Guyasuta Investment Advisors Inc. Boosts Position in Advanced Micro Devices, Inc. $AMD

Key Points

• Guyasuta Investment Advisors raised its stake in Advanced Micro Devices by 402.1% in Q4 to 6,573 shares (worth $1.408M), while several large institutions (e.g., Jennison, Wellington, Assenagon, Nordea) also added sizable positions, leaving institutions with 71.34% ownership.
• Company insiders have been net sellers recently — executives sold a total of 242,685 shares worth $50.76M over the last 90 days, and insiders now hold just 0.50% of AMD stock.
• AMD beat Q results (reported $1.53 EPS on $10.27B revenue, revenue +34.1% YoY), spurring analyst upgrades and a consensus “Moderate Buy” rating with a $290.19 price target, though the stock trades at a rich forward P/E (~92.5), fueling valuation debate.

Guyasuta Investment Advisors Inc. lifted its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 402.1% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 6,573 shares of the semiconductor manufacturer's stock after acquiring an additional 5,264 shares during the period. Guyasuta Investment Advisors Inc.'s holdings in Advanced Micro Devices were worth $1,408,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also modified their holdings of AMD. Jennison Associates LLC purchased a new position in shares of Advanced Micro Devices during the 3rd quarter worth $626,826,000. Wellington Management Group LLP raised its holdings in shares of Advanced Micro Devices by 335.9% during the 3rd quarter. Wellington Management Group LLP now owns 4,847,825 shares of the semiconductor manufacturer's stock worth $784,330,000 after acquiring an additional 3,735,807 shares during the period. Assenagon Asset Management S.A. raised its holdings in shares of Advanced Micro Devices by 104.4% during the 4th quarter. Assenagon Asset Management S.A. now owns 5,991,297 shares of the semiconductor manufacturer's stock worth $1,283,096,000 after acquiring an additional 3,059,935 shares during the period. Nordea Investment Management AB raised its holdings in shares of Advanced Micro Devices by 203.7% during the 3rd quarter. Nordea Investment Management AB now owns 3,905,148 shares of the semiconductor manufacturer's stock worth $631,892,000 after acquiring an additional 2,619,294 shares during the period. Finally, Rafferty Asset Management LLC raised its holdings in shares of Advanced Micro Devices by 56.0% during the 2nd quarter. Rafferty Asset Management LLC now owns 6,772,923 shares of the semiconductor manufacturer's stock worth $961,078,000 after acquiring an additional 2,430,533 shares during the period. Hedge funds and other institutional investors own 71.34% of the company's stock.

Insider Buying and Selling

In other Advanced Micro Devices news, SVP Ava Hahn sold 2,442 shares of Advanced Micro Devices stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $234.42, for a total value of $572,453.64. Following the completion of the transaction, the senior vice president directly owned 16,359 shares of the company's stock, valued at $3,834,876.78. The trade was a 12.99% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Forrest Eugene Norrod sold 19,450 shares of Advanced Micro Devices stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $216.81, for a total value of $4,216,954.50. Following the completion of the transaction, the executive vice president directly owned 289,098 shares of the company's stock, valued at approximately $62,679,337.38. This represents a 6.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 242,685 shares of company stock worth $50,757,308 over the last 90 days. 0.50% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

Several research analysts have recently commented on the company. Truist Financial set a $283.00 price target on Advanced Micro Devices in a report on Wednesday, February 4th. Wall Street Zen raised Advanced Micro Devices from a "hold" rating to a "buy" rating in a research report on Monday, January 26th. Evercore reissued an "outperform" rating and set a $358.00 price objective on shares of Advanced Micro Devices in a research report on Tuesday, February 24th. Jefferies Financial Group reissued a "buy" rating on shares of Advanced Micro Devices in a research report on Tuesday, February 24th. Finally, Phillip Securities raised Advanced Micro Devices from a "moderate buy" rating to a "strong-buy" rating in a research report on Sunday, February 8th. One investment analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and nine have issued a Hold rating to the company. Based on data from MarketBeat.com, Advanced Micro Devices has an average rating of "Moderate Buy" and a consensus price target of $290.19.

Advanced Micro Devices Stock Performance

NASDAQ AMD opened at $245.04 on Monday. The company has a market cap of $399.50 billion, a P/E ratio of 92.47, a P/E/G ratio of 0.91 and a beta of 1.96. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.85 and a quick ratio of 2.01. The stock has a 50-day moving average of $208.07 and a two-hundred day moving average of $217.78. Advanced Micro Devices, Inc. has a 1-year low of $83.75 and a 1-year high of $267.08.

Advanced Micro Devices (NASDAQ:AMD - Get Free Report) last released its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share for the quarter, beating the consensus estimate of $1.32 by $0.21. The company had revenue of $10.27 billion during the quarter, compared to the consensus estimate of $9.65 billion. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.Advanced Micro Devices's revenue was up 34.1% compared to the same quarter last year. During the same period in the previous year, the company posted $1.09 EPS. As a group, analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

Key Stories Impacting Advanced Micro Devices

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

• Positive Sentiment: TSMC’s strong Q1 revenue and reported surge in chip orders is being read as a leading indicator for AI silicon demand — a direct tailwind for AMD’s EPYC/GPU server exposure. Read More.
• Positive Sentiment: Sector AI rally: coverage shows investors rotating into multiple AI‑compute suppliers (including AMD) as the AI infrastructure narrative broadens beyond a single winner, supporting near‑term momentum. Read More.
• Positive Sentiment: Analyst and bank support: Bank of America and other shops are highlighting AMD as a top AI‑compute buy, and select boutiques have raised targets — this endorsement helps fuel demand from institutional and retail buyers. Read More.
• Positive Sentiment: Institutional positioning: filings show large holders adding or maintaining big stakes (Vanguard, State Street, etc.), which supports price stability and upside momentum. Read More.
• Neutral Sentiment: Upcoming earnings (May 5) — a concrete catalyst that could reinforce the rally if data‑center revenue surprises, or trigger volatility if guidance disappoints. Read More.
• Neutral Sentiment: Valuation debate: some outlets flag a rich forward P/E, prompting discussion about how much growth is already priced in — this creates mixed investor opinions on further near‑term upside. Read More.
• Negative Sentiment: Insider and high‑profile selling: executive sales (e.g., Mark Papermaster via a 10b5‑1 plan) and reports of large manager sell‑downs can create headline pressure despite being routine or planned. Read More. Read More.
• Negative Sentiment: Structural competition risk: analysis noting hyperscalers’ shift toward Arm/custom silicon remains a longer‑term headwind for x86‑dependent suppliers if cloud providers accelerate proprietary designs. Read More.

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.

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