Stillwater Private Wealth LLC Buys New Stake in Advanced Micro Devices, Inc. $AMD

Stillwater Private Wealth LLC purchased a new position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) during the first quarter, Holdings Channel.com reports. The fund purchased 2,234 shares of the semiconductor manufacturer’s stock, valued at approximately $454,000.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Clal Insurance Enterprises Holdings Ltd raised its position in shares of Advanced Micro Devices by 12.8% in the first quarter. Clal Insurance Enterprises Holdings Ltd now owns 212 shares of the semiconductor manufacturer’s stock worth $43,000 after acquiring an additional 24 shares during the period. CLG LLC boosted its stake in shares of Advanced Micro Devices by 3.1% during the 1st quarter. CLG LLC now owns 1,008 shares of the semiconductor manufacturer’s stock worth $205,000 after acquiring an additional 30 shares in the last quarter. Columbia Bank grew its position in shares of Advanced Micro Devices by 0.7% during the 1st quarter. Columbia Bank now owns 5,188 shares of the semiconductor manufacturer’s stock valued at $1,055,000 after acquiring an additional 34 shares during the period. Evolution Wealth Management Inc. grew its position in shares of Advanced Micro Devices by 11.0% during the 1st quarter. Evolution Wealth Management Inc. now owns 352 shares of the semiconductor manufacturer’s stock valued at $72,000 after acquiring an additional 35 shares during the period. Finally, Focused Wealth Management Inc increased its stake in shares of Advanced Micro Devices by 2.7% in the 1st quarter. Focused Wealth Management Inc now owns 1,431 shares of the semiconductor manufacturer’s stock valued at $291,000 after purchasing an additional 37 shares in the last quarter. Institutional investors and hedge funds own 71.34% of the company’s stock.

Insiders Place Their Bets

In related news, EVP Paul Darren Grasby sold 24,376 shares of the stock in a transaction that occurred on Friday, May 8th. The stock was sold at an average price of $444.39, for a total value of $10,832,450.64. Following the completion of the sale, the executive vice president owned 105,222 shares of the company’s stock, valued at approximately $46,759,604.58. This trade represents a 18.81% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Mark D. Papermaster sold 6,000 shares of the stock in a transaction that occurred on Monday, June 15th. The shares were sold at an average price of $536.33, for a total value of $3,217,980.00. Following the completion of the sale, the executive vice president directly owned 1,233,687 shares of the company’s stock, valued at approximately $661,663,348.71. This represents a 0.48% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 310,310 shares of company stock worth $141,185,456. 0.50% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

A number of equities analysts recently weighed in on the company. Wedbush upped their price target on Advanced Micro Devices from $450.00 to $600.00 and gave the stock an “outperform” rating in a report on Monday, July 27th. TD Cowen raised their price objective on Advanced Micro Devices from $600.00 to $675.00 and gave the company a “buy” rating in a report on Monday, July 13th. BTIG Research upgraded Advanced Micro Devices to a “buy” rating in a research report on Wednesday, May 6th. Raymond James Financial began coverage on Advanced Micro Devices in a research note on Wednesday, May 6th. They set a “market perform” rating for the company. Finally, Bank of America increased their target price on Advanced Micro Devices from $550.00 to $620.00 and gave the company a “buy” rating in a research report on Tuesday, July 14th. Two research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $529.46.

Key Stories Impacting Advanced Micro Devices

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

• Positive Sentiment: Amazon’s plan to increase AI and data-center spending to $220 billion reinforced expectations for sustained demand for AMD’s data-center CPUs and AI accelerators. AMD gave back much of its earlier advance as the session progressed. AMD Stock Gains as Amazon Expands AI Spending to $220 Billion
• Positive Sentiment: Reports that GPU prices could rise in August helped support AMD shares by suggesting firm demand and improved pricing power for graphics products. AMD Stock Jumps as Reports Point to a GPU Price Increase in August
• Positive Sentiment: AMD’s agreement to lease up to 2.5 gigawatts of capacity from Core Scientific could accelerate AI data-center deployment. Bernstein estimated the partnership could generate roughly $14 billion in revenue over 15 years. Core Scientific’s AMD Deal Could Generate $14 Billion Over 15 Years
• Positive Sentiment: Susquehanna raised its AMD price target from $450 to $500 and kept a positive rating, citing improving server-CPU prospects. Wedbush has also pointed to a potential AI data-center ramp supported by Microsoft and Anthropic partnerships. Susquehanna Just Upped Its Price Target on AMD Stock
• Neutral Sentiment: AMD is scheduled to report fiscal second-quarter results after the market close on August 4. Traders are positioning for a sizable move, making revenue growth, Instinct accelerator demand, gross margins and forward guidance the key near-term catalysts. Here’s How Much Traders See AMD Stock Moving After Earnings
• Negative Sentiment: Analysts and technical indicators warn that AMD’s valuation is demanding, with a triple-digit price-to-earnings ratio and intense competition from NVIDIA and other chipmakers. A strong earnings report may be required to justify current expectations. Should You Buy AMD Stock Ahead of Q2 Earnings?
• Negative Sentiment: The recent semiconductor selloff, concerns about an AI-trade unwind after SK hynix results, and profit-taking following AMD’s major 2026 rally continue to weigh on sentiment despite the sector rebound. Nvidia, Micron, AMD Sink After SK Hynix Results Fail to Impress

Advanced Micro Devices Price Performance

Shares of NASDAQ AMD opened at $476.15 on Friday. The firm has a 50-day simple moving average of $515.42 and a 200-day simple moving average of $349.69. The company has a quick ratio of 1.96, a current ratio of 2.72 and a debt-to-equity ratio of 0.04. The stock has a market capitalization of $776.41 billion, a price-to-earnings ratio of 156.12 and a beta of 2.47. Advanced Micro Devices, Inc. has a 52 week low of $149.22 and a 52 week high of $584.73.

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

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.