Moran Wealth Management LLC Raises Stock Position in Advanced Micro Devices, Inc. $AMD

Moran Wealth Management LLC lifted its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 19.4% during the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 28,402 shares of the semiconductor manufacturer’s stock after purchasing an additional 4,609 shares during the quarter. Moran Wealth Management LLC’s holdings in Advanced Micro Devices were worth $5,778,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also made changes to their positions in AMD. Focused Wealth Management Inc increased its position in shares of Advanced Micro Devices by 2.7% during the first quarter. Focused Wealth Management Inc now owns 1,431 shares of the semiconductor manufacturer’s stock worth $291,000 after acquiring an additional 37 shares during the period. James J. Burns & Company LLC boosted its holdings in Advanced Micro Devices by 2.3% in the fourth quarter. James J. Burns & Company LLC now owns 1,816 shares of the semiconductor manufacturer’s stock valued at $389,000 after purchasing an additional 40 shares during the period. Private Wealth Management Group LLC grew its stake in Advanced Micro Devices by 24.8% during the 1st quarter. Private Wealth Management Group LLC now owns 201 shares of the semiconductor manufacturer’s stock worth $41,000 after purchasing an additional 40 shares in the last quarter. Yoder Wealth Management Inc. increased its holdings in Advanced Micro Devices by 3.7% during the 1st quarter. Yoder Wealth Management Inc. now owns 1,158 shares of the semiconductor manufacturer’s stock worth $236,000 after purchasing an additional 41 shares during the period. Finally, Cassaday & Co Wealth Management LLC increased its holdings in Advanced Micro Devices by 0.9% during the 4th quarter. Cassaday & Co Wealth Management LLC now owns 4,912 shares of the semiconductor manufacturer’s stock worth $1,052,000 after purchasing an additional 43 shares during the period. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Key Headlines Impacting Advanced Micro Devices

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

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on AMD shares. Morgan Stanley lifted their price objective on Advanced Micro Devices from $360.00 to $410.00 and gave the company an “equal weight” rating in a research note on Wednesday, May 6th. BTIG Research raised shares of Advanced Micro Devices to a “buy” rating in a report on Wednesday, May 6th. Raymond James Financial began coverage on shares of Advanced Micro Devices in a research note on Wednesday, May 6th. They issued a “market perform” rating for the company. Zacks Research cut shares of Advanced Micro Devices from a “strong-buy” rating to a “hold” rating in a report on Wednesday, June 3rd. Finally, Barclays downgraded shares of Advanced Micro Devices from an “overweight” rating to an “underweight” rating in a research report on Friday, June 12th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $448.78.

Insider Buying and Selling at Advanced Micro Devices

In other news, EVP Paul Darren Grasby sold 24,376 shares of the stock in a transaction that occurred on Friday, May 8th. The stock was sold at an average price of $444.39, for a total transaction of $10,832,450.64. Following the completion of the transaction, the executive vice president directly owned 105,222 shares of the company’s stock, valued at approximately $46,759,604.58. This represents a 18.81% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, EVP Mark D. Papermaster sold 6,000 shares of the stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $536.33, for a total transaction of $3,217,980.00. Following the completion of the transaction, the executive vice president owned 1,233,687 shares of the company’s stock, valued at $661,663,348.71. This represents a 0.48% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 378,032 shares of company stock valued at $161,876,596. Corporate insiders own 0.50% of the company’s stock.

Advanced Micro Devices Stock Performance

Shares of AMD stock opened at $517.82 on Friday. The stock’s 50-day moving average price is $470.75 and its 200 day moving average price is $307.30. The company has a quick ratio of 1.96, a current ratio of 2.72 and a debt-to-equity ratio of 0.04. The stock has a market capitalization of $844.36 billion, a PE ratio of 169.78, a price-to-earnings-growth ratio of 1.53 and a beta of 2.47. Advanced Micro Devices, Inc. has a 52-week low of $133.50 and a 52-week high of $584.73.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings data on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 earnings per share for the quarter, topping analysts’ consensus estimates of $1.29 by $0.08. Advanced Micro Devices had a return on equity of 9.55% and a net margin of 13.37%.The company had revenue of $10.25 billion during the quarter, compared to analysts’ expectations of $9.90 billion. During the same period last year, the firm earned $0.96 EPS. The firm’s revenue for the quarter was up 37.8% on a year-over-year basis. As a group, equities research analysts forecast that Advanced Micro Devices, Inc. will post 6.15 EPS 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.