Motley Fool Asset Management LLC Increases Stock Holdings in Advanced Micro Devices, Inc. $AMD

Motley Fool Asset Management LLC increased its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 35.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 151,673 shares of the semiconductor manufacturer’s stock after purchasing an additional 39,644 shares during the quarter. Advanced Micro Devices makes up approximately 1.3% of Motley Fool Asset Management LLC’s holdings, making the stock its 16th largest holding. Motley Fool Asset Management LLC’s holdings in Advanced Micro Devices were worth $32,482,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in AMD. Brighton Jones LLC increased its position in Advanced Micro Devices by 178.2% during the 4th quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer’s stock worth $5,551,000 after purchasing an additional 29,438 shares in the last quarter. Revolve Wealth Partners LLC increased its position in Advanced Micro Devices by 2.9% during the 4th quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer’s stock worth $1,001,000 after purchasing an additional 234 shares in the last quarter. Sivia Capital Partners LLC increased its position in Advanced Micro Devices by 125.1% during the 2nd quarter. Sivia Capital Partners LLC now owns 5,344 shares of the semiconductor manufacturer’s stock worth $758,000 after purchasing an additional 2,970 shares in the last quarter. United Bank increased its position in Advanced Micro Devices by 22.0% during the 2nd quarter. United Bank now owns 13,255 shares of the semiconductor manufacturer’s stock worth $1,881,000 after purchasing an additional 2,392 shares in the last quarter. Finally, Schnieders Capital Management LLC. increased its position in Advanced Micro Devices by 361.0% during the 2nd quarter. Schnieders Capital Management LLC. now owns 9,230 shares of the semiconductor manufacturer’s stock worth $1,310,000 after purchasing an additional 7,228 shares in the last quarter. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Advanced Micro Devices Stock Down 3.0%

AMD opened at $475.51 on Wednesday. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.72 and a quick ratio of 1.96. The stock has a market capitalization of $775.37 billion, a price-to-earnings ratio of 155.91, a price-to-earnings-growth ratio of 1.44 and a beta of 2.50. The business has a 50-day moving average of $369.56 and a two-hundred day moving average of $268.77. Advanced Micro Devices, Inc. has a 12 month low of $115.06 and a 12 month high of $546.44.

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

Insider Buying and Selling

In other Advanced Micro Devices news, EVP Forrest Eugene Norrod sold 19,487 shares of Advanced Micro Devices stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $431.40, for a total value of $8,406,691.80. Following the completion of the sale, the executive vice president owned 324,527 shares in the company, valued at $140,000,947.80. The trade was a 5.66% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Mark D. Papermaster sold 31,320 shares of Advanced Micro Devices stock in a transaction dated Friday, April 24th. The shares were sold at an average price of $350.00, for a total value of $10,962,000.00. Following the completion of the sale, the executive vice president owned 1,236,037 shares of the company’s stock, valued at $432,612,950. This trade represents a 2.47% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 332,032 shares of company stock worth $117,967,816 over the last ninety days. Insiders own 0.50% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms recently commented on AMD. JPMorgan Chase & Co. lifted their price objective on Advanced Micro Devices from $270.00 to $385.00 and gave the stock a “neutral” rating in a research report on Wednesday, May 6th. Evercore reiterated an “outperform” rating and set a $579.00 price objective on shares of Advanced Micro Devices in a research report on Tuesday, May 19th. Rosenblatt Securities lifted their price objective on Advanced Micro Devices from $300.00 to $490.00 and gave the stock a “buy” rating in a research report on Wednesday, May 6th. BTIG Research upgraded Advanced Micro Devices to a “buy” rating in a research report on Wednesday, May 6th. Finally, Erste Group Bank upgraded Advanced Micro Devices from a “hold” rating to a “buy” rating in a research report on Thursday, April 2nd. One analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and thirteen have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Advanced Micro Devices currently has an average rating of “Moderate Buy” and a consensus target price of $419.86.

Key Advanced Micro Devices News

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

• Positive Sentiment: AMD announced a planned investment of up to £2 billion over five years in the United Kingdom to expand AI innovation, advanced computing, research partnerships, and workforce development, which supports its long-term AI growth story. AMD Commits up to £2 Billion to Accelerate AI Innovation and Research in the United Kingdom
• Positive Sentiment: Several analysts and commentators remained constructive on AMD, citing strong AI infrastructure demand, recent revenue growth, and potential upside from EPYC and Instinct adoption across cloud and enterprise markets.
• Neutral Sentiment: AMD also received attention for new collaborations with Imperial College London, Oriole Networks, and the University of Cambridge, which could help strengthen its AI ecosystem but are longer-term rather than immediate financial catalysts.
• Neutral Sentiment: Insider and institutional trading data showed mixed signals: insiders have been net sellers over the past six months, while several large funds have been adding to positions.
• Negative Sentiment: Shares were weighed by a broad semiconductor selloff and weaker risk appetite, with multiple reports noting that chipmakers, including AMD, pulled lower as the market’s recent AI rebound faded.
• Negative Sentiment: Bearish commentary also resurfaced, with some articles arguing AMD’s valuation is stretched and that Nvidia still holds a wide lead in AI accelerators, which may be pressuring sentiment.

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.