Advanced Micro Devices, Inc. $AMD Shares Sold by Pacifica Partners Inc.

Pacifica Partners Inc. cut its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 25.2% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 22,936 shares of the semiconductor manufacturer’s stock after selling 7,713 shares during the quarter. Advanced Micro Devices comprises approximately 3.9% of Pacifica Partners Inc.’s portfolio, making the stock its 5th biggest holding. Pacifica Partners Inc.’s holdings in Advanced Micro Devices were worth $13,324,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. PFG Private Wealth Management LLC acquired a new position in shares of Advanced Micro Devices during the 2nd quarter valued at about $222,000. Atticus Wealth Management LLC boosted its position in shares of Advanced Micro Devices by 19.3% in the second quarter. Atticus Wealth Management LLC now owns 2,182 shares of the semiconductor manufacturer’s stock worth $1,268,000 after acquiring an additional 353 shares during the last quarter. Natural Investments LLC boosted its position in shares of Advanced Micro Devices by 104.1% in the second quarter. Natural Investments LLC now owns 5,900 shares of the semiconductor manufacturer’s stock worth $3,427,000 after acquiring an additional 3,009 shares during the last quarter. Beacon Financial Advisory LLC grew its holdings in Advanced Micro Devices by 4.0% in the second quarter. Beacon Financial Advisory LLC now owns 1,445 shares of the semiconductor manufacturer’s stock valued at $839,000 after purchasing an additional 56 shares during the period. Finally, Tsfg LLC grew its holdings in Advanced Micro Devices by 42.2% in the second quarter. Tsfg LLC now owns 1,638 shares of the semiconductor manufacturer’s stock valued at $952,000 after purchasing an additional 486 shares during the period. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Insider Buying and Selling at Advanced Micro Devices

In other Advanced Micro Devices news, EVP Forrest Norrod sold 17,261 shares of the company’s stock in a transaction that occurred on 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 in the company, valued at $171,707,154.15. This represents a 4.42% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Ava Hahn sold 2,993 shares of the company’s stock in a transaction on Tuesday, August 18th. The shares were sold at an average price of $488.69, for a total transaction of $1,462,649.17. Following the completion of the transaction, the senior vice president owned 26,623 shares of the company’s stock, valued at $13,010,393.87. This trade represents a 10.11% 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. In the last quarter, insiders sold 232,577 shares of company stock worth $109,509,170. Insiders own 0.50% of the company’s stock.

Analyst Ratings Changes

A number of research firms have weighed in on AMD. BMO Capital Markets assumed coverage on shares of Advanced Micro Devices in a research note on Thursday, August 20th. They set an “outperform” rating and a $550.00 price target on the stock. Bank of America boosted their price objective on shares of Advanced Micro Devices from $550.00 to $620.00 and gave the company a “buy” rating in a research note on Tuesday, July 14th. Citigroup upgraded Advanced Micro Devices from a “market perform” rating to a “buy” rating in a report on Wednesday, July 22nd. Jefferies Financial Group set a $650.00 target price on Advanced Micro Devices in a report on Wednesday, August 5th. Finally, Cantor Fitzgerald reissued an “overweight” rating and set a $700.00 price target on shares of Advanced Micro Devices in a research report on Wednesday, August 5th. Three investment analysts have rated the stock with a Strong Buy rating, thirty-two have given a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $553.72.

Advanced Micro Devices Price Performance

Advanced Micro Devices stock opened at $456.16 on Friday. Advanced Micro Devices, Inc. has a 52-week low of $149.22 and a 52-week high of $584.73. The firm has a fifty day moving average of $500.08 and a 200-day moving average of $392.68. The firm has a market capitalization of $744.67 billion, a P/E ratio of 117.26, a PEG ratio of 4.73 and a beta of 2.48. The company has a quick ratio of 1.91, a current ratio of 2.61 and a debt-to-equity ratio of 0.03.

Advanced Micro Devices (NASDAQ:AMD) last issued its earnings results on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 EPS 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 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 revenue for the quarter was up 50.1% compared to the same quarter last year. During the same quarter last year, the firm posted $0.48 EPS. As a group, analysts predict that Advanced Micro Devices, Inc. will post 6.44 EPS for the current year.

Key Advanced Micro Devices News

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

• Positive Sentiment: AMD’s role in AI infrastructure continues to expand. The company is contributing to the Linux Foundation’s TRACE project for verifiable AI governance, while Anjuna’s confidential-computing platform uses AMD Secure Encrypted Virtualization. These developments support AMD’s position in secure cloud and data-center AI. Why Is AMD Becoming More Important in Secure AI Infrastructure?
• Positive Sentiment: AMD is participating in ASUS’s expanded AI infrastructure ecosystem alongside Intel and other technology partners, potentially broadening its exposure to cloud, edge and enterprise AI deployments. ASUS Expands AI Infrastructure Ecosystem from Cloud to Edge
• Positive Sentiment: Analysts and commentators continue to point to AMD’s data-center momentum, server-CPU opportunity and planned Saudi AI buildout with HUMAIN, which targets 250 megawatts from 2027 and as much as 1 gigawatt by 2030. Can AMD’s Saudi AI Buildout Challenge NVIDIA and Broadcom?
• Neutral Sentiment: Institutional positioning is mixed: Tiger Global recently opened an AMD position, while Stanley Druckenmiller reportedly selected AMD as an AI-chip challenger rather than buying Nvidia. These moves provide some validation but do not establish a near-term earnings catalyst.
• Negative Sentiment: ARK Invest disclosed sales of approximately $72.8 million of AMD shares while purchasing about $53 million of Nvidia stock. Additional reports say ARK has continued trimming AMD, reinforcing concerns that some investors prefer Nvidia’s growth and valuation profile. Cathie Wood Sold AMD and Bought Nvidia
• Negative Sentiment: AMD was downgraded by Zacks Research from “strong buy” to “hold.” Other commentary argues the stock’s sharp 2026 advance has already priced in substantial AI success; its high earnings multiple leaves less room for execution delays or disappointing guidance. Prediction: Nvidia Stock Will Outperform AMD Through 2028
• Negative Sentiment: Semiconductor shares remain vulnerable to higher interest rates, rising oil prices and Treasury yields. Broadcom’s softer guidance and margin concerns also weighed on the chip sector, while comparisons suggest Nvidia is growing faster and may offer a more attractive risk-reward profile. Broadcom Falls as Soft Guidance Overshadows AI Revenue Growth

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.