Compass Capital Corp MA ADV Takes $279,000 Position in Advanced Micro Devices, Inc. $AMD

Compass Capital Corp MA ADV bought a new stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) in the 4th quarter, HoldingsChannel.com reports. The firm bought 1,305 shares of the semiconductor manufacturer’s stock, valued at approximately $279,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Joseph Group Capital Management purchased a new position in shares of Advanced Micro Devices during the 4th quarter valued at approximately $25,000. Sarver Vrooman Wealth Advisors purchased a new position in shares of Advanced Micro Devices during the 4th quarter valued at approximately $27,000. Basepoint Wealth LLC purchased a new position in shares of Advanced Micro Devices during the 4th quarter valued at approximately $30,000. Aviso Financial Inc. boosted its stake 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 valued at $32,000 after buying an additional 160 shares during the last quarter. Finally, Delos Wealth Advisors LLC boosted its stake in shares of Advanced Micro Devices by 100.0% during the 3rd quarter. Delos Wealth Advisors LLC now owns 200 shares of the semiconductor manufacturer’s stock valued at $32,000 after buying an additional 100 shares during the last quarter. 71.34% of the stock is currently owned by hedge funds and other institutional investors.

Advanced Micro Devices News Roundup

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

• Positive Sentiment: Bank of America raised its price target on AMD to $560 and reiterated a buy rating, calling AMD its “top CPU pick” on expectations that agentic AI will boost demand for server CPUs and related hardware. AMD Stock Rises as BofA Lifts Price Target, Calls it ‘Top CPU Pick’
• Positive Sentiment: Several reports said semiconductor stocks, including AMD, rallied after BofA highlighted a roughly $170 billion opportunity tied to agentic AI workloads, which could support demand for CPUs, GPUs, and data-center infrastructure. Nvidia, AMD, Arm stocks rally as BofA sees $170B agentic AI opportunity
• Positive Sentiment: Analyst estimate revisions also turned more constructive, with Erste Group lifting its FY2026 and FY2027 earnings forecasts for AMD, reinforcing the view that profits can keep growing as AI and data-center spending expand.
• Positive Sentiment: Media coverage around leaks of faster Zen 6 CPU speeds and pieces arguing AMD still has substantial upside added to the bullish sentiment around the stock.
• Neutral Sentiment: AMD’s huge 12-month run has prompted some valuation caution, with multiple articles asking whether the stock has run too far after its big gain. That may temper enthusiasm, even though the longer-term AI growth narrative remains intact. Is It Too Late to Buy Advanced Micro Devices (AMD) Stock After Its 12-Month Gain of 300%?
• Negative Sentiment: Some traders are taking profits across AI and semiconductor names, and one report said retail investors were cashing out of AMD and other chip stocks ahead of the SpaceX IPO, adding short-term selling pressure. Retail Is Cashing Out Of Micron, AMD, AI Stocks Ahead Of SpaceX IPO

Analyst Ratings Changes

AMD has been the subject of several research analyst reports. Melius Research set a $540.00 target price on Advanced Micro Devices in a research note on Monday, May 18th. Evercore restated an “outperform” rating and set a $579.00 price objective on shares of Advanced Micro Devices in a research note on Tuesday, May 19th. Citigroup raised their price objective on Advanced Micro Devices from $358.00 to $460.00 and gave the stock a “neutral” rating in a research note on Monday, May 18th. Raymond James Financial started coverage on Advanced Micro Devices in a research note on Wednesday, May 6th. They set a “market perform” rating on the stock. Finally, DA Davidson raised their price objective on Advanced Micro Devices from $375.00 to $425.00 and gave the stock a “buy” rating in a research note on Wednesday, May 6th. One investment analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating and thirteen have given a Hold rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $421.49.

Advanced Micro Devices Stock Up 8.0%

Advanced Micro Devices stock opened at $488.45 on Friday. The company has a 50-day simple moving average of $380.39 and a 200-day simple moving average of $272.51. The firm has a market capitalization of $796.47 billion, a P/E ratio of 160.15, a P/E/G ratio of 1.33 and a beta of 2.50. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.96 and a current ratio of 2.72. Advanced Micro Devices, Inc. has a one year low of $115.06 and a one year high of $546.44.

Advanced Micro Devices (NASDAQ:AMD) last released its quarterly earnings results on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 EPS for the quarter, topping the consensus estimate of $1.29 by $0.08. The business had revenue of $10.25 billion during the quarter, compared to analyst estimates of $9.90 billion. Advanced Micro Devices had a net margin of 13.37% and a return on equity of 9.55%. The company’s quarterly revenue was up 37.8% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.96 earnings per share. As a group, equities analysts expect that Advanced Micro Devices, Inc. will post 6.2 earnings per share for the current year.

Insider Buying and Selling at Advanced Micro Devices

In other news, EVP Paul Darren Grasby sold 24,376 shares of the company’s stock in a transaction dated Friday, May 8th. The shares were sold at an average price of $444.39, for a total transaction of $10,832,450.64. Following the completion of the transaction, the executive vice president owned 105,222 shares in the company, valued at approximately $46,759,604.58. This represents a 18.81% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Mark D. Papermaster sold 31,320 shares of the company’s stock in a transaction dated Friday, April 24th. The stock was sold at an average price of $350.00, for a total transaction of $10,962,000.00. Following the transaction, the executive vice president owned 1,236,037 shares of the company’s stock, valued at $432,612,950. This 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. In the last ninety days, insiders have sold 247,032 shares of company stock valued at $101,072,366. Corporate insiders own 0.50% of the company’s 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.