Grandview Asset Management LLC Sells 1,145 Shares of Advanced Micro Devices, Inc. $AMD

Grandview Asset Management LLC lowered its position in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 9.4% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 11,045 shares of the semiconductor manufacturer’s stock after selling 1,145 shares during the quarter. Advanced Micro Devices accounts for approximately 1.9% of Grandview Asset Management LLC’s investment portfolio, making the stock its 12th largest position. Grandview Asset Management LLC’s holdings in Advanced Micro Devices were worth $6,757,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in the business. First Citizens Financial Corp grew its holdings in Advanced Micro Devices by 3.4% during the 3rd quarter. First Citizens Financial Corp now owns 490 shares of the semiconductor manufacturer’s stock worth $300,000 after acquiring an additional 16 shares during the last quarter. Fearless Solutions LLC dba Best Invest increased its position in Advanced Micro Devices by 1.5% in the 3rd quarter. Fearless Solutions LLC dba Best Invest now owns 1,174 shares of the semiconductor manufacturer’s stock valued at $718,000 after acquiring an additional 17 shares during the period. Private Client Services LLC increased its position in Advanced Micro Devices by 1.7% in the 3rd quarter. Private Client Services LLC now owns 1,079 shares of the semiconductor manufacturer’s stock valued at $660,000 after acquiring an additional 18 shares during the period. Box Hill Private Wealth LLC raised its stake in shares of Advanced Micro Devices by 2.5% during the third quarter. Box Hill Private Wealth LLC now owns 794 shares of the semiconductor manufacturer’s stock valued at $486,000 after acquiring an additional 19 shares during the last quarter. Finally, Bullock Wealth Management Group raised its stake in shares of Advanced Micro Devices by 0.6% during the third quarter. Bullock Wealth Management Group now owns 3,321 shares of the semiconductor manufacturer’s stock valued at $2,045,000 after acquiring an additional 20 shares during the last quarter. Institutional investors own 71.34% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on the stock. Roth Capital lifted their price target on shares of Advanced Micro Devices from $500.00 to $650.00 and gave the stock a “buy” rating in a report on Friday, July 24th. The Goldman Sachs Group increased their price objective on Advanced Micro Devices from $450.00 to $640.00 and gave the company a “buy” rating in a report on Monday, July 6th. TD Cowen restated a “buy” rating on shares of Advanced Micro Devices in a report on Monday. Rosenblatt Securities reaffirmed a “buy” rating and set a $700.00 target price on shares of Advanced Micro Devices in a research report on Tuesday, September 29th. Finally, CLSA reaffirmed an “outperform” rating and set a $710.00 target price on shares of Advanced Micro Devices in a report on Wednesday, September 9th. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating, eight have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Advanced Micro Devices has an average rating of “Moderate Buy” and a consensus price target of $603.51.

Advanced Micro Devices Price Performance

Shares of AMD opened at $538.05 on Tuesday. The business’s fifty day moving average is $538.39 and its 200 day moving average is $476.52. Advanced Micro Devices, Inc. has a 12-month low of $188.22 and a 12-month high of $658.52. The company has a quick ratio of 1.91, a current ratio of 2.61 and a debt-to-equity ratio of 0.03. The stock has a market cap of $878.35 billion, a P/E ratio of 138.32, a P/E/G ratio of 5.43 and a beta of 2.45.

Advanced Micro Devices (NASDAQ:AMD) last announced its quarterly earnings results on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 EPS for the quarter, beating analysts’ consensus estimates 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 business had revenue of $11.54 billion during the quarter, compared to analyst estimates of $11.31 billion. During the same quarter in the previous year, the business posted $0.48 EPS. Advanced Micro Devices’s quarterly revenue was up 50.1% on a year-over-year basis. Sell-side analysts anticipate that Advanced Micro Devices, Inc. will post 6.49 earnings per share for the current fiscal year.

Insider Transactions at Advanced Micro Devices

In other news, CEO Lisa Su sold 70,000 shares of Advanced Micro Devices stock in a transaction dated Thursday, September 10th. The shares were sold at an average price of $506.80, for a total transaction of $35,476,000.00. Following the completion of the transaction, the chief executive officer directly owned 3,032,156 shares in the company, valued at $1,536,696,660.80. This trade represents a 2.26% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Paul Grasby sold 15,000 shares of the business’s stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $514.91, for a total transaction of $7,723,650.00. Following the sale, the executive vice president directly owned 117,687 shares of the company’s stock, valued at approximately $60,598,213.17. The trade was a 11.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last three months, insiders sold 231,100 shares of company stock valued at $114,867,400. Corporate insiders own 0.50% of the company’s stock.

Key Stories Impacting Advanced Micro Devices

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

• Positive Sentiment: Analyst bullishness and AI opportunity: TD Cowen reiterated a Buy rating and a $675 price target, citing potential growth in agentic AI that could lift AMD’s CPU sales by roughly 70% next year. Why AMD Stock Popped on Monday
• Positive Sentiment: Strong earnings expectations: AMD is expected to report third-quarter revenue of approximately $13 billion, representing about 41% year-over-year growth. The company has exceeded the high end of its own revenue guidance in each of the past two quarters, supporting optimism ahead of the expected November 3 report. AMD Stock Is Up Over 140% This Year
• Positive Sentiment: Sector-wide recovery: AMD benefited from dip-buying after an eight-session semiconductor selloff, with falling oil prices and a broader rebound in technology shares adding support. Institutional positioning in leveraged semiconductor funds also suggests some investors view the pullback as temporary. Why Are Intel and AMD Stocks Rising on Monday?
• Positive Sentiment: Long-term growth case: Coverage continues to highlight AMD’s exposure to data-center infrastructure, AI accelerators, PCs and gaming. AMD is also viewed as more diversified than Nvidia, potentially providing some resilience if data-center spending slows. Nvidia vs. AMD: Which Business Is More Exposed to a Data-Center Slowdown?
• Neutral Sentiment: Insider transaction: Executive Vice President Forrest Norrod sold 17,262 shares worth approximately $9.3 million under a pre-arranged Rule 10b5-1 plan. He still retained 353,317 shares, making the transaction a limited sentiment signal rather than a clear change in company outlook.
• Negative Sentiment: Valuation and profit sensitivity: A Seeking Alpha analysis downgraded AMD, arguing that the stock no longer merits an “underdog” valuation after its substantial rally. With a reported P/E ratio above 138, further gains depend on rapid execution and earnings growth. AMD Downgrade Analysis
• Negative Sentiment: Trading pressure and AI-cycle risks: ETFs were net sellers of AMD shares, while analysts have warned that leveraged AI financing, margin compression and delayed data-center projects could amplify volatility if AI spending weakens.

Advanced Micro Devices Company Profile

Advanced Micro Devices, Inc (NASDAQ: AMD) is a global semiconductor company that designs high-performance computing, graphics and adaptive computing products. Its offerings serve data centers, personal computers, gaming systems, embedded markets and other specialized applications.

AMD’s product portfolio includes Ryzen processors for desktop and notebook computers, EPYC server processors, Radeon graphics processing units, and Instinct accelerators for artificial intelligence and high-performance computing.