Hollencrest Capital Management Has $6.18 Million Stock Holdings in Advanced Micro Devices, Inc. $AMD

Hollencrest Capital Management lifted its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 168.0% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 10,642 shares of the semiconductor manufacturer’s stock after purchasing an additional 6,671 shares during the quarter. Hollencrest Capital Management’s holdings in Advanced Micro Devices were worth $6,182,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in AMD. Luminist Capital LLC bought a new position in Advanced Micro Devices during the second quarter worth about $46,000. BOK Financial Private Wealth Inc. acquired a new position in Advanced Micro Devices in the second quarter valued at about $53,000. Toews Corp ADV bought a new stake in shares of Advanced Micro Devices in the second quarter worth about $66,000. Cornerstone Financial Management LLC bought a new stake in shares of Advanced Micro Devices in the fourth quarter worth about $27,000. Finally, Sarver Vrooman Wealth Advisors acquired a new stake in shares of Advanced Micro Devices during the fourth quarter worth about $27,000. Institutional investors and hedge funds own 71.34% of the company’s stock.

More Advanced Micro Devices News

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

Insider Activity at Advanced Micro Devices

In related news, CEO Lisa T. Su sold 125,000 shares of the stock in a transaction 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 completion of the transaction, the chief executive officer owned 2,896,899 shares in the company, valued at approximately $1,334,572,400.31. This represents a 4.14% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Jean X. Hu sold 15,000 shares of the firm’s 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 completion of the transaction, the executive vice president directly 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. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 232,577 shares of company stock worth $109,509,170. 0.50% of the stock is currently owned by corporate insiders.

Advanced Micro Devices Stock Down 2.4%

NASDAQ:AMD opened at $459.61 on Wednesday. The company has a debt-to-equity ratio of 0.03, a quick ratio of 1.91 and a current ratio of 2.61. The company has a market cap of $750.30 billion, a PE ratio of 118.15, a PEG ratio of 4.87 and a beta of 2.48. Advanced Micro Devices, Inc. has a 52-week low of $149.22 and a 52-week high of $584.73. The stock has a 50-day simple moving average of $502.84 and a 200 day simple moving average of $389.16.

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

Wall Street Analyst Weigh In

AMD has been the topic of several recent analyst reports. Melius Research set a $660.00 price objective on Advanced Micro Devices in a report on Friday, July 24th. Susquehanna increased their target price on Advanced Micro Devices from $450.00 to $500.00 and gave the stock a “positive” rating in a research note on Thursday, July 30th. Citigroup upgraded shares of Advanced Micro Devices from a “market perform” rating to a “buy” rating in a report on Wednesday, July 22nd. Barclays lowered shares of Advanced Micro Devices from an “overweight” rating to an “underweight” rating in a research note on Friday, June 12th. Finally, Jefferies Financial Group set a $650.00 price target on shares of Advanced Micro Devices in a report on Wednesday, August 5th. Four 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 issued a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $553.72.

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.