DEFA14A ·Filed Mar 27, 2026

AMD

ADVANCED MICRO DEVICES INC
NEUTRAL
Impact 3/10
Horizonimmediate Processed6mo ago SEC0001193125-26-129084
Proxy solicitation materials
Actionable Insight • Neutral

This is a standard proxy filing with no material surprises. Traders should note the lack of any activist challenges or contested elections, indicating board stability. The vote on the equity incentive plan amendment may be of interest to long-term investors concerned with dilution, but it is not expected to be contentious given the board's strong recommendation.

DirectionNeutral
Confidencehigh
Horizonimmediate
Final — all horizons settled through T+60d
AMD ▲ +165.08% at T+60d
NEUTRAL call ✓ call won +165.08% · α vs SPY +149.06% · entry $196.07 → $519.74
Entry anchored
Mar 27, 04:15 PM ET
via exchange tick
T+1d
+3.71%
call +3.71% · α +0.82%
$203.34
settled 6mo ago
T+5d
+12.93%
call +12.93% · α +8.63%
$221.42
settled 6mo ago
T+20d
+64.86%
call +64.86% · α +52.26%
$323.23
settled 5mo ago
T+60d
+165.08%
call +165.08% · α +149.06%
$519.74
settled 3mo ago

Price Chart

Loading chart...

Executive Summary

Advanced Micro Devices, Inc. (AMD) filed a definitive proxy statement (DEFA14A) for its 2026 Annual Meeting, scheduled for May 13, 2026. The filing outlines several proposals for shareholder vote, including the election of eight directors, ratification of Ernst & Young LLP as the independent auditor, approval of executive compensation, and an amendment to the company's 2023 Equity Incentive Plan. The board recommends voting in favor of all proposals except for a shareholder proposal to change the rules for calling special meetings, which it recommends voting against.

Key Facts

  • Annual Meeting date: May 13, 2026
  • Proposals include election of 8 directors, auditor ratification, executive compensation approval, and an amendment to the 2023 Equity Incentive Plan
  • Board recommends voting FOR all management proposals
  • Board recommends voting AGAINST a shareholder proposal to change special meeting calling rights
  • The filing is routine and contains no new financial information or unexpected announcements

Financial Impact

No immediate financial impact. The filing is a routine administrative document.

Risk Factors

  • None identified from this filing. The proposals are standard and non-controversial.

Market Snapshot

Price
$201.99
Change
-0.9%
Volume
27.8M
Exchange
Nasdaq
Sector
Semiconductors & Related Devices
Analyst Consensus
77% bullish (61 analysts)

Investment Themes

Artificial IntelligenceSemiconductors

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001193125-26-129084
Document: 0001193125-26-129084-index-headers.html0001193125-26-129084
Document: 0001193125-26-129084-index.html0001193125-26-129084
Document: 0001193125-26-129084.txt0001193125-26-129084
32 reports for AMD
Performance horizon
85% Hit rate 11 of 13 directional calls best @ T+60▲ +44.80%Apr 24, 2026
Filters
Rows
Reports for AMD — sortable, filterable
TypeNow
Aug 27, 2026
5w ago
Insider Cluster
BEARISH ★ 4/10
$465.58 $477.57▼ −2.58%▼ −2.47%$636.34 (−36.68%)
Aug 26, 2026
5w ago
Insider Cluster
NEUTRAL ★ 4/10
$476.67 $456.16▼ −4.30%▼ −4.57%$636.34 (+33.50%)
Aug 21, 2026
6w ago
ANALYST-UPGRADE
MIXED ★ 2/10
$473.25 $465.58▼ −1.62%▼ −2.09%$636.34 (+34.46%)
Aug 20, 2026
6w ago
Insider Cluster
NEUTRAL ★ 3/10
$473.25 $465.58▼ −1.62%▼ −2.09%$636.34 (+34.46%)
Aug 20, 2026
6w ago
Insider Cluster
NEUTRAL ★ 3/10
$473.25 $465.58▼ −1.62%▼ −2.09%$636.34 (+34.46%)
Aug 20, 2026
6w ago
Insider Cluster
BEARISH ★ 5/10
$473.25 $465.58▲ +1.62%▲ +2.09%$636.34 (−34.46%)
Aug 18, 2026
6w ago
Insider Cluster
NEUTRAL ★ 3/10
$466.42 $480.93▲ +3.11%▲ +3.50%$636.34 (+36.43%)
Aug 18, 2026
6w ago
Insider Cluster
NEUTRAL ★ 3/10
$484.13 $479.18▼ −1.02%▼ −0.82%$636.34 (+31.44%)
Aug 18, 2026
6w ago
Insider Cluster
BEARISH ★ 4/10
$484.39 $479.18▲ +1.08%▲ +0.87%$636.34 (−31.37%)
Aug 17, 2026
6w ago
8-K
NEUTRAL ★ 4/10
$484.39 $479.18▼ −1.08%▼ −0.87%$636.34 (+31.37%)
Showing 10 of 32

US Market Status

Market Open — Closes in 6h 25m

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access