Malaga Cove Capital LLC Takes Position in Advanced Micro Devices, Inc. $AMD

Posted by George Bondi on May 27th, 2026

Malaga Cove Capital LLC acquired a new stake in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) in the 4th quarter, Holdings Channel.com reports. The institutional investor acquired 2,603 shares of the semiconductor manufacturer’s stock, valued at approximately $557,000.

Other hedge funds also recently modified their holdings of the company. Joseph Group Capital Management bought a new position in shares of Advanced Micro Devices in the 4th quarter valued at about $25,000. Koesten Hirschmann & Crabtree INC. grew its holdings in shares of Advanced Micro Devices by 61.0% in the 3rd quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer’s stock valued at $26,000 after acquiring an additional 61 shares in the last quarter. Aviso Financial Inc. grew its holdings in shares of Advanced Micro Devices by 400.0% in the 3rd quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer’s stock valued at $32,000 after acquiring an additional 160 shares in the last quarter. Delos Wealth Advisors LLC grew its holdings in shares of Advanced Micro Devices by 100.0% in the 3rd quarter. Delos Wealth Advisors LLC now owns 200 shares of the semiconductor manufacturer’s stock valued at $32,000 after acquiring an additional 100 shares in the last quarter. Finally, LFA Lugano Financial Advisors SA grew its holdings in shares of Advanced Micro Devices by 74.1% in the 3rd quarter. LFA Lugano Financial Advisors SA now owns 235 shares of the semiconductor manufacturer’s stock valued at $38,000 after acquiring an additional 100 shares in the last quarter. Institutional investors own 71.34% of the company’s stock.

Advanced Micro Devices Trading Up 7.8%

Shares of AMD stock opened at $503.89 on Wednesday. The firm has a 50 day moving average price of $309.03 and a two-hundred day moving average price of $250.05. The company has a quick ratio of 1.96, a current ratio of 2.72 and a debt-to-equity ratio of 0.04. The company has a market capitalization of $821.64 billion, a PE ratio of 165.21, a price-to-earnings-growth ratio of 1.37 and a beta of 2.40. Advanced Micro Devices, Inc. has a 12-month low of $108.62 and a 12-month high of $506.96.

Advanced Micro Devices (NASDAQ:AMD – Get Free Report) last issued its quarterly earnings data on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.29 by $0.08. The firm had revenue of $10.25 billion during the quarter, compared to the consensus estimate of $9.90 billion. Advanced Micro Devices had a net margin of 13.37% and a return on equity of 9.55%. The business’s revenue for the quarter was up 37.8% compared to the same quarter last year. During the same period last year, the business posted $0.96 earnings per share. As a group, analysts predict that Advanced Micro Devices, Inc. will post 6.2 earnings per share for the current year.

Analyst Ratings Changes

AMD has been the subject of a number of research analyst reports. Evercore reiterated an “outperform” rating and set a $579.00 price target on shares of Advanced Micro Devices in a report on Tuesday, May 19th. Needham & Company LLC upgraded Advanced Micro Devices to a “buy” rating in a report on Wednesday, May 6th. HSBC cut Advanced Micro Devices from a “buy” rating to a “hold” rating and lifted their price target for the stock from $335.00 to $340.00 in a report on Monday, May 4th. Citigroup lifted their price target on Advanced Micro Devices from $358.00 to $460.00 and gave the stock a “neutral” rating in a report on Monday, May 18th. Finally, Northland Securities reiterated a “market perform” rating and set a $260.00 price target on shares of Advanced Micro Devices in a report on Monday, April 27th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and twelve have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $410.00.

View Our Latest Stock Analysis on Advanced Micro Devices

More Advanced Micro Devices News

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

Positive Sentiment: AMD is being viewed as a major AI beneficiary, with articles highlighting rising demand for its Instinct GPUs, EPYC CPUs, and rack-scale AI infrastructure products. OneQode to Deploy AMD Instinct GPUs and Plans for AMD Helios Rack-Scale Solution for Global AI Infrastructure
Positive Sentiment: Wall Street appears to be raising its long-term expectations for AMD, with fresh commentary about a possible path to a $1 trillion market cap and higher price targets from analysts. What Will It Take for AMD’s Market Cap to Hit $1 Trillion?
Positive Sentiment: Sector-wide strength is also helping AMD, as investors rotate into AI chip stocks beyond Nvidia and bid up semiconductor names broadly. Why Qualcomm, AMD, Intel, other AI stocks are surging sharply on Tuesday
Neutral Sentiment: Some commentary is more cautionary, noting that momentum in AMD and other chip stocks could eventually face valuation pressure after a strong run. Intel, AMD, and Other Momentum Stocks Look Unstoppable. Look Again.
Negative Sentiment: There is also competitive concern in the background, with one article arguing Nvidia could pressure AMD in CPUs and related AI markets, which could temper upside if competition intensifies. Nvidia Vs. AMD: Nvidia Will Eat AMD’s CPU Lunch

Insider Activity at Advanced Micro Devices

In other Advanced Micro Devices news, EVP Paul Darren Grasby sold 24,376 shares of the firm’s stock in a transaction that occurred on Friday, May 8th. The shares were sold at an average price of $444.39, for a total transaction of $10,832,450.64. Following the completion of the sale, the executive vice president directly owned 105,222 shares in the company, valued at $46,759,604.58. This trade represents a 18.81% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CEO Lisa T. Su sold 125,000 shares of the firm’s stock in a transaction that occurred on Wednesday, May 13th. The stock was sold at an average price of $445.51, for a total transaction of $55,688,750.00. Following the sale, the chief executive officer owned 3,021,899 shares of the company’s stock, valued at $1,346,286,223.49. This trade represents a 3.97% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 329,085 shares of company stock valued at $114,051,007. 0.50% of the stock is currently owned by insiders.

Advanced Micro Devices Company Profile

(Free Report)

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.