Integrity Advisory Solutions LLC Makes New Investment in Advanced Micro Devices, Inc. $AMD

Posted by Brian Himes on May 28th, 2026

Integrity Advisory Solutions LLC purchased a new position in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) in the fourth quarter, HoldingsChannel reports. The institutional investor purchased 1,816 shares of the semiconductor manufacturer’s stock, valued at approximately $389,000.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Jennison Associates LLC raised its holdings in shares of Advanced Micro Devices by 181.6% during the fourth quarter. Jennison Associates LLC now owns 10,910,310 shares of the semiconductor manufacturer’s stock worth $2,336,552,000 after purchasing an additional 7,035,991 shares during the last quarter. Wellington Management Group LLP raised its holdings in shares of Advanced Micro Devices by 335.9% during the third quarter. Wellington Management Group LLP now owns 4,847,825 shares of the semiconductor manufacturer’s stock worth $784,330,000 after purchasing an additional 3,735,807 shares during the last quarter. Assenagon Asset Management S.A. raised its holdings in shares of Advanced Micro Devices by 104.4% during the fourth quarter. Assenagon Asset Management S.A. now owns 5,991,297 shares of the semiconductor manufacturer’s stock worth $1,283,096,000 after purchasing an additional 3,059,935 shares during the last quarter. Vanguard Group Inc. boosted its stake in shares of Advanced Micro Devices by 1.6% in the fourth quarter. Vanguard Group Inc. now owns 158,522,860 shares of the semiconductor manufacturer’s stock worth $33,949,256,000 after buying an additional 2,525,109 shares during the last quarter. Finally, Rafferty Asset Management LLC grew its holdings in Advanced Micro Devices by 56.0% during the second quarter. Rafferty Asset Management LLC now owns 6,772,923 shares of the semiconductor manufacturer’s stock worth $961,078,000 after acquiring an additional 2,430,533 shares during the period. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Analysts Set New Price Targets

Several analysts recently commented on the company. Zacks Research raised Advanced Micro Devices from a “hold” rating to a “strong-buy” rating in a report on Tuesday, May 5th. BTIG Research raised Advanced Micro Devices to a “buy” rating in a report on Wednesday, May 6th. Jefferies Financial Group lowered Advanced Micro Devices from a “buy” rating to a “hold” rating in a report on Wednesday, May 6th. Wolfe Research assumed coverage on Advanced Micro Devices in a report on Wednesday, May 6th. They set a “peer perform” rating on the stock. Finally, Citigroup raised their target price on Advanced Micro Devices from $358.00 to $460.00 and gave the stock a “neutral” rating in a report on Monday, May 18th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and twelve have assigned a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $410.00.

Read Our Latest Stock Report on AMD

Insider Activity at Advanced Micro Devices

In other news, EVP Mark D. Papermaster sold 31,320 shares of Advanced Micro Devices stock in a transaction dated Friday, April 24th. The shares were sold at an average price of $350.00, for a total value of $10,962,000.00. Following the sale, the executive vice president owned 1,236,037 shares in the company, valued at $432,612,950. This trade represents a 2.47% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Paul Darren Grasby sold 24,376 shares of Advanced Micro Devices stock in a transaction dated 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 owned 105,222 shares in the company, valued at approximately $46,759,604.58. This trade represents a 18.81% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 329,085 shares of company stock worth $114,051,007 in the last ninety days. 0.50% of the stock is owned by company insiders.

Key Stories Impacting Advanced Micro Devices

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

Positive Sentiment: AMD’s data center business remains a major growth engine, with one recent write-up highlighting 57% year-over-year data center revenue growth to $5.78 billion, driven by EPYC CPU demand and ramping Instinct AI products. Article title
Positive Sentiment: AMD got a lift from a new OneQode collaboration to deploy AMD Instinct MI355X GPUs and plan for AMD’s Helios rack-scale solution, reinforcing demand for its AI infrastructure products. Article title
Positive Sentiment: Analyst commentary remains constructive, with multiple recent notes describing AMD as a beneficiary of the AI spending cycle and highlighting upside tied to continued data center and CPU gains. Article title
Neutral Sentiment: Some articles focused on AMD’s rapid valuation expansion and the question of whether the stock can become a trillion-dollar company, which keeps expectations high but does not change the near-term growth story. Article title
Negative Sentiment: Sentiment was pressured by reports that Cathie Wood continued trimming AMD exposure, and by concerns that Nvidia could move into the standalone server CPU market, increasing competitive pressure on AMD’s growth areas. Article title Article title

Advanced Micro Devices Stock Down 1.7%

Shares of NASDAQ AMD opened at $495.54 on Thursday. The company’s 50-day simple moving average is $315.01 and its 200-day simple moving average is $251.86. Advanced Micro Devices, Inc. has a 52-week low of $108.62 and a 52-week high of $510.21. The firm has a market cap of $808.03 billion, a price-to-earnings ratio of 162.47, a price-to-earnings-growth ratio of 1.48 and a beta of 2.40. The company has a quick ratio of 1.96, a current ratio of 2.72 and a debt-to-equity ratio of 0.04.

Advanced Micro Devices (NASDAQ:AMD – Get Free Report) last announced its earnings results on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.29 by $0.08. Advanced Micro Devices had a net margin of 13.37% and a return on equity of 9.55%. The business had revenue of $10.25 billion for the quarter, compared to analyst estimates of $9.90 billion. During the same quarter last year, the business earned $0.96 earnings per share. The company’s revenue for the quarter was up 37.8% compared to the same quarter last year. Equities analysts predict that Advanced Micro Devices, Inc. will post 6.2 EPS for the current fiscal year.

Advanced Micro Devices 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.