Wealthcare Advisory Partners LLC Has $8.18 Million Holdings in Advanced Micro Devices, Inc. $AMD

Wealthcare Advisory Partners LLC lessened its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 18.3% in the second quarter, HoldingsChannel reports. The fund owned 14,074 shares of the semiconductor manufacturer’s stock after selling 3,158 shares during the period. Wealthcare Advisory Partners LLC’s holdings in Advanced Micro Devices were worth $8,176,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in AMD. First Bank & Trust increased its stake in shares of Advanced Micro Devices by 20.3% during the second quarter. First Bank & Trust now owns 5,004 shares of the semiconductor manufacturer’s stock worth $2,907,000 after purchasing an additional 844 shares during the period. Revolve Wealth Partners LLC boosted its stake in Advanced Micro Devices by 5.3% in the 2nd quarter. Revolve Wealth Partners LLC now owns 8,193 shares of the semiconductor manufacturer’s stock valued at $4,759,000 after purchasing an additional 413 shares during the period. Centurion Wealth Management LLC grew its holdings in Advanced Micro Devices by 21.4% in the 2nd quarter. Centurion Wealth Management LLC now owns 974 shares of the semiconductor manufacturer’s stock valued at $566,000 after buying an additional 172 shares in the last quarter. Wealthcare Capital Partners LLC acquired a new position in Advanced Micro Devices in the 2nd quarter valued at $472,000. Finally, Tenzing Financial LLC bought a new position in Advanced Micro Devices during the 2nd quarter worth $421,000. Institutional investors and hedge funds own 71.34% of the company’s stock.

Key Advanced Micro Devices News

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

• Positive Sentiment: Strong quarterly results: AMD exceeded expectations for both revenue and earnings, with revenue rising 50% year over year to $11.54 billion. Data-center sales more than doubled, reinforcing demand for its AI accelerators and server processors. However, investors appeared to expect an even stronger outlook, limiting the benefit from the earnings beat. AMD vs. Sandisk: Chip Earnings Momentum Meets a Mixed Market Reaction
• Positive Sentiment: AI infrastructure catalysts: AMD’s Helios rack-scale AI systems are expected to begin ramping this quarter, while an Anthropic data-center agreement involving Riot Platforms highlights potential demand for AMD-powered infrastructure. AMD has also added support for Meta’s Muse Glimmer 30B AI model on PCs and acquired Taalas technology to strengthen its AI-inference roadmap. AMD’s Helios Launch Could Create Winners Beyond AMD Stock
• Positive Sentiment: Higher earnings expectations: Northland Securities raised its FY2026 EPS forecast to $5.97 from $5.54 and its FY2027 estimate to $8.55 from $6.95, reflecting confidence in longer-term data-center growth. The firm maintained a Market Perform rating, however, with a $260 price target. Northland Securities AMD Estimates
• Neutral Sentiment: Analyst debate remains intense: Some coverage highlights AMD as a beneficiary of the shift from AI training toward inference, while other analysts argue that its growth thesis is already reflected in the valuation and that margins could constrain further gains.
• Negative Sentiment: Valuation and margin pressure: With a valuation exceeding 120 times earnings, investors may demand continued upside surprises. Commentary warns that fast revenue growth may not translate into comparable profit growth, creating downside risk if gross margins or forward guidance disappoint. AMD Revenue Is Exploding, But Margins May Stop the Rally
• Negative Sentiment: Institutional selling: Recent 13F filings show Amundi reduced its AMD position by approximately 2.27 million shares, while ProShare Advisors cut its holding by about 577,000 shares. These filings reflect second-quarter positions rather than current trading, but they may weigh on sentiment.

Wall Street Analyst Weigh In

AMD has been the subject of a number of recent research reports. Northland Securities reissued a “market perform” rating and issued a $260.00 target price on shares of Advanced Micro Devices in a research report on Monday, April 27th. Robert W. Baird set a $1,250.00 price target on shares of Advanced Micro Devices in a research report on Friday, July 24th. Benchmark lifted their price objective on shares of Advanced Micro Devices from $485.00 to $685.00 and gave the stock a “buy” rating in a research note on Wednesday, July 22nd. JPMorgan Chase & Co. boosted their price objective on shares of Advanced Micro Devices from $385.00 to $550.00 and gave the company a “neutral” rating in a report on Wednesday, August 5th. Finally, Oppenheimer downgraded shares of Advanced Micro Devices from a “market perform” rating to a “market perform” rating in a report on Wednesday, May 6th. Three research analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Advanced Micro Devices currently has a consensus rating of “Moderate Buy” and a consensus price target of $546.87.

Insider Activity

In related news, CEO Lisa T. Su sold 125,000 shares of the stock in a transaction that occurred 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 sale, the chief executive officer owned 2,896,899 shares in the company, valued at approximately $1,334,572,400.31. This trade represents a 4.14% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Forrest Eugene Norrod sold 19,487 shares of the stock in a transaction that occurred on Wednesday, May 20th. The stock was sold at an average price of $431.40, for a total transaction of $8,406,691.80. Following the sale, the executive vice president owned 324,527 shares in the company, valued at $140,000,947.80. This represents a 5.66% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 160,934 shares of company stock valued at $74,664,256 in the last 90 days. 0.50% of the stock is owned by corporate insiders.

Advanced Micro Devices Stock Performance

AMD opened at $474.32 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. Advanced Micro Devices, Inc. has a 52-week low of $149.22 and a 52-week high of $584.73. The firm has a market cap of $774.31 billion, a P/E ratio of 121.93 and a beta of 2.48. The business’s fifty day moving average is $512.81 and its 200-day moving average is $363.26.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings results on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 EPS 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 business had revenue of $11.54 billion during the quarter, compared to the consensus estimate of $11.31 billion. During the same quarter in the previous year, the firm earned $0.48 earnings per share. Advanced Micro Devices’s revenue for the quarter was up 50.1% compared to the same quarter last year. Sell-side analysts expect that Advanced Micro Devices, Inc. will post 6.44 EPS for the current fiscal year.

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.