Mediolanum International Funds Ltd grew its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 69.2% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 196,408 shares of the semiconductor manufacturer’s stock after purchasing an additional 80,354 shares during the period. Mediolanum International Funds Ltd’s holdings in Advanced Micro Devices were worth $38,504,000 at the end of the most recent quarter.
A number of other institutional investors also recently modified their holdings of AMD. Brighton Jones LLC boosted its stake in Advanced Micro Devices by 178.2% in the 4th quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer’s stock worth $5,551,000 after purchasing an additional 29,438 shares during the period. Revolve Wealth Partners LLC increased its position in shares of Advanced Micro Devices by 2.9% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer’s stock valued at $1,001,000 after buying an additional 234 shares during the period. Sivia Capital Partners LLC lifted its holdings in shares of Advanced Micro Devices by 125.1% in the second quarter. Sivia Capital Partners LLC now owns 5,344 shares of the semiconductor manufacturer’s stock worth $758,000 after buying an additional 2,970 shares in the last quarter. United Bank lifted its holdings in shares of Advanced Micro Devices by 22.0% in the second quarter. United Bank now owns 13,255 shares of the semiconductor manufacturer’s stock worth $1,881,000 after buying an additional 2,392 shares in the last quarter. Finally, Schnieders Capital Management LLC. boosted its position in shares of Advanced Micro Devices by 361.0% in the second quarter. Schnieders Capital Management LLC. now owns 9,230 shares of the semiconductor manufacturer’s stock valued at $1,310,000 after acquiring an additional 7,228 shares during the period. 71.34% of the stock is currently owned by hedge funds and other institutional investors.
Advanced Micro Devices Price Performance
AMD stock opened at $495.76 on Friday. The firm has a market cap of $808.39 billion, a P/E ratio of 162.54, a P/E/G ratio of 1.43 and a beta of 2.47. The firm’s fifty day moving average is $503.89 and its 200 day moving average is $329.65. Advanced Micro Devices, Inc. has a 52 week low of $149.22 and a 52 week high of $584.73. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.96 and a current ratio of 2.72.
Insider Buying and Selling
In related news, CEO Lisa T. Su sold 125,000 shares of the firm’s stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $460.69, for a total transaction of $57,586,250.00. Following the transaction, the chief executive officer directly owned 2,896,899 shares in the company, valued at $1,334,572,400.31. This trade represents a 4.14% decrease in their position. The transaction was disclosed in a legal filing 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 Mark D. Papermaster sold 6,000 shares of Advanced Micro Devices stock in a transaction that occurred on Monday, June 15th. The stock was sold at an average price of $536.33, for a total value of $3,217,980.00. Following the completion of the transaction, the executive vice president directly owned 1,233,687 shares in the company, valued at $661,663,348.71. This trade represents a 0.48% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 341,630 shares of company stock worth $152,147,456 in the last 90 days. 0.50% of the stock is currently owned by company insiders.
Key Stories Impacting Advanced Micro Devices
Here are the key news stories impacting Advanced Micro Devices this week:
- Positive Sentiment: Wall Street remains constructive on AMD, with KeyCorp reiterating an Overweight rating and a $725 price target, while other firms like Erste Group also raised forward earnings estimates. This supports the view that AMD’s longer-term AI and data-center growth story remains intact. AMD analyst and earnings estimates
- Positive Sentiment: Investors are looking ahead to AMD’s Advancing AI 2026 event next week, where analysts expect new AI products, customer wins, and potentially major partnership news. Some reports say the event could include updates that improve sentiment around AMD’s AI opportunity and competitive position versus Nvidia. AMD Advancing AI event article
- Neutral Sentiment: AMD’s recent quarter showed strong fundamentals, with revenue up 37.8% year over year to about $10.3 billion. That provides a supportive backdrop, but it has not been enough to offset the market’s current risk-off mood toward chip stocks. AMD quarterly revenue background
- Negative Sentiment: Sentiment was also hurt by a report that Chief Technology Officer Mark Papermaster sold 6,000 shares, adding to an already heavy pattern of insider selling. Over the past six months, AMD insiders have made 100 open-market sales and no purchases, which can make some investors cautious. AMD insider sale article
- Negative Sentiment: Broader market coverage described AMD as part of a semiconductor rout, with traders taking profits after a strong run in AI stocks. That rotation is the main reason AMD shares are weaker today, even though the company’s long-term AI narrative remains intact. Chipmaker rout article
Wall Street Analysts Forecast Growth
AMD has been the topic of several recent analyst reports. Wolfe Research set a $450.00 target price on shares of Advanced Micro Devices and gave the stock an “outperform” rating in a research note on Monday, June 15th. Erste Group Bank upgraded shares of Advanced Micro Devices from a “hold” rating to a “buy” rating in a research report on Thursday, April 2nd. Citigroup cut shares of Advanced Micro Devices from a “buy” rating to a “market perform” rating in a report on Friday, June 12th. Cantor Fitzgerald raised their target price on shares of Advanced Micro Devices from $500.00 to $700.00 and gave the company an “overweight” rating in a research note on Monday, June 29th. Finally, Mizuho lifted their price target on Advanced Micro Devices from $515.00 to $615.00 and gave the stock an “outperform” rating in a research note on Monday, June 1st. Two research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $468.65.
Check Out Our Latest Report on AMD
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.
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