UniSuper Management 13F: Adds $59M to AMD Stake
Key Points
- UniSuper Management's stake in AMD rose to 613,615 shares, reflecting an 18.6% increase from 517,477 shares.
- The fund's total reported value in AMD now stands at about $3.75 million, a change of around $58.8 million during the quarter.
- AMD trades recently around $531.47, which is about equal to its closing price of $531.28 on the filing date.
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On October 26, 2026, UniSuper Management increased its stake in Advanced Micro Devices, Inc. (AMD) by 96,138 shares, bringing its total to 613,615 shares valued at approximately $3.75 million. This information comes from the fund's latest Form 13F filing with the SEC.
The fund's reported value in AMD grew by about $58.8 million during the quarter, reflecting an 18.6% increase from its previous holding of 517,477 shares. This stake represents 3.27% of UniSuper Management's total portfolio, ranking it 8th among its holdings.
AMD
Advanced Micro Devices, Inc.
Other Institutional Activity in AMD
Bernardo Wealth Planning increased its holdings in AMD by 2,095 shares, bringing its total to 4,008 shares worth about $2.45 million. This move indicates growing interest in AMD among institutional investors, reflecting confidence in the company's prospects.
Advanced Micro Devices, Inc. Stock Up 2.8%
AMD shares recently traded around $531.47, which is about equal to its closing price of $531.28 on the filing date. The stock is currently below its 50-day moving average of $542.28 but well above its 52-week low of $188.22, showing resilience in the semiconductor market.
Recent Earnings
AMD reported trailing twelve-month revenue of approximately $41.3 billion, with a net margin of 15.6%. The company is expected to announce its next earnings report on November 3, 2026, which investors will be closely watching for further insights into its performance.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
21 analysts raised price targets.
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EPS & revenue
EPS beat estimates by 4.8%. Revenue beat estimates by 2.6%.
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Profit surprise
EBITDA missed by 4 percent. Operating income missed by 32 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
3 upgrades, 2 downgrades, 21 target raises.
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Earnings quality
Gross margin up 2.6 points. Operating margin up 3.6 points. Positive free cash flow.
Earnings Call Summary
AMD reported outstanding first quarter results with $10.3 billion in revenue, up 38 percent year over year. Data center revenue surged 57 percent driven by strong demand for EPYC server CPUs and Instinct GPUs. Management emphasized that Agentic AI and inference workloads are driving substantially higher CPU demand than expected, requiring more compute than prior models. Free cash flow nearly tripled to $2.6 billion, and operating margin expanded to 25 percent, showing strong operational leverage as the business scales into AI infrastructure.
Guidance AMD guided next quarter revenue to about $11.2 billion, up 46 percent year over year. Management raised full year data center CPU growth forecast to over 70 percent, driven by strong Agentic AI demand. They also raised the long-term server CPU market size forecast to over $120 billion by 2030, from $60 billion announced in November.
Slightly positive report. The quarter was acceptable, but the forward setup is not strong.
Insider Buying and Selling at Advanced Micro Devices, Inc.
Recently, several insiders at AMD sold shares. Chief Financial Officer Jean X Hu sold 15,000 shares on August 25, 2026, valued at about $7.1 million. CEO Lisa T. Su sold 95,000 shares on September 10, 2026, totaling roughly $48.1 million. Additionally, Officer Forrest Eugene Norrod sold 17,261 shares on October 15, 2026, valued at approximately $9.3 million. These transactions occurred before the recent filing.
Analysts Set New Price Targets
On October 5, 2026, Stifel maintained a Buy rating on AMD with a price target of $700. Citigroup also maintained a Buy rating with a target of $800 on October 6, 2026. Other firms like Mizuho and Wedbush have also reiterated their positive outlooks, suggesting a consensus bullish sentiment among analysts.
About AMD
Advanced Micro Devices, Inc. is a semiconductor company based in Santa Clara, California. It operates in three segments: Data Center, Client and Gaming, and Embedded. This latest boost in stake by UniSuper Management reflects ongoing confidence in the company's ability to innovate and grow within the technology sector.
Bottom Line
Investors will be watching AMD closely, especially with its next earnings report scheduled for November 3, 2026. With UniSuper Management increasing its stake, it will be interesting to see how AMD performs in the upcoming quarter and if analysts adjust their ratings further based on the results.
Related Filing Alerts
Source: UniSuper Management's 13F filing on $AMD (Oct 26, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts