Silicon Valley Capital Partners Has $48.25 Million Holdings in Advanced Micro Devices, Inc. $AMD

Silicon Valley Capital Partners lowered its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 26.9% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 83,054 shares of the semiconductor manufacturer’s stock after selling 30,537 shares during the period. Advanced Micro Devices makes up 4.4% of Silicon Valley Capital Partners’ investment portfolio, making the stock its 7th biggest holding. Silicon Valley Capital Partners’ holdings in Advanced Micro Devices were worth $48,247,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds also recently made changes to their positions in the company. BlackRock Inc. boosted its holdings in Advanced Micro Devices by 3.1% in the second quarter. BlackRock Inc. now owns 150,301,510 shares of the semiconductor manufacturer’s stock worth $87,311,650,000 after acquiring an additional 4,535,126 shares in the last quarter. Geode Capital Management LLC increased its holdings in shares of Advanced Micro Devices by 0.8% during the fourth quarter. Geode Capital Management LLC now owns 37,584,845 shares of the semiconductor manufacturer’s stock valued at $8,015,897,000 after acquiring an additional 287,525 shares in the last quarter. Norges Bank bought a new stake in shares of Advanced Micro Devices during the fourth quarter valued at approximately $4,929,312,000. Invesco Ltd. raised its position in shares of Advanced Micro Devices by 15.9% during the fourth quarter. Invesco Ltd. now owns 15,473,280 shares of the semiconductor manufacturer’s stock worth $3,313,758,000 after purchasing an additional 2,124,867 shares during the period. Finally, Bank of America Corp DE acquired a new position in shares of Advanced Micro Devices during the second quarter worth approximately $7,022,226,000. Institutional investors own 71.34% of the company’s stock.

Insiders Place Their Bets

In other news, SVP Ava Hahn sold 2,993 shares of the business’s stock in a transaction that occurred on Tuesday, August 18th. The stock was sold at an average price of $488.69, for a total value of $1,462,649.17. Following the transaction, the senior vice president owned 26,623 shares in the company, valued at $13,010,393.87. The trade was a 10.11% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Mark D. Papermaster sold 28,811 shares of the company’s stock in a transaction that occurred on Thursday, August 20th. The shares were sold at an average price of $471.87, for a total value of $13,595,046.57. Following the completion of the transaction, the executive vice president directly owned 1,261,461 shares of the company’s stock, valued at approximately $595,245,602.07. This represents a 2.23% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 213,838 shares of company stock worth $105,533,836 in the last ninety days. 0.50% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

Several analysts recently issued reports on the stock. William Blair reissued a “market perform” rating on shares of Advanced Micro Devices in a research report on Friday, July 24th. Wedbush restated an “outperform” rating and set a $600.00 price objective on shares of Advanced Micro Devices in a report on Wednesday, August 5th. Robert W. Baird set a $1,250.00 price objective on shares of Advanced Micro Devices in a research note on Friday, July 24th. Cantor Fitzgerald reiterated an “overweight” rating and set a $700.00 price objective on shares of Advanced Micro Devices in a report on Wednesday, August 5th. Finally, The Goldman Sachs Group boosted their target price on shares of Advanced Micro Devices from $450.00 to $640.00 and gave the stock a “buy” rating in a research report on Monday, July 6th. Three investment analysts have rated the stock with a Strong Buy rating, thirty-three have issued a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $565.12.

Advanced Micro Devices News Summary

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

• Positive Sentiment: $1 trillion milestone: AMD became one of the few U.S. companies—and the latest major chipmaker—to surpass a $1 trillion valuation, reinforcing investor confidence in its long-term AI growth prospects. AMD becomes latest chipmaker to reach $1 trillion valuation on AI demand
• Positive Sentiment: AI demand and customer catalysts: Investors cited AMD’s expanding EPYC CPUs and Instinct accelerators, potential demand from AI agents such as Meta’s Muse, OpenAI’s reported 6-gigawatt agreement, and Oracle’s reported order for 50,000 MI450 chips. These developments support expectations for stronger data-center growth. AMD Stock Hits Fresh Record High
• Positive Sentiment: Pricing power: Reports that AMD plans to raise prices on select chips by about 10%—amid higher wafer costs and constrained high-performance computing capacity—boosted expectations for potential margin support. AMD Is About to Become a Trillion-Dollar Stock as It Hikes Chip Prices 10%
• Positive Sentiment: Favorable market backdrop: Lower Treasury yields, falling oil prices, renewed optimism around U.S.-China discussions, and a broad rally in semiconductor stocks helped amplify demand for AMD and other AI-related shares. Why are Intel and AMD stocks surging on Monday?

Advanced Micro Devices Stock Up 9.9%

AMD traded up $55.70 during mid-day trading on Monday, reaching $615.52. 44,241,329 shares of the stock were exchanged, compared to its average volume of 33,511,820. The company has a debt-to-equity ratio of 0.03, a quick ratio of 1.91 and a current ratio of 2.61. The stock has a market capitalization of $1.00 trillion, a PE ratio of 158.23, a price-to-earnings-growth ratio of 5.81 and a beta of 2.48. The company has a 50 day moving average price of $494.24 and a two-hundred day moving average price of $416.47. Advanced Micro Devices, Inc. has a 1 year low of $154.78 and a 1 year high of $616.69.

Advanced Micro Devices (NASDAQ:AMD) last announced its earnings results on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 EPS for the quarter, beating the consensus estimate of $1.62 by $0.04. Advanced Micro Devices had a net margin of 15.58% and a return on equity of 12.30%. The company had revenue of $11.54 billion during the quarter, compared to the consensus estimate of $11.31 billion. During the same quarter in the prior year, the company posted $0.48 earnings per share. The firm’s revenue for the quarter was up 50.1% on a year-over-year basis. As a group, research analysts anticipate that Advanced Micro Devices, Inc. will post 6.43 EPS for the current year.

Advanced Micro Devices Profile

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.