Capstone Financial Advisors Inc. Purchases 1,317 Shares of Advanced Micro Devices, Inc. $AMD

Capstone Financial Advisors Inc. increased its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 53.8% during the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 3,764 shares of the semiconductor manufacturer’s stock after buying an additional 1,317 shares during the period. Capstone Financial Advisors Inc.’s holdings in Advanced Micro Devices were worth $2,187,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in the business. Sarver Vrooman Wealth Advisors purchased a new position in shares of Advanced Micro Devices during the fourth quarter worth about $27,000. Cornerstone Financial Management LLC purchased a new position in Advanced Micro Devices in the 4th quarter worth approximately $27,000. Basepoint Wealth LLC bought a new position in shares of Advanced Micro Devices in the 4th quarter worth $30,000. JNBA Financial Advisors lifted its holdings in shares of Advanced Micro Devices by 142.9% during the 2nd quarter. JNBA Financial Advisors now owns 51 shares of the semiconductor manufacturer’s stock worth $30,000 after acquiring an additional 30 shares during the last quarter. Finally, Graney & King LLC purchased a new position in Advanced Micro Devices in the first quarter worth $31,000. 71.34% of the stock is currently owned by institutional investors.

Key Stories Impacting Advanced Micro Devices

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

• Positive Sentiment: AI market opportunity raised: CFO Jean Hu told investors at Citi’s 2026 Global TMT Conference that AMD’s addressable AI market could reach approximately $3 trillion by 2030, up from an earlier estimate near $2 trillion. The company also expects its data-center business to double in 2027, strengthening the long-term growth narrative. Why is AMD stock surging 3% today
• Positive Sentiment: Analyst and institutional support: The expanded AI outlook prompted higher price targets, including a reported $710 target from CLSA. Bank of America also identified AMD and Micron as beneficiaries of shifting semiconductor investment, while recent filings indicate substantial additions by large institutional investors. AMD Stock Surges on AI Market Forecast
• Positive Sentiment: Technical momentum improved: AMD was named IBD Stock of the Day after moving above an early buy point, suggesting that renewed investor demand is reinforcing the fundamental AI story. AMD Regains Investor Favor
• Neutral Sentiment: Execution remains critical: Analysts view AMD’s AI opportunity as substantial, but the company must secure adequate chip supply, execute its data-center roadmap and compete effectively with Nvidia and other custom-AI-chip providers. AMD’s AI Opportunity Raises the Stakes
• Negative Sentiment: Valuation and selling pressure are risks: AMD’s elevated valuation leaves limited room for execution disappointments. ARK Invest has recently reduced its AMD position, and reported insider transactions have consisted of sales rather than purchases. Cathie Wood Sheds More AMD

Advanced Micro Devices Trading Up 3.0%

NASDAQ:AMD opened at $521.09 on Thursday. The firm has a market capitalization of $850.66 billion, a P/E ratio of 133.96, a P/E/G ratio of 5.24 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. The company has a fifty day moving average of $496.07 and a 200 day moving average of $400.91. Advanced Micro Devices, Inc. has a 52 week low of $149.85 and a 52 week high of $584.73.

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, topping analysts’ consensus estimates of $1.62 by $0.04. The business had revenue of $11.54 billion for 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%. The company’s revenue was up 50.1% on a year-over-year basis. During the same quarter last year, the firm earned $0.48 EPS. On average, research analysts predict that Advanced Micro Devices, Inc. will post 6.44 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on the company. Stifel Nicolaus raised their price target on Advanced Micro Devices from $450.00 to $635.00 and gave the company a “buy” rating in a research report on Friday, July 10th. JPMorgan Chase & Co. raised their price objective on Advanced Micro Devices from $385.00 to $550.00 and gave the company a “neutral” rating in a report on Wednesday, August 5th. BMO Capital Markets began coverage on Advanced Micro Devices in a research report on Thursday, August 20th. They issued an “outperform” rating and a $550.00 target price for the company. Benchmark increased their price target on shares of Advanced Micro Devices from $485.00 to $685.00 and gave the company a “buy” rating in a research report on Wednesday, July 22nd. Finally, Loop Capital raised shares of Advanced Micro Devices to a “strong-buy” rating in a research note on Tuesday, June 16th. Three analysts have rated the stock with a Strong Buy rating, thirty-three have issued a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, Advanced Micro Devices currently has an average rating of “Moderate Buy” and a consensus target price of $565.12.

Insider Buying and Selling at Advanced Micro Devices

In related news, EVP Paul Grasby sold 15,000 shares of the firm’s stock in a transaction on Monday, August 17th. The stock was sold at an average price of $514.91, for a total value of $7,723,650.00. Following the completion of the sale, the executive vice president owned 117,687 shares of the company’s stock, valued at $60,598,213.17. This trade represents a 11.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Jean X. Hu sold 15,000 shares of the business’s stock in a transaction on Tuesday, August 25th. The shares were sold at an average price of $474.08, for a total transaction of $7,111,200.00. Following the transaction, the executive vice president directly owned 160,979 shares in the company, valued at approximately $76,316,924.32. The trade was a 8.52% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 107,577 shares of company stock worth $51,922,920 over the last three months. 0.50% of the stock is owned by corporate insiders.

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.