Matauro LLC Grows Stock Holdings in Advanced Micro Devices, Inc. $AMD

Matauro LLC boosted its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 684.6% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 19,458 shares of the semiconductor manufacturer’s stock after acquiring an additional 16,978 shares during the quarter. Matauro LLC’s holdings in Advanced Micro Devices were worth $3,148,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Quotient Wealth Partners LLC boosted its holdings in shares of Advanced Micro Devices by 24.1% in the third quarter. Quotient Wealth Partners LLC now owns 9,229 shares of the semiconductor manufacturer’s stock valued at $1,493,000 after acquiring an additional 1,794 shares in the last quarter. Abound Wealth Management increased its stake in Advanced Micro Devices by 20.3% in the 3rd quarter. Abound Wealth Management now owns 367 shares of the semiconductor manufacturer’s stock valued at $59,000 after purchasing an additional 62 shares in the last quarter. Perpetual Ltd raised its stake in shares of Advanced Micro Devices by 294.3% during the 3rd quarter. Perpetual Ltd now owns 6,924 shares of the semiconductor manufacturer’s stock worth $1,120,000 after buying an additional 5,168 shares during the last quarter. KMG Fiduciary Partners LLC raised its position in Advanced Micro Devices by 4.9% during the third quarter. KMG Fiduciary Partners LLC now owns 79,286 shares of the semiconductor manufacturer’s stock worth $12,828,000 after acquiring an additional 3,716 shares during the last quarter. Finally, Sunflower Bank N.A. lifted its stake in Advanced Micro Devices by 6.2% in the 3rd quarter. Sunflower Bank N.A. now owns 3,588 shares of the semiconductor manufacturer’s stock valued at $581,000 after buying an additional 209 shares in the last quarter. 71.34% of the stock is currently owned by hedge funds and other institutional investors.

More Advanced Micro Devices News

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

• Positive Sentiment: Meeting in Beijing signals improved China relations and growth opportunities — China’s commerce minister met AMD CEO Lisa Su and AMD committed to deeper investments in China, which reduces geopolitical execution risk and supports demand in a key market. China commerce minister meets with AMD CEO
• Positive Sentiment: Wall Street sees more upside from AI product expansion — several broker notes and research pieces (Piper Sandler reiteration, TipRanks roundup) highlight AMD’s AI catalysts and estimate significant upside, reinforcing buy-side conviction. Piper Sandler reiterates Overweight TipRanks sees ~40% upside
• Positive Sentiment: Product roadmap and MI450 expectations are driving long?term optimism — coverage highlighting AMD’s upcoming MI450 rack?scale AI GPUs suggests a path to meaningful share gains versus peers once ramped. MarketBeat: MI450 and positioning
• Positive Sentiment: Sector strength helped the move — stronger results from peers (Micron) lifted chip stocks broadly, which often benefits AMD on rising demand expectations for AI servers and components. AMD rallies with sector after Micron
• Neutral Sentiment: Coverage recap: media pieces explain the intraday move — outlets are synthesizing the Beijing meeting, analyst notes and sector flows as the proximate cause of today’s uptick. Yahoo: Why AMD is jumping today
• Neutral Sentiment: Minor target change but rating intact — Truist trimmed its target slightly (from $279 to $277) but kept a buy stance, indicating analysts remain constructive even when adjusting near?term assumptions. Truist target trimmed to $277
• Negative Sentiment: Heavy insider selling is a notable caution — filings/data show numerous insider sales (including senior executives) in recent months, which can concern some investors about timing of stock sales and temper enthusiasm. QuiverQuant: insider selling and VOO contribution
• Negative Sentiment: Recent pullback and volatility remain risks — some research houses and forecasts note a recent month?over?month drawdown and heightened volatility after a strong YTD run; investors should weigh valuation and execution risk into 2026 expectations. 24/7 Wall St.: price prediction & recent pullback

Insiders Place Their Bets

In other news, SVP Ava Hahn sold 2,868 shares of Advanced Micro Devices stock in a transaction on Monday, October 6th. The stock was sold at an average price of $226.01, for a total transaction of $648,196.68. Following the transaction, the senior vice president owned 9,033 shares in the company, valued at approximately $2,041,548.33. The trade was a 24.10% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Mark D. Papermaster sold 17,108 shares of the company’s stock in a transaction dated Friday, November 14th. The shares were sold at an average price of $240.12, for a total value of $4,107,972.96. Following the completion of the transaction, the executive vice president owned 1,714,505 shares in the company, valued at $411,686,940.60. This represents a 0.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 183,476 shares of company stock worth $40,249,093. 0.06% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

AMD has been the topic of a number of recent research reports. Wedbush restated an “outperform” rating and issued a $290.00 target price on shares of Advanced Micro Devices in a report on Wednesday, November 12th. Wolfe Research set a $300.00 price target on shares of Advanced Micro Devices and gave the stock an “outperform” rating in a research report on Tuesday, October 14th. Rosenblatt Securities restated a “buy” rating and issued a $300.00 price objective on shares of Advanced Micro Devices in a report on Wednesday, November 12th. KGI Securities set a $260.00 target price on shares of Advanced Micro Devices and gave the company an “outperform” rating in a report on Monday, October 13th. Finally, DZ Bank upgraded Advanced Micro Devices from a “hold” rating to a “buy” rating and set a $250.00 price target for the company in a report on Wednesday, October 8th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating and eleven have assigned a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $277.06.

Advanced Micro Devices Stock Up 6.2%

AMD stock opened at $213.43 on Friday. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.31 and a quick ratio of 1.68. The firm has a market capitalization of $347.47 billion, a P/E ratio of 105.66, a P/E/G ratio of 1.49 and a beta of 1.93. Advanced Micro Devices, Inc. has a 52-week low of $76.48 and a 52-week high of $267.08. The company’s 50 day simple moving average is $229.73 and its 200-day simple moving average is $182.34.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings data on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 EPS for the quarter, topping analysts’ consensus estimates of $1.17 by $0.03. Advanced Micro Devices had a net margin of 10.32% and a return on equity of 8.04%. The firm had revenue of $9.25 billion during the quarter, compared to analyst estimates of $8.76 billion. During the same quarter last year, the business posted $0.92 EPS. The company’s revenue was up 35.6% on a year-over-year basis. As a group, equities research analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

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.