Advanced Micro Devices, Inc. $AMD is Ma Investment Partnership LP’s 4th Largest Position

Ma Investment Partnership LP cut its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 33.3% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 100,000 shares of the semiconductor manufacturer’s stock after selling 50,000 shares during the quarter. Advanced Micro Devices comprises 9.8% of Ma Investment Partnership LP’s investment portfolio, making the stock its 4th biggest holding. Ma Investment Partnership LP’s holdings in Advanced Micro Devices were worth $20,343,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Joseph Group Capital Management purchased a new stake in shares of Advanced Micro Devices in the 4th quarter worth about $25,000. Cornerstone Financial Management LLC bought a new position in shares of Advanced Micro Devices in the 4th quarter worth about $27,000. Sarver Vrooman Wealth Advisors purchased a new position in Advanced Micro Devices during the 4th quarter valued at about $27,000. Basepoint Wealth LLC purchased a new position in Advanced Micro Devices during the 4th quarter valued at about $30,000. Finally, Wilkerson Advisory Group LLC bought a new stake in Advanced Micro Devices during the fourth quarter worth about $33,000. 71.34% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of equities research analysts have weighed in on the stock. DA Davidson upped their price objective on shares of Advanced Micro Devices from $375.00 to $425.00 and gave the stock a “buy” rating in a report on Wednesday, May 6th. The Goldman Sachs Group boosted their price target on Advanced Micro Devices from $450.00 to $640.00 and gave the stock a “buy” rating in a research report on Monday, July 6th. Cantor Fitzgerald restated an “overweight” rating and issued a $700.00 price target on shares of Advanced Micro Devices in a research note on Friday, July 24th. Stifel Nicolaus raised their price objective on Advanced Micro Devices from $450.00 to $635.00 and gave the company a “buy” rating in a research report on Friday, July 10th. Finally, TD Cowen lifted their price objective on Advanced Micro Devices from $600.00 to $675.00 and gave the company a “buy” rating in a research note on Monday, July 13th. Two research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Advanced Micro Devices presently has a consensus rating of “Moderate Buy” and a consensus target price of $528.11.

Advanced Micro Devices Price Performance

Shares of NASDAQ AMD opened at $454.62 on Wednesday. The firm has a market cap of $741.30 billion, a P/E ratio of 149.06 and a beta of 2.47. Advanced Micro Devices, Inc. has a twelve month low of $149.22 and a twelve month high of $584.73. 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 company has a 50 day moving average of $514.89 and a 200 day moving average of $345.23.

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 the consensus estimate of $1.29 by $0.08. The firm had revenue of $10.25 billion during the quarter, compared to analysts’ expectations of $9.90 billion. Advanced Micro Devices had a return on equity of 9.55% and a net margin of 13.37%.The company’s revenue was up 37.8% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.96 earnings per share. As a group, research analysts expect that Advanced Micro Devices, Inc. will post 6.27 EPS for the current fiscal year.

Advanced Micro Devices News Roundup

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

• Positive Sentiment: AMD and Core Scientific announced a partnership under which AMD can secure up to 2.5 gigawatts of data-center capacity, including an initial deployment of more than 500 megawatts beginning in 2027. The agreement supports deployments of AMD Instinct GPUs, EPYC CPUs and ROCm software, giving AMD greater control over scarce AI infrastructure. Core Scientific signs AI infrastructure deal with AMD
• Positive Sentiment: The deal reinforces AMD’s strategy of selling complete AI systems rather than individual chips. Commentary following the Advancing AI 2026 event highlighted the Helios rack-scale platform as a potential competitor to Nvidia’s full-stack offerings, while analysts cited the Helios and Venice launches in raising price targets, including Mizuho’s $625 target. Mizuho lifts AMD stock price target
• Positive Sentiment: AMD’s EPYC CPUs are being used by South Korean industrial-AI startup AiBiz for GPU-free semiconductor defect detection, offering another example of demand for AMD’s server processors beyond traditional cloud AI workloads. AiBiz deploys AMD EPYC CPUs
• Neutral Sentiment: Options markets imply a potentially significant move around AMD’s second-quarter report, scheduled for August 4. Analysts expect continued earnings and revenue growth, but the stock’s approximately 149 forward-looking valuation measure leaves limited room for an earnings miss or cautious guidance. AMD earnings volatility outlook
• Negative Sentiment: AMD is being pulled lower by a widespread chip-stock selloff tied to concerns about China’s advances in memory and semiconductor manufacturing, rising AI data-center financing costs and fears that the AI trade has become too concentrated in a few leaders. Why Intel and AMD stocks are tumbling
• Negative Sentiment: Recent insider-trading data shows AMD executives, including CEO Lisa Su, have reported sales and no open-market purchases over the past six months. While such sales may reflect compensation or diversification, they can add to investor caution after the stock’s substantial rally.

Insiders Place Their Bets

In other news, Director Nora Denzel sold 8,626 shares of Advanced Micro Devices stock in a transaction that occurred on Tuesday, June 2nd. The shares were sold at an average price of $522.00, for a total value of $4,502,772.00. Following the completion of the sale, the director directly owned 87,173 shares in the company, valued at $45,504,306. The trade was a 9.00% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Mark D. Papermaster sold 6,000 shares of the business’s stock in a transaction that occurred on Monday, June 15th. The shares were sold at an average price of $536.33, for a total transaction of $3,217,980.00. Following the transaction, the executive vice president directly owned 1,233,687 shares of the company’s stock, valued at $661,663,348.71. The trade was a 0.48% decrease in their ownership of the stock. 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. Insiders have sold 310,310 shares of company stock worth $141,185,456 in the last quarter. Insiders own 0.50% of the company’s stock.

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.