Daiichi Life Insurance Co. Ltd. Purchases 8,349 Shares of Advanced Micro Devices, Inc. $AMD

Daiichi Life Insurance Co. Ltd. grew its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 9.3% in the second quarter, Holdings Channel reports. The firm owned 98,563 shares of the semiconductor manufacturer’s stock after purchasing an additional 8,349 shares during the period. Advanced Micro Devices comprises approximately 1.3% of Daiichi Life Insurance Co. Ltd.’s holdings, making the stock its 12th biggest position. Daiichi Life Insurance Co. Ltd.’s holdings in Advanced Micro Devices were worth $57,256,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the company. Joseph Group Capital Management bought a new position in Advanced Micro Devices in the 4th quarter worth about $25,000. Sarver Vrooman Wealth Advisors purchased a new stake in shares of Advanced Micro Devices in the 4th quarter valued at about $27,000. Cornerstone Financial Management LLC bought a new stake in shares of Advanced Micro Devices during the 4th quarter valued at about $27,000. Basepoint Wealth LLC bought a new stake in shares of Advanced Micro Devices during the 4th quarter valued at about $30,000. Finally, Graney & King LLC purchased a new position in shares of Advanced Micro Devices during the first quarter worth about $31,000. Institutional investors own 71.34% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on AMD shares. DA Davidson upped their price objective on shares of Advanced Micro Devices from $425.00 to $550.00 and gave the stock a “buy” rating in a research report on Wednesday, August 5th. BTIG Research upgraded shares of Advanced Micro Devices to a “buy” rating in a research report on Wednesday, May 6th. Bank of America boosted their price target on shares of Advanced Micro Devices from $550.00 to $620.00 and gave the stock a “buy” rating in a research note on Tuesday, July 14th. Roth Capital increased their price target on shares of Advanced Micro Devices from $500.00 to $650.00 and gave the stock a “buy” rating in a report on Friday, July 24th. Finally, Jefferies Financial Group set a $650.00 price objective on shares of Advanced Micro Devices in a research report on Wednesday, August 5th. Four analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $553.72.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: AI growth outlook remains robust: AMD’s second-quarter revenue increased 50% year over year to approximately $11.5 billion, with data-center revenue more than doubling to $6.7 billion. Management’s roughly $13 billion third-quarter revenue outlook and 56% gross-margin forecast support expectations for continued momentum. AMD growth outlook
• Positive Sentiment: Analyst upgrade and product catalysts: Raymond James upgraded AMD, citing a potential $201 billion revenue opportunity by 2030 from agentic AI. AMD is also preparing the MI455X accelerator and Helios rack system, while ROCm 10, UCIe connectivity and new secure-AI initiatives could strengthen its ecosystem. Raymond James AMD upgrade
• Positive Sentiment: Enterprise AI positioning: AMD’s equity investment and joint development agreement with Nutanix could help it offer more complete inference and agentic-AI systems as an open alternative to Nvidia’s platform. AMD and Nutanix partnership
• Neutral Sentiment: Anthropic’s mixed chip strategy: Anthropic reportedly previously committed substantial spending involving AMD but later signed a six-year, $45 billion lease for Nvidia-powered capacity. The news suggests AMD remains relevant, but Nvidia may be the preferred provider for the largest AI workloads. Anthropic AMD and Nvidia spending
• Negative Sentiment: Insider and fund selling: EVP Forrest Norrod sold about $7.9 million of AMD stock and EVP Jean Hu sold approximately $7.1 million, both under pre-arranged Rule 10b5-1 plans. ARK Invest also sold about $18.2 million of AMD while rotating into Broadcom and Cerebras, weighing on sentiment after AMD’s substantial rally. AMD insider sale filing
• Negative Sentiment: Competition and risk factors: Nvidia’s blowout results emphasized AMD’s weaker margins and software ecosystem, while AMD’s elevated valuation, potential semiconductor tariffs, export restrictions and rising memory costs increase the execution risk required to sustain its growth expectations. Nvidia versus AMD investment comparison

Advanced Micro Devices Stock Down 0.9%

Shares of AMD opened at $476.67 on Friday. Advanced Micro Devices, Inc. has a 1 year low of $149.22 and a 1 year high of $584.73. The company has a debt-to-equity ratio of 0.03, a current ratio of 2.61 and a quick ratio of 1.91. The stock has a 50 day simple moving average of $507.14 and a two-hundred day simple moving average of $383.86. The firm has a market cap of $778.15 billion, a P/E ratio of 122.54 and a beta of 2.48.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings results on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 EPS for the quarter, topping the consensus estimate of $1.62 by $0.04. The firm had revenue of $11.54 billion for the quarter, compared to the consensus estimate of $11.31 billion. Advanced Micro Devices had a net margin of 15.58% and a return on equity of 12.30%. The business’s revenue was up 50.1% compared to the same quarter last year. During the same period last year, the firm posted $0.48 earnings per share. On average, analysts forecast that Advanced Micro Devices, Inc. will post 6.44 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, EVP Jean X. Hu sold 15,000 shares of the stock in a transaction on Tuesday, August 25th. The shares were sold at an average price of $474.08, for a total transaction of $7,111,200.00. Following the transaction, the executive vice president owned 160,979 shares of the company’s stock, valued at approximately $76,316,924.32. This trade represents a 8.52% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, 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 28,811 shares of Advanced Micro Devices stock in a transaction on Thursday, August 20th. The stock was sold at an average price of $471.87, for a total transaction of $13,595,046.57. Following the completion of the transaction, the executive vice president owned 1,261,461 shares in the company, valued at approximately $595,245,602.07. The trade was a 2.23% 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. Insiders have sold 241,203 shares of company stock worth $114,011,942 in the last ninety days. 0.50% of the stock is currently owned by insiders.

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.