Advanced Micro Devices, Inc. $AMD Shares Bought by West Family Investments Inc.

West Family Investments Inc. raised its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 98.8% during the second quarter, Holdings Channel.com reports. The institutional investor owned 4,922 shares of the semiconductor manufacturer’s stock after buying an additional 2,446 shares during the period. Advanced Micro Devices accounts for about 0.8% of West Family Investments Inc.’s portfolio, making the stock its 18th largest position. West Family Investments Inc.’s holdings in Advanced Micro Devices were worth $2,859,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also modified their holdings of the company. Sarver Vrooman Wealth Advisors purchased a new position in shares of Advanced Micro Devices during the 4th quarter worth $27,000. Cornerstone Financial Management LLC purchased a new stake in Advanced Micro Devices in the 4th quarter valued at about $27,000. Basepoint Wealth LLC acquired a new position in shares of Advanced Micro Devices during the 4th quarter valued at about $30,000. JNBA Financial Advisors increased its stake in shares of Advanced Micro Devices by 142.9% during the 2nd quarter. JNBA Financial Advisors now owns 51 shares of the semiconductor manufacturer’s stock valued at $30,000 after acquiring an additional 30 shares during the last quarter. Finally, Graney & King LLC purchased a new position in shares of Advanced Micro Devices during the 1st quarter worth about $31,000. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Advanced Micro Devices Stock Up 5.9%

Shares of NASDAQ AMD traded up $28.17 during trading on Tuesday, reaching $505.74. 28,078,002 shares of the stock were exchanged, compared to its average volume of 33,952,883. 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 business’s 50-day moving average price is $496.46 and its 200 day moving average price is $398.67. The company has a market capitalization of $825.61 billion, a price-to-earnings ratio of 130.01, a price-to-earnings-growth ratio of 4.95 and a beta of 2.48. Advanced Micro Devices, Inc. has a twelve month low of $149.85 and a twelve month high of $584.73.

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

Insider Activity

In other Advanced Micro Devices news, CEO Lisa Su sold 15,000 shares of the firm’s stock in a transaction dated Tuesday, August 18th. The shares were sold at an average price of $480.94, for a total value of $7,214,100.00. Following the transaction, the chief executive officer owned 3,102,156 shares of the company’s stock, valued at $1,491,950,906.64. This trade represents a 0.48% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Jean X. Hu sold 15,000 shares of the company’s stock in a transaction that occurred on Tuesday, August 25th. The shares were sold at an average price of $474.08, for a total value of $7,111,200.00. Following the transaction, 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 SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 232,577 shares of company stock valued at $109,509,170 over the last quarter. Corporate insiders own 0.50% of the company’s stock.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: AMD raised its estimate for the total addressable AI market to approximately $3 trillion by 2030, up from roughly $2 trillion previously. The larger market forecast strengthened the long-term growth narrative and helped support the shares. AMD stock jumps 6% as AI market opportunity seen at $3T
• Positive Sentiment: At Citi’s Global TMT Conference, management highlighted AMD’s data-center roadmap and its broader AI portfolio, including EPYC server processors, Instinct GPUs and Helios rack-scale systems. Investors view the platform approach as a potential driver of accelerating second-half 2026 demand. AMD Presents at Citi’s 2026 Global TMT Conference Transcript
• Positive Sentiment: Recent coverage emphasized AMD’s AI-optimized processors, a planned high-end workstation capable of running very large models locally, and its major GPU relationship with OpenAI. These developments reinforce expectations for share gains in AI hardware and data-center computing. AMD Stock Jumps After Unveiling AI Workstation
• Neutral Sentiment: Analyst and investor commentary remains broadly constructive, with several published price targets above the current market level. However, the stock’s strong year-to-date advance has increased sensitivity to execution and future guidance.
• Negative Sentiment: Some analysts argue AMD is already valued more aggressively than Nvidia and Broadcom, while Broadcom’s faster growth and lower valuation could make it the preferred AI hardware investment. This creates a risk of profit-taking if AMD’s AI ramp falls short of expectations. Forget AMD: This AI Hardware Stock Is the Smarter Bet Right Now
• Negative Sentiment: Quiver Quantitative data showed substantial insider selling and no reported insider purchases over the past six months. While such sales may be scheduled or compensation-related, they could temper bullish sentiment at an elevated valuation.

Wall Street Analyst Weigh In

Several equities analysts recently commented on AMD shares. Mizuho upped their price target on shares of Advanced Micro Devices from $615.00 to $625.00 and gave the stock an “outperform” rating in a research report on Monday, July 27th. Citigroup raised shares of Advanced Micro Devices from a “market perform” rating to a “buy” rating in a research note on Wednesday, July 22nd. Stifel Nicolaus increased their target price on Advanced Micro Devices from $450.00 to $635.00 and gave the stock a “buy” rating in a research report on Friday, July 10th. Zacks Research cut Advanced Micro Devices from a “strong-buy” rating to a “hold” rating in a report on Tuesday, September 1st. Finally, Argus boosted their price target on Advanced Micro Devices from $450.00 to $625.00 and gave the company a “buy” rating in a research report on Thursday, August 6th. Three analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $553.72.

About Advanced Micro Devices

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.