Advanced Micro Devices, Inc. (NASDAQ:AMD – Get Free Report) EVP Jean Hu sold 15,000 shares of the company’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 completion of the sale, the executive vice president owned 160,979 shares of the company’s stock, valued at approximately $76,316,924.32. This trade represents a 8.52% 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.
Advanced Micro Devices Stock Performance
Advanced Micro Devices stock traded down $4.26 during midday trading on Thursday, hitting $476.67. 16,393,381 shares of the company’s stock were exchanged, compared to its average volume of 34,679,051. The company has a debt-to-equity ratio of 0.03, a quick ratio of 1.91 and a current ratio of 2.61. The stock has a market cap of $778.15 billion, a price-to-earnings ratio of 122.54 and a beta of 2.48. Advanced Micro Devices, Inc. has a 12-month low of $149.22 and a 12-month high of $584.73. The firm’s 50 day simple moving average is $508.39 and its 200 day simple moving average is $381.97.
Advanced Micro Devices (NASDAQ:AMD – Get Free Report) last announced its 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. Advanced Micro Devices had a net margin of 15.58% and a return on equity of 12.30%. The business had revenue of $11.54 billion during the quarter, compared to analysts’ expectations of $11.31 billion. During the same period in the prior year, the company earned $0.48 earnings per share. The business’s revenue was up 50.1% compared to the same quarter last year. Equities research analysts predict that Advanced Micro Devices, Inc. will post 6.44 EPS for the current year.
Trending Headlines about Advanced Micro Devices
- Positive Sentiment: Analyst upgrade highlights major AI opportunity: Raymond James upgraded AMD, citing growing demand for agentic AI and estimating a potential $201 billion revenue opportunity by 2030. This reinforces the bullish view that AMD can gain share in data-center CPUs, GPUs and inference workloads. Raymond James Sees $201 Billion Revenue Opportunity
- Positive Sentiment: Strong operating momentum continues: AMD’s latest quarter produced $11.54 billion in revenue, up 50% year over year, with data-center revenue increasing 107% to about $6.7 billion. Guidance for approximately $13 billion in third-quarter revenue supports expectations for continued AI-driven growth. AMD Growth and Outlook
- Positive Sentiment: Product and ecosystem catalysts: AMD’s MI455X accelerator is expected to include 432GB of HBM4 memory, while Helios rack-scale systems are scheduled to begin shipping later this quarter. New UCIe connectivity and ROCm 10 software could also improve AMD’s position in AI infrastructure. AMD MI455X Accelerator
- Neutral Sentiment: Nutanix partnership offers longer-term upside: AMD’s equity investment and joint go-to-market agreement with Nutanix could help it sell more complete, open AI and inference systems. However, the partnership is still an execution and adoption story rather than an immediate revenue catalyst. AMD and Nutanix Strategic Partnership
- Negative Sentiment: Nvidia’s results sharpen competitive concerns: Nvidia’s blowout earnings and strong outlook emphasized its CUDA software advantage and superior profitability. Reports that Anthropic committed $45 billion to rent Nvidia-powered capacity further suggest Nvidia remains the preferred provider for some large AI customers, even though Anthropic may use both companies’ chips. Anthropic Nvidia-Powered Lease
- Negative Sentiment: Shareholder selling adds pressure: Cathie Wood’s ARK Invest reportedly sold about $18.2 million of AMD shares while buying Broadcom and Cerebras. Separately, AMD EVP Forrest Norrod sold approximately $7.9 million of stock under a pre-arranged Rule 10b5-1 plan. These transactions may weigh on sentiment after AMD’s substantial rally. ARK and AMD Insider Selling
- Negative Sentiment: Valuation and execution risks remain elevated: AMD trades at a very high earnings multiple, leaving limited room for disappointment. Export restrictions, rising memory costs and the need to successfully ramp Helios and next-generation accelerators could pressure margins or delay expected growth.
Institutional Trading of Advanced Micro Devices
Several hedge funds have recently modified their holdings of the business. Joseph Group Capital Management acquired a new stake in Advanced Micro Devices in the fourth quarter valued at $25,000. Sarver Vrooman Wealth Advisors acquired a new position in shares of Advanced Micro Devices during the 4th quarter worth $27,000. Cornerstone Financial Management LLC acquired a new position in shares of Advanced Micro Devices during the 4th quarter worth $27,000. Basepoint Wealth LLC purchased a new position in shares of Advanced Micro Devices in the 4th quarter valued at about $30,000. Finally, JNBA Financial Advisors increased its holdings in shares of Advanced Micro Devices by 142.9% in the 2nd quarter. JNBA Financial Advisors now owns 51 shares of the semiconductor manufacturer’s stock valued at $30,000 after purchasing an additional 30 shares in the last quarter. 71.34% of the stock is owned by institutional investors and hedge funds.
Analyst Ratings Changes
Several research analysts have weighed in on AMD shares. Royal Bank Of Canada reiterated a “sector perform” rating and issued a $540.00 target price on shares of Advanced Micro Devices in a research note on Wednesday, August 5th. Wolfe Research set a $450.00 price target on Advanced Micro Devices and gave the stock an “outperform” rating in a research note on Monday, June 15th. Zacks Research raised Advanced Micro Devices from a “hold” rating to a “strong-buy” rating in a report on Monday, August 3rd. Truist Financial lifted their price objective on shares of Advanced Micro Devices from $478.00 to $594.00 and gave the company a “buy” rating in a research report on Wednesday, August 5th. Finally, Stifel Nicolaus boosted their price objective on shares of Advanced Micro Devices from $450.00 to $635.00 and gave the company a “buy” rating in a research note on Friday, July 10th. Four investment analysts have rated the stock with a Strong Buy rating, thirty-two have given a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $553.72.
Check Out Our Latest Analysis 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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