Titiun Yejiel Buys New Shares in Advanced Micro Devices, Inc. $AMD

Titiun Yejiel acquired a new stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 12,397 shares of the semiconductor manufacturer’s stock, valued at approximately $7,202,000. Advanced Micro Devices comprises 6.3% of Titiun Yejiel’s holdings, making the stock its 4th largest position.

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

Insider Buying and Selling at Advanced Micro Devices

In related news, CEO Lisa T. Su sold 125,000 shares of Advanced Micro Devices 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 completion of the sale, the chief executive officer directly owned 2,896,899 shares in the company, valued at $1,334,572,400.31. This trade represents a 4.14% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Paul Darren Grasby sold 15,000 shares of the business’s stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $514.91, for a total value of $7,723,650.00. Following the sale, the executive vice president directly owned 117,687 shares of the company’s stock, valued at $60,598,213.17. This represents a 11.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 163,959 shares of company stock valued at $77,640,312 over the last ninety days. Company insiders own 0.50% of the company’s stock.

Key Stories Impacting Advanced Micro Devices

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

• Positive Sentiment: AMD appointed Tim Ryan to its board, adding expertise in technology, enterprise operations and financial governance. KC McClure was named chair of the Audit and Finance Committee, potentially strengthening oversight. AMD Appoints Tim Ryan to Board of Directors
• Positive Sentiment: Analysts and investment commentary remain constructive on AMD’s long-term outlook. CEO Lisa Su’s projection for more than 80% growth in server revenue, excluding AI accelerators, supports the strength of the broader data-center business. AMD Server Revenue Growth Outlook
• Positive Sentiment: AMD’s Helios platform, Instinct Coder private-enterprise AI offering and memorandum of understanding with Mexico’s Secihti add to the company’s AI and international growth initiatives. Their near-term earnings contribution remains uncertain. AMD Instinct Coder
• Neutral Sentiment: AMD’s latest quarterly results exceeded expectations, with revenue of $11.54 billion, up 50.1% year over year, and earnings of $1.66 per share versus the $1.62 consensus. However, investors are increasingly demanding continued acceleration from the AI business.
• Negative Sentiment: A renewed technology sell-off pressured chip stocks even as major indexes recovered and Treasury yields eased. Concerns about borrowing costs, inflation, geopolitical tensions and elevated oil prices are weighing on high-growth AI names. Why Intel and AMD Stocks Are Falling
• Negative Sentiment: Valuation is a key risk: AMD trades at a high earnings multiple and at a premium to NVIDIA, leaving the stock vulnerable to disappointment or profit-taking despite strong growth forecasts. Analysts remain broadly bullish, with a reported consensus target of $546.87. AMD Versus NVIDIA Valuation
• Negative Sentiment: ARK Invest recently sold AMD shares while purchasing NVIDIA, adding modest near-term selling pressure and highlighting investor preference shifts within AI-chip stocks. Executive share sales were made under pre-arranged plans to cover tax withholding, reducing their bearish significance. ARK Invest Sells AMD

Advanced Micro Devices Stock Performance

AMD stock opened at $466.42 on Thursday. 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 company has a 50 day moving average price of $512.54 and a 200 day moving average price of $373.22. Advanced Micro Devices, Inc. has a fifty-two week low of $149.22 and a fifty-two week high of $584.73. The stock has a market capitalization of $761.42 billion, a PE ratio of 119.90 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 EPS for the quarter, beating analysts’ consensus estimates of $1.62 by $0.04. The firm had revenue of $11.54 billion for the quarter, compared to analyst estimates of $11.31 billion. Advanced Micro Devices had a return on equity of 12.30% and a net margin of 15.58%.The business’s quarterly revenue was up 50.1% compared to the same quarter last year. During the same period last year, the company earned $0.48 EPS. Analysts forecast that Advanced Micro Devices, Inc. will post 6.44 EPS for the current year.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on AMD shares. Morgan Stanley lifted their price objective on Advanced Micro Devices from $410.00 to $465.00 and gave the company an “equal weight” rating in a report on Wednesday, August 5th. Seaport Research Partners upgraded shares of Advanced Micro Devices from a “neutral” rating to a “buy” rating and set a $430.00 target price for the company in a research report on Wednesday, May 6th. Citigroup upgraded shares of Advanced Micro Devices from a “market perform” rating to a “buy” rating in a research report on Wednesday, July 22nd. Loop Capital raised shares of Advanced Micro Devices to a “strong-buy” rating in a report on Tuesday, June 16th. Finally, TD Cowen reissued a “buy” rating on shares of Advanced Micro Devices in a report on Wednesday, August 5th. Three investment analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, Advanced Micro Devices currently has a consensus rating of “Moderate Buy” and a consensus target price of $546.87.

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.