MASTERINVEST Kapitalanlage GmbH Makes New Investment in Advanced Micro Devices, Inc. $AMD

MASTERINVEST Kapitalanlage GmbH purchased a new position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) during the second quarter, HoldingsChannel.com reports. The fund purchased 24,989 shares of the semiconductor manufacturer’s stock, valued at approximately $14,516,000. Advanced Micro Devices accounts for approximately 1.2% of MASTERINVEST Kapitalanlage GmbH’s holdings, making the stock its 16th largest position.

A number of other institutional investors have also recently made changes to their positions in the business. Sarver Vrooman Wealth Advisors acquired a new position in Advanced Micro Devices during the 4th quarter valued at about $27,000. Cornerstone Financial Management LLC acquired a new stake in Advanced Micro Devices in the fourth quarter worth about $27,000. Basepoint Wealth LLC purchased a new stake in shares of Advanced Micro Devices during the fourth quarter worth about $30,000. Graney & King LLC acquired a new position in shares of Advanced Micro Devices during the first quarter valued at about $31,000. Finally, Main Street Group LTD acquired a new position in shares of Advanced Micro Devices during the first quarter valued at about $33,000. Institutional investors and hedge funds own 71.34% of the company’s stock.

Advanced Micro Devices Price Performance

AMD stock opened at $465.58 on Monday. The firm’s fifty day simple moving average is $505.66 and its 200-day simple moving average is $385.61. The company has a market capitalization of $760.05 billion, a P/E ratio of 119.69 and a beta of 2.48. The company has a debt-to-equity ratio of 0.03, a current ratio of 2.61 and a quick ratio of 1.91. Advanced Micro Devices, Inc. has a 12 month low of $149.22 and a 12 month high of $584.73.

Advanced Micro Devices (NASDAQ:AMD) last issued its earnings results on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.62 by $0.04. The firm had revenue of $11.54 billion during the quarter, compared to analysts’ expectations of $11.31 billion. Advanced Micro Devices had a net margin of 15.58% and a return on equity of 12.30%. The firm’s revenue was up 50.1% compared to the same quarter last year. During the same quarter last year, the company posted $0.48 earnings per share. As a group, equities research analysts forecast that Advanced Micro Devices, Inc. will post 6.44 earnings per share for the current year.

Trending Headlines about Advanced Micro Devices

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

Insider Buying and Selling at Advanced Micro Devices

In other news, EVP Forrest Eugene Norrod sold 17,261 shares of the business’s stock in a transaction dated Monday, August 24th. The stock was sold at an average price of $459.95, for a total value of $7,939,196.95. Following the completion of the transaction, the executive vice president owned 373,317 shares of the company’s stock, valued at $171,707,154.15. The trade was a 4.42% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Lisa T. Su sold 125,000 shares of the company’s stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $460.69, for a total value of $57,586,250.00. Following the completion of the sale, the chief executive officer owned 2,896,899 shares in the company, valued at $1,334,572,400.31. The trade was a 4.14% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 241,203 shares of company stock worth $114,011,942. Insiders own 0.50% of the company’s stock.

Wall Street Analysts Forecast Growth

AMD has been the subject of a number of recent analyst reports. Susquehanna lifted their target price on shares of Advanced Micro Devices from $450.00 to $500.00 and gave the stock a “positive” rating in a research note on Thursday, July 30th. Royal Bank Of Canada reiterated a “sector perform” rating and set a $540.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, August 5th. Stifel Nicolaus boosted their price objective on shares of Advanced Micro Devices from $450.00 to $635.00 and gave the company a “buy” rating in a report on Friday, July 10th. Melius Research set a $660.00 target price on Advanced Micro Devices in a research note on Friday, July 24th. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating and set a $650.00 price target on shares of Advanced Micro Devices in a research report on Wednesday, August 5th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $553.72.

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.