TSA Wealth Managment LLC Invests $744,000 in Advanced Micro Devices, Inc. $AMD

TSA Wealth Managment LLC bought a new stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 1,281 shares of the semiconductor manufacturer’s stock, valued at approximately $744,000. Advanced Micro Devices makes up 0.2% of TSA Wealth Managment LLC’s holdings, making the stock its 27th largest position.

Other hedge funds have also recently modified their holdings of the company. Joseph Group Capital Management purchased a new stake in Advanced Micro Devices in the fourth quarter valued at $25,000. Sarver Vrooman Wealth Advisors acquired a new position in Advanced Micro Devices in the fourth quarter valued at $27,000. Cornerstone Financial Management LLC purchased a new position in shares of Advanced Micro Devices during the fourth quarter worth about $27,000. Basepoint Wealth LLC purchased a new position in shares of Advanced Micro Devices during the fourth quarter worth about $30,000. Finally, Graney & King LLC acquired a new stake in shares of Advanced Micro Devices during the first quarter worth about $31,000. 71.34% of the stock is owned by hedge funds and other institutional investors.

Advanced Micro Devices Price Performance

Advanced Micro Devices stock opened at $514.39 on Friday. The company has a debt-to-equity ratio of 0.03, a current ratio of 2.61 and a quick ratio of 1.91. The business has a 50 day simple moving average of $511.77 and a 200-day simple moving average of $367.48. Advanced Micro Devices, Inc. has a 12 month low of $149.22 and a 12 month high of $584.73. The stock has a market capitalization of $839.73 billion, a PE ratio of 132.23 and a beta of 2.48.

Advanced Micro Devices (NASDAQ:AMD) last announced its quarterly earnings data on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 earnings per share (EPS) for the quarter, beating the consensus estimate 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 company had revenue of $11.54 billion for the quarter, compared to analysts’ expectations of $11.31 billion. During the same period in the previous year, the company posted $0.48 EPS. Advanced Micro Devices’s revenue was up 50.1% compared to the same quarter last year. Equities analysts predict that Advanced Micro Devices, Inc. will post 6.44 earnings per share for the current year.

Key Stories Impacting Advanced Micro Devices

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

• Positive Sentiment: Baird issued a highly bullish $1,250 price target, reinforcing the view that AMD’s AI accelerator and data-center businesses could expand substantially. Broadcom Sinks as AMD Climbs on Baird’s Call
• Positive Sentiment: AMD announced day-one support for the Qwen3.8 27B AI model, a development that may improve adoption of its chips and software among AI developers and data-center customers. AMD Supports Qwen3.8 27B AI Model
• Positive Sentiment: Bank of America raised its 2030 server-CPU market forecast to more than $210 billion from roughly $170 billion, citing demand from AI agents. AMD was identified as one of the bank’s preferred semiconductor investments. Bank of America Raises AI Chip Forecast
• Positive Sentiment: AMD is preparing a record bond offering of up to $5 billion to finance AI infrastructure, partnerships and other corporate needs. The funding could support its Helios platform and large customer commitments, including from Microsoft and AI companies. AMD Plans $5 Billion Bond Sale
• Neutral Sentiment: Institutional activity was mixed: Mirova disclosed a new AMD position worth approximately $145 million, while other funds reported reductions. Because these filings reflect holdings as of June 30, they provide limited insight into current positioning. Mirova Opens AMD Position
• Negative Sentiment: Risks include AMD’s demanding valuation, the added leverage from the bond sale and competitive pressure after reports that SpaceX plans to use Nvidia chips exclusively. Recent insider trading data also shows selling, although the reported sale by SVP Ava Hahn was made under a prearranged Rule 10b5-1 plan. SpaceX Selects Nvidia Exclusively

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on AMD shares. Wall Street Zen downgraded Advanced Micro Devices from a “buy” rating to a “hold” rating in a report on Saturday. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $700.00 price target on shares of Advanced Micro Devices in a research report on Wednesday, August 5th. Argus boosted their price objective on Advanced Micro Devices from $450.00 to $625.00 and gave the company a “buy” rating in a research note on Thursday, August 6th. Evercore reissued an “outperform” rating and issued a $579.00 price objective on shares of Advanced Micro Devices in a report on Tuesday, May 19th. Finally, Stifel Nicolaus increased their price target on shares of Advanced Micro Devices from $450.00 to $635.00 and gave the stock a “buy” rating in a research note on Friday, July 10th. Three analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $546.87.

Insider Buying and Selling at Advanced Micro Devices

In other news, CEO Lisa T. Su sold 125,000 shares of the business’s stock in a transaction dated 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 directly owned 2,896,899 shares in the company, valued at $1,334,572,400.31. The trade was a 4.14% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Forrest Eugene Norrod sold 19,487 shares of the stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $431.40, for a total transaction of $8,406,691.80. Following the transaction, the executive vice president directly owned 324,527 shares of the company’s stock, valued at $140,000,947.80. This represents a 5.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 161,077 shares of company stock valued at $74,732,145. Insiders own 0.50% of the company’s stock.

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.