Mufg Securities Americas Inc. Acquires 4,006 Shares of Advanced Micro Devices, Inc. $AMD

Mufg Securities Americas Inc. lifted its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 8.9% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 49,111 shares of the semiconductor manufacturer’s stock after buying an additional 4,006 shares during the quarter. Advanced Micro Devices comprises approximately 1.5% of Mufg Securities Americas Inc.’s investment portfolio, making the stock its 13th largest holding. Mufg Securities Americas Inc.’s holdings in Advanced Micro Devices were worth $28,529,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of the stock. Sarver Vrooman Wealth Advisors bought a new stake in Advanced Micro Devices in the fourth quarter valued at $27,000. Cornerstone Financial Management LLC bought a new position in shares of Advanced Micro Devices during the 4th quarter worth about $27,000. Basepoint Wealth LLC bought a new position in shares of Advanced Micro Devices during the 4th quarter worth about $30,000. Graney & King LLC acquired a new stake in shares of Advanced Micro Devices in the 1st quarter valued at about $31,000. Finally, Main Street Group LTD acquired a new stake in shares of Advanced Micro Devices in the 1st quarter valued at about $33,000. Institutional investors and hedge funds own 71.34% of the company’s stock.

Advanced Micro Devices Price Performance

Shares of NASDAQ AMD opened at $459.61 on Wednesday. Advanced Micro Devices, Inc. has a twelve month low of $149.22 and a twelve month high of $584.73. The stock’s 50 day moving average price is $502.84 and its 200-day moving average price is $389.16. The company has a market capitalization of $750.30 billion, a PE ratio of 118.15, a PEG ratio of 4.87 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 (NASDAQ:AMD) last issued its quarterly earnings results on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 EPS for the quarter, beating analysts’ consensus estimates of $1.62 by $0.04. The company had revenue of $11.54 billion during the quarter, compared to the consensus estimate 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 was up 50.1% on a year-over-year basis. During the same period last year, the business posted $0.48 earnings per share. On average, equities analysts anticipate that Advanced Micro Devices, Inc. will post 6.44 EPS for the current year.

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on the company. UBS Group reaffirmed an “overweight” rating on shares of Advanced Micro Devices in a research note on Friday, July 24th. Rosenblatt Securities increased their target price on Advanced Micro Devices from $665.00 to $700.00 and gave the stock a “buy” rating in a report on Thursday, August 6th. Susquehanna lifted their price target on shares of Advanced Micro Devices from $450.00 to $500.00 and gave the company a “positive” rating in a research report on Thursday, July 30th. Jefferies Financial Group set a $650.00 price target on shares of Advanced Micro Devices in a research note on Wednesday, August 5th. Finally, Cantor Fitzgerald restated an “overweight” rating and set a $700.00 price objective on shares of Advanced Micro Devices in a report on Wednesday, August 5th. Four investment analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $553.72.

Insider Transactions at Advanced Micro Devices

In other Advanced Micro Devices news, EVP Mark D. Papermaster sold 28,811 shares of the company’s stock in a transaction on Thursday, August 20th. The stock was sold at an average price of $471.87, for a total value of $13,595,046.57. Following the completion of the transaction, the executive vice president owned 1,261,461 shares in the company, valued at $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 available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Paul Darren Grasby sold 15,000 shares of the firm’s stock in a transaction on Monday, August 17th. The shares were sold at an average price of $514.91, for a total value of $7,723,650.00. Following the sale, the executive vice president directly owned 117,687 shares of the company’s stock, valued at approximately $60,598,213.17. This represents a 11.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last three months, insiders have sold 232,577 shares of company stock worth $109,509,170. Company insiders own 0.50% of the company’s stock.

More Advanced Micro Devices News

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

• Positive Sentiment: AMD, Cisco and HUMAIN said AMD Instinct MI355X-based AI infrastructure is now live and serving customers in Saudi Arabia. The partners plan up to 250 megawatts of additional capacity beginning in 2027, potentially scaling to 1 gigawatt by 2030. The deployment provides tangible evidence of commercial AI demand for AMD’s GPUs and CPUs. AMD’s Instinct Systems Are Now Live in Saudi Arabia
• Positive Sentiment: Analysts remain broadly constructive, with a reported median price target of $490 and several targets above $600. Recent commentary also highlights AMD’s strong AI growth prospects and the possibility that optimization advances could make AMD-based inference systems more competitive with Nvidia’s offerings. AMD Stock Is Up 115% YTD
• Neutral Sentiment: AMD’s recent results remain a fundamental support: quarterly revenue rose about 50% year over year to $11.5 billion and exceeded expectations. However, investors are weighing that growth against a high valuation after the stock’s substantial advance.
• Negative Sentiment: A global bond selloff pushed long-term yields higher, pressuring high-multiple technology and semiconductor stocks. AMD declined alongside Nvidia, Intel and other chipmakers, indicating sector-wide risk reduction rather than a company-specific setback. Semiconductor Stocks Slide as Yields Rise
• Negative Sentiment: Valuation concerns are intensifying. Analysts question how much upside remains after AMD’s rapid rally, while tightening export controls and competition from Nvidia’s expanding edge-to-cloud ecosystem could limit future gains. AMD: There’s Little Upside Here
• Negative Sentiment: ARK Invest reportedly sold tens of millions of dollars of AMD shares while reallocating capital toward Nvidia and Broadcom. The move may reinforce short-term profit-taking concerns, although it represents one fund’s portfolio decision rather than a change in AMD’s fundamentals. Cathie Wood Sells AMD and Buys Another Chip 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.