Advanced Micro Devices, Inc. $AMD Stake Raised by Eagle Bay Advisors LLC

Eagle Bay Advisors LLC boosted its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 87.2% during the 1st quarter, Holdings Channel reports. The fund owned 2,235 shares of the semiconductor manufacturer’s stock after acquiring an additional 1,041 shares during the quarter. Eagle Bay Advisors LLC’s holdings in Advanced Micro Devices were worth $455,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently added to or reduced their stakes in the company. Keybank National Association OH raised its position in Advanced Micro Devices by 24.7% in the first quarter. Keybank National Association OH now owns 88,332 shares of the semiconductor manufacturer’s stock worth $17,969,000 after acquiring an additional 17,514 shares in the last quarter. Stevens Capital Partners bought a new position in shares of Advanced Micro Devices during the 1st quarter valued at about $1,185,000. Seamount Financial Group Inc. grew its stake in shares of Advanced Micro Devices by 5.7% in the 1st quarter. Seamount Financial Group Inc. now owns 2,505 shares of the semiconductor manufacturer’s stock worth $510,000 after purchasing an additional 135 shares during the last quarter. TSG Advice Partners LLC grew its stake in shares of Advanced Micro Devices by 2.5% in the 1st quarter. TSG Advice Partners LLC now owns 2,021 shares of the semiconductor manufacturer’s stock worth $411,000 after purchasing an additional 49 shares during the last quarter. Finally, KPP Advisory Services LLC raised its holdings in shares of Advanced Micro Devices by 2.6% in the 1st quarter. KPP Advisory Services LLC now owns 8,104 shares of the semiconductor manufacturer’s stock worth $1,649,000 after purchasing an additional 204 shares in the last quarter. Institutional investors and hedge funds own 71.34% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have issued reports on AMD. Evercore reissued an “outperform” rating and set a $579.00 target price on shares of Advanced Micro Devices in a research note on Tuesday, May 19th. Rosenblatt Securities upped their price objective on shares of Advanced Micro Devices from $300.00 to $490.00 and gave the stock a “buy” rating in a report on Wednesday, May 6th. Erste Group Bank upgraded shares of Advanced Micro Devices from a “hold” rating to a “buy” rating in a report on Thursday, April 2nd. Cantor Fitzgerald increased their price target on shares of Advanced Micro Devices from $500.00 to $700.00 and gave the stock an “overweight” rating in a research report on Monday. Finally, Northland Securities restated a “market perform” rating and issued a $260.00 target price on shares of Advanced Micro Devices in a research note on Monday, April 27th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Advanced Micro Devices has a consensus rating of “Moderate Buy” and an average price target of $448.78.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: AMD continues to benefit from strong Wall Street support, with multiple reports citing rising price targets and bullish analyst views on its AI/data center opportunity. What’s Going on With AMD Stock Thursday?
• Positive Sentiment: The company also announced Versal Premium Gen 2 adaptive SoCs for AI, networking, defense, and aerospace markets, underscoring AMD’s push to expand beyond CPUs and GPUs into more specialized high-growth areas. AMD (AMD) Unveils Versal Premium Gen 2 For AI And Aerospace Markets
• Positive Sentiment: Several commentary pieces argue the recent selloff may be a buying opportunity, with some analysts still maintaining very high targets around AMD’s AI-driven growth. Should Investors Buy AMD Stock after the Selloff? Here’s What Wall Street Thinks
• Neutral Sentiment: Broader semiconductor sentiment remains mixed: some articles highlight continued AI-chip strength and long-term demand, while others note the entire chip sector is cooling after a powerful second-quarter rally. Chip stocks that notched record rallies in second quarter start Q3 with a dud
• Negative Sentiment: AMD is being hit by a post-rally pullback and valuation worries, with investors questioning how much upside is left after the stock’s massive AI-driven run. 1 Major Warning Flag AMD and Intel Investors Can’t Afford to Ignore
• Negative Sentiment: The biggest near-term drag appears to be a market reaction to Meta-related AI compute news, which sparked a selloff across chip names and raised concern that AI infrastructure pricing power may be less durable than expected. Why Is AMD Stock Down Today, 7/1/26?

Advanced Micro Devices Stock Down 4.3%

NASDAQ:AMD opened at $517.82 on Friday. The stock has a 50-day moving average price of $466.47 and a two-hundred day moving average price of $305.82. The company has a current ratio of 2.72, a quick ratio of 1.96 and a debt-to-equity ratio of 0.04. Advanced Micro Devices, Inc. has a 1 year low of $133.50 and a 1 year high of $584.73. The stock has a market cap of $844.36 billion, a price-to-earnings ratio of 169.78, a PEG ratio of 1.59 and a beta of 2.47.

Advanced Micro Devices (NASDAQ:AMD) last issued its quarterly earnings results on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 earnings per share for the quarter, topping analysts’ consensus estimates of $1.29 by $0.08. The company had revenue of $10.25 billion for the quarter, compared to the consensus estimate of $9.90 billion. Advanced Micro Devices had a net margin of 13.37% and a return on equity of 9.55%. The firm’s quarterly revenue was up 37.8% on a year-over-year basis. During the same period in the previous year, the firm earned $0.96 EPS. As a group, equities analysts expect that Advanced Micro Devices, Inc. will post 6.15 earnings per share for the current year.

Insider Transactions at Advanced Micro Devices

In related news, Director Nora Denzel sold 8,626 shares of Advanced Micro Devices stock in a transaction that occurred on Tuesday, June 2nd. The shares were sold at an average price of $522.00, for a total value of $4,502,772.00. Following the sale, the director owned 87,173 shares of the company’s stock, valued at approximately $45,504,306. The trade was a 9.00% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Mark D. Papermaster sold 31,320 shares of Advanced Micro Devices stock in a transaction that occurred on 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 completion of the sale, the executive vice president directly owned 1,236,037 shares in the company, valued at $432,612,950. This trade represents a 2.47% 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. Over the last quarter, insiders sold 378,032 shares of company stock valued at $161,876,596. 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.