Key Points
- AMD EVP Jean Hu sold 15,000 shares for approximately $7.1 million at an average price of $474.08 under a pre-arranged Rule 10b5-1 plan, reducing her ownership by 8.52%.
- AMD reported quarterly revenue of $11.54 billion, up 50.1% year over year, and earnings of $1.66 per share, beating analyst estimates.
- Wall Street maintains a “Moderate Buy” consensus rating, with an average price target of $553.72, although the stock’s elevated valuation and competition with Nvidia present risks.
Advanced Micro Devices, Inc. (NASDAQ:AMD - Get Free Report) EVP Jean Hu sold 15,000 shares of the business's stock in a transaction on Tuesday, August 25th. The shares were sold at an average price of $474.08, for a total transaction of $7,111,200.00. Following the sale, the executive vice president directly owned 160,979 shares in the company, valued at approximately $76,316,924.32. This trade represents a 8.52% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Advanced Micro Devices Stock Performance
Shares of Advanced Micro Devices stock opened at $476.67 on Friday. The stock has a market cap of $778.15 billion, a PE ratio of 122.54 and a beta of 2.48. The business has a fifty day simple moving average of $507.14 and a 200-day simple moving average of $383.86. The company has a quick ratio of 1.91, a current ratio of 2.61 and a debt-to-equity ratio of 0.03. Advanced Micro Devices, Inc. has a 12 month low of $149.22 and a 12 month high of $584.73.
Advanced Micro Devices (NASDAQ:AMD - Get Free Report) last posted its quarterly earnings results on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 earnings per share for the quarter, beating the consensus estimate of $1.62 by $0.04. The firm had revenue of $11.54 billion for the quarter, compared to analyst estimates of $11.31 billion. Advanced Micro Devices had a return on equity of 12.30% and a net margin of 15.58%.Advanced Micro Devices's quarterly revenue was up 50.1% on a year-over-year basis. During the same period in the previous year, the firm earned $0.48 earnings per share. On average, sell-side analysts anticipate that Advanced Micro Devices, Inc. will post 6.44 EPS for the current fiscal year.
Institutional Trading of Advanced Micro Devices
Large investors have recently added to or reduced their stakes in the business. Formuepleje A S acquired a new stake in shares of Advanced Micro Devices in the 2nd quarter valued at $4,873,000. Tucker Asset Management LLC acquired a new position in Advanced Micro Devices during the second quarter worth $462,000. HORAN Wealth LLC acquired a new position in Advanced Micro Devices during the second quarter worth $437,000. Principia Wealth Advisory LLC raised its holdings in Advanced Micro Devices by 23.7% during the second quarter. Principia Wealth Advisory LLC now owns 146 shares of the semiconductor manufacturer's stock valued at $85,000 after buying an additional 28 shares in the last quarter. Finally, Wellington Grp LLC raised its holdings in Advanced Micro Devices by 20.0% during the second quarter. Wellington Grp LLC now owns 4,166 shares of the semiconductor manufacturer's stock valued at $2,420,000 after buying an additional 694 shares in the last quarter. 71.34% of the stock is owned by institutional investors.
Wall Street Analyst Weigh In
A number of research firms have recently issued reports on AMD. Sanford C. Bernstein reissued an "outperform" rating and issued a $650.00 price target on shares of Advanced Micro Devices in a research report on Wednesday, August 5th. Wall Street Zen downgraded shares of Advanced Micro Devices from a "buy" rating to a "hold" rating in a research report on Saturday, August 15th. Loop Capital upgraded shares of Advanced Micro Devices to a "strong-buy" rating in a research note on Tuesday, June 16th. Argus increased their target price on shares of Advanced Micro Devices from $450.00 to $625.00 and gave the stock a "buy" rating in a research report on Thursday, August 6th. Finally, Susquehanna lifted their target price on shares of Advanced Micro Devices from $450.00 to $500.00 and gave the company a "positive" rating in a research note on Thursday, July 30th. Four analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average price target of $553.72.
Read Our Latest Analysis on Advanced Micro Devices
Key Headlines Impacting Advanced Micro Devices
Here are the key news stories impacting Advanced Micro Devices this week:
- Positive Sentiment: AI growth outlook remains robust: AMD’s second-quarter revenue increased 50% year over year to approximately $11.5 billion, with data-center revenue more than doubling to $6.7 billion. Management’s roughly $13 billion third-quarter revenue outlook and 56% gross-margin forecast support expectations for continued momentum. AMD growth outlook
- Positive Sentiment: Analyst upgrade and product catalysts: Raymond James upgraded AMD, citing a potential $201 billion revenue opportunity by 2030 from agentic AI. AMD is also preparing the MI455X accelerator and Helios rack system, while ROCm 10, UCIe connectivity and new secure-AI initiatives could strengthen its ecosystem. Raymond James AMD upgrade
- Positive Sentiment: Enterprise AI positioning: AMD’s equity investment and joint development agreement with Nutanix could help it offer more complete inference and agentic-AI systems as an open alternative to Nvidia’s platform. AMD and Nutanix partnership
- Neutral Sentiment: Anthropic’s mixed chip strategy: Anthropic reportedly previously committed substantial spending involving AMD but later signed a six-year, $45 billion lease for Nvidia-powered capacity. The news suggests AMD remains relevant, but Nvidia may be the preferred provider for the largest AI workloads. Anthropic AMD and Nvidia spending
- Negative Sentiment: Insider and fund selling: EVP Forrest Norrod sold about $7.9 million of AMD stock and EVP Jean Hu sold approximately $7.1 million, both under pre-arranged Rule 10b5-1 plans. ARK Invest also sold about $18.2 million of AMD while rotating into Broadcom and Cerebras, weighing on sentiment after AMD’s substantial rally. AMD insider sale filing
- Negative Sentiment: Competition and risk factors: Nvidia’s blowout results emphasized AMD’s weaker margins and software ecosystem, while AMD’s elevated valuation, potential semiconductor tariffs, export restrictions and rising memory costs increase the execution risk required to sustain its growth expectations. Nvidia versus AMD investment comparison
About Advanced Micro Devices
(
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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