AMD (AMD) Trades at a Premium: Phillip Securities Says AI Growth Justifies It
On August 11, the firm’s analyst Yik Ban Chong reiterated a Buy rating on the stock with a $755.00 price target.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Situational Awareness LP Leopold Aschenbrenner | 17,100,000 | $468,198,000 | +49% | 2.31% |
| 2. | Starboard Value LP Jeffrey Smith | 10,114,576 | $276,937,091 | -35% | 6.12% |
| 3. | TOMS Capital Benjamin Pass | 5,875,000 | $160,857,500 | 3.44% | |
| 4. | D E Shaw D. E. Shaw | 5,455,200 | $149,363,376 | 0.07% | |
| 5. | 4,500,000 | $123,210,000 | 2.64% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $7.74 | 8,384 | $64,892.16 | 20,384 | 2025-03-17 | Filing | |
| $4.22 | 4,000 | $16,880.00 | 443,585 | 2017-01-04 | Filing | |
| $5.05 | 18,731 | $94,591.55 | 500,000 | 2016-12-01 | Filing | |
| $5.00 | 1,600 | $8,000.00 | 481,269 | 2016-12-01 | Filing | |
| $5.30 | 1,000 | $5,300.00 | 479,669 | 2016-12-01 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $23.53 | 2,501 | $58,848.53 | 699,493 | 2026-08-05 | Filing | |
| $22.82 | 9,802 | $223,681.64 | 701,994 | 2026-08-05 | Filing | |
| $21.98 | 35,430 | $778,751.40 | 711,796 | 2026-08-05 | Filing | |
| $21.93 | 7,596 | $166,580.28 | 895,726 | 2026-07-07 | Filing | |
| $21.22 | 10,232 | $217,123.04 | 903,322 | 2026-07-07 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 31,984,547 | $875,736,874 | 0.01% | |
| 2. | 21,725,129 | $594,834,032 | 0.03% | |
| 3. | 19,645,295 | $537,888,172 | 0.02% | |
| 4. | 16,826,113 | $460,698,974 | 0.04% | |
| 5. | 15,146,138 | $414,701,258 | 0.01% |