Mcdonald Partners LLC Has $370,000 Stock Position in Advanced Micro Devices, Inc. $AMD

Key Points

• Mcdonald Partners LLC cut its stake in Advanced Micro Devices by 59.4%, selling 2,529 shares and leaving it with 1,730 shares worth about $370,000 at quarter end.
• Several large institutions materially increased positions (e.g., William Blair now owns 1,047,200 shares; Impax and Zweig DiMenna more than doubled/additions), and analysts are broadly positive with a consensus target near $300 and multiple price‑target upgrades.
• AMD reported strong results (EPS beat and revenue up 34.1% year‑over‑year), but insiders have sold ~304,672 shares (~$70.1M) in the last 90 days and the stock trades at a rich valuation (P/E ~136), signaling mixed signals between momentum and valuation risk.

Mcdonald Partners LLC lowered its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 59.4% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 1,730 shares of the semiconductor manufacturer's stock after selling 2,529 shares during the quarter. Mcdonald Partners LLC's holdings in Advanced Micro Devices were worth $370,000 at the end of the most recent reporting period.

Other large investors also recently made changes to their positions in the company. Impax Asset Management Group plc lifted its stake in shares of Advanced Micro Devices by 326.5% in the 3rd quarter. Impax Asset Management Group plc now owns 52,068 shares of the semiconductor manufacturer's stock valued at $8,424,000 after purchasing an additional 39,861 shares during the period. Zweig DiMenna Associates LLC increased its holdings in Advanced Micro Devices by 127.6% during the 3rd quarter. Zweig DiMenna Associates LLC now owns 72,602 shares of the semiconductor manufacturer's stock worth $11,746,000 after purchasing an additional 40,708 shares in the last quarter. Wedbush Securities Inc. increased its holdings in Advanced Micro Devices by 7.8% during the 3rd quarter. Wedbush Securities Inc. now owns 84,256 shares of the semiconductor manufacturer's stock worth $13,632,000 after purchasing an additional 6,095 shares in the last quarter. Highline Wealth Partners LLC increased its holdings in Advanced Micro Devices by 4,891.6% during the 4th quarter. Highline Wealth Partners LLC now owns 8,286 shares of the semiconductor manufacturer's stock worth $1,775,000 after purchasing an additional 8,120 shares in the last quarter. Finally, William Blair Investment Management LLC increased its holdings in Advanced Micro Devices by 72.5% during the 3rd quarter. William Blair Investment Management LLC now owns 1,047,200 shares of the semiconductor manufacturer's stock worth $169,426,000 after purchasing an additional 440,296 shares in the last quarter. Institutional investors and hedge funds own 71.34% of the company's stock.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: Riot Platforms expanded its AMD data‑center deal (adds ~25 MW / doubles contracted capacity), a visible commercial win that signals more data‑center GPU deployments for AMD and helped lift market enthusiasm. Riot jumps 10% as AMD signs additional 25 MW AI deployment: Q1 Earnings
• Positive Sentiment: Leaked timing for AMD’s Ryzen AI “halo” mini‑PC has driven retail and trader excitement around new product cadence and edge/desktop AI sales upside. AMD Stock Rallies as a Release Date for the Ryzen AI Halo PC Leaks
• Positive Sentiment: Coverage pieces (e.g., Forbes) argue AMD is breaking into Nvidia’s data‑center dominance, reinforcing a narrative of expanding GPU+CPU share in AI infrastructure. That narrative supports a higher long‑term multiple if AMD keeps winning design slots. AMD's AI Coup: Breaking The Nvidia Monopoly
• Positive Sentiment: Susquehanna and other bullish analyst notes ahead of earnings highlight growing data‑center demand and recommend buying before May 5, supporting short‑term momentum into AMD’s Q1 print. As Data Center Demand Grows, Susquehanna Says You Should Buy AMD Stock Before May 5
• Neutral Sentiment: Wall Street is split: several five‑star analysts are divided on valuation and near‑term upside even as the stock has rallied sharply, so guidance/metrics in AMD’s upcoming report will matter more than headlines. 5-Star Analysts Are Split on AMD as Stock Soars into Q1 Earnings
• Negative Sentiment: ARK Invest trimmed AMD from its ETF (Cathie Wood reallocated into Meta/Alphabet), signaling at least some active‑manager profit taking that can pressure the stock after a big run. Cathie Wood Loads Up on Meta, Alphabet Sells AMD
• Negative Sentiment: Schwab and other strategists warn the semiconductor group faces “overhead supply” risk after a near‑50% rally from March lows — a cautionary signal that a pullback or rotation is possible if earnings/guidance disappoint. Schwab Analyst: Chip Stocks Face ‘Overhead Supply’ Risk After 50% Rally Off March Lows
• Negative Sentiment: Royal Bank of Canada bumped its price target to $325 but kept a “sector perform” call; that TP sits below the current quote and can be read as a reminder of valuation risk if momentum fades. RBC Raises AMD Price Target to $325 (Benzinga)

Wall Street Analyst Weigh In

AMD has been the subject of several analyst reports. China Renaissance started coverage on Advanced Micro Devices in a report on Tuesday, January 13th. They issued a "buy" rating and a $291.00 price objective for the company. Susquehanna lifted their price target on Advanced Micro Devices from $300.00 to $375.00 and gave the stock a "positive" rating in a report on Wednesday. KeyCorp reiterated an "overweight" rating and set a $330.00 price target on shares of Advanced Micro Devices in a report on Tuesday, February 24th. Mizuho lifted their price target on Advanced Micro Devices from $275.00 to $280.00 and gave the stock an "outperform" rating in a report on Wednesday, February 25th. Finally, Sanford C. Bernstein lifted their price target on Advanced Micro Devices from $235.00 to $265.00 and gave the stock a "market perform" rating in a report on Thursday, April 16th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and nine have assigned a Hold rating to the company's stock. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $300.05.

Insiders Place Their Bets

In other news, EVP Mark D. Papermaster sold 31,320 shares of the business's stock in a transaction on Friday, April 24th. The stock was sold at an average price of $350.00, for a total transaction of $10,962,000.00. Following the completion of the transaction, the executive vice president owned 1,236,037 shares of the company's stock, valued at approximately $432,612,950. The trade was a 2.47% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Lisa T. Su sold 125,000 shares of the company's stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $214.36, for a total value of $26,795,000.00. Following the sale, the chief executive officer owned 3,152,476 shares of the company's stock, valued at approximately $675,764,755.36. This represents a 3.81% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 304,672 shares of company stock worth $70,135,070 over the last 90 days. Corporate insiders own 0.50% of the company's stock.

Advanced Micro Devices Price Performance

NASDAQ AMD opened at $360.54 on Monday. The company has a current ratio of 2.85, a quick ratio of 2.01 and a debt-to-equity ratio of 0.04. Advanced Micro Devices, Inc. has a 1-year low of $96.88 and a 1-year high of $362.79. The company has a 50 day moving average of $232.51 and a 200-day moving average of $228.39. The company has a market cap of $587.80 billion, a price-to-earnings ratio of 136.05, a PEG ratio of 1.30 and a beta of 2.40.

Advanced Micro Devices (NASDAQ:AMD - Get Free Report) last announced its quarterly earnings data on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, beating the consensus estimate of $1.32 by $0.21. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. The business had revenue of $10.27 billion during the quarter, compared to the consensus estimate of $9.65 billion. During the same period in the previous year, the business earned $1.09 earnings per share. The company's revenue was up 34.1% on a year-over-year basis. On average, equities research analysts expect that Advanced Micro Devices, Inc. will post 5.82 earnings per share for the current fiscal 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.

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