Mcdonald Partners LLC Sells 8,755 Shares of Advanced Micro Devices, Inc. $AMD

Mcdonald Partners LLC lessened its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 67.3% during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 4,259 shares of the semiconductor manufacturer’s stock after selling 8,755 shares during the quarter. Mcdonald Partners LLC’s holdings in Advanced Micro Devices were worth $689,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of the business. HHM Wealth Advisors LLC grew its position in Advanced Micro Devices by 2.4% in the third quarter. HHM Wealth Advisors LLC now owns 1,742 shares of the semiconductor manufacturer’s stock valued at $282,000 after acquiring an additional 40 shares during the last quarter. HBK Sorce Advisory LLC grew its holdings in shares of Advanced Micro Devices by 0.3% during the 3rd quarter. HBK Sorce Advisory LLC now owns 13,404 shares of the semiconductor manufacturer’s stock valued at $2,169,000 after purchasing an additional 43 shares during the last quarter. Wilmington Savings Fund Society FSB increased its position in Advanced Micro Devices by 0.5% during the 3rd quarter. Wilmington Savings Fund Society FSB now owns 8,706 shares of the semiconductor manufacturer’s stock worth $1,409,000 after purchasing an additional 43 shares in the last quarter. Moseley Investment Management Inc. increased its position in Advanced Micro Devices by 0.5% during the 3rd quarter. Moseley Investment Management Inc. now owns 8,883 shares of the semiconductor manufacturer’s stock worth $1,437,000 after purchasing an additional 44 shares in the last quarter. Finally, OneAscent Family Office LLC lifted its stake in Advanced Micro Devices by 2.6% in the 3rd quarter. OneAscent Family Office LLC now owns 1,755 shares of the semiconductor manufacturer’s stock valued at $284,000 after purchasing an additional 44 shares during the last quarter. Institutional investors and hedge funds own 71.34% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have weighed in on the stock. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Advanced Micro Devices in a research note on Monday, February 2nd. JPMorgan Chase & Co. raised their price objective on Advanced Micro Devices from $180.00 to $270.00 and gave the company a “neutral” rating in a report on Wednesday, November 5th. Stifel Nicolaus upped their target price on Advanced Micro Devices from $240.00 to $280.00 and gave the stock a “buy” rating in a report on Wednesday, November 5th. Citigroup reiterated a “neutral” rating on shares of Advanced Micro Devices in a research report on Thursday, January 15th. Finally, Benchmark reissued a “buy” rating and set a $325.00 price target on shares of Advanced Micro Devices in a research note on Wednesday, February 25th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and ten have given a Hold rating to the company’s stock. According to MarketBeat.com, Advanced Micro Devices has an average rating of “Moderate Buy” and an average target price of $290.53.

Insider Activity

In other Advanced Micro Devices news, EVP Forrest Eugene Norrod sold 19,450 shares of the company’s stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $216.81, for a total transaction of $4,216,954.50. Following the sale, the executive vice president owned 289,098 shares of the company’s stock, valued at approximately $62,679,337.38. This represents a 6.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, SVP Ava Hahn sold 2,442 shares of the stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $234.42, for a total value of $572,453.64. Following the sale, the senior vice president owned 16,359 shares of the company’s stock, valued at approximately $3,834,876.78. The trade was a 12.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 271,892 shares of company stock valued at $58,476,908. 0.06% of the stock is currently owned by insiders.

Key Headlines Impacting Advanced Micro Devices

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

• Positive Sentiment: Large hyperscaler deal with Meta — AMD scored a multi‑year, gigawatt‑scale Instinct GPU agreement with Meta (and reports say Meta may take an equity stake). This materially deepens AMD’s AI datacenter footprint and supports multi‑year revenue visibility. Advanced Micro Devices, Inc. (AMD) Partners With Meta for AI Infrastructure Expansion
• Positive Sentiment: Manufacturing and product expansion — AMD is expanding U.S. production with Flex and rolling out Ryzen AI 400 series processors and new Instinct GPU roadmaps, positioning it for AI PC and data center demand. AMD’s Expanding AI Deals And US Production Versus Recent Share Pullback
• Positive Sentiment: Commercial deployments of Instinct GPUs — First commercial deployments (diamond‑cooled servers using MI350X) show AMD GPUs are entering production in energy‑efficient AI racks, which supports adoption and revenue ramp. Akash Systems Announces World’s First Diamond Cooled AI Servers with AMD Instinct™ MI350X GPUs
• Positive Sentiment: Analyst support and bullish price targets — Multiple firms (UBS, TD Cowen and others) have reiterated buy ratings and multi‑hundred dollar targets, signaling continued Street confidence in a multi‑year AI upside. Buy AMD Shares Ahead Of 2H26 Ramp, Says UBS
• Neutral Sentiment: New product launches but near‑term sentiment mixed — AMD unveiled Ryzen AI 400 / Copilot+ desktop chips (and server GPU innovations). Technically positive for long‑term TAM, but launches haven’t eliminated short‑term profit taking. AMD Ryzen AI 400 chips will bring newer CPUs, GPUs, and NPUs to AM5 desktops
• Neutral Sentiment: Sector/regulatory risk — Reports about U.S. export limits and China access for GPU suppliers create uncertainty across the GPU supply chain and could affect competitive dynamics and addressable markets. Nvidia’s China Access Questioned
• Negative Sentiment: Macro/geopolitical driven selling — Shares fell as Middle East tensions pushed oil higher and raised fears of a broader market selloff, prompting risk‑off moves that hit AMD. Why AMD (AMD) Stock Is Trading Lower Today
• Negative Sentiment: Insider selling and short‑term profit taking — Data shows heavy insider sales and notable trading activity; combined with recent strong 1‑year gains, that has increased near‑term volatility and selling pressure. $AMD stock is down 4% today. Here’s what we see in our data.
• Negative Sentiment: Price reaction to product reveals — Several headlines note the stock dipped after new GPU/desktop reveals, suggesting investors are weighing execution/timing risk despite the longer‑term AI story. AMD Stock Slips Despite the Reveal of New Ryzen AI 400 Desktop Chips

Advanced Micro Devices Trading Down 3.9%

Shares of AMD stock opened at $190.95 on Wednesday. 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 2.85, a quick ratio of 2.01 and a debt-to-equity ratio of 0.04. The stock has a market cap of $311.33 billion, a price-to-earnings ratio of 72.06, a PEG ratio of 0.75 and a beta of 1.98. The stock has a 50-day moving average of $218.79 and a 200-day moving average of $208.61.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings data on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, topping analysts’ consensus estimates of $1.32 by $0.21. The company had revenue of $10.27 billion for the quarter, compared to analyst estimates of $9.65 billion. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.The firm’s quarterly revenue was up 34.1% on a year-over-year basis. During the same period in the previous year, the firm earned $1.09 earnings per share. On average, equities research analysts forecast that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current year.

Advanced Micro Devices 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.