 341,630 shares of company stock worth $152,147,456 over the last three months. 0.50% of the stock is currently owned by company insiders.

Advanced Micro Devices Company 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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