Bayforest Capital Ltd Makes New Investment in Advanced Micro Devices, Inc. $AMD

Bayforest Capital Ltd purchased a new position in Advanced Micro Devices, Inc. (NASDAQ:AMD) in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 458 shares of the semiconductor manufacturer’s stock, valued at approximately $47,000.

Other large investors also recently modified their holdings of the company. Farmers & Merchants Trust Co of Chambersburg PA increased its holdings in shares of Advanced Micro Devices by 277.8% in the first quarter. Farmers & Merchants Trust Co of Chambersburg PA now owns 272 shares of the semiconductor manufacturer’s stock worth $28,000 after acquiring an additional 200 shares in the last quarter. American Capital Advisory LLC increased its holdings in shares of Advanced Micro Devices by 90.3% in the first quarter. American Capital Advisory LLC now owns 274 shares of the semiconductor manufacturer’s stock worth $28,000 after acquiring an additional 130 shares in the last quarter. Kozak & Associates Inc. grew its holdings in shares of Advanced Micro Devices by 67.6% during the first quarter. Kozak & Associates Inc. now owns 305 shares of the semiconductor manufacturer’s stock worth $29,000 after buying an additional 123 shares in the last quarter. Mpwm Advisory Solutions LLC bought a new position in shares of Advanced Micro Devices during the fourth quarter worth about $30,000. Finally, Investors Research Corp grew its holdings in shares of Advanced Micro Devices by 117.9% during the first quarter. Investors Research Corp now owns 305 shares of the semiconductor manufacturer’s stock worth $31,000 after buying an additional 165 shares in the last quarter. 71.34% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on AMD shares. Cantor Fitzgerald reiterated an “overweight” rating and set a $200.00 price objective on shares of Advanced Micro Devices in a report on Wednesday, August 6th. DZ Bank upgraded Advanced Micro Devices from a “sell” rating to a “hold” rating and set a $165.00 price objective for the company in a report on Thursday, August 7th. HSBC decreased their price objective on Advanced Micro Devices from $200.00 to $185.00 and set a “buy” rating for the company in a report on Tuesday, September 9th. TD Cowen increased their price objective on Advanced Micro Devices from $165.00 to $195.00 and gave the stock a “buy” rating in a report on Wednesday, August 6th. Finally, Bank of America increased their price objective on Advanced Micro Devices from $175.00 to $200.00 and gave the stock a “buy” rating in a report on Tuesday, July 29th. Three research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $180.88.

Advanced Micro Devices Stock Performance

Shares of NASDAQ AMD opened at $158.57 on Friday. The stock has a 50 day moving average price of $163.13 and a 200 day moving average price of $127.28. Advanced Micro Devices, Inc. has a 52 week low of $76.48 and a 52 week high of $186.65. The company has a debt-to-equity ratio of 0.05, a quick ratio of 1.81 and a current ratio of 2.49. The stock has a market capitalization of $257.33 billion, a PE ratio of 91.13, a price-to-earnings-growth ratio of 1.83 and a beta of 1.92.

Advanced Micro Devices (NASDAQ:AMD) last released its quarterly earnings data on Tuesday, August 5th. The semiconductor manufacturer reported $0.48 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.54 by ($0.06). Advanced Micro Devices had a net margin of 9.57% and a return on equity of 7.54%. The business had revenue of $7.69 billion during the quarter, compared to analyst estimates of $7.41 billion. During the same period in the previous year, the business earned $0.69 earnings per share. The business’s quarterly revenue was up 31.7% on a year-over-year basis. Advanced Micro Devices has set its Q3 2025 guidance at EPS. Analysts predict that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, EVP Mark D. Papermaster sold 17,998 shares of the firm’s stock in a transaction that occurred on Tuesday, July 15th. The stock was sold at an average price of $155.03, for a total value of $2,790,229.94. Following the completion of the sale, the executive vice president directly owned 1,713,710 shares of the company’s stock, valued at $265,676,461.30. This trade represents a 1.04% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, EVP Forrest Eugene Norrod sold 17,200 shares of the firm’s stock in a transaction that occurred on Wednesday, September 10th. The shares were sold at an average price of $160.93, for a total value of $2,767,996.00. Following the completion of the sale, the executive vice president directly owned 313,848 shares of the company’s stock, valued at approximately $50,507,558.64. The trade was a 5.20% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders sold 270,198 shares of company stock valued at $44,183,576. Corporate insiders own 0.06% of the company’s stock.

Advanced Micro Devices Company Profile

Advanced Micro Devices, Inc operates as a semiconductor company worldwide. It operates through Data Center, Client, Gaming, and Embedded segments. The company offers x86 microprocessors and graphics processing units (GPUs) as an accelerated processing unit, chipsets, data center, and professional GPUs; and embedded processors, and semi-custom system-on-chip (SoC) products, microprocessor and SoC development services and technology, data processing unites, field programmable gate arrays (FPGA), and adaptive SoC products.