Lombard Odier Asset Management Europe Ltd Has $18.40 Million Stock Position in Advanced Micro Devices, Inc. $AMD

Lombard Odier Asset Management Europe Ltd boosted its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 31.4% in the 1st quarter, HoldingsChannel.com reports. The firm owned 90,469 shares of the semiconductor manufacturer’s stock after buying an additional 21,615 shares during the quarter. Advanced Micro Devices makes up about 0.1% of Lombard Odier Asset Management Europe Ltd’s portfolio, making the stock its 28th largest position. Lombard Odier Asset Management Europe Ltd’s holdings in Advanced Micro Devices were worth $18,404,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors also recently added to or reduced their stakes in the company. Joseph Group Capital Management acquired a new stake in shares of Advanced Micro Devices during the 4th quarter worth approximately $25,000. Sarver Vrooman Wealth Advisors acquired a new stake in Advanced Micro Devices during the 4th quarter worth $27,000. Cornerstone Financial Management LLC bought a new stake in shares of Advanced Micro Devices during the 4th quarter valued at $27,000. Basepoint Wealth LLC bought a new stake in shares of Advanced Micro Devices during the 4th quarter valued at $30,000. Finally, Graney & King LLC bought a new stake in shares of Advanced Micro Devices during the 1st quarter valued at $31,000. 71.34% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Advanced Micro Devices

In related news, CEO Lisa T. Su sold 125,000 shares of the firm’s stock in a transaction on 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 transaction, the chief executive officer owned 2,896,899 shares of the company’s stock, valued at approximately $1,334,572,400.31. This trade represents a 4.14% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Nora Denzel sold 8,626 shares of the firm’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 directly owned 87,173 shares of the company’s stock, valued at approximately $45,504,306. This trade represents a 9.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 310,310 shares of company stock valued at $141,185,456 in the last three months. 0.50% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

Several research analysts have recently issued reports on AMD shares. Benchmark raised their price target on Advanced Micro Devices from $485.00 to $685.00 and gave the stock a “buy” rating in a research report on Wednesday, July 22nd. Morgan Stanley upped their price objective on Advanced Micro Devices from $360.00 to $410.00 and gave the company an “equal weight” rating in a report on Wednesday, May 6th. Melius Research set a $660.00 target price on shares of Advanced Micro Devices in a report on Friday, July 24th. Wells Fargo & Company raised their price target on Advanced Micro Devices from $505.00 to $615.00 and gave the stock an “overweight” rating in a research report on Tuesday, June 30th. Finally, Raymond James Financial began coverage on shares of Advanced Micro Devices in a report on Wednesday, May 6th. They set a “market perform” rating on the stock. Two investment analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $529.46.

Advanced Micro Devices Price Performance

Shares of Advanced Micro Devices stock opened at $476.15 on Monday. The business’s 50 day simple moving average is $515.42 and its 200 day simple moving average is $350.69. Advanced Micro Devices, Inc. has a 52-week low of $149.22 and a 52-week high of $584.73. The firm has a market cap of $776.41 billion, a PE ratio of 156.12 and a beta of 2.48. 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) last released its quarterly earnings results on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 earnings per share for the quarter, topping analysts’ consensus estimates of $1.29 by $0.08. The firm had revenue of $10.25 billion during the quarter, compared to the consensus estimate of $9.90 billion. Advanced Micro Devices had a return on equity of 9.55% and a net margin of 13.37%.The business’s revenue was up 37.8% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.96 EPS. On average, analysts predict that Advanced Micro Devices, Inc. will post 6.27 earnings per share for the current fiscal year.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: Amazon’s plan to increase AI and data-center spending to $220 billion reinforced expectations for sustained demand for AMD’s data-center CPUs and AI accelerators. AMD gave back much of its earlier advance as the session progressed. AMD Stock Gains as Amazon Expands AI Spending to $220 Billion
• Positive Sentiment: Reports that GPU prices could rise in August helped support AMD shares by suggesting firm demand and improved pricing power for graphics products. AMD Stock Jumps as Reports Point to a GPU Price Increase in August
• Positive Sentiment: AMD’s agreement to lease up to 2.5 gigawatts of capacity from Core Scientific could accelerate AI data-center deployment. Bernstein estimated the partnership could generate roughly $14 billion in revenue over 15 years. Core Scientific’s AMD Deal Could Generate $14 Billion Over 15 Years
• Positive Sentiment: Susquehanna raised its AMD price target from $450 to $500 and kept a positive rating, citing improving server-CPU prospects. Wedbush has also pointed to a potential AI data-center ramp supported by Microsoft and Anthropic partnerships. Susquehanna Just Upped Its Price Target on AMD Stock
• Neutral Sentiment: AMD is scheduled to report fiscal second-quarter results after the market close on August 4. Traders are positioning for a sizable move, making revenue growth, Instinct accelerator demand, gross margins and forward guidance the key near-term catalysts. Here’s How Much Traders See AMD Stock Moving After Earnings
• Negative Sentiment: Analysts and technical indicators warn that AMD’s valuation is demanding, with a triple-digit price-to-earnings ratio and intense competition from NVIDIA and other chipmakers. A strong earnings report may be required to justify current expectations. Should You Buy AMD Stock Ahead of Q2 Earnings?
• Negative Sentiment: The recent semiconductor selloff, concerns about an AI-trade unwind after SK hynix results, and profit-taking following AMD’s major 2026 rally continue to weigh on sentiment despite the sector rebound. Nvidia, Micron, AMD Sink After SK Hynix Results Fail to Impress

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.