O Shaughnessy Asset Management LLC Increases Stake in Advanced Micro Devices, Inc. $AMD

O Shaughnessy Asset Management LLC boosted its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 12.3% during the fourth quarter, Holdings Channel.com reports. The firm owned 215,451 shares of the semiconductor manufacturer’s stock after buying an additional 23,532 shares during the period. O Shaughnessy Asset Management LLC’s holdings in Advanced Micro Devices were worth $46,141,000 at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. Impax Asset Management Group plc increased its stake in Advanced Micro Devices by 326.5% in the 3rd quarter. Impax Asset Management Group plc now owns 52,068 shares of the semiconductor manufacturer’s stock worth $8,424,000 after purchasing an additional 39,861 shares during the period. Jefferies Financial Group Inc. increased its stake in shares of Advanced Micro Devices by 6,228.8% during the fourth quarter. Jefferies Financial Group Inc. now owns 308,021 shares of the semiconductor manufacturer’s stock valued at $65,966,000 after buying an additional 303,154 shares during the period. Williamson Legacy Group LLC purchased a new position in shares of Advanced Micro Devices during the fourth quarter valued at approximately $1,118,000. Thoroughbred Financial Services LLC increased its stake in shares of Advanced Micro Devices by 8.8% during the fourth quarter. Thoroughbred Financial Services LLC now owns 32,827 shares of the semiconductor manufacturer’s stock valued at $7,030,000 after buying an additional 2,654 shares during the period. Finally, Zweig DiMenna Associates LLC increased its stake in shares of Advanced Micro Devices by 127.6% during the third quarter. Zweig DiMenna Associates LLC now owns 72,602 shares of the semiconductor manufacturer’s stock valued at $11,746,000 after buying an additional 40,708 shares during the period. 71.34% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other news, Director Nora Denzel sold 8,626 shares of the business’s stock in a transaction on Tuesday, June 2nd. The shares were sold at an average price of $522.00, for a total transaction of $4,502,772.00. Following the sale, the director owned 87,173 shares in the company, valued at approximately $45,504,306. The trade was a 9.00% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Paul Darren Grasby sold 24,376 shares of the business’s stock in a transaction on Friday, May 8th. The shares were sold at an average price of $444.39, for a total transaction of $10,832,450.64. Following the sale, the executive vice president owned 105,222 shares in the company, valued at approximately $46,759,604.58. This trade represents a 18.81% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 339,532 shares of company stock worth $119,504,341. 0.50% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on AMD shares. Phillip Securities raised Advanced Micro Devices from a “moderate buy” rating to a “strong-buy” rating in a research note on Sunday, February 8th. HSBC cut Advanced Micro Devices from a “buy” rating to a “hold” rating and boosted their target price for the company from $335.00 to $340.00 in a research note on Monday, May 4th. Bank of America boosted their target price on Advanced Micro Devices from $450.00 to $500.00 and gave the company a “buy” rating in a research note on Wednesday, May 13th. Stifel Nicolaus boosted their target price on Advanced Micro Devices from $320.00 to $450.00 and gave the company a “buy” rating in a research note on Wednesday, May 6th. Finally, DA Davidson boosted their target price on Advanced Micro Devices from $375.00 to $425.00 and gave the company a “buy” rating in a research note on Wednesday, May 6th. One research analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and thirteen have given a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $419.86.

Advanced Micro Devices News Summary

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

• Positive Sentiment: Analysts remain constructive on AMD’s long-term AI growth story, with recent firm price targets well above current levels, including bullish calls from Barclays, TD Cowen, and Mizuho. CPU Demand Rapidly Rising Amid Expanding Agentic AI, Says Barclays, Raises PT On Advanced Micro (AMD) To $665
• Positive Sentiment: AMD’s latest quarterly results were strong, with revenue up 37.8% year over year and earnings topping expectations, reinforcing the company’s fundamental growth momentum. Advanced Micro Devices Price Performance
• Positive Sentiment: Some market commentary continues to highlight AMD as a major beneficiary of AI infrastructure spending, especially as demand for CPUs and AI servers expands. Forget GPUs: AMD, NVDA, INTC, ARM Are Chasing AI’s Next Big Prize — The $120B CPU Market
• Neutral Sentiment: AMD remains one of the most watched semiconductor names, so heightened investor attention may be amplifying volatility around the stock. Advanced Micro Devices, Inc. (AMD) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Comments from TSMC suggesting AI chip supply will stay tight for years support the broader chip demand backdrop, but also underscore that the sector is still operating under capacity constraints. TSMC CEO Warns Chip Supply Won’t Meet AI-Fueled Demand for Years
• Negative Sentiment: AMD is being dragged down by the broader chip rout after Broadcom’s earnings and AI guidance failed to meet elevated expectations, prompting a reassessment of the AI trade. Intel, AMD stocks slide again in aftermath of Broadcom’s weak outlook
• Negative Sentiment: Several reports say AMD has fallen alongside other major semiconductor names as investors lock in profits after a strong run in AI-related stocks. AMD, Broadcom, Quantinuum, and More Stocks That Explain Today’s Market
• Negative Sentiment: AMD’s recent surge has also left some investors worried about valuation, with commentary suggesting the stock may have gotten ahead of near-term fundamentals. Advanced Micro Devices (AMD) Stock Surges on Analyst Upgrades — But Valuation Concerns Linger

Advanced Micro Devices Stock Performance

Shares of Advanced Micro Devices stock opened at $466.38 on Monday. Advanced Micro Devices, Inc. has a 12 month low of $115.06 and a 12 month high of $546.44. The firm has a market capitalization of $760.48 billion, a P/E ratio of 152.91, a P/E/G ratio of 1.37 and a beta of 2.50. The company has a current ratio of 2.72, a quick ratio of 1.96 and a debt-to-equity ratio of 0.04. The business has a fifty day simple moving average of $358.36 and a two-hundred day simple moving average of $265.16.

Advanced Micro Devices (NASDAQ:AMD) last announced its earnings results on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 EPS for the quarter, beating analysts’ consensus estimates of $1.29 by $0.08. Advanced Micro Devices had a net margin of 13.37% and a return on equity of 9.55%. The firm had revenue of $10.25 billion for the quarter, compared to analysts’ expectations of $9.90 billion. During the same quarter in the previous year, the business posted $0.96 EPS. The company’s quarterly revenue was up 37.8% on a year-over-year basis. On average, equities analysts forecast that Advanced Micro Devices, Inc. will post 6.2 earnings per share for the current fiscal year.

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.