2,050 Shares in Advanced Micro Devices, Inc. $AMD Acquired by Bull Harbor Capital LLC

Bull Harbor Capital LLC bought a new position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) during the first quarter, Holdings Channel reports. The fund bought 2,050 shares of the semiconductor manufacturer’s stock, valued at approximately $417,000.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Norges Bank acquired a new stake in Advanced Micro Devices in the fourth quarter valued at $4,929,312,000. Jennison Associates LLC lifted its holdings in Advanced Micro Devices by 181.6% during the 4th quarter. Jennison Associates LLC now owns 10,910,310 shares of the semiconductor manufacturer’s stock worth $2,336,552,000 after buying an additional 7,035,991 shares during the period. Cardano Risk Management B.V. acquired a new position in Advanced Micro Devices during the 4th quarter worth about $1,000,783,000. Wellington Management Group LLP grew its position in shares of Advanced Micro Devices by 335.9% in the 3rd quarter. Wellington Management Group LLP now owns 4,847,825 shares of the semiconductor manufacturer’s stock valued at $784,330,000 after buying an additional 3,735,807 shares during the last quarter. Finally, Franklin Resources Inc. grew its position in shares of Advanced Micro Devices by 340.1% in the 4th quarter. Franklin Resources Inc. now owns 4,747,834 shares of the semiconductor manufacturer’s stock valued at $1,016,796,000 after buying an additional 3,669,054 shares during the last quarter. 71.34% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In related news, CEO Lisa T. Su sold 125,000 shares of the business’s stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $460.69, for a total transaction of $57,586,250.00. Following the transaction, the chief executive officer owned 2,896,899 shares in the company, valued at $1,334,572,400.31. The trade was a 4.14% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at 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 the stock in a transaction on Monday, June 15th. The stock was sold at an average price of $536.33, for a total transaction of $3,217,980.00. Following the transaction, the executive vice president directly owned 1,233,687 shares in the company, valued at approximately $661,663,348.71. This 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. In the last three months, insiders sold 310,310 shares of company stock worth $141,185,456. Company insiders own 0.50% of the company’s stock.

Advanced Micro Devices Stock Down 1.9%

Shares of Advanced Micro Devices stock opened at $476.15 on Friday. Advanced Micro Devices, Inc. has a one year low of $149.22 and a one year high of $584.73. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.72 and a quick ratio of 1.96. The stock’s 50-day moving average is $515.42 and its 200 day moving average is $349.69. The firm has a market cap of $776.41 billion, a price-to-earnings ratio of 156.12 and a beta of 2.47.

Advanced Micro Devices (NASDAQ:AMD) last released its earnings results on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 EPS for the quarter, topping the consensus estimate of $1.29 by $0.08. The business had revenue of $10.25 billion during the quarter, compared to analysts’ expectations of $9.90 billion. Advanced Micro Devices had a return on equity of 9.55% and a net margin of 13.37%.The firm’s revenue was up 37.8% on a year-over-year basis. During the same quarter last year, the firm posted $0.96 earnings per share. Equities research analysts anticipate that Advanced Micro Devices, Inc. will post 6.27 EPS for the current year.

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on the company. William Blair restated a “market perform” rating on shares of Advanced Micro Devices in a research report on Friday, July 24th. Royal Bank Of Canada reiterated a “sector perform” rating and issued a $540.00 target price on shares of Advanced Micro Devices in a report on Friday, July 24th. TD Cowen increased their target price on shares of Advanced Micro Devices from $600.00 to $675.00 and gave the company a “buy” rating in a research report on Monday, July 13th. Needham & Company LLC upgraded shares of Advanced Micro Devices to a “buy” rating in a report on Wednesday, May 6th. Finally, UBS Group restated an “overweight” rating on shares of Advanced Micro Devices in a research report on Friday, July 24th. Two analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $529.46.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: Amazon’s plan to increase AI and data-center spending to $220 billion reinforced expectations for sustained demand for AMD’s data-center CPUs and AI accelerators. AMD gave back much of its earlier advance as the session progressed. AMD Stock Gains as Amazon Expands AI Spending to $220 Billion
• Positive Sentiment: Reports that GPU prices could rise in August helped support AMD shares by suggesting firm demand and improved pricing power for graphics products. AMD Stock Jumps as Reports Point to a GPU Price Increase in August
• Positive Sentiment: AMD’s agreement to lease up to 2.5 gigawatts of capacity from Core Scientific could accelerate AI data-center deployment. Bernstein estimated the partnership could generate roughly $14 billion in revenue over 15 years. Core Scientific’s AMD Deal Could Generate $14 Billion Over 15 Years
• Positive Sentiment: Susquehanna raised its AMD price target from $450 to $500 and kept a positive rating, citing improving server-CPU prospects. Wedbush has also pointed to a potential AI data-center ramp supported by Microsoft and Anthropic partnerships. Susquehanna Just Upped Its Price Target on AMD Stock
• Neutral Sentiment: AMD is scheduled to report fiscal second-quarter results after the market close on August 4. Traders are positioning for a sizable move, making revenue growth, Instinct accelerator demand, gross margins and forward guidance the key near-term catalysts. Here’s How Much Traders See AMD Stock Moving After Earnings
• Negative Sentiment: Analysts and technical indicators warn that AMD’s valuation is demanding, with a triple-digit price-to-earnings ratio and intense competition from NVIDIA and other chipmakers. A strong earnings report may be required to justify current expectations. Should You Buy AMD Stock Ahead of Q2 Earnings?
• Negative Sentiment: The recent semiconductor selloff, concerns about an AI-trade unwind after SK hynix results, and profit-taking following AMD’s major 2026 rally continue to weigh on sentiment despite the sector rebound. Nvidia, Micron, AMD Sink After SK Hynix Results Fail to Impress

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.