EULAV Asset Management Has $41.55 Million Stake in Advanced Micro Devices, Inc. $AMD

EULAV Asset Management decreased its position in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 4.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 194,010 shares of the semiconductor manufacturer’s stock after selling 8,990 shares during the period. Advanced Micro Devices makes up 1.1% of EULAV Asset Management’s holdings, making the stock its 27th biggest holding. EULAV Asset Management’s holdings in Advanced Micro Devices were worth $41,549,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of the company. FLC Capital Advisors acquired a new position in Advanced Micro Devices in the fourth quarter valued at $222,000. Parallel Advisors LLC increased its stake in Advanced Micro Devices by 9.5% in the fourth quarter. Parallel Advisors LLC now owns 34,874 shares of the semiconductor manufacturer’s stock valued at $7,469,000 after purchasing an additional 3,017 shares in the last quarter. Victrix Investment Advisors increased its stake in Advanced Micro Devices by 3.1% in the fourth quarter. Victrix Investment Advisors now owns 3,471 shares of the semiconductor manufacturer’s stock valued at $743,000 after purchasing an additional 105 shares in the last quarter. Total Wealth Planning & Management Inc. bought a new stake in Advanced Micro Devices in the fourth quarter valued at $369,000. Finally, BBR Partners LLC bought a new stake in Advanced Micro Devices in the fourth quarter valued at $208,000. Institutional investors and hedge funds own 71.34% of the company’s stock.

Insiders Place Their Bets

In other Advanced Micro Devices news, EVP Mark D. Papermaster sold 31,320 shares of the company’s stock in a transaction dated Friday, April 24th. The shares were sold at an average price of $350.00, for a total value of $10,962,000.00. Following the completion of the sale, the executive vice president directly owned 1,236,037 shares of the company’s stock, valued at approximately $432,612,950. This represents a 2.47% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Paul Darren Grasby sold 24,376 shares of the company’s stock in a transaction dated 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 sale, the executive vice president directly owned 105,222 shares of the company’s stock, valued at $46,759,604.58. The trade was a 18.81% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 339,532 shares of company stock worth $119,504,341 in the last ninety days. 0.50% of the stock is owned by corporate insiders.

Key Advanced Micro Devices News

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

• Positive Sentiment: Analysts remain constructive on AMD’s long-term AI growth story, with recent firm price targets well above current levels, including bullish calls from Barclays, TD Cowen, and Mizuho. CPU Demand Rapidly Rising Amid Expanding Agentic AI, Says Barclays, Raises PT On Advanced Micro (AMD) To $665
• Positive Sentiment: AMD’s latest quarterly results were strong, with revenue up 37.8% year over year and earnings topping expectations, reinforcing the company’s fundamental growth momentum. Advanced Micro Devices Price Performance
• Positive Sentiment: Some market commentary continues to highlight AMD as a major beneficiary of AI infrastructure spending, especially as demand for CPUs and AI servers expands. Forget GPUs: AMD, NVDA, INTC, ARM Are Chasing AI’s Next Big Prize — The $120B CPU Market
• Neutral Sentiment: AMD remains one of the most watched semiconductor names, so heightened investor attention may be amplifying volatility around the stock. Advanced Micro Devices, Inc. (AMD) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Comments from TSMC suggesting AI chip supply will stay tight for years support the broader chip demand backdrop, but also underscore that the sector is still operating under capacity constraints. TSMC CEO Warns Chip Supply Won’t Meet AI-Fueled Demand for Years
• Negative Sentiment: AMD is being dragged down by the broader chip rout after Broadcom’s earnings and AI guidance failed to meet elevated expectations, prompting a reassessment of the AI trade. Intel, AMD stocks slide again in aftermath of Broadcom’s weak outlook
• Negative Sentiment: Several reports say AMD has fallen alongside other major semiconductor names as investors lock in profits after a strong run in AI-related stocks. AMD, Broadcom, Quantinuum, and More Stocks That Explain Today’s Market
• Negative Sentiment: AMD’s recent surge has also left some investors worried about valuation, with commentary suggesting the stock may have gotten ahead of near-term fundamentals. Advanced Micro Devices (AMD) Stock Surges on Analyst Upgrades — But Valuation Concerns Linger

Analyst Upgrades and Downgrades

Several research firms have weighed in on AMD. Benchmark lifted their price target on shares of Advanced Micro Devices from $325.00 to $485.00 and gave the company a “buy” rating in a research note on Wednesday, May 6th. Bank of America lifted their price target on shares of Advanced Micro Devices from $450.00 to $500.00 and gave the company a “buy” rating in a research note on Wednesday, May 13th. Mizuho lifted their price target on shares of Advanced Micro Devices from $515.00 to $615.00 and gave the company an “outperform” rating in a research note on Monday, June 1st. Susquehanna lifted their price target on shares of Advanced Micro Devices from $375.00 to $450.00 and gave the company a “positive” rating in a research note on Wednesday, May 6th. Finally, Weiss Ratings raised shares of Advanced Micro Devices from a “hold (c)” rating to a “hold (c+)” rating in a research note on Wednesday, May 6th. One analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and thirteen have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $419.86.

Advanced Micro Devices Trading Down 10.9%

Shares of AMD stock opened at $466.38 on Friday. Advanced Micro Devices, Inc. has a 52-week low of $115.06 and a 52-week high of $546.44. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.96 and a current ratio of 2.72. The company has a 50-day simple moving average of $358.36 and a two-hundred day simple moving average of $264.99. The company has a market capitalization of $760.48 billion, a price-to-earnings ratio of 152.91, a PEG ratio of 1.54 and a beta of 2.50.

Advanced Micro Devices (NASDAQ:AMD) last issued its quarterly earnings data on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.29 by $0.08. Advanced Micro Devices had a net margin of 13.37% and a return on equity of 9.55%. The business had revenue of $10.25 billion during the quarter, compared to the consensus estimate of $9.90 billion. During the same period in the prior year, the firm posted $0.96 EPS. The firm’s quarterly revenue was up 37.8% compared to the same quarter last year. Research analysts anticipate that Advanced Micro Devices, Inc. will post 6.2 EPS for the current fiscal year.

About Advanced Micro Devices

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.