SFE Investment Counsel Has $6.33 Million Stake in Advanced Micro Devices, Inc. $AMD

Posted by Latisha Jones on Jul 12th, 2026

SFE Investment Counsel boosted its position in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 5.1% in the first quarter, Holdings Channel.com reports. The firm owned 31,138 shares of the semiconductor manufacturer’s stock after purchasing an additional 1,523 shares during the quarter. SFE Investment Counsel’s holdings in Advanced Micro Devices were worth $6,334,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of AMD. Vanguard Group Inc. increased its stake in shares of Advanced Micro Devices by 1.6% in the fourth quarter. Vanguard Group Inc. now owns 158,522,860 shares of the semiconductor manufacturer’s stock valued at $33,949,256,000 after buying an additional 2,525,109 shares during the period. State Street Corp grew its holdings in Advanced Micro Devices by 1.5% during the 4th quarter. State Street Corp now owns 74,919,276 shares of the semiconductor manufacturer’s stock worth $16,044,712,000 after acquiring an additional 1,094,835 shares during the last quarter. Geode Capital Management LLC increased its position in Advanced Micro Devices by 0.8% in the 4th 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 during the period. Norges Bank bought a new stake in shares of Advanced Micro Devices in the fourth quarter worth $4,929,312,000. Finally, Price T Rowe Associates Inc. MD increased its holdings in Advanced Micro Devices by 0.3% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 20,325,288 shares of the semiconductor manufacturer’s stock valued at $4,352,864,000 after purchasing an additional 55,969 shares during the period. 71.34% of the stock is currently owned by institutional investors.

Advanced Micro Devices Stock Up 2.0%

Shares of Advanced Micro Devices stock traded up $11.17 on Friday, hitting $557.89. The company had a trading volume of 20,634,405 shares, compared to its average volume of 27,759,392. The stock has a market capitalization of $909.70 billion, a price-to-earnings ratio of 182.92, a P/E/G ratio of 1.64 and a beta of 2.47. The stock has a 50 day moving average of $491.60 and a 200-day moving average of $318.92. Advanced Micro Devices, Inc. has a 1 year low of $141.60 and a 1 year 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.

Advanced Micro Devices (NASDAQ:AMD – Get Free Report) last posted its quarterly earnings data on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.29 by $0.08. Advanced Micro Devices had a net margin of 13.37% and a return on equity of 9.55%. The firm had revenue of $10.25 billion for the quarter, compared to the consensus estimate of $9.90 billion. During the same period in the previous year, the firm earned $0.96 EPS. The business’s revenue for the quarter was up 37.8% compared to the same quarter last year. As a group, sell-side analysts forecast that Advanced Micro Devices, Inc. will post 6.18 earnings per share for the current year.

Analysts Set New Price Targets

A number of equities analysts recently commented on the company. Cantor Fitzgerald lifted their price objective on Advanced Micro Devices from $500.00 to $700.00 and gave the stock an “overweight” rating in a research note on Monday, June 29th. Morgan Stanley lifted their target price on shares of Advanced Micro Devices from $360.00 to $410.00 and gave the stock an “equal weight” rating in a research note on Wednesday, May 6th. Erste Group Bank upgraded Advanced Micro Devices from a “hold” rating to a “buy” rating in a report on Thursday, April 2nd. Benchmark lifted their target price on Advanced Micro Devices from $325.00 to $485.00 and gave the stock a “buy” rating in a report on Wednesday, May 6th. Finally, UBS Group increased their price target on Advanced Micro Devices from $455.00 to $670.00 and gave the stock a “buy” rating in a report on Wednesday, June 24th. Two research analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Advanced Micro Devices has an average rating of “Moderate Buy” and an average target price of $458.92.

Read Our Latest Report on AMD

Insider Transactions at Advanced Micro Devices

In other news, EVP Mark D. Papermaster sold 31,320 shares of the firm’s stock in a transaction on Friday, April 24th. The stock was sold at an average price of $350.00, for a total transaction of $10,962,000.00. Following the completion of the sale, the executive vice president directly owned 1,236,037 shares of the company’s stock, valued at $432,612,950. This trade represents a 2.47% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Nora Denzel sold 8,626 shares of Advanced Micro Devices stock in a transaction dated Tuesday, June 2nd. The stock was sold at an average price of $522.00, for a total transaction of $4,502,772.00. Following the completion of the sale, the director directly owned 87,173 shares in the company, valued at approximately $45,504,306. This represents a 9.00% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 374,739 shares of company stock worth $161,135,671. Company insiders own 0.50% of the company’s stock.

Advanced Micro Devices News Roundup

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

Positive Sentiment: Stifel raised its AMD price target to $635 from $450 and reiterated a Buy rating, citing AMD’s growing strength in AI servers and EPYC CPUs.
Positive Sentiment: Goldman Sachs and other firms have also lifted targets recently, signaling rising Wall Street confidence in AMD’s AI and data-center growth. Goldman Sachs raises AMD stock price target for the rest of 2026 on surging agentic AI CPU demand
Positive Sentiment: AMD announced a new AI campus partnership, adding another potential growth avenue tied to large-scale AI infrastructure spending. AMD Stock Rallies on a New AI Campus Partnership
Neutral Sentiment: AMD’s upcoming Aug. 4 earnings report is creating anticipation for a possible beat-and-raise quarter, but the actual results are still pending.
Negative Sentiment: ARK Invest continued selling AMD shares, which may temper enthusiasm among some investors. Cathie Wood Bets Big on META Ahead of Q2 Earnings, Sells AMD and Other Growth Stocks

Advanced Micro Devices Profile

(Free Report)

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.