Advanced Micro Devices, Inc. $AMD Shares Acquired by Gateway Wealth Partners LLC

Gateway Wealth Partners LLC lifted its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 314.0% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 7,303 shares of the semiconductor manufacturer’s stock after buying an additional 5,539 shares during the quarter. Gateway Wealth Partners LLC’s holdings in Advanced Micro Devices were worth $1,486,000 at the end of the most recent quarter.

A number of other hedge funds have also recently bought and sold shares of the company. Quadcap Wealth Management LLC grew its stake in Advanced Micro Devices by 21.7% in the 1st quarter. Quadcap Wealth Management LLC now owns 4,138 shares of the semiconductor manufacturer’s stock worth $842,000 after acquiring an additional 738 shares during the period. Weiss Asset Management LP boosted its holdings in shares of Advanced Micro Devices by 372.3% during the first quarter. Weiss Asset Management LP now owns 22,980 shares of the semiconductor manufacturer’s stock worth $4,675,000 after purchasing an additional 18,114 shares during the last quarter. Insight Holdings Group LLC increased its stake in Advanced Micro Devices by 14.8% in the first quarter. Insight Holdings Group LLC now owns 19,040 shares of the semiconductor manufacturer’s stock valued at $3,873,000 after purchasing an additional 2,455 shares during the last quarter. Everest Financial Group LLC boosted its stake in Advanced Micro Devices by 4.5% in the 1st quarter. Everest Financial Group LLC now owns 42,365 shares of the semiconductor manufacturer’s stock worth $8,618,000 after buying an additional 1,843 shares during the last quarter. Finally, OMERS ADMINISTRATION Corp grew its holdings in Advanced Micro Devices by 27.6% in the 1st quarter. OMERS ADMINISTRATION Corp now owns 80,983 shares of the semiconductor manufacturer’s stock valued at $16,474,000 after buying an additional 17,523 shares during the period. Institutional investors and hedge funds own 71.34% of the company’s stock.

Key Stories Impacting Advanced Micro Devices

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.

Analyst Upgrades and Downgrades

AMD has been the topic of a number of recent research reports. Barclays lowered Advanced Micro Devices from an “overweight” rating to an “underweight” rating in a report on Friday, June 12th. Oppenheimer lowered shares of Advanced Micro Devices from a “market perform” rating to a “market perform” rating in a research note on Wednesday, May 6th. Needham & Company LLC upgraded shares of Advanced Micro Devices to a “buy” rating in a research note on Wednesday, May 6th. Wall Street Zen raised shares of Advanced Micro Devices from a “hold” rating to a “buy” rating in a report on Monday, July 20th. Finally, Mizuho lifted their price objective on Advanced Micro Devices from $615.00 to $625.00 and gave the company an “outperform” rating in a research note on Monday. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $528.11.

Insider Activity at Advanced Micro Devices

In other news, EVP Paul Darren Grasby sold 24,376 shares of the company’s stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $444.39, for a total value of $10,832,450.64. Following the transaction, the executive vice president owned 105,222 shares in the company, valued at $46,759,604.58. This represents a 18.81% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Mark D. Papermaster sold 6,000 shares of the company’s stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $536.33, for a total value of $3,217,980.00. Following the completion of the transaction, the executive vice president owned 1,233,687 shares in the company, valued at $661,663,348.71. This represents a 0.48% 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. Over the last quarter, insiders have sold 310,310 shares of company stock worth $141,185,456. Company insiders own 0.50% of the company’s stock.

Advanced Micro Devices Stock Performance

Shares of Advanced Micro Devices stock opened at $454.62 on Wednesday. Advanced Micro Devices, Inc. has a 12 month low of $149.22 and a 12 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 stock has a market cap of $741.30 billion, a PE ratio of 149.06 and a beta of 2.47. The business has a fifty day simple moving average of $514.89 and a 200-day simple 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, beating the consensus estimate of $1.29 by $0.08. The firm had revenue of $10.25 billion for the quarter, compared to analyst estimates of $9.90 billion. Advanced Micro Devices had a return on equity of 9.55% and a net margin of 13.37%.Advanced Micro Devices’s quarterly revenue was up 37.8% on a year-over-year basis. During the same period in the previous year, the firm earned $0.96 earnings per share. On average, sell-side analysts anticipate that Advanced Micro Devices, Inc. will post 6.27 EPS for the current fiscal 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.