JTC Employer Solutions Trustee Ltd Has $532,000 Stake in Advanced Micro Devices, Inc. $AMD

JTC Employer Solutions Trustee Ltd trimmed its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 43.3% during the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 2,615 shares of the semiconductor manufacturer’s stock after selling 2,000 shares during the period. JTC Employer Solutions Trustee Ltd’s holdings in Advanced Micro Devices were worth $532,000 at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in the company. Southpoint Capital Advisors LP grew its holdings in shares of Advanced Micro Devices by 50.0% during the 1st quarter. Southpoint Capital Advisors LP now owns 900,000 shares of the semiconductor manufacturer’s stock valued at $183,087,000 after acquiring an additional 300,000 shares in the last quarter. Jefferies Financial Group Inc. raised its holdings in shares of Advanced Micro Devices by 6,228.8% during the fourth quarter. Jefferies Financial Group Inc. now owns 308,021 shares of the semiconductor manufacturer’s stock worth $65,966,000 after acquiring an additional 303,154 shares in the last quarter. Boomfish Wealth Group LLC acquired a new stake in Advanced Micro Devices during the first quarter valued at $1,193,000. Dimensional Fund Advisors LP boosted its position in Advanced Micro Devices by 6.0% during the first quarter. Dimensional Fund Advisors LP now owns 5,142,516 shares of the semiconductor manufacturer’s stock valued at $1,045,954,000 after purchasing an additional 291,165 shares during the last quarter. Finally, Williamson Legacy Group LLC purchased a new position in Advanced Micro Devices in the fourth quarter valued at about $1,118,000. 71.34% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, Director Nora Denzel sold 8,626 shares of the firm’s stock in a transaction dated Tuesday, June 2nd. The stock was sold at an average price of $522.00, for a total value of $4,502,772.00. Following the sale, the director directly owned 87,173 shares of the company’s stock, valued at approximately $45,504,306. This trade represents a 9.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Lisa T. Su sold 125,000 shares of the business’s stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $460.69, for a total value of $57,586,250.00. Following the transaction, the chief executive officer directly owned 2,896,899 shares of the company’s stock, valued at $1,334,572,400.31. This represents a 4.14% decrease in their position. 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 sold a total of 310,310 shares of company stock worth $141,185,456 in the last ninety days. 0.50% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

Several research analysts have weighed in on the company. Morgan Stanley upped their target price on Advanced Micro Devices from $360.00 to $410.00 and gave the stock an “equal weight” rating in a research report on Wednesday, May 6th. BTIG Research raised Advanced Micro Devices to a “buy” rating in a research note on Wednesday, May 6th. Melius Research set a $660.00 price objective on Advanced Micro Devices in a report on Friday, July 24th. Bank of America raised their price objective on shares of Advanced Micro Devices from $550.00 to $620.00 and gave the company a “buy” rating in a research report on Tuesday, July 14th. Finally, Rosenblatt Securities reiterated a “buy” rating and issued a $665.00 target price on shares of Advanced Micro Devices in a research note on Friday, July 24th. Two research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $528.11.

Key Advanced Micro Devices News

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

• Positive Sentiment: AMD secured access to more than 500 megawatts of U.S. data-center capacity from Core Scientific beginning in 2027, with an option to expand the arrangement to 2.5 gigawatts. The 15-year infrastructure partnership is intended to accelerate customer deployments of AMD Instinct GPUs, EPYC CPUs and ROCm software. Why AMD and Core Scientific Are Pairing AI Chips With Up to 2.5 Gigawatts
• Positive Sentiment: The deal gives AMD a strategic response to a major AI bottleneck: limited power and data-center capacity. Core Scientific’s existing sites could allow faster deployment than building new facilities, while AMD’s infrastructure commitments are linked to execution milestones. Mining For Megawatts: AMD’s Billion-Dollar Grid Grab
• Positive Sentiment: Analysts remain constructive: Erste Group raised its FY2026 EPS forecast to $6.47 from $6.41 and its FY2027 forecast to $12.37 from $12.01, while Mizuho lifted its price target to $625 following AMD’s AI product announcements. Analyst Sees AMD Stock Charging Toward an AI Breakout
• Neutral Sentiment: Investors are looking ahead to AMD’s August 4 earnings release. Options markets imply an unusually large potential move, placing greater importance on revenue growth, AI accelerator demand, margins and management’s outlook. AMD Investors Should Mark Their Calendars for August 4
• Negative Sentiment: AMD has declined alongside Nvidia, Micron and other chipmakers as investors question the durability of AI infrastructure spending, rising data-center financing costs and intensifying Chinese competition. Disappointing or insufficiently strong results from SK Hynix helped accelerate the unwinding of the AI trade. Nvidia, Micron and AMD Sink as AI Trade Unwinds
• Negative Sentiment: Valuation is amplifying the selling pressure. AMD trades at a very high earnings multiple after a substantial rally, leaving little room for execution issues or cautious guidance. Analysts also warn that ARM-based processors could challenge AMD’s EPYC position in AI data centers. AMD AI Infrastructure Opportunities and ARM Risks
• Negative Sentiment: Reports of a new 4 GB GPU added to concerns about product mix and demand, although the broader sector selloff appears to be the more significant driver of AMD’s weakness. AMD Stock Slips on Reports of a New 4 GB GPU

Advanced Micro Devices Stock Down 5.5%

Shares of AMD stock opened at $429.75 on Thursday. The stock’s 50 day simple moving average is $514.54 and its 200 day simple moving average is $346.81. Advanced Micro Devices, Inc. has a twelve month low of $149.22 and a twelve month 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. The company has a market capitalization of $700.74 billion, a price-to-earnings ratio of 140.90 and a beta of 2.47.

Advanced Micro Devices (NASDAQ:AMD) last announced its quarterly earnings results on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 EPS for the quarter, beating the consensus estimate of $1.29 by $0.08. Advanced Micro Devices had a return on equity of 9.55% and a net margin of 13.37%.The company had revenue of $10.25 billion for the quarter, compared to the consensus estimate of $9.90 billion. During the same quarter last year, the company posted $0.96 earnings per share. The company’s revenue for the quarter was up 37.8% compared to the same quarter last year. As a group, research analysts predict that Advanced Micro Devices, Inc. will post 6.27 EPS for the current year.

About Advanced Micro Devices

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.