Advanced Micro Devices, Inc. $AMD Shares Sold by Osmosis Investment Management UK Ltd

Osmosis Investment Management UK Ltd cut its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 56.9% during the second quarter, Holdings Channel reports. The firm owned 67,712 shares of the semiconductor manufacturer’s stock after selling 89,253 shares during the quarter. Advanced Micro Devices comprises about 1.8% of Osmosis Investment Management UK Ltd’s holdings, making the stock its 9th largest position. Osmosis Investment Management UK Ltd’s holdings in Advanced Micro Devices were worth $39,335,000 at the end of the most recent quarter.

Other hedge funds have also made changes to their positions in the company. Wealth High Governance Capital Ltda purchased a new position in shares of Advanced Micro Devices in the second quarter valued at approximately $16,034,000. Seros Financial LLC acquired a new position in shares of Advanced Micro Devices in the second quarter valued at approximately $323,000. Connor Clark & Lunn Investment Management Ltd. increased its stake in Advanced Micro Devices by 5.8% during the 2nd quarter. Connor Clark & Lunn Investment Management Ltd. now owns 734,227 shares of the semiconductor manufacturer’s stock worth $426,520,000 after buying an additional 40,568 shares during the period. Meiji Yasuda Asset Management Co Ltd. increased its stake in Advanced Micro Devices by 66.7% during the 2nd quarter. Meiji Yasuda Asset Management Co Ltd. now owns 17,257 shares of the semiconductor manufacturer’s stock worth $10,025,000 after buying an additional 6,907 shares during the period. Finally, Clarion Wealth Managment Partners LLC acquired a new stake in Advanced Micro Devices during the 2nd quarter worth approximately $562,000. Institutional investors and hedge funds own 71.34% of the company’s stock.

Advanced Micro Devices News Summary

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

• Positive Sentiment: AI growth outlook remains robust: AMD’s second-quarter revenue increased 50% year over year to approximately $11.5 billion, with data-center revenue more than doubling to $6.7 billion. Management’s roughly $13 billion third-quarter revenue outlook and 56% gross-margin forecast support expectations for continued momentum. AMD growth outlook
• Positive Sentiment: Analyst upgrade and product catalysts: Raymond James upgraded AMD, citing a potential $201 billion revenue opportunity by 2030 from agentic AI. AMD is also preparing the MI455X accelerator and Helios rack system, while ROCm 10, UCIe connectivity and new secure-AI initiatives could strengthen its ecosystem. Raymond James AMD upgrade
• Positive Sentiment: Enterprise AI positioning: AMD’s equity investment and joint development agreement with Nutanix could help it offer more complete inference and agentic-AI systems as an open alternative to Nvidia’s platform. AMD and Nutanix partnership
• Neutral Sentiment: Anthropic’s mixed chip strategy: Anthropic reportedly previously committed substantial spending involving AMD but later signed a six-year, $45 billion lease for Nvidia-powered capacity. The news suggests AMD remains relevant, but Nvidia may be the preferred provider for the largest AI workloads. Anthropic AMD and Nvidia spending
• Negative Sentiment: Insider and fund selling: EVP Forrest Norrod sold about $7.9 million of AMD stock and EVP Jean Hu sold approximately $7.1 million, both under pre-arranged Rule 10b5-1 plans. ARK Invest also sold about $18.2 million of AMD while rotating into Broadcom and Cerebras, weighing on sentiment after AMD’s substantial rally. AMD insider sale filing
• Negative Sentiment: Competition and risk factors: Nvidia’s blowout results emphasized AMD’s weaker margins and software ecosystem, while AMD’s elevated valuation, potential semiconductor tariffs, export restrictions and rising memory costs increase the execution risk required to sustain its growth expectations. Nvidia versus AMD investment comparison

Insider Buying and Selling at Advanced Micro Devices

In other news, EVP Jean X. Hu sold 15,000 shares of the stock in a transaction dated Tuesday, August 25th. The stock was sold at an average price of $474.08, for a total value of $7,111,200.00. Following the transaction, the executive vice president owned 160,979 shares in the company, valued at approximately $76,316,924.32. This represents a 8.52% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Forrest Eugene Norrod sold 17,261 shares of the firm’s stock in a transaction dated Monday, August 24th. The stock was sold at an average price of $459.95, for a total value of $7,939,196.95. Following the sale, the executive vice president directly owned 373,317 shares in the company, valued at $171,707,154.15. This trade represents a 4.42% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 241,203 shares of company stock worth $114,011,942. Corporate insiders own 0.50% of the company’s stock.

Advanced Micro Devices Price Performance

Advanced Micro Devices stock opened at $476.67 on Friday. The company has a current ratio of 2.61, a quick ratio of 1.91 and a debt-to-equity ratio of 0.03. The company has a fifty day simple moving average of $507.14 and a 200-day simple moving average of $383.86. The stock has a market cap of $778.15 billion, a P/E ratio of 122.54 and a beta of 2.48. Advanced Micro Devices, Inc. has a 12-month low of $149.22 and a 12-month high of $584.73.

Advanced Micro Devices (NASDAQ:AMD) last posted 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 return on equity of 12.30% and a net margin of 15.58%.The firm had revenue of $11.54 billion for the quarter, compared to analyst estimates of $11.31 billion. During the same quarter in the prior year, the company posted $0.48 earnings per share. Advanced Micro Devices’s revenue for the quarter was up 50.1% compared to the same quarter last year. Equities analysts expect that Advanced Micro Devices, Inc. will post 6.44 EPS for the current fiscal year.

Analysts Set New Price Targets

Several equities analysts have commented on AMD shares. KeyCorp set a $650.00 price target on shares of Advanced Micro Devices in a research note on Wednesday, August 5th. Melius Research set a $660.00 price objective on Advanced Micro Devices in a research note on Friday, July 24th. Robert W. Baird set a $1,250.00 target price on Advanced Micro Devices in a report on Friday, July 24th. Argus boosted their target price on Advanced Micro Devices from $450.00 to $625.00 and gave the stock a “buy” rating in a research note on Thursday, August 6th. Finally, Seaport Research Partners upgraded Advanced Micro Devices from a “neutral” rating to a “buy” rating and set a $430.00 price target on the stock in a report on Wednesday, May 6th. Four research analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, Advanced Micro Devices currently has an average rating of “Moderate Buy” and an average price target of $553.72.

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.