Advanced Micro Devices, Inc. $AMD Stock Holdings Cut by UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC reduced its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 8.6% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 17,548,481 shares of the semiconductor manufacturer’s stock after selling 1,644,283 shares during the period. Advanced Micro Devices comprises approximately 1.9% of UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s portfolio, making the stock its 8th biggest holding. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s holdings in Advanced Micro Devices were worth $10,194,088,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in the business. Sarver Vrooman Wealth Advisors bought a new position in shares of Advanced Micro Devices in the 4th quarter valued at about $27,000. Cornerstone Financial Management LLC bought a new stake in Advanced Micro Devices during the fourth quarter worth approximately $27,000. Basepoint Wealth LLC bought a new stake in Advanced Micro Devices during the fourth quarter worth approximately $30,000. Graney & King LLC purchased a new stake in Advanced Micro Devices during the first quarter valued at approximately $31,000. Finally, Main Street Group LTD purchased a new stake in Advanced Micro Devices during the first quarter valued at approximately $33,000. 71.34% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other Advanced Micro Devices news, EVP Jean X. Hu sold 15,000 shares of the firm’s stock in a transaction dated 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 SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Lisa T. Su sold 125,000 shares of Advanced Micro Devices stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $460.69, for a total transaction of $57,586,250.00. Following the transaction, the chief executive officer directly owned 2,896,899 shares in the company, valued at approximately $1,334,572,400.31. The trade was a 4.14% 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 232,577 shares of company stock valued at $109,509,170 over the last 90 days. 0.50% of the stock is owned by insiders.

Advanced Micro Devices News Summary

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

• Positive Sentiment: AMD, Cisco and HUMAIN said AMD Instinct MI355X-based AI infrastructure is now live and serving customers in Saudi Arabia. The partners plan up to 250 megawatts of additional capacity beginning in 2027, potentially scaling to 1 gigawatt by 2030. The deployment provides tangible evidence of commercial AI demand for AMD’s GPUs and CPUs. AMD’s Instinct Systems Are Now Live in Saudi Arabia
• Positive Sentiment: Analysts remain broadly constructive, with a reported median price target of $490 and several targets above $600. Recent commentary also highlights AMD’s strong AI growth prospects and the possibility that optimization advances could make AMD-based inference systems more competitive with Nvidia’s offerings. AMD Stock Is Up 115% YTD
• Neutral Sentiment: AMD’s recent results remain a fundamental support: quarterly revenue rose about 50% year over year to $11.5 billion and exceeded expectations. However, investors are weighing that growth against a high valuation after the stock’s substantial advance.
• Negative Sentiment: A global bond selloff pushed long-term yields higher, pressuring high-multiple technology and semiconductor stocks. AMD declined alongside Nvidia, Intel and other chipmakers, indicating sector-wide risk reduction rather than a company-specific setback. Semiconductor Stocks Slide as Yields Rise
• Negative Sentiment: Valuation concerns are intensifying. Analysts question how much upside remains after AMD’s rapid rally, while tightening export controls and competition from Nvidia’s expanding edge-to-cloud ecosystem could limit future gains. AMD: There’s Little Upside Here
• Negative Sentiment: ARK Invest reportedly sold tens of millions of dollars of AMD shares while reallocating capital toward Nvidia and Broadcom. The move may reinforce short-term profit-taking concerns, although it represents one fund’s portfolio decision rather than a change in AMD’s fundamentals. Cathie Wood Sells AMD and Buys Another Chip Stock

Advanced Micro Devices Trading Down 2.4%

AMD stock opened at $459.61 on Wednesday. The company has a market capitalization of $750.30 billion, a PE ratio of 118.15, a P/E/G ratio of 4.87 and a beta of 2.48. Advanced Micro Devices, Inc. has a 12 month low of $149.22 and a 12 month high of $584.73. The firm’s 50-day moving average is $502.84 and its 200 day moving average is $389.16. The company has a debt-to-equity ratio of 0.03, a current ratio of 2.61 and a quick ratio of 1.91.

Advanced Micro Devices (NASDAQ:AMD) last released 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. The company had revenue of $11.54 billion during the quarter, compared to analysts’ expectations of $11.31 billion. Advanced Micro Devices had a net margin of 15.58% and a return on equity of 12.30%. The firm’s quarterly revenue was up 50.1% on a year-over-year basis. During the same period in the previous year, the company earned $0.48 EPS. On average, research analysts anticipate that Advanced Micro Devices, Inc. will post 6.44 EPS for the current year.

Analyst Upgrades and Downgrades

AMD has been the subject of a number of recent research reports. DA Davidson lifted their target price on Advanced Micro Devices from $425.00 to $550.00 and gave the stock a “buy” rating in a report on Wednesday, August 5th. Sanford C. Bernstein restated an “outperform” rating and set a $650.00 price target on shares of Advanced Micro Devices in a report on Wednesday, August 5th. TD Cowen restated a “buy” rating on shares of Advanced Micro Devices in a research report on Wednesday, August 5th. Truist Financial lifted their price objective on shares of Advanced Micro Devices from $478.00 to $594.00 and gave the stock a “buy” rating in a research note on Wednesday, August 5th. Finally, Wall Street Zen upgraded shares of Advanced Micro Devices from a “hold” rating to a “buy” rating in a research report on Saturday. Four investment analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Advanced Micro Devices currently has an average rating of “Moderate Buy” and a consensus target price of $553.72.

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.