BlueCrest Capital Management Ltd Makes New Investment in Advanced Micro Devices, Inc. $AMD

BlueCrest Capital Management Ltd purchased a new position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 2,230 shares of the semiconductor manufacturer’s stock, valued at approximately $1,295,000.

Other institutional investors have also modified their holdings of the company. Brighton Jones LLC lifted its position in shares of Advanced Micro Devices by 178.2% during the fourth quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer’s stock worth $5,551,000 after purchasing an additional 29,438 shares in the last quarter. Revolve Wealth Partners LLC grew its holdings in shares of Advanced Micro Devices by 2.9% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer’s stock valued at $1,001,000 after purchasing an additional 234 shares in the last quarter. Sivia Capital Partners LLC grew its holdings in shares of Advanced Micro Devices by 125.1% in the second quarter. Sivia Capital Partners LLC now owns 5,344 shares of the semiconductor manufacturer’s stock valued at $758,000 after purchasing an additional 2,970 shares in the last quarter. United Bank increased its stake in Advanced Micro Devices by 22.0% during the 2nd quarter. United Bank now owns 13,255 shares of the semiconductor manufacturer’s stock worth $1,881,000 after buying an additional 2,392 shares during the period. Finally, Schnieders Capital Management LLC. increased its stake in Advanced Micro Devices by 361.0% during the 2nd quarter. Schnieders Capital Management LLC. now owns 9,230 shares of the semiconductor manufacturer’s stock worth $1,310,000 after buying an additional 7,228 shares during the period. 71.34% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several equities analysts have commented on the stock. Truist Financial raised their price target on shares of Advanced Micro Devices from $478.00 to $594.00 and gave the company a “buy” rating in a research report on Wednesday, August 5th. KeyCorp set a $650.00 price objective on Advanced Micro Devices in a research report on Wednesday, August 5th. TD Cowen reiterated a “buy” rating on shares of Advanced Micro Devices in a research note on Wednesday, August 5th. Melius Research set a $660.00 target price on Advanced Micro Devices in a report on Friday, July 24th. Finally, Royal Bank Of Canada reissued a “sector perform” rating and set a $540.00 target price on shares of Advanced Micro Devices in a research note on Wednesday, August 5th. Three research analysts have rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $565.12.

Insider Buying and Selling

In other Advanced Micro Devices news, SVP Ava Hahn sold 2,993 shares of the firm’s stock in a transaction on Tuesday, August 18th. The stock was sold at an average price of $488.69, for a total value of $1,462,649.17. Following the sale, the senior vice president directly owned 26,623 shares in the company, valued at $13,010,393.87. This trade represents a 10.11% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Jean X. Hu sold 15,000 shares of Advanced Micro Devices stock in a transaction dated Tuesday, August 25th. The stock was sold at an average price of $474.08, for a total value of $7,111,200.00. Following the sale, the executive vice president directly owned 160,979 shares of the company’s stock, valued at $76,316,924.32. This trade represents a 8.52% 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. Insiders sold 107,577 shares of company stock valued at $51,922,920 over the last 90 days. 0.50% of the stock is currently owned by corporate insiders.

Advanced Micro Devices Trading Up 3.0%

NASDAQ AMD opened at $521.09 on Thursday. Advanced Micro Devices, Inc. has a 52 week low of $149.85 and a 52 week high of $584.73. The firm has a 50 day moving average of $496.07 and a two-hundred day moving average of $400.91. The company has a quick ratio of 1.91, a current ratio of 2.61 and a debt-to-equity ratio of 0.03. The stock has a market capitalization of $850.66 billion, a PE ratio of 133.96, a price-to-earnings-growth ratio of 5.24 and a beta of 2.48.

Advanced Micro Devices (NASDAQ:AMD) last announced its quarterly earnings data on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 earnings per share for the quarter, beating analysts’ consensus estimates of $1.62 by $0.04. The business had revenue of $11.54 billion for the quarter, compared to analyst estimates of $11.31 billion. Advanced Micro Devices had a net margin of 15.58% and a return on equity of 12.30%. The company’s revenue was up 50.1% on a year-over-year basis. During the same period last year, the business earned $0.48 EPS. As a group, research analysts expect that Advanced Micro Devices, Inc. will post 6.44 EPS for the current fiscal year.

Key Advanced Micro Devices News

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

• Positive Sentiment: AI market opportunity raised: CFO Jean Hu told investors at Citi’s 2026 Global TMT Conference that AMD’s addressable AI market could reach approximately $3 trillion by 2030, up from an earlier estimate near $2 trillion. The company also expects its data-center business to double in 2027, strengthening the long-term growth narrative. Why is AMD stock surging 3% today
• Positive Sentiment: Analyst and institutional support: The expanded AI outlook prompted higher price targets, including a reported $710 target from CLSA. Bank of America also identified AMD and Micron as beneficiaries of shifting semiconductor investment, while recent filings indicate substantial additions by large institutional investors. AMD Stock Surges on AI Market Forecast
• Positive Sentiment: Technical momentum improved: AMD was named IBD Stock of the Day after moving above an early buy point, suggesting that renewed investor demand is reinforcing the fundamental AI story. AMD Regains Investor Favor
• Neutral Sentiment: Execution remains critical: Analysts view AMD’s AI opportunity as substantial, but the company must secure adequate chip supply, execute its data-center roadmap and compete effectively with Nvidia and other custom-AI-chip providers. AMD’s AI Opportunity Raises the Stakes
• Negative Sentiment: Valuation and selling pressure are risks: AMD’s elevated valuation leaves limited room for execution disappointments. ARK Invest has recently reduced its AMD position, and reported insider transactions have consisted of sales rather than purchases. Cathie Wood Sheds More AMD

Advanced Micro Devices Profile

Advanced Micro Devices, Inc (NASDAQ: AMD) is a semiconductor company that designs high-performance computing, graphics and adaptive-processing products. Its portfolio includes central processing units (CPUs), graphics processing units (GPUs), accelerated processing units (APUs), field-programmable gate arrays (FPGAs) and adaptive system-on-chip products.

AMD serves customers across data centers, cloud computing, personal computers, gaming consoles, embedded systems and industrial applications.