Toth Financial Advisory Corp Reduces Holdings in Advanced Micro Devices, Inc. $AMD

Toth Financial Advisory Corp lessened its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 81.9% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,410 shares of the semiconductor manufacturer's stock after selling 6,400 shares during the period. Toth Financial Advisory Corp's holdings in Advanced Micro Devices were worth $819,000 at the end of the most recent reporting period.

Other institutional investors have also recently modified their holdings of the company. First National Bank of Hutchinson increased its position in Advanced Micro Devices by 0.4% during the second quarter. First National Bank of Hutchinson now owns 5,639 shares of the semiconductor manufacturer's stock worth $3,276,000 after buying an additional 22 shares in the last quarter. Park Place Capital Corp increased its position in Advanced Micro Devices by 19.5% during the 2nd quarter. Park Place Capital Corp now owns 141 shares of the semiconductor manufacturer's stock worth $82,000 after purchasing an additional 23 shares in the last quarter. Clal Insurance Enterprises Holdings Ltd raised its stake in Advanced Micro Devices by 12.8% in the 1st quarter. Clal Insurance Enterprises Holdings Ltd now owns 212 shares of the semiconductor manufacturer's stock valued at $43,000 after purchasing an additional 24 shares during the last quarter. Trust Co of the South lifted its holdings in Advanced Micro Devices by 1.5% in the 2nd quarter. Trust Co of the South now owns 1,746 shares of the semiconductor manufacturer's stock valued at $1,014,000 after purchasing an additional 25 shares in the last quarter. Finally, Beaird Harris Wealth Management LLC boosted its stake in shares of Advanced Micro Devices by 9.4% during the 2nd quarter. Beaird Harris Wealth Management LLC now owns 292 shares of the semiconductor manufacturer's stock worth $169,000 after purchasing an additional 25 shares during the last quarter. 71.34% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

AMD has been the topic of several recent analyst reports. The Goldman Sachs Group upped their price objective on shares of Advanced Micro Devices from $450.00 to $640.00 and gave the company a "buy" rating in a research note on Monday, July 6th. BTIG Research upgraded Advanced Micro Devices to a "buy" rating in a report on Wednesday, May 6th. KeyCorp set a $650.00 target price on Advanced Micro Devices in a research note on Wednesday, August 5th. UBS Group reissued an "overweight" rating on shares of Advanced Micro Devices in a research note on Friday, July 24th. Finally, Rosenblatt Securities upped their price objective on shares of Advanced Micro Devices from $665.00 to $700.00 and gave the company a "buy" rating in a research note on Thursday, August 6th. Four analysts have rated the stock with a Strong Buy rating, thirty-two have given a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus price target of $553.72.

Key Stories Impacting Advanced Micro Devices

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 Price Performance

Shares of AMD stock opened at $459.61 on Wednesday. Advanced Micro Devices, Inc. has a twelve month low of $149.22 and a twelve month high of $584.73. The company has a market capitalization of $750.30 billion, a PE ratio of 118.15, a price-to-earnings-growth ratio of 4.87 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 firm has a fifty day simple moving average of $502.84 and a 200-day simple moving average of $389.16.

Advanced Micro Devices (NASDAQ:AMD - Get Free Report) last announced its earnings results 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. 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 revenue for the quarter was up 50.1% compared to the same quarter last year. During the same period in the previous year, the company earned $0.48 earnings per share. Equities research analysts anticipate that Advanced Micro Devices, Inc. will post 6.44 earnings per share for the current fiscal year.

Insider Buying and Selling at Advanced Micro Devices

In related news, EVP Jean X. Hu sold 15,000 shares of the company's stock in a transaction on 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 sale, the executive vice president directly owned 160,979 shares of the company's stock, valued at $76,316,924.32. This represents a 8.52% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Forrest Eugene Norrod sold 17,261 shares of the business's stock in a transaction dated Monday, August 24th. The stock was sold at an average price of $459.95, for a total transaction of $7,939,196.95. Following the completion of the sale, the executive vice president directly owned 373,317 shares of the company's stock, valued at $171,707,154.15. The trade was a 4.42% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 232,577 shares of company stock valued at $109,509,170. Corporate 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.

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