Win Advisors Inc. Invests $5.67 Million in Advanced Micro Devices, Inc. $AMD

Win Advisors Inc. bought a new stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 9,755 shares of the semiconductor manufacturer’s stock, valued at approximately $5,667,000. Advanced Micro Devices comprises 2.0% of Win Advisors Inc.’s investment portfolio, making the stock its 15th largest position.

A number of other large investors have also recently made changes to their positions in AMD. Norges Bank acquired a new position in Advanced Micro Devices during the fourth quarter worth approximately $4,929,312,000. Jennison Associates LLC lifted its stake in Advanced Micro Devices by 181.6% in the fourth quarter. Jennison Associates LLC now owns 10,910,310 shares of the semiconductor manufacturer’s stock valued at $2,336,552,000 after buying an additional 7,035,991 shares during the last quarter. Cardano Risk Management B.V. acquired a new stake in shares of Advanced Micro Devices in the fourth quarter valued at approximately $1,000,783,000. Wellington Management Group LLP boosted its holdings in shares of Advanced Micro Devices by 335.9% in the third quarter. Wellington Management Group LLP now owns 4,847,825 shares of the semiconductor manufacturer’s stock valued at $784,330,000 after acquiring an additional 3,735,807 shares during the period. Finally, Franklin Resources Inc. grew its position in shares of Advanced Micro Devices by 340.1% during the fourth quarter. Franklin Resources Inc. now owns 4,747,834 shares of the semiconductor manufacturer’s stock worth $1,016,796,000 after acquiring an additional 3,669,054 shares during the last quarter. 71.34% of the stock is owned by institutional investors and hedge funds.

Advanced Micro Devices Price Performance

Shares of NASDAQ AMD opened at $514.39 on Friday. The stock has a fifty day moving average price of $511.77 and a 200 day moving average price of $367.48. Advanced Micro Devices, Inc. has a 1-year low of $149.22 and a 1-year high of $584.73. The company has a debt-to-equity ratio of 0.03, a current ratio of 2.61 and a quick ratio of 1.91. The company has a market cap of $839.73 billion, a PE ratio of 132.23 and a beta of 2.48.

Advanced Micro Devices (NASDAQ:AMD) last announced its quarterly earnings data on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.62 by $0.04. The company had revenue of $11.54 billion for the quarter, compared to analysts’ expectations 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 revenue was up 50.1% compared to the same quarter last year. During the same period in the previous year, the company posted $0.48 EPS. Sell-side analysts forecast that Advanced Micro Devices, Inc. will post 6.44 EPS for the current year.

Key Stories Impacting 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

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on AMD. UBS Group reaffirmed an “overweight” rating on shares of Advanced Micro Devices in a report on Friday, July 24th. Susquehanna increased 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. DA Davidson raised their price objective on shares of Advanced Micro Devices from $425.00 to $550.00 and gave the stock a “buy” rating in a research report on Wednesday, August 5th. KeyCorp set a $650.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, August 5th. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $650.00 target price on shares of Advanced Micro Devices in a report on Wednesday, August 5th. Three analysts have rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Advanced Micro Devices has an average rating of “Moderate Buy” and a consensus price target of $546.87.

Insiders Place Their Bets

In related news, EVP Forrest Eugene Norrod sold 19,487 shares of the stock in a transaction dated Wednesday, May 20th. The shares were sold at an average price of $431.40, for a total transaction of $8,406,691.80. Following the completion of the transaction, the executive vice president directly owned 324,527 shares of the company’s stock, valued at $140,000,947.80. This represents a 5.66% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Lisa T. Su sold 125,000 shares of the firm’s stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $460.69, for a total transaction of $57,586,250.00. Following the completion of the sale, the chief executive officer owned 2,896,899 shares of the company’s stock, valued at approximately $1,334,572,400.31. The trade was a 4.14% 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. Over the last quarter, insiders have sold 161,077 shares of company stock valued at $74,732,145. Corporate insiders own 0.50% of the company’s stock.

About Advanced Micro Devices

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.