100,000 Shares in Advanced Micro Devices, Inc. $AMD Acquired by Ma Investment Partnership LP

Ma Investment Partnership LP purchased a new position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) during the 2nd quarter, HoldingsChannel.com reports. The institutional investor purchased 100,000 shares of the semiconductor manufacturer’s stock, valued at approximately $58,091,000. Advanced Micro Devices makes up 10.3% of Ma Investment Partnership LP’s portfolio, making the stock its 3rd biggest holding.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in AMD. BlackRock Inc. increased its holdings in shares of Advanced Micro Devices by 3.1% in the 2nd quarter. BlackRock Inc. now owns 150,301,510 shares of the semiconductor manufacturer’s stock valued at $87,311,650,000 after acquiring an additional 4,535,126 shares during the period. State Street Corp raised its position in Advanced Micro Devices by 1.5% in the 4th quarter. State Street Corp now owns 74,919,276 shares of the semiconductor manufacturer’s stock valued at $16,044,712,000 after purchasing an additional 1,094,835 shares during the last quarter. Geode Capital Management LLC boosted its stake in Advanced Micro Devices by 0.8% during the 4th quarter. Geode Capital Management LLC now owns 37,584,845 shares of the semiconductor manufacturer’s stock worth $8,015,897,000 after purchasing an additional 287,525 shares during the period. Norges Bank acquired a new stake in Advanced Micro Devices during the 4th quarter worth $4,929,312,000. Finally, Price T Rowe Associates Inc. MD grew its position in Advanced Micro Devices by 0.3% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 20,325,288 shares of the semiconductor manufacturer’s stock worth $4,352,864,000 after purchasing an additional 55,969 shares during the last quarter. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Advanced Micro Devices News Roundup

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

• Positive Sentiment: AI demand and product roadmap remain strong: AMD’s previously announced rack-scale platforms and server products are moving closer to deployment, supporting expectations for continued data-center growth. Recent results showed revenue up 50% year over year to $11.54 billion, while management guided to roughly $13 billion in third-quarter revenue. AMD stock ran its published roadmap
• Positive Sentiment: Strategic Nutanix partnership broadens AMD’s AI offering: AMD’s equity investment and joint development agreement with Nutanix could help deliver integrated, open AI inference systems that compete with Nvidia’s software-centric platform. AMD and Nutanix strategic partnership
• Neutral Sentiment: Analyst comparisons favor rivals on risk-reward: Commentary argues Broadcom offers better diversification and a lower valuation, while Nvidia’s stronger profitability, CUDA ecosystem and recent outperformance give it an advantage over AMD. These comparisons may limit enthusiasm despite AMD’s growth prospects. Broadcom versus AMD risk-reward comparison
• Negative Sentiment: Potential tariffs increase cost and supply-chain risk: Reports that the administration may extend semiconductor tariffs to products containing chips, including data-center servers, have raised concerns about higher costs and disrupted hardware supply chains. Why AMD stock is sliding
• Negative Sentiment: Profit-taking and selling activity weigh on sentiment: ARK Invest sold approximately $18 million of AMD shares while reallocating capital to Broadcom and Cerebras. AMD EVP Jean Hu also sold $7.1 million of stock under a pre-arranged Rule 10b5-1 plan, although she retained a substantial position. Cathie Wood sold AMD stock

Analyst Ratings Changes

AMD has been the subject of a number of research reports. Bank of America upped their target price on shares of Advanced Micro Devices from $550.00 to $620.00 and gave the company a “buy” rating in a report on Tuesday, July 14th. Benchmark raised their price target on Advanced Micro Devices from $485.00 to $685.00 and gave the stock a “buy” rating in a report on Wednesday, July 22nd. William Blair restated a “market perform” rating on shares of Advanced Micro Devices in a research report on Friday, July 24th. Wall Street Zen raised Advanced Micro Devices from a “hold” rating to a “buy” rating in a research note on Saturday. Finally, UBS Group reaffirmed an “overweight” rating on shares of Advanced Micro Devices in a research report on Friday, July 24th. Four research 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 stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $553.72.

Advanced Micro Devices Stock Performance

NASDAQ AMD opened at $465.58 on Monday. The company has a quick ratio of 1.91, a current ratio of 2.61 and a debt-to-equity ratio of 0.03. The stock has a market capitalization of $760.05 billion, a P/E ratio of 119.69 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 firm has a 50-day moving average price of $505.66 and a 200 day moving average price of $385.61.

Advanced Micro Devices (NASDAQ:AMD) last announced its quarterly earnings data on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 earnings per share for the quarter, beating analysts’ consensus estimates 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 company had revenue of $11.54 billion for the quarter, compared to analyst estimates of $11.31 billion. During the same quarter in the previous year, the company earned $0.48 EPS. The firm’s revenue for the quarter was up 50.1% compared to the same quarter last year. Equities research analysts expect that Advanced Micro Devices, Inc. will post 6.44 EPS for the current year.

Insiders Place Their Bets

In other Advanced Micro Devices news, CEO Lisa T. Su sold 15,000 shares of the firm’s stock in a transaction on Tuesday, August 18th. The stock was sold at an average price of $480.94, for a total value of $7,214,100.00. Following the completion of the sale, the chief executive officer owned 3,102,156 shares of the company’s stock, valued at approximately $1,491,950,906.64. This trade represents a 0.48% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Forrest Eugene Norrod sold 17,261 shares of the business’s stock in a transaction on Monday, August 24th. The stock was sold at an average price of $459.95, for a total transaction of $7,939,196.95. Following the sale, the executive vice president owned 373,317 shares in the company, valued at $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. Over the last ninety days, insiders sold 241,203 shares of company stock worth $114,011,942. Corporate insiders own 0.50% of the company’s stock.

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.