Advanced Micro Devices, Inc. $AMD Stock Holdings Increased by Waycross Partners LLC

Waycross Partners LLC increased its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 168.3% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 53,669 shares of the semiconductor manufacturer’s stock after purchasing an additional 33,669 shares during the quarter. Advanced Micro Devices makes up approximately 1.0% of Waycross Partners LLC’s portfolio, making the stock its 28th largest position. Waycross Partners LLC’s holdings in Advanced Micro Devices were worth $10,918,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Brighton Jones LLC boosted its stake in shares of Advanced Micro Devices by 178.2% during the 4th quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer’s stock valued at $5,551,000 after buying an additional 29,438 shares during the period. Revolve Wealth Partners LLC increased its stake 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 worth $1,001,000 after acquiring an additional 234 shares during the last quarter. Sivia Capital Partners LLC raised its holdings in shares of Advanced Micro Devices by 125.1% during the second quarter. Sivia Capital Partners LLC now owns 5,344 shares of the semiconductor manufacturer’s stock worth $758,000 after acquiring an additional 2,970 shares in the last quarter. United Bank raised its holdings in shares of Advanced Micro Devices by 22.0% during the second quarter. United Bank now owns 13,255 shares of the semiconductor manufacturer’s stock worth $1,881,000 after acquiring an additional 2,392 shares in the last quarter. Finally, Schnieders Capital Management LLC. boosted its position in Advanced Micro Devices by 361.0% during the second quarter. Schnieders Capital Management LLC. now owns 9,230 shares of the semiconductor manufacturer’s stock valued at $1,310,000 after purchasing an additional 7,228 shares during the last quarter. 71.34% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Advanced Micro Devices

In other Advanced Micro Devices news, Director Nora Denzel sold 8,626 shares of the business’s stock in a transaction on Tuesday, June 2nd. The shares were sold at an average price of $522.00, for a total transaction of $4,502,772.00. Following the completion of the transaction, the director owned 87,173 shares of the company’s stock, valued at $45,504,306. The trade was a 9.00% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Lisa T. Su sold 125,000 shares of the firm’s stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $460.69, for a total value of $57,586,250.00. Following the completion of the sale, the chief executive officer directly owned 2,896,899 shares in the company, valued at approximately $1,334,572,400.31. This represents a 4.14% 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. Over the last ninety days, insiders have sold 341,630 shares of company stock worth $152,147,456. Corporate insiders own 0.50% of the company’s stock.

Advanced Micro Devices Price Performance

Shares of AMD stock opened at $495.76 on Monday. The stock’s 50 day simple moving average is $503.89 and its 200 day simple moving average is $330.45. Advanced Micro Devices, Inc. has a twelve month low of $149.22 and a twelve month high of $584.73. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.96 and a current ratio of 2.72. The company has a market capitalization of $808.39 billion, a price-to-earnings ratio of 162.54, a PEG ratio of 1.43 and a beta of 2.47.

Advanced Micro Devices (NASDAQ:AMD) last announced its quarterly earnings results on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 EPS for the quarter, beating the consensus estimate of $1.29 by $0.08. Advanced Micro Devices had a return on equity of 9.55% and a net margin of 13.37%.The company had revenue of $10.25 billion for the quarter, compared to the consensus estimate of $9.90 billion. During the same quarter last year, the company posted $0.96 earnings per share. The company’s revenue for the quarter was up 37.8% compared to the same quarter last year. As a group, research analysts predict that Advanced Micro Devices, Inc. will post 6.26 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of research analysts have commented on AMD shares. BTIG Research upgraded Advanced Micro Devices to a “buy” rating in a research note on Wednesday, May 6th. Bank of America lifted their price target on Advanced Micro Devices from $550.00 to $620.00 and gave the company a “buy” rating in a report on Tuesday, July 14th. Jefferies Financial Group cut Advanced Micro Devices from a “buy” rating to a “hold” rating in a research note on Wednesday, May 6th. Roth Capital restated a “buy” rating and issued a $500.00 price objective on shares of Advanced Micro Devices in a report on Wednesday, May 6th. Finally, Susquehanna raised their price objective on shares of Advanced Micro Devices from $375.00 to $450.00 and gave the company a “positive” rating in a research report on Wednesday, May 6th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, thirteen have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $468.65.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: Wall Street remains constructive on AMD, with KeyCorp reiterating an Overweight rating and a $725 price target, while other firms like Erste Group also raised forward earnings estimates. This supports the view that AMD’s longer-term AI and data-center growth story remains intact. AMD analyst and earnings estimates
• Positive Sentiment: Investors are looking ahead to AMD’s Advancing AI 2026 event next week, where analysts expect new AI products, customer wins, and potentially major partnership news. Some reports say the event could include updates that improve sentiment around AMD’s AI opportunity and competitive position versus Nvidia. AMD Advancing AI event article
• Neutral Sentiment: AMD’s recent quarter showed strong fundamentals, with revenue up 37.8% year over year to about $10.3 billion. That provides a supportive backdrop, but it has not been enough to offset the market’s current risk-off mood toward chip stocks. AMD quarterly revenue background
• Negative Sentiment: Sentiment was also hurt by a report that Chief Technology Officer Mark Papermaster sold 6,000 shares, adding to an already heavy pattern of insider selling. Over the past six months, AMD insiders have made 100 open-market sales and no purchases, which can make some investors cautious. AMD insider sale article
• Negative Sentiment: Broader market coverage described AMD as part of a semiconductor rout, with traders taking profits after a strong run in AI stocks. That rotation is the main reason AMD shares are weaker today, even though the company’s long-term AI narrative remains intact. Chipmaker rout article

Advanced Micro Devices 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.