One Day In July LLC Acquires Shares of 1,647 Advanced Micro Devices, Inc. $AMD

One Day In July LLC acquired a new position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) in the second quarter, according to its most recent disclosure with the SEC. The firm acquired 1,647 shares of the semiconductor manufacturer’s stock, valued at approximately $957,000.

Several other hedge funds and other institutional investors also recently modified their holdings of AMD. TCW Group Inc. grew its stake in shares of Advanced Micro Devices by 44.5% in the 2nd quarter. TCW Group Inc. now owns 39,918 shares of the semiconductor manufacturer’s stock valued at $23,189,000 after purchasing an additional 12,294 shares during the last quarter. Phillips Financial Management LLC purchased a new stake in shares of Advanced Micro Devices during the second quarter worth approximately $289,000. Trifecta Capital Advisors LLC lifted its holdings in shares of Advanced Micro Devices by 2.1% during the second quarter. Trifecta Capital Advisors LLC now owns 32,340 shares of the semiconductor manufacturer’s stock worth $18,787,000 after purchasing an additional 658 shares during the period. Elyxium Wealth LLC lifted its holdings in shares of Advanced Micro Devices by 540.6% during the second quarter. Elyxium Wealth LLC now owns 20,519 shares of the semiconductor manufacturer’s stock worth $11,920,000 after purchasing an additional 17,316 shares during the period. Finally, Sage Rhino Capital LLC grew its position in Advanced Micro Devices by 4.5% in the 2nd quarter. Sage Rhino Capital LLC now owns 2,160 shares of the semiconductor manufacturer’s stock valued at $1,255,000 after buying an additional 94 shares during the last quarter. 71.34% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: Baird issued a highly bullish $1,250 price target, reinforcing the view that AMD’s AI accelerator and data-center businesses could expand substantially. Broadcom Sinks as AMD Climbs on Baird’s Call
• Positive Sentiment: AMD announced day-one support for the Qwen3.8 27B AI model, a development that may improve adoption of its chips and software among AI developers and data-center customers. AMD Supports Qwen3.8 27B AI Model
• Positive Sentiment: Bank of America raised its 2030 server-CPU market forecast to more than $210 billion from roughly $170 billion, citing demand from AI agents. AMD was identified as one of the bank’s preferred semiconductor investments. Bank of America Raises AI Chip Forecast
• Positive Sentiment: AMD is preparing a record bond offering of up to $5 billion to finance AI infrastructure, partnerships and other corporate needs. The funding could support its Helios platform and large customer commitments, including from Microsoft and AI companies. AMD Plans $5 Billion Bond Sale
• Neutral Sentiment: Institutional activity was mixed: Mirova disclosed a new AMD position worth approximately $145 million, while other funds reported reductions. Because these filings reflect holdings as of June 30, they provide limited insight into current positioning. Mirova Opens AMD Position
• Negative Sentiment: Risks include AMD’s demanding valuation, the added leverage from the bond sale and competitive pressure after reports that SpaceX plans to use Nvidia chips exclusively. Recent insider trading data also shows selling, although the reported sale by SVP Ava Hahn was made under a prearranged Rule 10b5-1 plan. SpaceX Selects Nvidia Exclusively

Advanced Micro Devices Price Performance

Shares of NASDAQ AMD opened at $514.39 on Friday. The company has a debt-to-equity ratio of 0.03, a quick ratio of 1.91 and a current ratio of 2.61. Advanced Micro Devices, Inc. has a one year low of $149.22 and a one year high of $584.73. The firm has a market capitalization of $839.73 billion, a P/E ratio of 132.23 and a beta of 2.48. The company’s fifty day moving average is $511.77 and its two-hundred day moving average is $367.48.

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

Analysts Set New Price Targets

Several equities analysts have issued reports on the stock. Raymond James Financial initiated coverage on shares of Advanced Micro Devices in a research note on Wednesday, May 6th. They issued a “market perform” rating on the stock. Wall Street Zen cut shares of Advanced Micro Devices from a “buy” rating to a “hold” rating in a research note on Saturday. Stifel Nicolaus lifted their target price on shares of Advanced Micro Devices from $450.00 to $635.00 and gave the company a “buy” rating in a report on Friday, July 10th. Susquehanna boosted their price target on shares of Advanced Micro Devices from $450.00 to $500.00 and gave the stock a “positive” rating in a research note on Thursday, July 30th. Finally, Melius Research set a $660.00 price target on shares of Advanced Micro Devices in a report on Friday, July 24th. Three investment analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating, ten have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $546.87.

Insider Activity at Advanced Micro Devices

In other news, SVP Ava Hahn sold 143 shares of Advanced Micro Devices stock in a transaction that occurred on Tuesday, August 11th. The shares were sold at an average price of $474.75, for a total transaction of $67,889.25. Following the completion of the sale, the senior vice president directly owned 17,644 shares in the company, valued at approximately $8,376,489. This trade represents a 0.80% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Mark D. Papermaster sold 6,000 shares of the business’s stock in a transaction that occurred on Monday, June 15th. The stock was sold at an average price of $536.33, for a total value of $3,217,980.00. Following the sale, the executive vice president directly owned 1,233,687 shares in the company, valued at $661,663,348.71. This trade represents a 0.48% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 161,077 shares of company stock valued at $74,732,145 in the last ninety days. Company insiders own 0.50% of the company’s stock.

Advanced Micro Devices Company 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.