Insider sales are too small to convey a bearish signal. Focus on AMD's strong earnings momentum and raised guidance (Q2 revenue ~$11.2B, +46% YoY). Monitor for any larger-scale insider selling, but this cluster is not actionable.
Price Chart
Executive Summary
Minor insider selling cluster at AMD: CEO Lisa Su sold $347K and EVP/CSO Paul Grasby sold $10.83M in open-market transactions. Total sales of $11.18M represent only ~0.0015% of AMD's $733B market cap, making the activity negligible. The cluster was preceded by a strong Q1 earnings beat (revenue +38% YoY, EPS +91% GAAP) and a routine credit facility expansion, not indicative of adverse business developments.
Key Financial Metrics
Key Facts
- CEO Lisa Su sold 800 shares ($347K) on May 13, 2026
- EVP & CSO Paul Grasby sold 24,400 shares ($10.83M) on May 8, 2026
- Total open-market selling value is $11.18M vs $733B market cap (0.0015%)
- Non-cash transactions include option exercises, grants and gifts with $0 economic impact
- Earnings released May 5 showed strong results: revenue $10.3B (+38% YoY), GAAP EPS $0.84 (+91%), non-GAAP EPS $1.37 (+43%)
Financial Impact
Total insider sales of $11.18M are de minimis relative to $733B market cap
Risk Factors
- CEO/CSO selling could be misinterpreted by the market as bearish, but the dollar amounts are trivial
- No evidence of 10b5-1 plans disclosed, but typical for liquidity/diversification
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-AMD-1778879185240 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 27, 2026 5w ago | Insider Cluster | $465.58 $477.57 | ▼ −2.58% | ▼ −2.47% | $636.34 (−36.68%) |
Aug 26, 2026 5w ago | Insider Cluster | $476.67 $456.16 | ▼ −4.30% | ▼ −4.57% | $636.34 (+33.50%) |
Aug 21, 2026 6w ago | ANALYST-UPGRADE | $473.25 $465.58 | ▼ −1.62% | ▼ −2.09% | $636.34 (+34.46%) |
Aug 20, 2026 6w ago | Insider Cluster | $473.25 $465.58 | ▼ −1.62% | ▼ −2.09% | $636.34 (+34.46%) |
Aug 20, 2026 6w ago | Insider Cluster | $473.25 $465.58 | ▼ −1.62% | ▼ −2.09% | $636.34 (+34.46%) |
Aug 20, 2026 6w ago | Insider Cluster | $473.25 $465.58 | ▲ +1.62% | ▲ +2.09% | $636.34 (−34.46%) |
Aug 18, 2026 6w ago | Insider Cluster | $466.42 $480.93 | ▲ +3.11% | ▲ +3.50% | $636.34 (+36.43%) |
Aug 18, 2026 6w ago | Insider Cluster | $484.13 $479.18 | ▼ −1.02% | ▼ −0.82% | $636.34 (+31.44%) |
Aug 18, 2026 6w ago | Insider Cluster | $484.39 $479.18 | ▲ +1.08% | ▲ +0.87% | $636.34 (−31.37%) |
Aug 17, 2026 6w ago | 8-K | $484.39 $479.18 | ▼ −1.08% | ▼ −0.87% | $636.34 (+31.37%) |
US Market Status
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