2,694 Advanced Micro Devices, Inc. $AMD Shares Purchased by Mather Group LLC.

Key Points

• Mather Group increased its AMD position by 23.1% in the third quarter, purchasing 2,694 shares and bringing its holdings to 14,355 shares valued at approximately $8.95 million. Institutional investors collectively own 71.34% of AMD.
• AMD insiders sold 213,838 shares worth approximately $105.5 million over the past three months, including sales by CEO Lisa Su and EVP Jean Hu under pre-arranged Rule 10b5-1 plans.
• Analysts remain broadly bullish, with a consensus “Moderate Buy” rating and an average price target of $603.51. However, AMD’s elevated valuation, potential AI-infrastructure financing problems and broader market concerns remain risks despite strong quarterly revenue and earnings growth.

Mather Group LLC. lifted its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 23.1% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 14,355 shares of the semiconductor manufacturer's stock after purchasing an additional 2,694 shares during the period. Mather Group LLC.'s holdings in Advanced Micro Devices were worth $8,953,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of AMD. First Citizens Financial Corp increased 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 valued at $300,000 after purchasing an additional 16 shares during the period. Fearless Solutions LLC dba Best Invest raised its position in Advanced Micro Devices by 1.5% during 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 purchasing an additional 17 shares during the last quarter. Private Client Services LLC lifted its holdings 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 worth $660,000 after buying an additional 18 shares during the period. Box Hill Private Wealth LLC lifted its holdings in Advanced Micro Devices by 2.5% in the 3rd quarter. Box Hill Private Wealth LLC now owns 794 shares of the semiconductor manufacturer's stock worth $486,000 after buying an additional 19 shares during the period. Finally, Bullock Wealth Management Group lifted its holdings in Advanced Micro Devices by 0.6% in the 3rd quarter. Bullock Wealth Management Group now owns 3,321 shares of the semiconductor manufacturer's stock worth $2,045,000 after buying an additional 20 shares during the period. 71.34% of the stock is owned by institutional investors.

Insider Transactions at Advanced Micro Devices

In other news, EVP Jean X. Hu sold 15,000 shares of the firm's stock in a transaction that occurred on Tuesday, August 25th. The stock was sold at an average price of $474.08, for a total value of $7,111,200.00. Following the completion of the transaction, the executive vice president owned 160,979 shares in the company, valued at $76,316,924.32. This trade represents a 8.52% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Lisa Su sold 70,000 shares of the stock in a transaction on Thursday, September 10th. The shares were sold at an average price of $506.80, for a total value of $35,476,000.00. Following the sale, the chief executive officer owned 3,032,156 shares in the company, valued at approximately $1,536,696,660.80. This represents a 2.26% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 213,838 shares of company stock worth $105,533,836. 0.50% of the stock is owned by insiders.

Key Stories Impacting Advanced Micro Devices

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

• Positive Sentiment: AMD’s AI positioning continues to strengthen. SemiAnalysis reportedly found that software improvements are helping AMD narrow NVIDIA’s AI-inference advantage without requiring new chips. AMD also introduced its Helios open-rack platform for agentic AI, with CPU-only and GPU configurations planned for availability in November. AMD Challenges Nvidia's AI Inference Lead AMD Helion Blueprint
• Positive Sentiment: AMD’s credit support for Fermi’s 222-megawatt Texas data-center lease could help ensure power availability for future AI deployments and chip demand. The broader project may eventually support up to 650 megawatts, although the arrangement also exposes AMD to infrastructure-related execution risk. Fermi Partnership With AMD
• Neutral Sentiment: AMD is reportedly acquiring World Labs, an AI startup led by Fei-Fei Li, in an all-stock transaction valued at approximately $8.2 billion. The technology could support 3D-world generation and robotics training, but the deal adds integration and valuation considerations. AMD World Labs Acquisition
• Negative Sentiment: CoreWeave’s bond selloff raised concerns that heavily leveraged AI infrastructure operators may struggle to finance expansion or generate adequate returns. That prompted investors to question future demand for AMD and other AI accelerators. AMD Stock Takes a Bigger Hit as Cracks Emerge in the AI Trade
• Negative Sentiment: A hotter-than-expected September inflation report increased interest-rate and financing concerns, while reports of an OpenAI revenue reset, elevated semiconductor valuations and intensifying Chinese competition added pressure. AMD’s roughly 183% year-to-date advance and premium earnings multiple leave the stock vulnerable to profit-taking. Why AMD Stock Is Falling

Analyst Ratings Changes

A number of brokerages have recently weighed in on AMD. Sanford C. Bernstein reiterated an "outperform" rating and issued a $650.00 price objective on shares of Advanced Micro Devices in a research report on Wednesday, August 5th. Stifel Nicolaus boosted their target price on Advanced Micro Devices from $635.00 to $700.00 and gave the company a "buy" rating in a research note on Monday, October 5th. William Blair restated a "market perform" rating on shares of Advanced Micro Devices in a report on Friday, July 24th. Mizuho upped their target price on Advanced Micro Devices from $580.00 to $705.00 and gave the company an "outperform" rating in a report on Tuesday, October 6th. Finally, Citigroup raised their price target on Advanced Micro Devices from $575.00 to $800.00 and gave the stock a "buy" rating in a research note on Tuesday, October 6th. Three research analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average price target of $603.51.

Advanced Micro Devices Price Performance

AMD stock opened at $570.82 on Thursday. The company has a debt-to-equity ratio of 0.03, a current ratio of 2.61 and a quick ratio of 1.91. Advanced Micro Devices, Inc. has a 1 year low of $188.22 and a 1 year high of $658.52. The firm has a 50-day moving average of $534.65 and a 200 day moving average of $469.28. The company has a market cap of $931.85 billion, a P/E ratio of 146.74, a PEG ratio of 6.26 and a beta of 2.45.

Advanced Micro Devices (NASDAQ:AMD - Get Free Report) last posted its quarterly earnings data on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 earnings per share for the quarter, beating the consensus estimate of $1.62 by $0.04. The business had revenue of $11.54 billion for the quarter, compared to analysts' expectations of $11.31 billion. Advanced Micro Devices had a return on equity of 12.30% and a net margin of 15.58%. The business's revenue was up 50.1% on a year-over-year basis. During the same period in the previous year, the firm posted $0.48 EPS. On average, sell-side analysts forecast that Advanced Micro Devices, Inc. will post 6.45 EPS for the current year.

Advanced Micro Devices Company Profile

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

AMD's product portfolio includes Ryzen processors for desktop and notebook computers, EPYC server processors, Radeon graphics products, and Instinct accelerators designed for artificial intelligence and high-performance computing workloads.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.