NewEdge Advisors LLC Sells 186,177 Shares of Advanced Micro Devices, Inc. $AMD

NewEdge Advisors LLC trimmed its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 26.9% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 506,265 shares of the semiconductor manufacturer’s stock after selling 186,177 shares during the quarter. Advanced Micro Devices makes up 0.9% of NewEdge Advisors LLC’s holdings, making the stock its 16th biggest holding. NewEdge Advisors LLC’s holdings in Advanced Micro Devices were worth $294,095,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Brighton Jones LLC lifted its position in shares of Advanced Micro Devices by 178.2% in the 4th quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer’s stock worth $5,551,000 after purchasing an additional 29,438 shares during the period. Revolve Wealth Partners LLC increased its position in shares of Advanced Micro Devices by 2.9% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer’s stock worth $1,001,000 after buying an additional 234 shares during the period. Sivia Capital Partners LLC increased its position in shares of Advanced Micro Devices by 125.1% during the second quarter. Sivia Capital Partners LLC now owns 5,344 shares of the semiconductor manufacturer’s stock worth $758,000 after buying an additional 2,970 shares during the period. United Bank raised its stake in Advanced Micro Devices by 22.0% during the second quarter. United Bank now owns 13,255 shares of the semiconductor manufacturer’s stock worth $1,881,000 after buying an additional 2,392 shares during the last quarter. Finally, Schnieders Capital Management LLC. raised its stake in Advanced Micro Devices by 361.0% during the second quarter. Schnieders Capital Management LLC. now owns 9,230 shares of the semiconductor manufacturer’s stock worth $1,310,000 after buying an additional 7,228 shares during the last quarter. 71.34% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: Management raised its AI opportunity outlook: AMD said its total addressable market could reach approximately $3 trillion by 2030, up from its prior estimate of about $2 trillion. CFO Jean Hu’s comments strengthened the case for long-term growth in data-center CPUs, GPUs and related systems. AMD Stock Rises as CFO Claims Its Addressable Market Could Reach $3 Trillion
• Positive Sentiment: Investors responded to AMD’s broader AI platform strategy. The company is positioning EPYC server processors, Instinct accelerators and Helios rack-scale systems as a fuller alternative to competing AI infrastructure. Coverage also highlighted a planned workstation capable of running very large AI models locally, potentially expanding demand beyond cloud data centers. AMD Just Put 300 Billion-Parameter AI Models on a Desktop
• Positive Sentiment: Recent operating momentum supports the bullish narrative. AMD’s latest quarterly results exceeded analyst expectations, with revenue of $11.54 billion, up 50.1% year over year, while AI-related demand and the data-center business remain key growth drivers. Analysts and financial commentary continue to cite additional upside from OpenAI-related GPU demand and the expected Helios ramp. AMD stock jumps as AI market opportunity is seen at $3 trillion
• Neutral Sentiment: Investor sentiment and analyst targets remain broadly constructive, with several recent price targets above the current trading range. However, much of the AI growth story—including data-center expansion and Helios—may already be reflected in AMD’s valuation.
• Negative Sentiment: Valuation and competitive risks remain significant. AMD trades at a high earnings multiple after a substantial run-up, while Broadcom and Nvidia remain formidable rivals for hyperscaler and AI infrastructure spending. Commentary also noted that company insiders have reported many sales and no purchases in recent months, which could temper enthusiasm. AMD Presents at Citi’s 2026 Global TMT Conference

Advanced Micro Devices Stock Up 5.9%

AMD opened at $505.74 on Wednesday. The company has a quick ratio of 1.91, a current ratio of 2.61 and a debt-to-equity ratio of 0.03. The stock has a market cap of $825.61 billion, a price-to-earnings ratio of 130.01, a PEG ratio of 4.95 and a beta of 2.48. Advanced Micro Devices, Inc. has a twelve month low of $149.85 and a twelve month high of $584.73. The company’s 50-day moving average price is $496.46 and its two-hundred day moving average price is $398.67.

Advanced Micro Devices (NASDAQ:AMD) last issued its quarterly earnings results on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.62 by $0.04. The company had revenue of $11.54 billion during the quarter, compared to analyst estimates of $11.31 billion. Advanced Micro Devices had a net margin of 15.58% and a return on equity of 12.30%. Advanced Micro Devices’s quarterly revenue was up 50.1% compared to the same quarter last year. During the same quarter last year, the business posted $0.48 EPS. As a group, equities analysts expect that Advanced Micro Devices, Inc. will post 6.44 earnings per share for the current year.

Insider Buying and Selling at Advanced Micro Devices

In other Advanced Micro Devices news, EVP Jean X. Hu sold 15,000 shares of the firm’s stock in a transaction on 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 completion of the sale, the executive vice president directly owned 160,979 shares of the company’s stock, valued at $76,316,924.32. This trade represents a 8.52% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Paul Grasby sold 15,000 shares of the business’s stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $514.91, for a total transaction of $7,723,650.00. Following the completion of the sale, the executive vice president directly owned 117,687 shares in the company, valued at approximately $60,598,213.17. This trade represents a 11.30% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 107,577 shares of company stock valued at $51,922,920 in the last quarter. Insiders own 0.50% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on AMD shares. Stifel Nicolaus raised their price objective on shares of Advanced Micro Devices from $450.00 to $635.00 and gave the stock a “buy” rating in a research report on Friday, July 10th. Bank of America lifted their target price on Advanced Micro Devices from $550.00 to $620.00 and gave the company a “buy” rating in a research report on Tuesday, July 14th. Evercore reiterated an “outperform” rating and issued a $579.00 target price on shares of Advanced Micro Devices in a research note on Tuesday, May 19th. Robert W. Baird set a $1,250.00 target price on shares of Advanced Micro Devices in a report on Friday, July 24th. Finally, The Goldman Sachs Group raised their price target on shares of Advanced Micro Devices from $450.00 to $640.00 and gave the company a “buy” rating in a research report on Monday, July 6th. Three research analysts have rated the stock with a Strong Buy rating, thirty-three have given a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $557.62.

Advanced Micro Devices Profile

Advanced Micro Devices, Inc (NASDAQ: AMD) is a semiconductor company that designs high-performance computing, graphics and adaptive-processing products. Its portfolio includes central processing units (CPUs), graphics processing units (GPUs), accelerated processing units (APUs), field-programmable gate arrays (FPGAs) and adaptive system-on-chip products.

AMD serves customers across data centers, cloud computing, personal computers, gaming consoles, embedded systems and industrial applications.