MW Advisory LLC Invests $1.38 Million in Advanced Micro Devices, Inc. $AMD

MW Advisory LLC acquired a new stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) during the second quarter, HoldingsChannel.com reports. The fund acquired 2,381 shares of the semiconductor manufacturer’s stock, valued at approximately $1,383,000.

Several other large investors also recently modified their holdings of AMD. Maloon Powers Pitre Higgins & Dennehy LLC bought a new position in Advanced Micro Devices during the second quarter worth $1,145,000. Markowski Investments acquired a new position in Advanced Micro Devices in the second quarter valued at $158,000. Old Mission Investment Co LLC bought a new stake in Advanced Micro Devices during the second quarter valued at $456,000. Outlook Capital Management LLC bought a new stake in Advanced Micro Devices during the second quarter valued at $626,000. Finally, Turner Financial Group Inc. acquired a new stake in Advanced Micro Devices during the 2nd quarter worth about $4,391,000. 71.34% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other Advanced Micro Devices news, CEO Lisa T. Su sold 15,000 shares of the company’s stock in a transaction on Tuesday, August 18th. The shares were sold at an average price of $480.94, for a total transaction of $7,214,100.00. Following the transaction, the chief executive officer owned 3,102,156 shares in the company, valued at approximately $1,491,950,906.64. This represents a 0.48% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Ava Hahn sold 2,993 shares of Advanced Micro Devices stock in a transaction dated Tuesday, August 18th. The shares were sold at an average price of $488.69, for a total transaction of $1,462,649.17. Following the transaction, the senior vice president owned 26,623 shares of the company’s stock, valued at $13,010,393.87. This represents a 10.11% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 232,577 shares of company stock valued at $109,509,170. Corporate insiders own 0.50% of the company’s stock.

Advanced Micro Devices Price Performance

AMD stock opened at $477.57 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 company’s 50-day moving average is $499.20 and its 200-day moving average is $393.27. The stock has a market capitalization of $779.62 billion, a PE ratio of 122.77, a price-to-earnings-growth ratio of 4.95 and a beta of 2.48. Advanced Micro Devices, Inc. has a 1 year low of $149.22 and a 1 year high of $584.73.

Advanced Micro Devices (NASDAQ:AMD) last issued its earnings results on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 EPS for the quarter, beating analysts’ consensus estimates of $1.62 by $0.04. Advanced Micro Devices had a return on equity of 12.30% and a net margin of 15.58%.The business had revenue of $11.54 billion during the quarter, compared to analyst estimates of $11.31 billion. During the same period in the previous year, the company posted $0.48 EPS. The firm’s revenue was up 50.1% compared to the same quarter last year. Equities research analysts expect that Advanced Micro Devices, Inc. will post 6.44 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of research analysts have recently issued reports on the company. Weiss Ratings reissued a “hold (c+)” rating on shares of Advanced Micro Devices in a research note on Monday, August 3rd. Morgan Stanley raised their target price on Advanced Micro Devices from $410.00 to $465.00 and gave the stock an “equal weight” rating in a research note on Wednesday, August 5th. Wells Fargo & Company lifted their target price on Advanced Micro Devices from $615.00 to $700.00 and gave the stock an “overweight” rating in a report on Wednesday, August 5th. TD Cowen reissued a “buy” rating on shares of Advanced Micro Devices in a research note on Wednesday, August 5th. Finally, Wall Street Zen upgraded Advanced Micro Devices from a “hold” rating to a “buy” rating in a report on Saturday, August 29th. Three research analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $553.72.

Key Stories Impacting Advanced Micro Devices

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

• Positive Sentiment: AMD’s latest quarterly performance supports the bullish case: revenue rose 50% year over year to $11.5 billion, while data-center revenue increased 107% and represented 58% of total sales. Analysts cited strong AI partnerships, management’s favorable outlook and potential EPS doubling by fiscal 2027. AMD: Paying Up For A Ramp That’s Already Been Outlined
• Positive Sentiment: Coverage highlighting AMD’s possible Saudi AI expansion and broader infrastructure deployments argues that the stock could be undervalued on long-term cash-flow assumptions, despite expensive market-based multiples. AMD Stock May Be 24% Undervalued On Saudi AI Expansion
• Positive Sentiment: Technical commentary describes AMD’s recent consolidation as a bullish flag, with a potential breakout if momentum returns. The company is also being viewed as gaining ground in data-center chips relative to Intel. AMD Stock Forecast
• Neutral Sentiment: Brokerage coverage remains broadly constructive, with AMD receiving a consensus “Moderate Buy” rating, but this does not represent a new earnings or business catalyst. AMD Given Consensus Rating of Moderate Buy
• Neutral Sentiment: AMD’s IFA 2026 presentation promoted Strix Halo, Gorgon Halo and local “agentic AI” computing, while collaborations involving ASUS and secure-AI initiatives reinforce its positioning across edge, cloud and enterprise infrastructure. AMD IFA 2026 Keynote
• Negative Sentiment: Valuation is the main risk: analysts say much of AMD’s expected growth is already reflected in the stock, with a forward P/E near 60 times and limited room for execution disappointments. Could an Investment in AMD Double?
• Negative Sentiment: ARK Invest’s reported sale of approximately $72.8 million of AMD and purchase of roughly $53 million of Nvidia highlights investor preference for AMD’s larger rival. Zacks also downgraded AMD from “strong buy” to “hold.” Cathie Wood Cuts AMD and Puts Money Into Nvidia

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.