Matauro LLC Buys 16,978 Shares of Advanced Micro Devices, Inc. $AMD

Matauro LLC raised its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 684.6% during the 3rd quarter, HoldingsChannel reports. The firm owned 19,458 shares of the semiconductor manufacturer’s stock after purchasing 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 & Exchange Commission.

Other institutional investors have also made changes to their positions in the company. Vanguard Group Inc. increased its position in Advanced Micro Devices by 1.5% in the 2nd quarter. Vanguard Group Inc. now owns 154,648,859 shares of the semiconductor manufacturer’s stock worth $21,944,673,000 after buying an additional 2,281,508 shares during the period. State Street Corp lifted its position in shares of Advanced Micro Devices by 0.8% in the 2nd quarter. State Street Corp now owns 72,069,259 shares of the semiconductor manufacturer’s stock worth $10,226,628,000 after acquiring an additional 581,330 shares during the period. Geode Capital Management LLC grew its holdings in shares of Advanced Micro Devices by 1.4% during the 2nd quarter. Geode Capital Management LLC now owns 36,690,685 shares of the semiconductor manufacturer’s stock worth $5,181,556,000 after purchasing an additional 514,445 shares in the last quarter. Norges Bank acquired a new stake in Advanced Micro Devices during the second quarter worth $3,094,662,000. Finally, Amundi increased its stake in Advanced Micro Devices by 8.0% in the first quarter. Amundi now owns 17,829,010 shares of the semiconductor manufacturer’s stock valued at $1,677,014,000 after acquiring an additional 1,319,064 shares during the period. 71.34% of the stock is currently owned by institutional investors.

Advanced Micro Devices Price Performance

Shares of AMD stock opened at $213.43 on Friday. Advanced Micro Devices, Inc. has a 1 year low of $76.48 and a 1 year high of $267.08. The company has a current ratio of 2.31, a quick ratio of 1.68 and a debt-to-equity ratio of 0.04. The firm’s 50 day moving average is $229.73 and its 200-day moving average is $182.34. The firm has a market capitalization of $347.47 billion, a price-to-earnings ratio of 105.66, a PEG ratio of 1.49 and a beta of 1.93.

Advanced Micro Devices (NASDAQ:AMD) last issued its quarterly earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 earnings per share for the quarter, beating 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 business 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 earnings per share. Advanced Micro Devices’s revenue for the quarter was up 35.6% compared to the same quarter last year. Sell-side analysts forecast that Advanced Micro Devices, Inc. will post 3.87 EPS for the current fiscal year.

Analysts Set New Price Targets

AMD has been the subject of a number of analyst reports. Loop Capital set a $290.00 price target on shares of Advanced Micro Devices and gave the stock a “buy” rating in a research note on Wednesday, November 5th. Evercore ISI increased their target price on Advanced Micro Devices from $270.00 to $283.00 and gave the stock an “outperform” rating in a report on Wednesday, November 12th. Wedbush reaffirmed an “outperform” rating and issued a $290.00 price target on shares of Advanced Micro Devices in a research note on Wednesday, November 12th. Jefferies Financial Group set a $300.00 price target on Advanced Micro Devices and gave the company a “positive” rating in a research report on Monday, October 6th. Finally, TD Cowen lifted their price objective on Advanced Micro Devices from $270.00 to $290.00 and gave the company a “buy” rating in a report on Wednesday, November 5th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating and eleven have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $277.06.

Advanced Micro Devices News Roundup

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

Insider Transactions at Advanced Micro Devices

In related news, EVP Mark D. Papermaster sold 17,108 shares of the firm’s stock in a transaction dated Friday, November 14th. The stock was sold at an average price of $240.12, for a total value of $4,107,972.96. Following the transaction, the executive vice president owned 1,714,505 shares in the company, valued at $411,686,940.60. This trade represents a 0.99% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Ava Hahn sold 2,868 shares of Advanced Micro Devices stock in a transaction dated Monday, October 6th. The stock was sold at an average price of $226.01, for a total value of $648,196.68. Following the completion of the sale, the senior vice president owned 9,033 shares of the company’s stock, valued at approximately $2,041,548.33. The trade was a 24.10% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 183,476 shares of company stock valued at $40,249,093 over the last quarter. Corporate insiders own 0.06% of the company’s stock.

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.