Company Dossier · Information Technology
Advanced Micro Devices
- S&P 500
- S&P 100
- Nasdaq-100
- Russell 1000
What Advanced Micro Devices is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 27, 2026: $41.3 billion, up 40% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 27, 2026: $8.40 billion, up 108% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 27, 2026: $1.68 billion, up 102% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 27, 2025: $1.32 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (August 4, 2026): sentiment 0.80 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.90 of 1.Palanor Discourse
- Latest annual report (filed February 4, 2026): 1 risk factor added, 3 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $109 million on the open market.SEC Form 4
- 4,017 institutional managers reported a position at June 30, 2026 (+814 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 293 (475 a year earlier).U.S. Department of Labor (OFLC)
- Headlines in the last 30 days: 8, of which 3 read positive and 0 negative.Palanor headline tone
Company Posture
How Company Posture is measured →What Advanced Micro Devices is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Expanding · Mixed
Expanding ↔ Retrenching
Expanding
- Capital spending95th pct
- Debt raised—
- Buybacks vs capex94th pct
- Hiring filings41st pct
- Deals and private raises81st pct
- Patent publications42nd pct
Confident ↔ Hedging
Mixed
- Call sentiment57th pct
- Call confidence72nd pct
- Guidance changes37th pct
- Risk factors added64th pct
- Insider open-market trades35th pct
- + Call confidence
- − Guidance changes
- − Insider open-market trades
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver77th pct
- Stress filings49th pct
Credit
How these are built →Advanced Micro Devices's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$3.2B
- Due within a year $0.9B
- Longer term $2.4B
- Default point $2.1B (short + ½ long)
Finance leases included · Jun 27, 2026 filing
Bonds priced, last 12 months
$4.8B
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Aug 13, 2026 | $1.25B | 4.600% | 2029 (3y) | +43bp | 4.640% |
| Aug 13, 2026 | $1.5B | 5.000% | 2031 (5y) | +70bp | 5.018% |
| Aug 13, 2026 | $1B | 5.250% | 2033 (7y) | +80bp | 5.264% |
| Aug 13, 2026 | $1B | 5.500% | 2036 (10y) | +90bp | 5.532% |
| Mar 10, 2025 | $875M | 4.212% | 2026 (2y) | +30bp | 4.212% |
| Mar 10, 2025 | $625M | 4.319% | 2028 (3y) | +40bp | 4.319% |
From the pricing term sheets Advanced Micro Devices filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name Advanced Micro Devices, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- PositiveAMD: CPU Boom Lifts Target To $1,200 (NASDAQ:AMD)
seekingalpha.com · via Marketaux · Oct 13, 2026
- NeutralAdvanced Micro Devices’ (AMD) Premium Valuation Puts Execution Under the Microscope
insidermonkey.com · via Marketaux · Oct 9, 2026
- NeutralAMD: The Market Is Not Ready For The Huge Margin Upside (NASDAQ:AMD)
seekingalpha.com · via Marketaux · Oct 9, 2026
- PositiveAMD chief says company continues to explore partnership with Samsung: reports (AMD:NASDAQ)
seekingalpha.com · via Marketaux · Oct 7, 2026
- NeutralAdvanced Micro Devices at $649.42, Up 2.80%, After Lisa Su
financefeeds.com · via Marketaux · Oct 7, 2026
- NeutralIs Advanced Micro Devices (AMD) Still a Buy After Its 180% Plus Rally?
insidermonkey.com · via Marketaux · Oct 4, 2026
- NeutralAMD: The Job Is Difficult, But Not Impossible (NASDAQ:AMD)
seekingalpha.com · via Marketaux · Oct 3, 2026
- PositiveAdvanced Micro Devices (AMD) Price Target Raised to $1,000 Amid Data Center Growth and AI Demand
gurufocus.com · via Marketaux · Sep 30, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (ADVANCED MICRO DEVICES, INC.)third_quarter 2026 · $0.9 million
- Oct 20, 2026LobbyingLobbying report (MICHAEL BEST STRATEGIES LLC)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (MEHLMAN CONSULTING, INC.)third_quarter 2026 · $0.1 million
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 18, 2026LobbyingLobbying report (FORBES-TATE)third_quarter 2026 · $0.1 million
- Oct 18, 2026LobbyingLobbying report (VENTURE GOVERNMENT STRATEGIES, LLC (FKA HOBART HALLAWAY & QUAYLE VENTURES, LLC))third_quarter 2026 · $0.0 million
- Oct 15, 2026Trademark
- Oct 15, 2026Trademark
- Oct 8, 2026LobbyingLobbying report (CORNERSTONE GOVERNMENT AFFAIRS, INC.)third_quarter 2026 · $0.1 million
- Aug 19, 20268-KDirector or officer changeItem 5.02
- Aug 17, 20268-KMaterial agreement signedItem 1.01
- Aug 13, 2026Trademark
- Aug 12, 2026LobbyingLobbying report (MICHAEL BEST STRATEGIES LLC)third_quarter 2026
- Jul 20, 2026LobbyingLobbying report (FORBES-TATE)second_quarter 2026 · $0.1 million
- Jul 1, 20268-KDirector or officer changeItem 5.02
- May 15, 20268-KMaterial agreement signedItem 1.01
- May 15, 20268-KMaterial agreement terminatedItem 1.02
- May 15, 20268-KDirector or officer changeItem 5.02
- May 15, 20268-KShareholder vote resultsItem 5.07
- Mar 26, 2026Trademark
- Feb 24, 20268-KMaterial agreement signedItem 1.01
- Feb 17, 20268-KDirector or officer changeItem 5.02
- Feb 4, 202610-KAnnual report (10-K)1 risk factors added, 3 removed
- Jan 20, 20268-KDirector or officer changeItem 5.02
- Dec 15, 20258-KDirector or officer changeItem 5.02
- Nov 20, 2025Trademark
- Oct 27, 20258-KAcquisition or sale completedItem 2.01
- Oct 6, 20258-KMaterial agreement signedItem 1.01
- Aug 25, 20258-KDirector or officer changeItem 5.02
- Jul 2, 20258-KDirector or officer changeItem 5.02
- Jun 3, 20258-KShareholder vote resultsItem 5.07
- May 19, 20258-KMaterial agreement signedItem 1.01
- May 16, 20258-KShareholder vote resultsItem 5.07
- Mar 31, 20258-KAcquisition or sale completedItem 2.01
- Mar 24, 20258-KMaterial agreement signedItem 1.01
- Mar 12, 20258-KMaterial agreement signedItem 1.01
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Qualcomm Inc. QCOM | $44.1B | $10.4B | Jun 28, 2026 |
| Intel Corporation INTC | $57.0B | $2.8B | Jun 27, 2026 |
| Texas Instruments TXN | $19.4B | $5.4B | Jun 30, 2026 |
| Broadcom Inc. AVGO | $89.1B | $39.4B | Aug 2, 2026 |
| Analog Devices ADI | $13.9B | $4.9B | Aug 1, 2026 |
| Micron Technology MU | $133B | $59.0B | Sep 3, 2026 |
| NXP Semiconductors NXPI | $12.6B | $2.7B | Mar 29, 2026 |
| Marvell Technology MRVL | $9.4B | $1.7B | Aug 1, 2026 |