J. Safra Sarasin Holding AG Grows Stock Position in Advanced Micro Devices, Inc. $AMD

J. Safra Sarasin Holding AG lifted its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 9.4% during the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 21,271 shares of the semiconductor manufacturer’s stock after purchasing an additional 1,825 shares during the period. J. Safra Sarasin Holding AG’s holdings in Advanced Micro Devices were worth $4,306,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Joseph Group Capital Management purchased a new stake in shares of Advanced Micro Devices in the 4th quarter worth $25,000. Sarver Vrooman Wealth Advisors bought a new position in shares of Advanced Micro Devices in the fourth quarter worth about $27,000. Cornerstone Financial Management LLC purchased a new position in shares of Advanced Micro Devices during the 4th quarter valued at about $27,000. Basepoint Wealth LLC purchased a new position in shares of Advanced Micro Devices during the 4th quarter valued at about $30,000. Finally, Delos Wealth Advisors LLC grew its stake in shares of Advanced Micro Devices by 100.0% during the 3rd quarter. Delos Wealth Advisors LLC now owns 200 shares of the semiconductor manufacturer’s stock valued at $32,000 after acquiring an additional 100 shares during the period. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Insider Activity at Advanced Micro Devices

In other Advanced Micro Devices news, EVP Paul Darren Grasby sold 24,376 shares of the firm’s stock in a transaction that occurred on Friday, May 8th. The stock was sold at an average price of $444.39, for a total transaction of $10,832,450.64. Following the completion of the transaction, the executive vice president owned 105,222 shares in the company, valued at $46,759,604.58. This trade represents a 18.81% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, Director Nora Denzel sold 8,626 shares of Advanced Micro Devices stock in a transaction that occurred on Tuesday, June 2nd. The stock was sold at an average price of $522.00, for a total value 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. The trade was a 9.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 374,739 shares of company stock valued at $161,135,671 in the last 90 days. 0.50% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

AMD has been the topic of a number of recent analyst reports. KeyCorp raised their target price on shares of Advanced Micro Devices from $330.00 to $530.00 and gave the stock an “overweight” rating in a research note on Wednesday, May 6th. Wells Fargo & Company upped their price target on shares of Advanced Micro Devices from $505.00 to $615.00 and gave the stock an “overweight” rating in a research report on Tuesday, June 30th. Weiss Ratings raised shares of Advanced Micro Devices from a “hold (c)” rating to a “hold (c+)” rating in a research note on Wednesday, May 6th. Zacks Research downgraded shares of Advanced Micro Devices from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, June 3rd. Finally, UBS Group lifted their target price on shares of Advanced Micro Devices from $455.00 to $670.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $460.95.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: Bank of America reportedly raised its outlook on AMD, saying the company could beat earnings estimates and lift guidance thanks to strong server demand and improving AI momentum. AMD Seen Posting Strong Quarter
• Positive Sentiment: TD Cowen increased its price target on AMD, reinforcing the view that AI demand and recent quarterly results could support further upside in the stock. Advanced Micro Devices (AMD) Stock Surges as Wall Street Analysts Boost Price Targets
• Positive Sentiment: Analysts continue to frame AMD as a stronger long-term AI and data-center competitor to NVIDIA, helped by partnerships that position AMD as a fuller-stack AI player. AMD’s 5C Deal Positions It as a Direct NVIDIA Rival
• Neutral Sentiment: TSMC’s strong sales report signals healthy demand for advanced chips overall, which supports the broader AI semiconductor theme, though it also highlights capacity constraints that could limit near-term supply growth. TSMC Sales Jump 36% as Memory Stocks Plunge. What It Means for NVIDIA and AMD
• Neutral Sentiment: Several articles continued to highlight AMD’s strong 2026 run and long-term AI upside, but these were largely reiterations of existing bullish sentiment rather than fresh catalysts. Best AI Stock to Buy: Micron Stock vs. AMD Stock
• Negative Sentiment: AMD is being hit by broader semiconductor weakness, with investors taking profits across AI names amid supply-chain fears, geopolitical concerns, and softer risk appetite. AMD Stock Drops 5: Why Global Supply Chain Fears and Tech Profit-Taking Are Hurting Chip Giants
• Negative Sentiment: Market coverage also noted AMD slipping alongside other chipmakers as AI stocks sold off broadly, which is weighing on sentiment despite the company’s upbeat fundamentals. Intel, AMD, and Applied Materials Drop 4 as SK Hynix Rout and Oil Spike Hit Chip Stocks

Advanced Micro Devices Stock Down 4.2%

AMD opened at $534.39 on Tuesday. The firm has a 50-day simple moving average of $495.20 and a two-hundred day simple moving average of $321.90. Advanced Micro Devices, Inc. has a 52 week low of $141.90 and a 52 week high of $584.73. The company has a market capitalization of $871.38 billion, a PE ratio of 175.21, a price-to-earnings-growth ratio of 1.64 and a beta of 2.47. The company has a quick ratio of 1.96, a current ratio of 2.72 and a debt-to-equity ratio of 0.04.

Advanced Micro Devices (NASDAQ:AMD) last issued its quarterly earnings data on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 earnings per share for the quarter, beating analysts’ consensus estimates 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 firm had revenue of $10.25 billion during the quarter, compared to analyst estimates of $9.90 billion. During the same quarter last year, the business posted $0.96 earnings per share. The business’s quarterly revenue was up 37.8% compared to the same quarter last year. Analysts forecast that Advanced Micro Devices, Inc. will post 6.18 earnings per share for the current fiscal year.

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.