Advanced Micro Devices, Inc. $AMD Stock Holdings Increased by J.Safra Asset Management Corp

J.Safra Asset Management Corp grew its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 52.8% in the second quarter, according to its most recent filing with the SEC. The firm owned 6,465 shares of the semiconductor manufacturer’s stock after acquiring an additional 2,233 shares during the quarter. J.Safra Asset Management Corp’s holdings in Advanced Micro Devices were worth $3,756,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. First National Bank of Hutchinson lifted its holdings in Advanced Micro Devices by 0.4% in the second quarter. First National Bank of Hutchinson now owns 5,639 shares of the semiconductor manufacturer’s stock worth $3,276,000 after purchasing an additional 22 shares during the period. Clal Insurance Enterprises Holdings Ltd increased its stake in Advanced Micro Devices by 12.8% during the 1st quarter. Clal Insurance Enterprises Holdings Ltd now owns 212 shares of the semiconductor manufacturer’s stock valued at $43,000 after buying an additional 24 shares during the period. Trust Co of the South raised its position in shares of Advanced Micro Devices by 1.5% during the 2nd quarter. Trust Co of the South now owns 1,746 shares of the semiconductor manufacturer’s stock worth $1,014,000 after buying an additional 25 shares in the last quarter. Beaird Harris Wealth Management LLC raised its position in shares of Advanced Micro Devices by 9.4% during the 2nd quarter. Beaird Harris Wealth Management LLC now owns 292 shares of the semiconductor manufacturer’s stock worth $169,000 after buying an additional 25 shares in the last quarter. Finally, Veery Capital LLC lifted its stake in shares of Advanced Micro Devices by 1.0% in the 2nd quarter. Veery Capital LLC now owns 2,793 shares of the semiconductor manufacturer’s stock worth $1,622,000 after acquiring an additional 27 shares during the period. 71.34% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Advanced Micro Devices

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

• Positive Sentiment: Coatue Management opened a new AMD position valued at approximately $55.8 million during the second quarter, signaling renewed institutional confidence in the AI infrastructure opportunity. Coatue Management Opens AMD Position
• Positive Sentiment: Google is reportedly collaborating with AMD on its 10th-generation TPU, potentially creating a major design win and strengthening AMD’s relationship with one of the largest AI infrastructure buyers. Google Reportedly Working With AMD on TPU
• Positive Sentiment: AMD appointed Tim Ryan to its board, adding technology, enterprise operations and financial-governance experience. The company also named KC McClure chair of its Audit and Finance Committee. AMD Appoints Tim Ryan
• Neutral Sentiment: AMD’s strong operating backdrop remains central to the bull case: latest reported revenue rose 50.1% year over year to $11.54 billion, while data-center growth and expanding AI demand support bullish analyst targets. However, the stock’s elevated earnings multiple leaves limited room for disappointment. AMD Valuation Analysis
• Negative Sentiment: Google’s expanding $120 billion custom-chip initiative, including a deeper relationship with Marvell, adds another competitor to AMD and Nvidia in AI inference workloads. The development has contributed to weakness across AI-chip shares. Google Expands Custom-Chip Push
• Negative Sentiment: ARK Invest sold 25,917 AMD shares across four ETFs while adding Nvidia, continuing a pattern of reducing AMD exposure. The move reinforces concerns about investor preference shifting toward AMD’s larger rival. ARK Invest Trims AMD
• Negative Sentiment: CEO Lisa Su and SVP Ava Hahn disclosed stock sales totaling roughly $8.7 million. Both transactions were made under pre-arranged Rule 10b5-1 plans, limiting their significance, but the sales may still weigh on sentiment. AMD Insider Sale Filings

Advanced Micro Devices Stock Up 0.6%

Shares of Advanced Micro Devices stock opened at $469.45 on Friday. The stock’s fifty day moving average is $512.16 and its 200-day moving average is $374.86. The firm has a market capitalization of $766.36 billion, a PE ratio of 120.68 and a beta of 2.48. The company has a quick ratio of 1.91, a current ratio of 2.61 and a debt-to-equity ratio of 0.03. 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 released its quarterly earnings results on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 earnings per share for the quarter, beating analysts’ consensus estimates of $1.62 by $0.04. The business had revenue of $11.54 billion during 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%.Advanced Micro Devices’s revenue for the quarter was up 50.1% on a year-over-year basis. During the same quarter last year, the company posted $0.48 EPS. Equities analysts anticipate that Advanced Micro Devices, Inc. will post 6.44 earnings per share for the current year.

Insider Activity at Advanced Micro Devices

In other news, SVP Ava Hahn sold 2,993 shares of Advanced Micro Devices stock in a transaction that occurred on Tuesday, August 18th. The shares were sold at an average price of $488.69, for a total value of $1,462,649.17. Following the transaction, the senior vice president directly owned 26,623 shares of the company’s stock, valued at $13,010,393.87. This trade represents a 10.11% decrease in their ownership of the stock. The transaction was disclosed in a legal filing 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 15,000 shares of the business’s stock in a transaction that occurred on Tuesday, August 18th. The shares were sold at an average price of $480.94, for a total transaction of $7,214,100.00. Following the sale, the chief executive officer owned 3,102,156 shares in the company, valued at $1,491,950,906.64. This represents a 0.48% 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 ninety days, insiders sold 181,952 shares of company stock valued at $86,317,061. Corporate insiders own 0.50% of the company’s stock.

Analyst Ratings Changes

Several brokerages recently commented on AMD. Susquehanna boosted their target price on Advanced Micro Devices from $450.00 to $500.00 and gave the stock a “positive” rating in a report on Thursday, July 30th. DA Davidson lifted their price target on Advanced Micro Devices from $425.00 to $550.00 and gave the company a “buy” rating in a research report on Wednesday, August 5th. Oppenheimer lowered Advanced Micro Devices from a “market perform” rating to a “market perform” rating in a report on Wednesday, May 6th. Mizuho upped their price target on shares of Advanced Micro Devices from $615.00 to $625.00 and gave the company an “outperform” rating in a report on Monday, July 27th. Finally, Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $700.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, August 5th. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, Advanced Micro Devices presently has a consensus rating of “Moderate Buy” and a consensus price target of $546.95.

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.