Advanced Micro Devices, Inc. $AMD Shares Sold by Vestor Capital LLC

Vestor Capital LLC cut its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 99.3% during the first quarter, Holdings Channel reports. The institutional investor owned 1,321 shares of the semiconductor manufacturer’s stock after selling 179,656 shares during the quarter. Vestor Capital LLC’s holdings in Advanced Micro Devices were worth $269,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Groupe la Francaise raised its position in Advanced Micro Devices by 31.4% in the first quarter. Groupe la Francaise now owns 174,117 shares of the semiconductor manufacturer’s stock worth $35,391,000 after acquiring an additional 41,589 shares in the last quarter. CCM Investment Advisers LLC lifted its holdings in Advanced Micro Devices by 4.8% in the first quarter. CCM Investment Advisers LLC now owns 73,921 shares of the semiconductor manufacturer’s stock valued at $15,038,000 after acquiring an additional 3,400 shares during the period. Leigh Baldwin & CO. LLC boosted its position in shares of Advanced Micro Devices by 16.9% during the 1st quarter. Leigh Baldwin & CO. LLC now owns 2,477 shares of the semiconductor manufacturer’s stock worth $504,000 after purchasing an additional 359 shares in the last quarter. McIlrath & Eck LLC boosted its position in shares of Advanced Micro Devices by 10.3% during the 1st quarter. McIlrath & Eck LLC now owns 821 shares of the semiconductor manufacturer’s stock worth $167,000 after purchasing an additional 77 shares in the last quarter. Finally, Silicon Valley Capital Partners grew its stake in shares of Advanced Micro Devices by 4.9% during the 1st quarter. Silicon Valley Capital Partners now owns 113,591 shares of the semiconductor manufacturer’s stock worth $23,108,000 after purchasing an additional 5,289 shares during the period. Institutional investors and hedge funds own 71.34% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on AMD. TD Cowen increased their price target on shares of Advanced Micro Devices from $600.00 to $675.00 and gave the company a “buy” rating in a report on Monday, July 13th. Royal Bank Of Canada reissued a “sector perform” rating and set a $540.00 price objective on shares of Advanced Micro Devices in a report on Friday, July 24th. Bank of America upped their target price on shares of Advanced Micro Devices from $550.00 to $620.00 and gave the stock a “buy” rating in a research report on Tuesday, July 14th. Jefferies Financial Group increased their target price on shares of Advanced Micro Devices from $515.00 to $640.00 and gave the company a “buy” rating in a report on Friday, July 24th. Finally, William Blair reissued a “market perform” rating on shares of Advanced Micro Devices in a research note on Friday, July 24th. Two analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $529.46.

Advanced Micro Devices News Summary

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

• Positive Sentiment: Amazon’s plan to increase AI and data-center spending to $220 billion reinforced expectations for sustained demand for AMD’s data-center CPUs and AI accelerators. AMD gave back much of its earlier advance as the session progressed. AMD Stock Gains as Amazon Expands AI Spending to $220 Billion
• Positive Sentiment: Reports that GPU prices could rise in August helped support AMD shares by suggesting firm demand and improved pricing power for graphics products. AMD Stock Jumps as Reports Point to a GPU Price Increase in August
• Positive Sentiment: AMD’s agreement to lease up to 2.5 gigawatts of capacity from Core Scientific could accelerate AI data-center deployment. Bernstein estimated the partnership could generate roughly $14 billion in revenue over 15 years. Core Scientific’s AMD Deal Could Generate $14 Billion Over 15 Years
• Positive Sentiment: Susquehanna raised its AMD price target from $450 to $500 and kept a positive rating, citing improving server-CPU prospects. Wedbush has also pointed to a potential AI data-center ramp supported by Microsoft and Anthropic partnerships. Susquehanna Just Upped Its Price Target on AMD Stock
• Neutral Sentiment: AMD is scheduled to report fiscal second-quarter results after the market close on August 4. Traders are positioning for a sizable move, making revenue growth, Instinct accelerator demand, gross margins and forward guidance the key near-term catalysts. Here’s How Much Traders See AMD Stock Moving After Earnings
• Negative Sentiment: Analysts and technical indicators warn that AMD’s valuation is demanding, with a triple-digit price-to-earnings ratio and intense competition from NVIDIA and other chipmakers. A strong earnings report may be required to justify current expectations. Should You Buy AMD Stock Ahead of Q2 Earnings?
• Negative Sentiment: The recent semiconductor selloff, concerns about an AI-trade unwind after SK hynix results, and profit-taking following AMD’s major 2026 rally continue to weigh on sentiment despite the sector rebound. Nvidia, Micron, AMD Sink After SK Hynix Results Fail to Impress

Insider Transactions at Advanced Micro Devices

In other Advanced Micro Devices news, CEO Lisa T. Su sold 125,000 shares of the firm’s stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $460.69, for a total transaction of $57,586,250.00. Following the completion of the transaction, the chief executive officer owned 2,896,899 shares of the company’s stock, valued at approximately $1,334,572,400.31. This trade represents a 4.14% decrease in their ownership of the stock. The transaction was disclosed in a 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 Mark D. Papermaster sold 6,000 shares of the business’s stock in a transaction on Monday, June 15th. The stock was sold at an average price of $536.33, for a total value of $3,217,980.00. Following the completion of the transaction, the executive vice president directly owned 1,233,687 shares of the company’s stock, valued at approximately $661,663,348.71. This trade represents a 0.48% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 310,310 shares of company stock worth $141,185,456 in the last quarter. Insiders own 0.50% of the company’s stock.

Advanced Micro Devices Stock Performance

Shares of AMD opened at $476.15 on Friday. 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 stock has a market cap of $776.41 billion, a P/E ratio of 156.12 and a beta of 2.47. The company has a 50-day moving average of $515.42 and a two-hundred day moving average of $349.69. Advanced Micro Devices, Inc. has a 12-month low of $149.22 and a 12-month high of $584.73.

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, beating the consensus estimate 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 for the quarter, compared to analyst estimates of $9.90 billion. During the same period in the prior year, the business earned $0.96 earnings per share. The company’s quarterly revenue was up 37.8% on a year-over-year basis. As a group, research analysts predict that Advanced Micro Devices, Inc. will post 6.27 EPS for the current fiscal year.

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.