Encompass More Asset Management Has $1.43 Million Stock Holdings in Advanced Micro Devices, Inc. $AMD

Key Points

• Encompass More Asset Management raised its stake in Advanced Micro Devices by 44.8% to 6,687 shares, worth approximately $1.43 million, per its latest 13F filing.
• AMD beat Q1 expectations (EPS $1.37 vs. $1.29; revenue $10.25B vs. $9.90B) and issued bullish guidance, spurring analyst upgrades and price‑target lifts with a consensus rating of "Moderate Buy" and an average target near $385.86.
• Despite the rally, insiders have sold a total of 304,672 shares (about $70.1M) in the past 90 days, a move that, along with elevated valuation concerns, has prompted some caution about near‑term volatility.

Encompass More Asset Management raised its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 44.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 6,687 shares of the semiconductor manufacturer's stock after purchasing an additional 2,070 shares during the period. Encompass More Asset Management's holdings in Advanced Micro Devices were worth $1,432,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in AMD. Brighton Jones LLC grew its holdings in Advanced Micro Devices by 178.2% during the fourth quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer's stock valued at $5,551,000 after purchasing an additional 29,438 shares during the last quarter. Revolve Wealth Partners LLC grew its holdings in Advanced Micro Devices by 2.9% during 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 grew its holdings in Advanced Micro Devices by 125.1% during 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 last quarter. United Bank grew its holdings in Advanced Micro Devices by 22.0% during the second quarter. United Bank now owns 13,255 shares of the semiconductor manufacturer's stock valued at $1,881,000 after purchasing an additional 2,392 shares during the last quarter. Finally, Schnieders Capital Management LLC. grew its holdings in Advanced Micro Devices by 361.0% during the second 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 during the last quarter. Institutional investors and hedge funds own 71.34% of the company's stock.

Advanced Micro Devices Price Performance

Advanced Micro Devices stock opened at $420.56 on Thursday. The business's 50-day simple moving average is $240.09 and its 200 day simple moving average is $230.52. The stock has a market cap of $685.66 billion, a price-to-earnings ratio of 137.89, a P/E/G ratio of 1.26 and a beta of 2.40. Advanced Micro Devices, Inc. has a 12-month low of $96.88 and a 12-month high of $430.60. 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 posted its quarterly earnings results on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.29 by $0.08. The business had revenue of $10.25 billion for the quarter, compared to analysts' expectations of $9.90 billion. Advanced Micro Devices had a return on equity of 9.68% and a net margin of 13.37%.The firm's quarterly revenue was up 37.8% compared to the same quarter last year. During the same quarter last year, the business earned $0.96 earnings per share. As a group, research analysts anticipate that Advanced Micro Devices, Inc. will post 5.91 earnings per share for the current year.

Insider Buying and Selling

In other Advanced Micro Devices 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 transaction, the chief executive officer owned 3,152,476 shares in the company, valued at approximately $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 Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Mark D. Papermaster sold 31,320 shares of the firm's stock in a transaction dated Friday, April 24th. The stock was sold at an average price of $350.00, for a total value of $10,962,000.00. Following the transaction, the executive vice president owned 1,236,037 shares in the company, valued at approximately $432,612,950. This trade represents a 2.47% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 304,672 shares of company stock worth $70,135,070 in the last ninety days. 0.50% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

AMD has been the subject of several research reports. Evercore reissued an "outperform" rating and issued a $358.00 price objective on shares of Advanced Micro Devices in a research report on Tuesday, February 24th. Northland Securities reissued a "market perform" rating and issued a $260.00 price objective on shares of Advanced Micro Devices in a research report on Monday, April 27th. Rosenblatt Securities upped their target price on Advanced Micro Devices from $300.00 to $490.00 and gave the company a "buy" rating in a research note on Wednesday. China Renaissance began coverage on Advanced Micro Devices in a research note on Tuesday, January 13th. They set a "buy" rating and a $291.00 price objective for the company. Finally, Cantor Fitzgerald raised their target price on Advanced Micro Devices to $500.00 and gave the company an "overweight" rating in a research note on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and twelve have assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, Advanced Micro Devices presently has a consensus rating of "Moderate Buy" and a consensus price target of $385.86.

Advanced Micro Devices News Roundup

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

• Positive Sentiment: Q1 results beat and bullish Q2 guide: AMD reported stronger-than-expected Q1 revenue and EPS and gave Q2 revenue guidance above Wall Street consensus, a combination that sparked heavy buying into the stock. Read More.
• Positive Sentiment: Data‑center momentum — CEO and results point to accelerating server CPU and GPU demand: management raised the long‑term server CPU opportunity to ~$120B and highlighted agentic AI driving faster-than-expected cloud spending. That narrative underpins stronger revenue and margin expectations. Read More.
• Positive Sentiment: Wall Street upgrades and price‑target lifts amplified the rally: multiple firms raised targets and issued upgrades after the beat & guide, which increases buy‑side conviction and fuels momentum. Read More.
• Positive Sentiment: Supply and capacity wins reduce near‑term constraint risk: reports of TSMC capacity wins and AMD securing critical memory allocations eased investor concerns about the company being supply‑constrained during the AI ramp. Read More.
• Neutral Sentiment: Macro and market tailwinds helped sentiment: broader risk‑on moves (oil down on Iran diplomacy, indexes rising) amplified AMD’s move — helpful context, but not an AMD‑specific fundamental change. Read More.
• Neutral Sentiment: Investor cautions on momentum/positioning: some prominent investors and technical analysts warn against chasing the move (overbought indicators, heavy post‑earnings flows), suggesting short‑term volatility even as the long‑term thesis remains intact. Read More.
• Negative Sentiment: Valuation, profit‑taking and margin pressure risks: the rally pushes valuation toward “priced for perfection,” insiders have sold shares, and rising memory prices could pressure gaming/PC demand — all reasons some analysts still urge caution or rate the stock a hold. Read More.

About Advanced Micro Devices

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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