George Kaiser Family Foundation Purchases Shares of 1,544 Advanced Micro Devices, Inc. $AMD

George Kaiser Family Foundation purchased a new position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 1,544 shares of the semiconductor manufacturer’s stock, valued at approximately $897,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. First National Bank of Hutchinson grew its stake in shares of Advanced Micro Devices by 0.4% in the second quarter. First National Bank of Hutchinson now owns 5,639 shares of the semiconductor manufacturer’s stock valued at $3,276,000 after buying an additional 22 shares in the last quarter. Clal Insurance Enterprises Holdings Ltd raised its position in Advanced Micro Devices by 12.8% during the first quarter. Clal Insurance Enterprises Holdings Ltd now owns 212 shares of the semiconductor manufacturer’s stock worth $43,000 after acquiring an additional 24 shares in the last quarter. Trust Co of the South lifted its stake in Advanced Micro Devices by 1.5% in the second quarter. Trust Co of the South now owns 1,746 shares of the semiconductor manufacturer’s stock valued at $1,014,000 after acquiring an additional 25 shares during the last quarter. Beaird Harris Wealth Management LLC lifted its stake in Advanced Micro Devices by 9.4% in the second quarter. Beaird Harris Wealth Management LLC now owns 292 shares of the semiconductor manufacturer’s stock valued at $169,000 after acquiring an additional 25 shares during the last quarter. Finally, Veery Capital LLC grew its position in shares of Advanced Micro Devices by 1.0% in the 2nd quarter. Veery Capital LLC now owns 2,793 shares of the semiconductor manufacturer’s stock valued at $1,622,000 after acquiring an additional 27 shares during the period. Institutional investors own 71.34% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on AMD. TD Cowen reaffirmed a “buy” rating on shares of Advanced Micro Devices in a report on Wednesday, August 5th. HSBC downgraded Advanced Micro Devices from a “buy” rating to a “hold” rating and boosted their price target for the stock from $335.00 to $340.00 in a research report on Monday, May 4th. Loop Capital upgraded Advanced Micro Devices to a “strong-buy” rating in a research note on Tuesday, June 16th. Evercore reiterated an “outperform” rating and set a $579.00 target price on shares of Advanced Micro Devices in a research note on Tuesday, May 19th. Finally, Morgan Stanley boosted their target price on Advanced Micro Devices from $410.00 to $465.00 and gave the stock an “equal weight” rating in a report on Wednesday, August 5th. Four analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $553.72.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: Strong AI and data-center momentum: AMD reported second-quarter revenue of approximately $11.5 billion, up 50% year over year, while data-center revenue more than doubled to $6.7 billion. Management’s third-quarter outlook for roughly $13 billion of revenue and a 56% gross margin reinforced expectations for continued demand and operating leverage. AMD: The Low-Hanging Fruit Is Gone, But The Stock Is Still A Buy
• Positive Sentiment: Analyst support and competitive positioning: Wall Street firms reiterated bullish views and raised price targets, with Raymond James upgrading AMD to Strong Buy and BMO initiating coverage with a $550 target. Investors also see AMD as a potential alternative to Nvidia for hyperscalers, including through large customer deployments and opportunities in inference and agentic AI. AMD Stock Gets Strong Buy Upgrade From Raymond James
• Positive Sentiment: Product and ecosystem catalysts: AMD’s upcoming Instinct MI455X accelerator is expected to feature 432GB of HBM4 memory, while the Helios rack system is scheduled to begin initial shipments later this quarter. The company is also expanding UCIe connectivity, trusted-AI security capabilities and EPYC processor deployments for autonomous-driving applications. AMD’s Next AI Accelerator Carries 432 Gigabytes of Memory
• Neutral Sentiment: Nvidia earnings remain a near-term trading catalyst: AMD and other semiconductor stocks benefited from positioning ahead of Nvidia’s results. Nvidia’s outlook could validate AI infrastructure demand or trigger a broader reassessment of accelerator valuations. NVIDIA Earnings Could Move These 3 AI Stocks
• Negative Sentiment: Insider selling weighs on sentiment: EVP Forrest Norrod sold 17,261 shares worth about $7.9 million under a pre-arranged Rule 10b5-1 plan. The sale is not necessarily a signal about fundamentals, but repeated insider disposals can add pressure after a sharp rally. AMD Insider Sale SEC Filing
• Negative Sentiment: Valuation and execution risks: With AMD trading at a high earnings multiple after a major advance, investors may demand continued exceptional growth. Export-policy uncertainty, rising memory costs and more than $10 billion of planned Taiwan packaging investment could increase execution and margin risks. AMD’s Next Move Could Be Huge

Insider Activity at Advanced Micro Devices

In other news, Director Nora Denzel sold 8,626 shares of Advanced Micro Devices stock in a transaction that occurred on 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 sale, the director directly owned 87,173 shares in the company, valued at approximately $45,504,306. The trade was a 9.00% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Lisa T. Su sold 125,000 shares of the business’s stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $460.69, for a total value of $57,586,250.00. Following the completion of the sale, the chief executive officer owned 2,896,899 shares of the company’s stock, valued at approximately $1,334,572,400.31. This trade represents a 4.14% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 228,024 shares of company stock valued at $107,851,304. 0.50% of the stock is currently owned by company insiders.

Advanced Micro Devices Trading Up 0.4%

AMD stock opened at $480.93 on Thursday. Advanced Micro Devices, Inc. has a 52 week low of $149.22 and a 52 week high of $584.73. The company has a market capitalization of $785.10 billion, a PE ratio of 123.63 and a beta of 2.48. The company’s 50-day simple moving average is $508.39 and its 200 day simple moving average is $381.97. The company has a debt-to-equity ratio of 0.03, a quick ratio of 1.91 and a current ratio of 2.61.

Advanced Micro Devices (NASDAQ:AMD) last issued its quarterly earnings data on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 earnings per share for the quarter, topping the consensus estimate of $1.62 by $0.04. The business had revenue of $11.54 billion during the quarter, compared to analysts’ expectations of $11.31 billion. Advanced Micro Devices had a net margin of 15.58% and a return on equity of 12.30%. The business’s revenue was up 50.1% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.48 EPS. As a group, sell-side analysts anticipate that Advanced Micro Devices, Inc. will post 6.44 earnings per share for the current 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.