S Bank Fund Management Ltd Buys 9,590 Shares of Advanced Micro Devices, Inc. $AMD

Key Points

• S Bank Fund Management Ltd boosted its stake in Advanced Micro Devices by 47.8%, acquiring 9,590 shares to hold 29,670 shares worth about $6.35 million per its SEC filing.
• AMD posted a Q1 beat (EPS $1.37 vs. $1.29 est.; revenue $10.25B vs. $9.90B) and issued bullish Q2 revenue guidance of roughly $10.9B–$11.5B (midpoint ≈ $11.2B) driven by strong AI/data‑center demand.
• Insiders sold a total of 304,672 shares last quarter (≈ $70.1M), reducing insider ownership to 0.50%, while institutional investors own about 71.34% of the stock.

S Bank Fund Management Ltd increased its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 47.8% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 29,670 shares of the semiconductor manufacturer's stock after acquiring an additional 9,590 shares during the period. S Bank Fund Management Ltd's holdings in Advanced Micro Devices were worth $6,354,000 as of its most recent filing with the SEC.

Several other large investors have also recently bought and sold shares of the stock. Joseph Group Capital Management bought a new stake in Advanced Micro Devices in the fourth quarter valued at approximately $25,000. ORG Wealth Partners LLC boosted its stake in shares of Advanced Micro Devices by 39.7% during the 3rd quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer's stock worth $26,000 after acquiring an additional 46 shares during the period. Koesten Hirschmann & Crabtree INC. increased its holdings in shares of Advanced Micro Devices by 61.0% during the 3rd quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer's stock worth $26,000 after acquiring an additional 61 shares during the last quarter. Aviso Financial Inc. increased its holdings in shares of Advanced Micro Devices by 400.0% during the 3rd quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer's stock worth $32,000 after acquiring an additional 160 shares during the last quarter. Finally, Delos Wealth Advisors LLC raised its stake in Advanced Micro Devices by 100.0% in the 3rd quarter. Delos Wealth Advisors LLC now owns 200 shares of the semiconductor manufacturer's stock valued at $32,000 after acquiring an additional 100 shares during the period. 71.34% of the stock is owned by institutional investors and hedge funds.

More Advanced Micro Devices News

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

• Positive Sentiment: Q1 beat and bullish guidance — AMD reported above-consensus Q1 results and raised Q2 revenue guidance (roughly $10.9B–$11.5B / ~$11.2B midpoint), driven by a big jump in data-center (AI) sales; that beat-and-raise is the primary catalyst for the rally. Read More.
• Positive Sentiment: AI & data-center demand conviction — Management highlighted strong EPYC/Instinct adoption and secured memory supply for AI deployments, supporting multi‑quarter revenue visibility for server CPUs and accelerators. Read More.
• Positive Sentiment: Analyst upgrades and higher price targets — Multiple firms raised ratings/targets (Goldman, Truist, Wedbush, Bernstein among others), adding momentum and buy-side conviction after the results. Read More.
• Neutral Sentiment: Macro tailwind — improved risk sentiment from reports of progress toward a U.S.‑Iran deal lifted futures and helped tech names broadly, amplifying AMD’s earnings move. Read More.
• Neutral Sentiment: Partnerships & ecosystem traction — recent cloud and partner announcements (e.g., Zyphra, Riot expansions) validate product wins but are longer‑lead revenue signals rather than immediate upside. Read More.
• Negative Sentiment: Supply‑chain and production constraints — analysts and industry write‑ups flag packaging (CoWoS) bottlenecks and capacity limits that could cap near‑term fulfillment, a key reason some investors remain cautious. Read More.
• Negative Sentiment: Valuation and profit‑taking concerns — HSBC and others flagged valuation/peak expectations ahead of earnings; notable insider/institutional selling and rotations have been reported, creating downside risk if guidance or margins slip. Read More.
• Negative Sentiment: Near‑term margin/price risks — management noted that rising memory/pricing dynamics could pressure PC/gaming end markets even as AI/data‑center revenue accelerates, which investors will watch for in upcoming quarters. Read More.

Insider Buying and Selling

In related news, EVP Paul Darren Grasby sold 7,500 shares of the business's stock in a transaction dated Wednesday, March 11th. The stock was sold at an average price of $204.87, for a total value of $1,536,525.00. Following the completion of the transaction, the executive vice president owned 129,598 shares of the company's stock, valued at $26,550,742.26. The trade was a 5.47% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the company's stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $216.81, for a total transaction of $4,216,954.50. Following the sale, the executive vice president directly owned 289,098 shares of the company's stock, valued at $62,679,337.38. This represents a 6.30% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 304,672 shares of company stock valued at $70,135,070. 0.50% of the stock is owned by insiders.

Advanced Micro Devices Stock Up 4.0%

NASDAQ AMD opened at $355.26 on Wednesday. The company has a current ratio of 2.85, a quick ratio of 2.01 and a debt-to-equity ratio of 0.04. The company has a market cap of $579.19 billion, a price-to-earnings ratio of 134.06, a PEG ratio of 1.23 and a beta of 2.40. The company has a 50 day moving average of $235.61 and a 200-day moving average of $229.21. Advanced Micro Devices, Inc. has a 1-year low of $96.88 and a 1-year high of $362.79.

Advanced Micro Devices (NASDAQ:AMD - Get Free Report) last issued its quarterly earnings results on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.29 by $0.08. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.The business had revenue of $10.25 billion for the quarter, compared to the consensus estimate of $9.90 billion. During the same quarter in the prior year, the business posted $0.96 earnings per share. The firm's quarterly revenue was up 37.8% compared to the same quarter last year. On average, equities research analysts expect that Advanced Micro Devices, Inc. will post 5.82 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

AMD has been the subject of several research reports. Sanford C. Bernstein raised Advanced Micro Devices from a "market perform" rating to an "outperform" rating in a report on Wednesday. TD Cowen reissued a "buy" rating on shares of Advanced Micro Devices in a research report on Wednesday, February 25th. Stifel Nicolaus raised their target price on shares of Advanced Micro Devices from $280.00 to $320.00 and gave the stock a "buy" rating in a research note on Monday, April 20th. Phillip Securities upgraded shares of Advanced Micro Devices from a "moderate buy" rating to a "strong-buy" rating in a research note on Sunday, February 8th. Finally, Benchmark reissued a "buy" rating and issued a $325.00 price target on shares of Advanced Micro Devices in a report on Wednesday, February 25th. One investment analyst has rated the stock with a Strong Buy rating, thirty-two have given a Buy rating and eight have assigned a Hold rating to the company. According to data from MarketBeat, Advanced Micro Devices has a consensus rating of "Moderate Buy" and an average target price of $314.92.

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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