Y.D. More Investments Ltd Sells 2,265 Shares of Advanced Micro Devices, Inc. $AMD

Key Points

• Y.D. More Investments Ltd cut its AMD stake by 37.7% in the first quarter, selling 2,265 shares and ending with 3,740 shares valued at about $747,000.
• Despite some investors trimming positions, AMD continues to attract major institutional interest, with firms like Norges Bank and Jennison Associates making large holdings changes and 71.34% of the stock owned by institutions and hedge funds.
• AMD’s fundamentals and outlook remain strong: the company recently beat earnings and revenue estimates, while analysts have been raising price targets on expectations of AI and server-demand-driven upside.

Y.D. More Investments Ltd lessened its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 37.7% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,740 shares of the semiconductor manufacturer's stock after selling 2,265 shares during the period. Y.D. More Investments Ltd's holdings in Advanced Micro Devices were worth $747,000 at the end of the most recent quarter.

Other institutional investors also recently added to or reduced their stakes in the company. Norges Bank bought a new position in shares of Advanced Micro Devices during the 4th quarter worth approximately $4,929,312,000. Jennison Associates LLC boosted its stake in Advanced Micro Devices by 181.6% in the 4th quarter. Jennison Associates LLC now owns 10,910,310 shares of the semiconductor manufacturer's stock valued at $2,336,552,000 after buying an additional 7,035,991 shares in the last quarter. Cardano Risk Management B.V. bought a new stake in Advanced Micro Devices in the fourth quarter valued at $1,000,783,000. Wellington Management Group LLP raised its stake in Advanced Micro Devices by 335.9% during the third quarter. Wellington Management Group LLP now owns 4,847,825 shares of the semiconductor manufacturer's stock worth $784,330,000 after acquiring an additional 3,735,807 shares in the last quarter. Finally, Franklin Resources Inc. lifted its holdings in shares of Advanced Micro Devices by 340.1% during the fourth quarter. Franklin Resources Inc. now owns 4,747,834 shares of the semiconductor manufacturer's stock valued at $1,016,796,000 after acquiring an additional 3,669,054 shares during the period. 71.34% of the stock is owned by institutional investors and hedge funds.

Advanced Micro Devices News Roundup

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

• Positive Sentiment: Bank of America reportedly raised its outlook on AMD, saying the company could beat earnings estimates and lift guidance thanks to strong server demand and improving AI momentum. AMD Seen Posting Strong Quarter
• Positive Sentiment: TD Cowen increased its price target on AMD, reinforcing the view that AI demand and recent quarterly results could support further upside in the stock. Advanced Micro Devices (AMD) Stock Surges as Wall Street Analysts Boost Price Targets
• Positive Sentiment: Analysts continue to frame AMD as a stronger long-term AI and data-center competitor to NVIDIA, helped by partnerships that position AMD as a fuller-stack AI player. AMD's 5C Deal Positions It as a Direct NVIDIA Rival
• Neutral Sentiment: TSMC’s strong sales report signals healthy demand for advanced chips overall, which supports the broader AI semiconductor theme, though it also highlights capacity constraints that could limit near-term supply growth. TSMC Sales Jump 36% as Memory Stocks Plunge. What It Means for NVIDIA and AMD
• Neutral Sentiment: Several articles continued to highlight AMD’s strong 2026 run and long-term AI upside, but these were largely reiterations of existing bullish sentiment rather than fresh catalysts. Best AI Stock to Buy: Micron Stock vs. AMD Stock
• Negative Sentiment: AMD is being hit by broader semiconductor weakness, with investors taking profits across AI names amid supply-chain fears, geopolitical concerns, and softer risk appetite. AMD Stock Drops 5: Why Global Supply Chain Fears and Tech Profit-Taking Are Hurting Chip Giants
• Negative Sentiment: Market coverage also noted AMD slipping alongside other chipmakers as AI stocks sold off broadly, which is weighing on sentiment despite the company’s upbeat fundamentals. Intel, AMD, and Applied Materials Drop 4 as SK Hynix Rout and Oil Spike Hit Chip Stocks

Advanced Micro Devices Price Performance

Shares of AMD stock opened at $534.39 on Tuesday. Advanced Micro Devices, Inc. has a 1 year low of $141.90 and a 1 year high of $584.73. The company has a current ratio of 2.72, a quick ratio of 1.96 and a debt-to-equity ratio of 0.04. The firm's 50 day moving average is $495.20 and its 200-day moving average is $321.90. The firm has a market capitalization of $871.38 billion, a price-to-earnings ratio of 175.21, a PEG ratio of 1.64 and a beta of 2.47.

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 for the quarter, beating analysts' consensus estimates 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 business 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 posted $0.96 earnings per share. Advanced Micro Devices's revenue for the quarter was up 37.8% compared to the same quarter last year. Sell-side analysts forecast that Advanced Micro Devices, Inc. will post 6.18 EPS for the current fiscal year.

Insider Buying and Selling

In related news, Director Nora Denzel sold 8,626 shares of the firm's stock in a transaction dated Tuesday, June 2nd. The stock was sold at an average price of $522.00, for a total value of $4,502,772.00. Following the transaction, the director owned 87,173 shares in the company, valued at $45,504,306. This trade represents a 9.00% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Forrest Eugene Norrod sold 19,487 shares of Advanced Micro Devices stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $431.40, for a total value of $8,406,691.80. Following the completion of the sale, the executive vice president owned 324,527 shares of the company's stock, valued at approximately $140,000,947.80. The trade was a 5.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 374,739 shares of company stock worth $161,135,671. 0.50% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on the stock. Evercore reaffirmed an "outperform" rating and issued a $579.00 target price on shares of Advanced Micro Devices in a report on Tuesday, May 19th. Wolfe Research set a $450.00 price objective on shares of Advanced Micro Devices and gave the stock an "outperform" rating in a research note on Monday, June 15th. Cantor Fitzgerald lifted their target price on shares of Advanced Micro Devices from $500.00 to $700.00 and gave the company an "overweight" rating in a research note on Monday, June 29th. Benchmark increased their price target on Advanced Micro Devices from $325.00 to $485.00 and gave the stock a "buy" rating in a research report on Wednesday, May 6th. Finally, TD Cowen raised their price target on Advanced Micro Devices from $600.00 to $675.00 and gave the company a "buy" rating in a report on Monday. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $460.95.

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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