Greenleaf Trust Grows Stake in Advanced Micro Devices, Inc. $AMD

Key Points

• Greenleaf Trust increased its AMD stake by 5.1% in the second quarter, bringing its holdings to 37,115 shares valued at approximately $21.56 million. Institutional investors collectively own 71.34% of AMD.
• AMD reported quarterly revenue of $11.54 billion, up 50.1% year over year, and adjusted earnings of $1.66 per share, exceeding analyst expectations. Shares opened at $459.61, down 2.4%, while the stock trades at a high valuation with a P/E ratio of 118.15.
• Analyst sentiment remains positive, with a consensus rating of “Moderate Buy” and an average price target of $553.72. However, insiders sold $109.5 million of stock over the past 90 days, and investors continue to weigh valuation, competition, and export-control risks.

Greenleaf Trust increased its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 5.1% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 37,115 shares of the semiconductor manufacturer's stock after purchasing an additional 1,816 shares during the period. Greenleaf Trust's holdings in Advanced Micro Devices were worth $21,560,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of AMD. Luminist Capital LLC purchased a new stake in Advanced Micro Devices during the 2nd quarter worth approximately $46,000. BOK Financial Private Wealth Inc. purchased a new position in shares of Advanced Micro Devices in the second quarter valued at approximately $53,000. Toews Corp ADV acquired a new stake in shares of Advanced Micro Devices in the second quarter worth approximately $66,000. Cornerstone Financial Management LLC acquired a new stake in shares of Advanced Micro Devices in the fourth quarter worth approximately $27,000. Finally, Sarver Vrooman Wealth Advisors purchased a new stake in shares of Advanced Micro Devices during the fourth quarter worth approximately $27,000. 71.34% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Advanced Micro Devices

In other Advanced Micro Devices news, EVP Jean X. Hu sold 15,000 shares of the business's stock in a transaction dated Tuesday, August 25th. The shares were sold at an average price of $474.08, for a total value of $7,111,200.00. Following the transaction, the executive vice president directly owned 160,979 shares in the company, valued at $76,316,924.32. The trade was a 8.52% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Mark D. Papermaster sold 28,811 shares of the stock in a transaction that occurred on Thursday, August 20th. The shares were sold at an average price of $471.87, for a total transaction of $13,595,046.57. Following the completion of the sale, the executive vice president directly owned 1,261,461 shares of the company's stock, valued at approximately $595,245,602.07. This trade represents a 2.23% decrease in their position. 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 sold 232,577 shares of company stock valued at $109,509,170 over the last ninety days. Corporate insiders own 0.50% of the company's stock.

Advanced Micro Devices Stock Down 2.4%

Shares of NASDAQ:AMD opened at $459.61 on Wednesday. Advanced Micro Devices, Inc. has a 52-week low of $149.22 and a 52-week high of $584.73. The stock has a market cap of $750.30 billion, a P/E ratio of 118.15, a PEG ratio of 4.87 and a beta of 2.48. The business has a fifty day moving average of $502.84 and a two-hundred day moving average of $389.16. The company has a quick ratio of 1.91, a current ratio of 2.61 and a debt-to-equity ratio of 0.03.

Advanced Micro Devices (NASDAQ:AMD - Get Free Report) last posted its quarterly earnings results on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 EPS for the quarter, topping the consensus estimate 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 company's quarterly revenue was up 50.1% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.48 EPS. On average, research analysts expect that Advanced Micro Devices, Inc. will post 6.44 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several research analysts recently commented on the company. Oppenheimer downgraded Advanced Micro Devices from a "market perform" rating to a "market perform" rating in a research note on Wednesday, May 6th. BTIG Research raised shares of Advanced Micro Devices to a "buy" rating in a research note on Wednesday, May 6th. UBS Group reaffirmed an "overweight" rating on shares of Advanced Micro Devices in a report on Friday, July 24th. KeyCorp set a $650.00 target price on shares of Advanced Micro Devices in a research report on Wednesday, August 5th. Finally, Wolfe Research set a $450.00 price target on shares of Advanced Micro Devices and gave the stock an "outperform" rating in a research note on Monday, June 15th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $553.72.

More Advanced Micro Devices News

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

• Positive Sentiment: AMD, Cisco and HUMAIN said AMD Instinct MI355X-based AI infrastructure is now live and serving customers in Saudi Arabia. The partners plan up to 250 megawatts of additional capacity beginning in 2027, potentially scaling to 1 gigawatt by 2030. The deployment provides tangible evidence of commercial AI demand for AMD’s GPUs and CPUs. AMD's Instinct Systems Are Now Live in Saudi Arabia
• Positive Sentiment: Analysts remain broadly constructive, with a reported median price target of $490 and several targets above $600. Recent commentary also highlights AMD’s strong AI growth prospects and the possibility that optimization advances could make AMD-based inference systems more competitive with Nvidia’s offerings. AMD Stock Is Up 115% YTD
• Neutral Sentiment: AMD’s recent results remain a fundamental support: quarterly revenue rose about 50% year over year to $11.5 billion and exceeded expectations. However, investors are weighing that growth against a high valuation after the stock’s substantial advance.
• Negative Sentiment: A global bond selloff pushed long-term yields higher, pressuring high-multiple technology and semiconductor stocks. AMD declined alongside Nvidia, Intel and other chipmakers, indicating sector-wide risk reduction rather than a company-specific setback. Semiconductor Stocks Slide as Yields Rise
• Negative Sentiment: Valuation concerns are intensifying. Analysts question how much upside remains after AMD’s rapid rally, while tightening export controls and competition from Nvidia’s expanding edge-to-cloud ecosystem could limit future gains. AMD: There's Little Upside Here
• Negative Sentiment: ARK Invest reportedly sold tens of millions of dollars of AMD shares while reallocating capital toward Nvidia and Broadcom. The move may reinforce short-term profit-taking concerns, although it represents one fund’s portfolio decision rather than a change in AMD’s fundamentals. Cathie Wood Sells AMD and Buys Another Chip Stock

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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