Advanced Micro Devices, Inc. $AMD Shares Sold by SBI Securities Co. Ltd.

SBI Securities Co. Ltd. cut its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 2.8% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 66,708 shares of the semiconductor manufacturer’s stock after selling 1,932 shares during the period. Advanced Micro Devices accounts for about 0.9% of SBI Securities Co. Ltd.’s portfolio, making the stock its 20th largest holding. SBI Securities Co. Ltd.’s holdings in Advanced Micro Devices were worth $40,809,000 at the end of the most recent quarter.

Other large investors have also recently added to or reduced their stakes in the company. Southpoint Capital Advisors LP increased its position 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 worth $183,087,000 after purchasing an additional 300,000 shares during the last quarter. Boomfish Wealth Group LLC acquired a new position in Advanced Micro Devices in the first quarter valued at about $1,193,000. Dimensional Fund Advisors LP lifted its position in Advanced Micro Devices by 6.0% in 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 buying an additional 291,165 shares during the last quarter. Ferguson Wellman Capital Management Inc. lifted its position in Advanced Micro Devices by 6,968.7% in the third quarter. Ferguson Wellman Capital Management Inc. now owns 140,313 shares of the semiconductor manufacturer’s stock valued at $85,995,000 after buying an additional 138,328 shares during the last quarter. Finally, Douglas Lane & Associates LLC lifted its position in Advanced Micro Devices by 2,748.0% in the third quarter. Douglas Lane & Associates LLC now owns 85,952 shares of the semiconductor manufacturer’s stock valued at $52,582,000 after buying an additional 82,934 shares during the last quarter. 71.34% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

AMD has been the subject of several research analyst reports. CLSA reaffirmed an “outperform” rating and set a $710.00 target price on shares of Advanced Micro Devices in a research note on Wednesday, September 9th. BMO Capital Markets started coverage on shares of Advanced Micro Devices in a research note on Thursday, August 20th. They issued an “outperform” rating and a $550.00 price target on the stock. Mizuho upped their price objective on shares of Advanced Micro Devices from $580.00 to $705.00 and gave the stock an “outperform” rating in a report on Tuesday, October 6th. Rosenblatt Securities reaffirmed a “buy” rating and set a $700.00 price objective on shares of Advanced Micro Devices in a research report on Tuesday, September 29th. Finally, Robert W. Baird set a $1,250.00 target price on shares of Advanced Micro Devices in a report on Friday, July 24th. Three investment analysts have rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $606.76.

Insider Buying and Selling

In other news, EVP Mark D. Papermaster sold 28,811 shares of Advanced Micro Devices stock in a transaction dated Thursday, August 20th. The stock was sold at an average price of $471.87, for a total transaction of $13,595,046.57. Following the sale, the executive vice president owned 1,261,461 shares in the company, valued at approximately $595,245,602.07. The trade was a 2.23% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Paul Grasby sold 15,000 shares of Advanced Micro Devices 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 owned 117,687 shares in the company, valued at $60,598,213.17. This trade represents a 11.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 231,100 shares of company stock valued at $114,867,400 over the last ninety days. Company insiders own 0.50% of the company’s stock.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: AMD continues to receive support from expected long-term AI demand. Vultr is expanding its AMD-powered infrastructure with a 20-megawatt MI355X GPU supercluster in India, while additional physical-AI and robotics projects could broaden the company’s opportunity beyond traditional data centers. Vultr and AMD Expand Global Collaboration
• Positive Sentiment: Analyst support remains a counterweight to the sell-off. Susquehanna raised its AMD price target from $550 to $620 with a positive rating, and Wedbush reaffirmed an Outperform view, citing server CPU demand and potential data-center upside. Susquehanna AMD price target
• Neutral Sentiment: Nvidia’s planned standalone CPU and Supermicro’s 256-CPU Vera rack highlight growing competition in a market historically led by AMD and Intel. The development validates demand for CPUs in agentic AI workloads but could pressure AMD’s competitive position. Nvidia enters the CPU market
• Negative Sentiment: Renewed attacks in Saudi Arabia pushed oil prices higher, intensifying inflation and interest-rate concerns. Higher financing costs could make the capital-intensive AI infrastructure build-out more difficult to sustain, particularly as Meta’s cash spending caused investors to question the durability of the AI boom. Why AMD Stock Fell
• Negative Sentiment: A broader chip sell-off was amplified by supply-chain warnings and weakness in the PC market, overshadowing bullish AI data-center forecasts. Investors are also cautious because AMD has already experienced substantial gains and trades at a demanding valuation, leaving less room for disappointing guidance. AMD stock drops in chip sell-off

Advanced Micro Devices Stock Performance

NASDAQ:AMD opened at $507.93 on Friday. Advanced Micro Devices, Inc. has a 12 month low of $188.22 and a 12 month high of $658.52. The firm has a market capitalization of $829.18 billion, a PE ratio of 130.57, a price-to-earnings-growth ratio of 5.67 and a beta of 2.45. 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’s fifty day moving average price is $541.49 and its 200 day moving average price is $483.21.

Advanced Micro Devices (NASDAQ:AMD) last posted 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 net margin of 15.58% and a return on equity of 12.30%. The firm had revenue of $11.54 billion for the quarter, compared to the consensus estimate of $11.31 billion. During the same period last year, the firm posted $0.48 EPS. The company’s revenue was up 50.1% on a year-over-year basis. On average, sell-side analysts anticipate that Advanced Micro Devices, Inc. will post 6.50 earnings per share for the current fiscal year.

Advanced Micro Devices Company Profile

Advanced Micro Devices, Inc (NASDAQ: AMD) is a global semiconductor company that designs high-performance computing, graphics and adaptive computing products. Its offerings serve data centers, personal computers, gaming systems, embedded markets and other specialized applications.

AMD’s product portfolio includes Ryzen processors for desktop and notebook computers, EPYC server processors, Radeon graphics processing units, and Instinct accelerators for artificial intelligence and high-performance computing.