Advanced Micro Devices, Inc. $AMD Shares Acquired by Weiss Asset Management LP

Weiss Asset Management LP increased its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 372.3% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 22,980 shares of the semiconductor manufacturer’s stock after buying an additional 18,114 shares during the period. Weiss Asset Management LP’s holdings in Advanced Micro Devices were worth $4,675,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its holdings in 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 acquiring an additional 2,525,109 shares in the last quarter. State Street Corp lifted its position in shares of 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 purchasing an additional 1,094,835 shares during the last quarter. Geode Capital Management LLC lifted its position in shares of Advanced Micro Devices by 0.8% during 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 purchasing an additional 287,525 shares during the last quarter. Norges Bank acquired a new position in Advanced Micro Devices in the fourth quarter worth about $4,929,312,000. Finally, Price T Rowe Associates Inc. MD grew its stake in 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 worth $4,352,864,000 after purchasing an additional 55,969 shares in the last quarter. 71.34% of the stock is owned by institutional investors and hedge funds.

Advanced Micro Devices Stock Performance

Shares of AMD stock opened at $521.95 on Monday. Advanced Micro Devices, Inc. has a 12-month low of $149.22 and a 12-month high of $584.73. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.72 and a quick ratio of 1.96. The firm has a market capitalization of $851.09 billion, a price-to-earnings ratio of 171.13 and a beta of 2.47. The business has a 50 day simple moving average of $512.60 and a 200 day simple moving average of $341.53.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings data on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 earnings per share for the quarter, topping the consensus estimate of $1.29 by $0.08. The business had revenue of $10.25 billion during the quarter, compared to the consensus estimate of $9.90 billion. Advanced Micro Devices had a net margin of 13.37% and a return on equity of 9.55%. The company’s quarterly revenue was up 37.8% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.96 earnings per share. On average, equities research analysts anticipate that Advanced Micro Devices, Inc. will post 6.27 EPS for the current year.

Advanced Micro Devices News Roundup

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

• Positive Sentiment: AMD and Cerebras announced a technical partnership to combine Helios and Wafer-Scale Engine technology, aiming for faster, more efficient AI inference and up to 5x higher tokens per second per watt. AMD and Cerebras Announce Industry-Leading Ultra-Low-Latency and High Throughput AI Inference Solution
• Positive Sentiment: Wedbush raised its price target to $600, and several other firms also boosted targets after AMD’s Advancing AI 2026 event, signaling stronger Wall Street confidence in AMD’s AI data center growth. AMD price target boosted on strengthening AI outlook
• Positive Sentiment: Other commentary highlighted AMD’s new Helios AI rack system, expanded OpenAI and Anthropic-related demand, and multiple bullish analyst notes, all of which support the view that AMD is gaining share in AI infrastructure. AMD plans to invest to up $5 billion into Anthropic as it seeks to cut into Nvidia’s dominance
• Neutral Sentiment: Short-interest data showed no meaningful change in practice, with reported short interest listed as zero shares, so this item does not appear to be a real trading catalyst.
• Neutral Sentiment: The broader semiconductor sector pulled back on valuation and profit-taking concerns, which may be weighing on AMD even as company-specific AI news remains constructive. Semiconductor Crossroads: Healthy Consolidation or Deeper Repricing?
• Negative Sentiment: AMD also appeared in reports about an AI-chip selloff and weaker risk appetite, suggesting some investors are taking profits after the stock’s strong run. AI Memory Stocks Lead Chip Selloff

Insiders Place Their Bets

In related news, EVP Mark D. Papermaster sold 6,000 shares of the firm’s stock in a transaction that occurred on Monday, June 15th. The shares were sold at an average price of $536.33, for a total transaction of $3,217,980.00. Following the transaction, the executive vice president owned 1,233,687 shares in the company, valued at $661,663,348.71. 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 is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Forrest Eugene Norrod sold 19,487 shares of the company’s stock in a transaction that occurred on Wednesday, May 20th. The stock was sold at an average price of $431.40, for a total value of $8,406,691.80. Following the completion of the sale, the executive vice president owned 324,527 shares of the company’s stock, valued at $140,000,947.80. This trade represents a 5.66% 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 310,310 shares of company stock valued at $141,185,456. 0.50% of the stock is currently owned by insiders.

Analyst Ratings Changes

A number of research analysts have commented on the company. Bank of America increased their target price on Advanced Micro Devices from $550.00 to $620.00 and gave the stock a “buy” rating in a report on Tuesday, July 14th. Barclays downgraded Advanced Micro Devices from an “overweight” rating to an “underweight” rating in a report on Friday, June 12th. The Goldman Sachs Group raised their price objective 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. Wall Street Zen raised shares of Advanced Micro Devices from a “hold” rating to a “buy” rating in a report on Monday, July 20th. Finally, Oppenheimer lowered shares of Advanced Micro Devices from a “market perform” rating to a “market perform” rating in a research note on Wednesday, May 6th. Two investment analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $522.43.

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.