AMD ADVANCED MICRO DEVICES INC

NEUTRAL Impact: 3/10 DEFA14A
Horizon immediate Filed Mar 27, 2026 Processed 1mo ago SEC 0001193125-26-129084
Proxy solicitation materials
Latest settled — T+20d
AMD ▲ +64.86% at T+20d
NEUTRAL call ✓ call won +64.86% · α vs SPY +52.26% · entry $196.07 → $323.23
Next anchor: T+60d in 5w
Currently $442.49 · +125.69% from $196.07 entry
Entry anchored
Mar 27, 04:15 PM ET
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call +12.93% · α +8.63%
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$323.23
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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.

Actionable Insight

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.

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)

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
16 reports for AMD
Performance horizon
100% Hit rate 6 of 6 directional calls best @ T+5▲ +6.43%May 6, 2026
Filters
Rows
Reports for AMD — sortable, filterable
Type Now
May 15, 2026
5d ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+1
May 15, 2026
5d ago
8-K
NEUTRAL ★ 4/10
awaiting T+1
May 13, 2026
7d ago
ANALYST-DOWNGRADE
BULLISH ★ 7/10
$445.39 $449.62▲ +0.95%▲ +0.17%$442.49 (−0.65%)
May 6, 2026
14d ago
ANALYST-UPGRADE
BULLISH ★ 7/10
$421.23 $408.03▼ −3.13%▼ −2.80%$442.49 (+5.05%)
May 6, 2026
15d ago
ANALYST-UPGRADE
BULLISH ★ 4/10
$421.23 $408.03▼ −3.13%▼ −2.80%$442.49 (+5.05%)
May 6, 2026
15d ago
ANALYST-UPGRADE
BULLISH ★ 7/10
$421.23 $408.03▼ −3.13%▼ −2.80%$442.49 (+5.05%)
May 4, 2026
16d ago
ANALYST-DOWNGRADE
MIXED ★ 4/10
$341.15 $355.16▲ +4.11%▲ +3.31%$442.49 (+29.71%)
May 1, 2026
19d ago
ANALYST-UPGRADE
MIXED ★ 2/10
$220.95 $223.58▲ +1.19%▲ +1.66%$442.49 (+100.27%)
Apr 27, 2026
24d ago
ANALYST-DOWNGRADE
BEARISH ★ 1/10
$334.50 $323.23▲ +3.37%▲ +2.88%$442.49 (−32.29%)
Apr 24, 2026
27d ago
ANALYST-UPGRADE
BULLISH ★ 6/10
$347.77 $334.50▼ −3.82%▼ −3.98%$442.49 (+27.24%)
Showing 10 of 16

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