Key Points
- AMD SVP Ava Hahn sold 143 shares at an average price of $474.75, totaling $67,889.25. The Rule 10b5-1 transaction reduced her direct holdings by 0.8% to 17,644 shares.
- AMD reported quarterly EPS of $1.66, exceeding estimates of $1.62, while revenue reached $11.54 billion—up 50.1% year over year and above analyst expectations.
- Analysts remain broadly bullish, with a consensus “Moderate Buy” rating and a $546.87 price target, but AMD’s approximately 124 P/E ratio reflects a demanding valuation and leaves the stock vulnerable to weaker AI growth or margins.
Advanced Micro Devices, Inc. (NASDAQ:AMD - Get Free Report) SVP Ava Hahn sold 143 shares of the company's stock in a transaction on Tuesday, August 11th. The shares were sold at an average price of $474.75, for a total value of $67,889.25. Following the completion of the sale, the senior vice president directly owned 17,644 shares in the company, valued at $8,376,489. This trade represents a 0.80% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Advanced Micro Devices Price Performance
Advanced Micro Devices stock opened at $483.01 on Friday. Advanced Micro Devices, Inc. has a 52 week low of $149.22 and a 52 week high of $584.73. The company has a quick ratio of 1.91, a current ratio of 2.61 and a debt-to-equity ratio of 0.03. The firm's 50-day simple moving average is $510.81 and its 200 day simple moving average is $366.44. The firm has a market capitalization of $788.50 billion, a PE ratio of 124.17 and a beta of 2.48.
Advanced Micro Devices (NASDAQ:AMD - Get Free Report) last issued 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. 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 analysts' expectations of $11.31 billion. During the same period in the prior year, the company earned $0.48 EPS. The firm's revenue was up 50.1% on a year-over-year basis. On average, equities research analysts predict that Advanced Micro Devices, Inc. will post 6.44 EPS for the current fiscal year.
More Advanced Micro Devices News
Here are the key news stories impacting Advanced Micro Devices this week:
- Positive Sentiment: Bank of America raised its 2030 server CPU market forecast to more than $210 billion from approximately $170 billion, arguing that AI agents will increase demand for CPUs alongside GPUs. The bank named AMD and Nvidia as its leading semiconductor investment choices. Bank of America Elevates AI Chip Forecast, Selects AMD and Nvidia as Leading Choices
- Positive Sentiment: The expanded CPU outlook strengthens AMD’s growth case beyond AI accelerators, particularly as the company targets substantial server-market share and develops its Helios AI platform. AMD Gets a Bigger AI Opportunity as CPU Market Expands
- Positive Sentiment: Recent analyst commentary remains constructive: Bernstein said AMD continued taking CPU unit share from Intel, while other analysts argue that AI growth can justify AMD’s premium valuation. AMD vs. Intel: One Is a Buy, the Other Is a Hold
- Neutral Sentiment: AMD plans to issue up to $5 billion of investment-grade bonds to fund AI expansion, partnerships and general corporate purposes. The financing provides capital for growth but introduces additional interest and execution risk. AMD Prepares Record $5 Billion Bond Sale
- Negative Sentiment: AMD trades at a very demanding valuation—about 124 times trailing earnings in the supplied data—making the stock vulnerable if AI growth expectations or margins disappoint. Options markets also imply unusually wide potential outcomes. AMD Stock Can Halve or Nearly Double
- Negative Sentiment: Competitive concerns persist after reports that SpaceX will use Nvidia exclusively for AI chips. Separately, BNP Paribas and Optiver reported reducing AMD holdings in recent filings, though those disclosures reflect positions as of June 30 rather than current trading. Is AMD in Trouble as SpaceX Goes Exclusive With Nvidia?
Wall Street Analyst Weigh In
A number of research analysts have recently weighed in on the stock. KeyCorp set a $650.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, August 5th. Bank of America increased their target price on Advanced Micro Devices from $550.00 to $620.00 and gave the company a "buy" rating in a report on Tuesday, July 14th. Benchmark raised their price target on Advanced Micro Devices from $485.00 to $685.00 and gave the stock a "buy" rating in a research report on Wednesday, July 22nd. Oppenheimer cut Advanced Micro Devices from a "market perform" rating to a "market perform" rating in a report on Wednesday, May 6th. Finally, Northland Securities restated a "market perform" rating and issued a $260.00 price objective on shares of Advanced Micro Devices in a research report on Monday, April 27th. Three investment analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus price target of $546.87.
Get Our Latest Stock Report on Advanced Micro Devices
Institutional Inflows and Outflows
Institutional investors have recently bought and sold shares of the business. Brighton Jones LLC grew its position in shares of Advanced Micro Devices by 178.2% in the fourth quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer's stock valued at $5,551,000 after purchasing an additional 29,438 shares during the period. Revolve Wealth Partners LLC lifted its position in Advanced Micro Devices by 2.9% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer's stock worth $1,001,000 after buying an additional 234 shares during the period. Sivia Capital Partners LLC lifted its position in Advanced Micro Devices by 125.1% during the second quarter. Sivia Capital Partners LLC now owns 5,344 shares of the semiconductor manufacturer's stock worth $758,000 after buying an additional 2,970 shares during the period. United Bank boosted its stake in Advanced Micro Devices by 22.0% in the 2nd quarter. United Bank now owns 13,255 shares of the semiconductor manufacturer's stock worth $1,881,000 after buying an additional 2,392 shares during the last quarter. Finally, Schnieders Capital Management LLC. boosted its stake in Advanced Micro Devices by 361.0% in the 2nd quarter. Schnieders Capital Management LLC. now owns 9,230 shares of the semiconductor manufacturer's stock worth $1,310,000 after buying an additional 7,228 shares during the last quarter. 71.34% of the stock is currently owned by institutional investors and hedge funds.
Advanced Micro Devices Company Profile
(
Get Free Report)
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.
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