Greenland Capital Management LP Trims Stock Holdings in Advanced Micro Devices, Inc. $AMD

08 Sep 2026, 06:18 by Renee Jackson · The Cerbat Gem

Greenland Capital Management LP decreased its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 85.1% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 993 shares of the semiconductor manufacturer’s stock after selling 5,671 shares during the quarter. Greenland Capital Management LP’s holdings in Advanced Micro Devices were worth $577,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently made changes to their positions in the stock. Southpoint Capital Advisors LP lifted its holdings in shares of Advanced Micro Devices by 50.0% in the first quarter. Southpoint Capital Advisors LP now owns 900,000 shares of the semiconductor manufacturer’s stock worth $183,087,000 after buying an additional 300,000 shares in the last quarter. Jefferies Financial Group Inc. grew its stake in Advanced Micro Devices by 6,228.8% during the fourth quarter. Jefferies Financial Group Inc. now owns 308,021 shares of the semiconductor manufacturer’s stock valued at $65,966,000 after acquiring an additional 303,154 shares in the last quarter. Boomfish Wealth Group LLC bought a new stake in Advanced Micro Devices during the 1st quarter worth approximately $1,193,000. Dimensional Fund Advisors LP increased its holdings in Advanced Micro Devices by 6.0% during the 1st quarter. Dimensional Fund Advisors LP now owns 5,142,516 shares of the semiconductor manufacturer’s stock worth $1,045,954,000 after acquiring an additional 291,165 shares during the period. Finally, Williamson Legacy Group LLC purchased a new stake in Advanced Micro Devices in the 4th quarter worth approximately $1,118,000. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Analyst Ratings Changes

Several research analysts have commented on the stock. Rosenblatt Securities raised their price target on shares of Advanced Micro Devices from $665.00 to $700.00 and gave the company a “buy” rating in a report on Thursday, August 6th. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $700.00 price target on shares of Advanced Micro Devices in a report on Wednesday, August 5th. Robert W. Baird set a $1,250.00 price objective on Advanced Micro Devices in a research report on Friday, July 24th. Evercore reissued an “outperform” rating and set a $579.00 price objective on shares of Advanced Micro Devices in a research note on Tuesday, May 19th. Finally, Wall Street Zen upgraded Advanced Micro Devices from a “hold” rating to a “buy” rating in a research report on Saturday, August 29th. Three analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, ten have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $553.72.

Check Out Our Latest Stock Report on AMD

Insider Buying and Selling at Advanced Micro Devices

In other Advanced Micro Devices news, EVP Mark Papermaster sold 28,811 shares of the firm’s stock in a transaction dated Thursday, August 20th. The stock was sold at an average price of $471.87, for a total transaction of $13,595,046.57. Following the sale, the executive vice president owned 1,261,461 shares in the company, valued at $595,245,602.07. This trade represents a 2.23% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Jean X. Hu sold 15,000 shares of Advanced Micro Devices stock in a transaction dated Tuesday, August 25th. The stock was sold at an average price of $474.08, for a total value of $7,111,200.00. Following the sale, the executive vice president directly owned 160,979 shares of the company’s stock, valued at approximately $76,316,924.32. This trade represents a 8.52% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 232,577 shares of company stock valued at $109,509,170. 0.50% of the stock is currently owned by company insiders.

Key Stories Impacting Advanced Micro Devices

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

Positive Sentiment: AMD shares gained after the company unveiled a more than $100,000 AI workstation planned for 2027. The product reinforces AMD’s push beyond data-center chips and could expand its exposure to high-end AI systems. AMD Stock Jumps After Unveiling $100,000-Plus AI Workstation for 2027
Positive Sentiment: One forecast sees AMD’s data-center business exceeding 70% of company revenue in 2027, based on its recent growth outpacing all other segments. If sustained, that mix shift would make AMD more leveraged to the fast-growing AI infrastructure market. Prediction: Data Center Passes 70% of AMD’s Revenue in 2027
Positive Sentiment: Several analysts and commentators argue that AMD’s strong AI performance and upcoming product ramps are not fully reflected in the valuation, with one bullish thesis suggesting substantial long-term appreciation. AMD’s latest reported quarter also showed 50.1% year-over-year revenue growth and an earnings beat.
Neutral Sentiment: AMD and NVIDIA are pursuing different strategies for capturing AI spending. Commentary suggests AMD may benefit from the next phase of AI buildouts if customers seek more supplier diversity and alternative architectures, but the outcome remains uncertain. AMD Is Behind the AI Chip Shift Nobody Is Talking About
Negative Sentiment: Valuation is a major concern. AMD has risen more than 200% over the past year and trades at roughly 123 times earnings, making the stock vulnerable to profit-taking or disappointment even if AI demand remains strong. AMD Is Now More Expensive Than Nvidia And Broadcom
Negative Sentiment: Broadcom is identified as a significant competitive threat because it is building deep relationships with hyperscale customers and could capture part of the same AI infrastructure market AMD is targeting. The risk is that AMD’s growth ceiling may be lower than current expectations. AMD’s Whole AI Story Has One Threat It Cannot Ignore: Broadcom
Negative Sentiment: Other analysis acknowledges that AI demand is real but highlights execution, competition, cyclical semiconductor conditions, and the possibility that expectations have become too aggressive. Seasonal September weakness across major indexes could also add pressure to high-beta semiconductor stocks.

Advanced Micro Devices Price Performance

Shares of NASDAQ:AMD opened at $477.57 on Tuesday. The company’s fifty day moving average price is $497.96 and its 200-day moving average price is $396.52. The firm has a market capitalization of $779.62 billion, a price-to-earnings ratio of 122.77, a PEG ratio of 4.95 and a beta of 2.48. Advanced Micro Devices, Inc. has a one year low of $149.22 and a one year high of $584.73. The company has a debt-to-equity ratio of 0.03, a current ratio of 2.61 and a quick ratio of 1.91.

Advanced Micro Devices (NASDAQ:AMD – Get Free Report) last posted its quarterly earnings data 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. Advanced Micro Devices had a net margin of 15.58% and a return on equity of 12.30%. The firm had revenue of $11.54 billion for the quarter, compared to analysts’ expectations of $11.31 billion. During the same quarter last year, the company posted $0.48 EPS. The business’s quarterly revenue was up 50.1% on a year-over-year basis. On average, equities research analysts anticipate that Advanced Micro Devices, Inc. will post 6.44 earnings per share for the current fiscal year.

Advanced Micro Devices Profile

(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.