Silicon Valley Capital Partners Boosts Holdings in Advanced Micro Devices, Inc. $AMD

Silicon Valley Capital Partners raised its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 4.9% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 113,591 shares of the semiconductor manufacturer’s stock after purchasing an additional 5,289 shares during the period. Advanced Micro Devices accounts for approximately 2.3% of Silicon Valley Capital Partners’ portfolio, making the stock its 14th largest holding. Silicon Valley Capital Partners’ holdings in Advanced Micro Devices were worth $23,108,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of the business. Vanguard Group Inc. raised its position in shares of Advanced Micro Devices by 1.6% during the 4th quarter. Vanguard Group Inc. now owns 158,522,860 shares of the semiconductor manufacturer’s stock worth $33,949,256,000 after purchasing an additional 2,525,109 shares during the last quarter. State Street Corp increased its position in Advanced Micro Devices by 1.5% during the fourth quarter. State Street Corp now owns 74,919,276 shares of the semiconductor manufacturer’s stock worth $16,044,712,000 after buying an additional 1,094,835 shares in the last quarter. Geode Capital Management LLC raised its holdings in shares of Advanced Micro Devices by 0.8% in the fourth quarter. Geode Capital Management LLC now owns 37,584,845 shares of the semiconductor manufacturer’s stock worth $8,015,897,000 after acquiring an additional 287,525 shares during the last quarter. Norges Bank purchased a new stake in shares of Advanced Micro Devices in the fourth quarter valued at $4,929,312,000. Finally, Price T Rowe Associates Inc. MD lifted its position in shares of Advanced Micro Devices by 0.3% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 20,325,288 shares of the semiconductor manufacturer’s stock valued at $4,352,864,000 after acquiring an additional 55,969 shares in the last quarter. 71.34% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Advanced Micro Devices news, Director Nora Denzel sold 8,626 shares of the stock in a transaction that occurred on Tuesday, June 2nd. The shares were sold at an average price of $522.00, for a total transaction of $4,502,772.00. Following the transaction, the director owned 87,173 shares of the company’s stock, valued at $45,504,306. This trade represents a 9.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Forrest Eugene Norrod sold 19,487 shares of Advanced Micro Devices stock in a transaction on Wednesday, May 20th. The shares were sold at an average price of $431.40, for a total transaction of $8,406,691.80. Following the completion of the transaction, the executive vice president owned 324,527 shares in the company, valued at approximately $140,000,947.80. This trade represents a 5.66% 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. In the last three months, insiders sold 310,310 shares of company stock valued at $141,185,456. 0.50% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of research firms recently commented on AMD. Wedbush lifted their price objective on Advanced Micro Devices from $450.00 to $600.00 and gave the stock an “outperform” rating in a research report on Monday. Wells Fargo & Company upped their target price on shares of Advanced Micro Devices from $505.00 to $615.00 and gave the company an “overweight” rating in a report on Tuesday, June 30th. Sanford C. Bernstein set a $600.00 price target on shares of Advanced Micro Devices and gave the stock an “outperform” rating in a research note on Wednesday, June 17th. Seaport Research Partners upgraded shares of Advanced Micro Devices from a “neutral” rating to a “buy” rating and set a $430.00 price target for the company in a report on Wednesday, May 6th. Finally, Robert W. Baird set a $1,250.00 price objective on shares of Advanced Micro Devices in a research report on Friday, July 24th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $529.46.

Advanced Micro Devices Stock Performance

NASDAQ AMD opened at $485.39 on Friday. The business’s 50-day moving average price is $515.25 and its 200 day moving average price is $348.80. Advanced Micro Devices, Inc. has a twelve month low of $149.22 and a twelve month high of $584.73. The company has a market capitalization of $791.48 billion, a PE ratio of 159.14 and a beta of 2.47. The company has a current ratio of 2.72, a quick ratio of 1.96 and a debt-to-equity ratio of 0.04.

Advanced Micro Devices (NASDAQ:AMD) last issued its quarterly earnings results on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.29 by $0.08. Advanced Micro Devices had a return on equity of 9.55% and a net margin of 13.37%.The firm had revenue of $10.25 billion for the quarter, compared to analyst estimates of $9.90 billion. During the same period last year, the company earned $0.96 EPS. The firm’s quarterly revenue was up 37.8% on a year-over-year basis. On average, research analysts predict that Advanced Micro Devices, Inc. will post 6.27 earnings per share for the current year.

Advanced Micro Devices News Roundup

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

• Positive Sentiment: AI data-center expansion: AMD’s agreement with Core Scientific provides more than 500 megawatts of U.S. data-center capacity beginning in 2027, with the potential to expand to 2.5 gigawatts. Bernstein estimates the arrangement could generate roughly $14 billion in revenue over 15 years, helping address the infrastructure bottleneck facing AI-chip deployments. Core Scientific’s AMD Deal Could Generate $14 Billion Over 15 Years
• Positive Sentiment: More bullish analyst views: Susquehanna raised its AMD price target from $450 to $500 and maintained a positive rating, citing improving server-CPU prospects ahead of second-quarter earnings. Wedbush separately lifted its target to $600, pointing to Microsoft and Anthropic partnerships as potential catalysts for a data-center growth acceleration. Susquehanna Just Upped Its Price Target on AMD Stock
• Positive Sentiment: AI demand narrative remains intact: An Anthropic developer’s comments about the need for more powerful CPUs reinforced expectations that AI workloads will require broader computing infrastructure beyond GPUs. AMD’s server-CPU market share and AI accelerator ambitions support the longer-term growth case. AMD Stock Rallies as Anthropic Highlights the Need for More Powerful CPUs
• Neutral Sentiment: Upcoming earnings are the next major test: AMD is scheduled to report second-quarter results on August 4. Investors will look for evidence that data-center growth, AI-chip demand and forward guidance can support elevated earnings expectations.
• Negative Sentiment: Valuation and execution risks remain: Analysts caution that AMD’s high valuation depends on aggressive growth over the next two years. The stock’s recent pullback, competition from Nvidia and Chinese chipmakers, and the possibility that AI spending expectations are already priced in could limit further gains. The Growth That Has To Land For Advanced Micro Devices Stock to Make Sense

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.