Camarda Financial Advisors LLC Purchases New Shares in Advanced Micro Devices, Inc. $AMD

Camarda Financial Advisors LLC acquired a new stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) in the second quarter, Holdings Channel reports. The institutional investor acquired 15,729 shares of the semiconductor manufacturer’s stock, valued at approximately $9,137,000. Advanced Micro Devices makes up approximately 2.8% of Camarda Financial Advisors LLC’s investment portfolio, making the stock its 4th largest position.

A number of other large investors have also modified their holdings of AMD. Dearborn Partners LLC purchased a new stake in shares of Advanced Micro Devices during the 2nd quarter worth about $2,903,000. Lifetime Wealth Management P.C. acquired a new stake in shares of Advanced Micro Devices during the 2nd quarter valued at about $238,000. Yukon Wealth Management Inc. purchased a new position in shares of Advanced Micro Devices in the 2nd quarter valued at about $1,494,000. E Wealth Partners LLC purchased a new position in shares of Advanced Micro Devices in the 2nd quarter valued at about $1,505,000. Finally, WNY Asset Management LLC acquired a new position in Advanced Micro Devices in the 2nd quarter worth about $847,000. Institutional investors and hedge funds own 71.34% of the company’s stock.

Insiders Place Their Bets

In related news, EVP Mark D. Papermaster sold 28,811 shares of the stock in a transaction that occurred on Thursday, August 20th. The stock was sold at an average price of $471.87, for a total value of $13,595,046.57. Following the completion of the sale, the executive vice president owned 1,261,461 shares of the company’s stock, valued at approximately $595,245,602.07. This trade represents a 2.23% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Paul Darren Grasby sold 15,000 shares of Advanced Micro Devices stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $514.91, for a total value of $7,723,650.00. Following the transaction, the executive vice president owned 117,687 shares in the company, valued at approximately $60,598,213.17. The trade was a 11.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last three months, insiders sold 232,577 shares of company stock worth $109,509,170. 0.50% of the stock is currently owned by insiders.

Analysts Set New Price Targets

A number of brokerages have issued reports on AMD. UBS Group reiterated an “overweight” rating on shares of Advanced Micro Devices in a research report on Friday, July 24th. Argus boosted their price objective on Advanced Micro Devices from $450.00 to $625.00 and gave the company a “buy” rating in a research report on Thursday, August 6th. The Goldman Sachs Group upped their target price on Advanced Micro Devices from $450.00 to $640.00 and gave the stock a “buy” rating in a research note on Monday, July 6th. Bank of America increased their target price on Advanced Micro Devices from $550.00 to $620.00 and gave the company a “buy” rating in a research report on Tuesday, July 14th. Finally, Melius Research set a $660.00 price target on shares of Advanced Micro Devices in a research note on Friday, July 24th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Advanced Micro Devices has a consensus rating of “Moderate Buy” and an average target price of $553.72.

Key Stories Impacting Advanced Micro Devices

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

• Positive Sentiment: Saudi Arabia AI deployment goes live: AMD, Cisco and HUMAIN announced that production AI compute is now operational in Saudi Arabia using AMD Instinct MI355X GPUs, EPYC CPUs and Cisco Silicon One networking. The companies plan to expand the project by up to 250 megawatts beginning in 2027, with broader plans potentially reaching 1 gigawatt by 2030. The rollout provides evidence of commercial demand for AMD’s data-center products and expands its international AI footprint. AMD, Cisco and HUMAIN Expand Saudi Arabia’s AI Infrastructure
• Positive Sentiment: Broader AI infrastructure momentum: Coverage also points to AMD collaborations involving expanded AI networks and a new supercomputer, reinforcing the investment case that the company can capture a portion of the rapidly growing accelerator and data-center market. AMD Stock Rises on New AI Infrastructure and Supercomputer Collaborations
• Positive Sentiment: Analyst-rating support: Wall Street Zen upgraded its rating on AMD, adding a favorable sentiment signal, though the article provides limited detail about the rationale. AMD Stock Rating Upgraded
• Neutral Sentiment: AI sector expectations remain elevated: Micron’s upcoming results could influence sentiment across AI semiconductor stocks. Strong AI demand may help AMD’s sector narrative, but an earnings disappointment could increase volatility throughout the group. Micron Could Be September’s Biggest AI Winner or Loser
• Negative Sentiment: Selling and competitive risks: ARK Invest sold approximately $74.5 million of AMD shares while buying Nvidia and Broadcom, potentially weighing on sentiment. Separately, Nvidia’s expanding chip portfolio highlights intensifying competition for AI workloads. Cathie Wood Sells AMD Stock
• Negative Sentiment: Policy and valuation overhang: Proposed U.S. tariffs on imported semiconductors and components could raise AMD’s supply-chain costs. Insider selling is another near-term confidence concern, while AMD’s high valuation leaves the stock vulnerable if AI growth expectations or execution disappoint. AMD Is Exposed to Proposed US Chip Tariffs

Advanced Micro Devices Stock Performance

NASDAQ:AMD opened at $470.72 on Tuesday. The company’s 50-day moving average price is $504.05 and its 200-day moving average price is $387.43. The company has a current ratio of 2.61, a quick ratio of 1.91 and a debt-to-equity ratio of 0.03. The company has a market cap of $768.44 billion, a P/E ratio of 121.01 and a beta of 2.48. Advanced Micro Devices, Inc. has a twelve month low of $149.22 and a twelve month high of $584.73.

Advanced Micro Devices (NASDAQ:AMD) last announced its quarterly earnings data 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 net margin of 15.58% and a return on equity of 12.30%. The company had revenue of $11.54 billion during the quarter, compared to analysts’ expectations of $11.31 billion. During the same quarter in the prior year, the company earned $0.48 EPS. Advanced Micro Devices’s revenue was up 50.1% compared to the same quarter last year. On average, sell-side analysts forecast that Advanced Micro Devices, Inc. will post 6.44 earnings per share for the current fiscal year.

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.