LM Advisors LLC Boosts Stake in Advanced Micro Devices, Inc. $AMD

LM Advisors LLC raised its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 84.5% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,100 shares of the semiconductor manufacturer’s stock after buying an additional 1,878 shares during the period. LM Advisors LLC’s holdings in Advanced Micro Devices were worth $2,291,000 at the end of the most recent reporting period.

Other hedge funds have also recently modified their holdings of the company. Berry Wealth Group LP purchased a new stake in shares of Advanced Micro Devices in the second quarter worth approximately $1,073,000. First Nebraska Trust Co purchased a new position in Advanced Micro Devices during the 2nd quarter valued at $299,000. Compass Financial Management LLC purchased a new position in Advanced Micro Devices during the 2nd quarter valued at $4,568,000. Elevation Point Wealth Partners LLC grew its position in Advanced Micro Devices by 8.1% in the 2nd quarter. Elevation Point Wealth Partners LLC now owns 24,086 shares of the semiconductor manufacturer’s stock valued at $13,992,000 after acquiring an additional 1,812 shares during the last quarter. Finally, Daiichi Life Insurance Co. Ltd. grew its position in Advanced Micro Devices by 9.3% in the 2nd quarter. Daiichi Life Insurance Co. Ltd. now owns 98,563 shares of the semiconductor manufacturer’s stock valued at $57,256,000 after acquiring an additional 8,349 shares during the last quarter. Institutional investors own 71.34% of the company’s stock.

More Advanced Micro Devices News

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

Advanced Micro Devices Price Performance

Shares of AMD stock opened at $476.67 on Friday. Advanced Micro Devices, Inc. has a twelve month low of $149.22 and a twelve month high of $584.73. 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 stock has a fifty day simple moving average of $507.14 and a two-hundred day simple moving average of $383.86. The stock has a market capitalization of $778.15 billion, a price-to-earnings ratio of 122.54 and a beta of 2.48.

Advanced Micro Devices (NASDAQ:AMD) last announced its quarterly 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. The firm had revenue of $11.54 billion for the quarter, compared to analyst estimates of $11.31 billion. Advanced Micro Devices had a return on equity of 12.30% and a net margin of 15.58%.The business’s revenue for the quarter was up 50.1% on a year-over-year basis. During the same quarter last year, the firm posted $0.48 earnings per share. On average, analysts predict that Advanced Micro Devices, Inc. will post 6.44 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on the company. Roth Capital lifted their target price on Advanced Micro Devices from $500.00 to $650.00 and gave the stock a “buy” rating in a research report on Friday, July 24th. Weiss Ratings restated a “hold (c+)” rating on shares of Advanced Micro Devices in a report on Monday, August 3rd. Wedbush reaffirmed an “outperform” rating and issued a $600.00 price target on shares of Advanced Micro Devices in a research note on Wednesday, August 5th. Robert W. Baird set a $1,250.00 price objective on shares of Advanced Micro Devices in a report on Friday, July 24th. Finally, BMO Capital Markets assumed coverage on shares of Advanced Micro Devices in a research report on Thursday, August 20th. They issued an “outperform” rating and a $550.00 price objective for the company. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $553.72.

Insider Activity at Advanced Micro Devices

In other news, EVP Mark D. Papermaster sold 28,811 shares of the company’s stock in a transaction that occurred on Thursday, August 20th. The shares were sold at an average price of $471.87, for a total value of $13,595,046.57. Following the completion of the sale, the executive vice president owned 1,261,461 shares of the company’s stock, valued at approximately $595,245,602.07. This represents a 2.23% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Jean X. Hu sold 15,000 shares of the stock in a transaction that occurred on Tuesday, August 25th. The shares were sold at an average price of $474.08, for a total transaction 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 241,203 shares of company stock worth $114,011,942 over the last quarter. Corporate insiders own 0.50% of the company’s stock.

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.