Advanced Micro Devices, Inc. $AMD Shares Acquired by Silicon Valley Capital Partners

Silicon Valley Capital Partners lifted its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 4.9% in the first quarter, Holdings Channel reports. The firm owned 113,591 shares of the semiconductor manufacturer’s stock after purchasing an additional 5,289 shares during the period. Advanced Micro Devices makes up about 2.3% of Silicon Valley Capital Partners’ investment portfolio, making the stock its 14th biggest position. Silicon Valley Capital Partners’ holdings in Advanced Micro Devices were worth $23,108,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Southpoint Capital Advisors LP lifted its holdings in Advanced Micro Devices by 50.0% in the first quarter. Southpoint Capital Advisors LP now owns 900,000 shares of the semiconductor manufacturer’s stock valued at $183,087,000 after acquiring an additional 300,000 shares during the last quarter. Jefferies Financial Group Inc. increased its stake in Advanced Micro Devices by 6,228.8% during the fourth quarter. Jefferies Financial Group Inc. now owns 308,021 shares of the semiconductor manufacturer’s stock worth $65,966,000 after acquiring an additional 303,154 shares during the last quarter. Boomfish Wealth Group LLC acquired a new stake in Advanced Micro Devices during the first quarter worth $1,193,000. Dimensional Fund Advisors LP raised its position in Advanced Micro Devices by 6.0% in the first quarter. Dimensional Fund Advisors LP now owns 5,142,516 shares of the semiconductor manufacturer’s stock valued at $1,045,954,000 after purchasing an additional 291,165 shares during the period. Finally, Williamson Legacy Group LLC purchased a new stake in Advanced Micro Devices in the fourth quarter valued at $1,118,000. Institutional investors and hedge funds own 71.34% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently weighed in on the company. Truist Financial set a $478.00 price target on Advanced Micro Devices in a report on Wednesday, May 6th. Zacks Research lowered shares of Advanced Micro Devices from a “strong-buy” rating to a “hold” rating in a report on Wednesday, June 3rd. Erste Group Bank raised shares of Advanced Micro Devices from a “hold” rating to a “buy” rating in a research report on Thursday, April 2nd. Bank of America increased their target price on shares of Advanced Micro Devices from $550.00 to $620.00 and gave the stock a “buy” rating in a research note on Tuesday, July 14th. Finally, Jefferies Financial Group lifted their price target on shares of Advanced Micro Devices from $515.00 to $640.00 and gave the company a “buy” rating in a research report on Friday, July 24th. Two analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Advanced Micro Devices has a consensus rating of “Moderate Buy” and an average price target of $529.46.

Insider Buying and Selling at Advanced Micro Devices

In other news, Director Nora Denzel sold 8,626 shares of Advanced Micro Devices stock in a transaction on Tuesday, June 2nd. The shares were sold at an average price of $522.00, for a total value of $4,502,772.00. Following the transaction, the director directly 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 sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Paul Darren Grasby sold 24,376 shares of the company’s stock in a transaction on Friday, May 8th. The shares were sold at an average price of $444.39, for a total transaction of $10,832,450.64. Following the completion of the sale, the executive vice president owned 105,222 shares of the company’s stock, valued at approximately $46,759,604.58. This trade represents a 18.81% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 310,310 shares of company stock valued at $141,185,456. 0.50% of the stock is owned by company insiders.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: AI data-center expansion: AMD’s agreement with Core Scientific provides more than 500 megawatts of U.S. data-center capacity beginning in 2027, with the potential to expand to 2.5 gigawatts. Bernstein estimates the arrangement could generate roughly $14 billion in revenue over 15 years, helping address the infrastructure bottleneck facing AI-chip deployments. Core Scientific’s AMD Deal Could Generate $14 Billion Over 15 Years
• Positive Sentiment: More bullish analyst views: Susquehanna raised its AMD price target from $450 to $500 and maintained a positive rating, citing improving server-CPU prospects ahead of second-quarter earnings. Wedbush separately lifted its target to $600, pointing to Microsoft and Anthropic partnerships as potential catalysts for a data-center growth acceleration. Susquehanna Just Upped Its Price Target on AMD Stock
• Positive Sentiment: AI demand narrative remains intact: An Anthropic developer’s comments about the need for more powerful CPUs reinforced expectations that AI workloads will require broader computing infrastructure beyond GPUs. AMD’s server-CPU market share and AI accelerator ambitions support the longer-term growth case. AMD Stock Rallies as Anthropic Highlights the Need for More Powerful CPUs
• Neutral Sentiment: Upcoming earnings are the next major test: AMD is scheduled to report second-quarter results on August 4. Investors will look for evidence that data-center growth, AI-chip demand and forward guidance can support elevated earnings expectations.
• Negative Sentiment: Valuation and execution risks remain: Analysts caution that AMD’s high valuation depends on aggressive growth over the next two years. The stock’s recent pullback, competition from Nvidia and Chinese chipmakers, and the possibility that AI spending expectations are already priced in could limit further gains. The Growth That Has To Land For Advanced Micro Devices Stock to Make Sense

Advanced Micro Devices Stock Performance

NASDAQ AMD opened at $485.39 on Friday. The company has a fifty day moving average of $515.25 and a two-hundred day moving average of $348.80. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.72 and a quick ratio of 1.96. Advanced Micro Devices, Inc. has a 1 year low of $149.22 and a 1 year high of $584.73. The company has a market capitalization of $791.48 billion, a PE ratio of 159.14 and a beta of 2.47.

Advanced Micro Devices (NASDAQ:AMD) last released its quarterly earnings results on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 EPS for the quarter, topping 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 analyst estimates of $9.90 billion. During the same quarter in the previous year, the company posted $0.96 earnings per share. The firm’s revenue was up 37.8% compared to the same quarter last year. As a group, analysts expect that Advanced Micro Devices, Inc. will post 6.27 earnings per share for the current 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.