Hudson Value Partners LLC Sells 4,802 Shares of Advanced Micro Devices, Inc. $AMD

Hudson Value Partners LLC lowered its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 31.2% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 10,591 shares of the semiconductor manufacturer’s stock after selling 4,802 shares during the quarter. Advanced Micro Devices makes up approximately 1.5% of Hudson Value Partners LLC’s investment portfolio, making the stock its 23rd largest position. Hudson Value Partners LLC’s holdings in Advanced Micro Devices were worth $6,152,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of AMD. Vanguard Group Inc. grew its stake in Advanced Micro Devices by 1.6% in the fourth quarter. Vanguard Group Inc. now owns 158,522,860 shares of the semiconductor manufacturer’s stock valued at $33,949,256,000 after purchasing an additional 2,525,109 shares in the last quarter. State Street Corp increased its position in shares of Advanced Micro Devices by 1.5% during the 4th 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 raised its stake in shares of 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 in the last quarter. Norges Bank bought a new stake in shares of Advanced Micro Devices during the 4th quarter worth approximately $4,929,312,000. Finally, Price T Rowe Associates Inc. MD raised its stake in shares of 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 in the last quarter. Institutional investors own 71.34% of the company’s stock.

Insider Activity at Advanced Micro Devices

In related news, CEO Lisa T. Su sold 125,000 shares of Advanced Micro Devices stock in a transaction dated 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 completion of the sale, the chief executive officer owned 2,896,899 shares of the company’s stock, valued at approximately $1,334,572,400.31. The trade was a 4.14% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Nora Denzel sold 8,626 shares of the company’s stock in a transaction dated 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 completion of the transaction, the director owned 87,173 shares in the company, valued at approximately $45,504,306. This trade represents a 9.00% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 160,934 shares of company stock valued at $74,664,256 over the last three months. Company insiders own 0.50% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on the stock. Bank of America raised their target price on shares of Advanced Micro Devices from $550.00 to $620.00 and gave the company a “buy” rating in a research note on Tuesday, July 14th. Seaport Research Partners raised shares of Advanced Micro Devices from a “neutral” rating to a “buy” rating and set a $430.00 price target on the stock in a research report on Wednesday, May 6th. Wells Fargo & Company increased their price target on shares of Advanced Micro Devices from $615.00 to $700.00 and gave the company an “overweight” rating in a research note on Wednesday, August 5th. Roth Capital lifted their price objective on shares of Advanced Micro Devices from $500.00 to $650.00 and gave the company a “buy” rating in a research report on Friday, July 24th. Finally, Northland Securities restated a “market perform” rating and set a $260.00 price objective on shares of Advanced Micro Devices in a research note on Monday, April 27th. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Advanced Micro Devices presently has an average rating of “Moderate Buy” and an average price target of $546.87.

Advanced Micro Devices News Summary

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.

Advanced Micro Devices Stock Up 1.0%

AMD stock opened at $474.32 on Wednesday. The company has a current ratio of 2.61, a quick ratio of 1.91 and a debt-to-equity ratio of 0.03. The firm has a market capitalization of $774.31 billion, a PE ratio of 121.93 and a beta of 2.48. Advanced Micro Devices, Inc. has a 1-year low of $149.22 and a 1-year high of $584.73. The business’s 50 day simple moving average is $512.81 and its 200 day simple moving average is $363.26.

Advanced Micro Devices (NASDAQ:AMD) last announced its quarterly earnings results on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 earnings per share (EPS) for the quarter, beating the consensus estimate 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 last year, the firm posted $0.48 EPS. The company’s quarterly revenue was up 50.1% on a year-over-year basis. As a group, research analysts anticipate that Advanced Micro Devices, Inc. will post 6.44 EPS for the current year.

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.