Advanced Micro Devices (NASDAQ:AMD) Stock Price Down 2.3% After Insider Selling

Advanced Micro Devices, Inc. (NASDAQ:AMD)’s share price fell 2.3% during trading on Friday following insider selling activity. The company traded as low as $465.29 and last traded at $465.58. Approximately 15,230,659 shares changed hands during trading, a decline of 56% from the average session volume of 34,561,211 shares. The stock had previously closed at $476.67.

Specifically, EVP Jean X. Hu sold 15,000 shares of the company’s stock in a transaction that occurred on Tuesday, August 25th. The stock was sold at an average price of $474.08, for a total value of $7,111,200.00. Following the sale, the executive vice president owned 160,979 shares in the company, valued at $76,316,924.32. This represents a 8.52% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Forrest Eugene Norrod sold 17,261 shares of the firm’s stock in a transaction that occurred on Monday, August 24th. The shares were sold at an average price of $459.95, for a total value of $7,939,196.95. Following the completion of the sale, the executive vice president directly owned 373,317 shares of the company’s stock, valued at approximately $171,707,154.15. The trade was a 4.42% 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.

Analyst Upgrades and Downgrades

A number of research firms recently weighed in on AMD. Susquehanna boosted their target price on Advanced Micro Devices from $450.00 to $500.00 and gave the stock a “positive” rating in a report on Thursday, July 30th. Mizuho raised their price target on Advanced Micro Devices from $615.00 to $625.00 and gave the company an “outperform” rating in a report on Monday, July 27th. Loop Capital raised shares of Advanced Micro Devices to a “strong-buy” rating in a research report on Tuesday, June 16th. DA Davidson upped their price objective on shares of Advanced Micro Devices from $425.00 to $550.00 and gave the company a “buy” rating in a report on Wednesday, August 5th. Finally, Wells Fargo & Company increased their price objective on shares of Advanced Micro Devices from $615.00 to $700.00 and gave the company an “overweight” rating in a research report on Wednesday, August 5th. Four investment 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. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $553.72.

More Advanced Micro Devices News

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

• Positive Sentiment: AI demand and product roadmap remain strong: AMD’s recent results showed revenue growth of 50% year over year to $11.54 billion, while data-center revenue more than doubled. The company’s approximately $13 billion third-quarter revenue outlook, upcoming MI455X accelerator and Helios rack platform support expectations for continued AI infrastructure growth. AMD growth outlook
• Positive Sentiment: Analyst optimism and ecosystem expansion: Raymond James cited a potential $201 billion revenue opportunity by 2030 from agentic AI. AMD is also expanding its software and chiplet ecosystem through ROCm 10 and UCIe 1.1, while its equity investment and joint development agreement with Nutanix could help it sell more complete enterprise inference systems. Raymond James AMD upgrade
• Neutral Sentiment: Mixed customer signals: Anthropic reportedly has used or considered AMD hardware but subsequently agreed to a six-year, $45 billion lease for Nvidia-powered capacity. The development confirms strong AI spending while highlighting Nvidia’s stronger position in large-scale deployments. Anthropic AMD and Nvidia spending
• Negative Sentiment: Profit-taking and competitive pressure: Nvidia’s latest blockbuster results have redirected investor attention toward its superior profitability and CUDA software ecosystem. Technical commentary also indicates Nvidia began outperforming AMD in early July, encouraging rotation within AI-related stocks. Nvidia versus AMD comparison
• Negative Sentiment: Additional selling and policy risks: ARK Invest sold roughly $18 million of AMD stock while reallocating funds to Broadcom and Cerebras. Two AMD executives also sold shares under pre-arranged Rule 10b5-1 plans. Potential semiconductor tariffs covering chips and products containing them could raise costs for AMD’s data-center and hardware customers, while the stock’s elevated valuation leaves little room for execution missteps. AMD tariff risks

Advanced Micro Devices Stock Performance

The firm has a market capitalization of $760.05 billion, a price-to-earnings ratio of 119.69 and a beta of 2.48. The company has a fifty day moving average of $507.14 and a two-hundred day moving average of $383.86. The company has a debt-to-equity ratio of 0.03, a quick ratio of 1.91 and a current ratio of 2.61.

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

Institutional Investors Weigh In On Advanced Micro Devices

A number of hedge funds and other institutional investors have recently modified their holdings of AMD. Brighton Jones LLC grew its position in shares of Advanced Micro Devices by 178.2% during the 4th quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer’s stock worth $5,551,000 after purchasing an additional 29,438 shares in the last quarter. Revolve Wealth Partners LLC raised its position in shares of Advanced Micro Devices by 2.9% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer’s stock valued at $1,001,000 after buying an additional 234 shares in the last quarter. Sivia Capital Partners LLC boosted its stake in shares of Advanced Micro Devices by 125.1% in the second quarter. Sivia Capital Partners LLC now owns 5,344 shares of the semiconductor manufacturer’s stock valued at $758,000 after buying an additional 2,970 shares during the period. United Bank boosted its stake in shares of Advanced Micro Devices by 22.0% in the second quarter. United Bank now owns 13,255 shares of the semiconductor manufacturer’s stock valued at $1,881,000 after buying an additional 2,392 shares during the period. Finally, Schnieders Capital Management LLC. grew its position in Advanced Micro Devices by 361.0% during the second quarter. Schnieders Capital Management LLC. now owns 9,230 shares of the semiconductor manufacturer’s stock worth $1,310,000 after buying an additional 7,228 shares in the last quarter. Institutional investors and hedge funds own 71.34% of the company’s stock.

About Advanced Micro Devices

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.