WBH Advisory Inc. boosted its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 74.8% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 2,339 shares of the semiconductor manufacturer’s stock after acquiring an additional 1,001 shares during the period. WBH Advisory Inc.’s holdings in Advanced Micro Devices were worth $492,000 at the end of the most recent reporting period.
Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Joseph Group Capital Management acquired a new stake in shares of Advanced Micro Devices during the 4th quarter worth $25,000. Cornerstone Financial Management LLC acquired a new position in Advanced Micro Devices in the fourth quarter valued at about $27,000. Sarver Vrooman Wealth Advisors acquired a new position in Advanced Micro Devices in the fourth quarter valued at about $27,000. Basepoint Wealth LLC bought a new stake in Advanced Micro Devices during the fourth quarter worth about $30,000. Finally, Wilkerson Advisory Group LLC bought a new stake in Advanced Micro Devices during the fourth quarter worth about $33,000. 71.34% of the stock is owned by institutional investors and hedge funds.
More Advanced Micro Devices News
Here are the key news stories impacting Advanced Micro Devices this week:
- Positive Sentiment: Several recent reports remain bullish on AMD’s long-term setup, citing strong data center momentum, continued AI infrastructure demand, and new product launches such as Versal Premium Gen 2 for AI, networking, and aerospace workloads. Analysts including Wells Fargo, UBS, and Cantor have also raised price targets, signaling that some on Wall Street still see meaningful upside. Article Title
- Positive Sentiment: Investor sentiment is being helped by commentary that AMD’s AI and server CPU business remains a key beneficiary of the semiconductor buildout, and some market observers continue to view recent weakness as a buying opportunity rather than a trend change. Article Title
- Neutral Sentiment: At the same time, analysts are warning that the broader AI trade is becoming more selective: Invesco’s Fiona Lim said the “lifted all boats” phase is ending, and future winners will likely be decided by profitability as capacity catches up. That suggests AMD may need to keep executing to justify its premium valuation. Article Title
- Neutral Sentiment: Market commentary also points to AMD’s stretched valuation, with one piece highlighting a forward P/E around 54x. While data center growth is strong, concerns over competition, gaming कमजोरी, and margin pressure are keeping near-term enthusiasm in check. Article Title
- Negative Sentiment: Recent trading has also been pressured by the broader semiconductor pullback and AI-spending fears, including reports of a sharp selloff after Meta-related compute news. That has raised questions about how durable current AI capex trends really are and whether AMD can hold support after its recent run-up. Article Title
Wall Street Analyst Weigh In
View Our Latest Stock Analysis on AMD
Insider Activity
In other Advanced Micro Devices news, EVP Paul Darren Grasby sold 24,376 shares of the company’s stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $444.39, for a total value of $10,832,450.64. Following the completion of the transaction, the executive vice president owned 105,222 shares of the company’s stock, valued at $46,759,604.58. This represents a 18.81% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Nora Denzel sold 8,626 shares of the stock in a transaction dated Tuesday, June 2nd. The shares were sold at an average price of $522.00, for a total value of $4,502,772.00. Following the completion of the transaction, the director owned 87,173 shares of the company’s stock, valued at $45,504,306. This represents a 9.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 378,032 shares of company stock valued at $161,876,596. 0.50% of the stock is currently owned by insiders.
Advanced Micro Devices Stock Performance
AMD opened at $517.82 on Friday. The company has a market cap of $844.36 billion, a P/E ratio of 169.78, a PEG ratio of 1.53 and a beta of 2.47. 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 company’s 50 day moving average is $470.75 and its 200-day moving average is $307.30. Advanced Micro Devices, Inc. has a 1-year low of $133.50 and a 1-year high of $584.73.
Advanced Micro Devices (NASDAQ:AMD – Get Free Report) last released its quarterly earnings data on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.29 by $0.08. The business had revenue of $10.25 billion during the quarter, compared to analysts’ expectations of $9.90 billion. Advanced Micro Devices had a net margin of 13.37% and a return on equity of 9.55%. The firm’s quarterly revenue was up 37.8% compared to the same quarter last year. During the same period in the prior year, the company earned $0.96 EPS. Equities research analysts predict that Advanced Micro Devices, Inc. will post 6.15 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 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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