ADI

Analog Devices Inc. (ADI) | Rumor.io

Analog Devices

ADI

Attention (50-day avg)0.02%

Attention rank (50-day avg)#284

Bullish sentiment (50-day avg)97%

Price to earnings ratio46.7

Market capitalization191.6B

Earnings per share8.42

Dividend yield (TTM)1.11%

Revenue (annual)11B

Net income (annual)2.3B

Social

What share of all stock conversation is about ADI?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% -0.01	0% -0.01	0.01% -0.02	0.01% +0.01

Aug 20

JPMorgan reiterated an overweight rating on Analog Devices after strong third-quarter earnings, with data center growth expected to outpace expectations.
Analog Devices reported its first-ever $4 billion quarterly revenue, smashing Wall Street estimates, and its Q4 guidance is 8% above consensus.
Analysts have raised Analog Devices' price targets, with BofA raising it to $500, Wells Fargo lowering it to $500, and Needham raising it to $450, among others.

Generated by AI

Sentiment

Of the messages about ADI that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	58.82%	97.97% +5.18	88.86% +20.6
Bearish	—	41.18%	2.03% -5.18	11.14% -20.6

Bullish· Feb 20

$ADI has shown strong numbers, with a 30% YoY increase in Q1 revenue and a 27% YTD stock price increase.
The company's communications segment has seen a 63% jump, and margins have expanded by approximately 600 bps.
$ADI is expected to continue its bullish run, with analysts raising or reiterating forecasts and setting price targets up to $400.

Bearish· Feb 21

Analog Devices' Q1 FY 24 results showed a 22% YoY decline in revenue and a 51% YoY decline in net income.
The company guided Q2 revenue down by 11% and Q2 EPS below consensus, with a muted response to the earnings report.
Analog Devices' Q2 revenue guidance of $2-2.2B is below the $2.4B estimate, and Q2 EPS guidance of $1.16-1.36 is below the $1.57 estimate.

Generated by AI

Topics

Of the messages about ADI that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Macro	0%	0%	77.99%	78.75%
Announcements	0%	0%	7.63%	8.1%
Analysts	0%	0%	9.16%	6.2%
Technical Analysis	100%	100%	5.22%	4.03%
Earnings	0%	0%	0%	2.84%
Controversies	0%	0%	0%	0.07%

Earnings· May 20

Analog Devices delivered record fiscal Q2 2026 results, with revenue of $3.62 billion, a 37% year-over-year increase, and adjusted earnings per share (EPS) of $3.09, a 67% year-over-year increase.
The company's Q3 revenue guidance of $3.9 billion to $4.0 billion is above the consensus estimate of $3.63 billion, and its adjusted EPS guidance of $3.30 is within the estimated range.
Analog Devices' CEO Vincent Roche attributed the company's strong Q2 results to "record demand and sharp operational discipline," and emphasized the company's innovation-led value creation strategy and investment in technology performance leadership.

Analysts· Feb 19

Analysts have raised price targets for Analog Devices, Inc. (ADI) to $400 or higher, citing strong earnings and demand driven by AI and datacenter growth.
Needham upgraded ADI to Buy from Hold with a $400 price target, while other firms such as Susquehanna, JP Morgan, and TD Cowen have also raised their target prices.
Analysts' positive outlook for ADI is driven by the company's robust quarterly results and its position in the semiconductor industry, with some firms maintaining a Buy or Overweight rating despite valuation premiums.

Announcements· May 19

Analog Devices $ADI is acquiring Empower Semiconductor for $1.5 billion in an all-cash deal to expand its AI power delivery portfolio.
The acquisition targets AI compute power density as the binding constraint on system scale and adds Integrated Voltage Regulator and silicon capacitor technologies to Analog Devices' power management portfolio.
The deal is expected to be completed in the second half of 2026, pending regulatory approval and integration.

Technical Analysis· Mar 12

The RSI (Relative Strength Index) for the market is 50.68, indicating a neutral market condition.
$ADI has an RSI of 83.70, indicating it is overbought.
The lowest RSI values are held by $SUSDE, $NFT, and $HTX, all with a value of 0.00, indicating they are oversold.

Generated by AI

Community

Of the messages about ADI, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	0%	19.21%	23.57%
Newcomers	100%	100%	80.79%	76.43%

Regulars· Aug 19

Analog Devices (ADI) reports Q3 adjusted EPS of $3.45, beating estimates by $0.11, and revenue of $4.02B, exceeding expectations by $0.09B.
The company provides a strong Q4 outlook, with revenue guidance of $4.3B +/- $100M and EPS guidance of $3.14 +/- $0.15, both beating estimates.
Analog Devices' CEO and CFO attribute the strong results to broad-based demand, disciplined execution, and targeted growth investments, with the company expecting to finish the year strongly and carry momentum into fiscal 2027.

Newcomers· Aug 19

The newcomer investors are optimistic about Analog Devices' Q3 earnings, with one user predicting a price increase to $550 due to solid growth quarter after quarter.
Analog Devices' data center business grew over 90% year-over-year in Q2, driven by both optical and power portfolios, and Q3 results will show if demand continued to support data center growth.
The company's Q3 pre-earnings report highlighted its key driver: data center power and optical demand, with a strong operations tracker in industrial, automotive, communications, and consumer markets.

Generated by AI

In today's fast-paced and highly competitive business world, it is crucial for investors and industry followers to conduct comprehensive company evaluations. In this article, we will delve into an extensive industry

1d agoBenzinga

Analog Devices: Double-Digit Growth To Continue Into 2027 (NASDAQ:ADI)

Analog Devices' data center revenue, now 80% of Communications, is forecast to reach 26.7% of total revenue by 2029. Read why ADI stock is a Strong Buy.

1d agoSeeking Alpha

Could Cadence Design (CDNS) and Analog Devices (ADI) Capture More of the Smart-Vehicle Opportunity?

1d agoYahoo Finance

Competitor Analysis: Evaluating Analog Devices And Competitors In Semiconductors & Semiconductor Equi

In the fast-paced and highly competitive business world of today, conducting thorough company analysis is essential for investors and industry observers. In this article, we will conduct an extensive industry

2d agoBenzinga

The Zacks Analyst Blog Highlights Analog Devices, Semtech, Taiwan Semiconductor and ASM

ADI, SMTC, TSM and ASMIY are positioned to benefit from AI-driven semiconductor demand, spanning chips, connectivity, advanced packaging and ALD.

2d agoYahoo Finance Australia

Analog Devices CFO Richard Puccio Jr sells $573,285 in stock

3d agoInvesting.com

Also Discussed

Investors talking about ADI also mention

#	Name	Attention
1	ADIADI	0%new
2	Texas Instruments Inc.TXN	0%0
3	Microchip Technology Inc.MCHP	0%0
4	NXP Semiconductors N.V.NXPI	0%-0.01
5	Applied Materials Inc.AMAT	0.01%+0.01
6	Synopsys Inc.SNPS	0%+0
7	comScore, Inc.SCOR	0%new
8	BLUA - BlueRiver Acquisition Corp.	——
9	Cadence Design Systems IncCDNS	0%new
10	Xtrackers Russell US Multifactor ETFDEUS	0%new

Analog Devices Inc.

Technology
Semiconductors

Analog Devices Inc. is a global semiconductor company that designs, manufactures, tests, and markets analog, mixed-signal, and digital signal processing products. Its portfolio includes data converters, amplifiers, power management devices, radio frequency components, sensors, isolators, and embedded software that help translate real-world signals into digital information. Analog Devices Inc. serves a broad range of markets, including industrial automation, automotive, communications, healthcare, consumer electronics, aerospace, defense, instrumentation, energy, and data centers. The company’s solutions are widely used in applications that require precise measurement, efficient power handling, reliable connectivity, and high-performance signal processing. Headquartered in Wilmington, Massachusetts, Analog Devices Inc. is a key supplier of technologies that bridge the physical and digital worlds across modern electronic systems.

Website

Location

One Analog Way

Wilmington, MA, 01887

United States

Social

What share of all stock conversation is about ADI?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% -0.01	0% -0.01	0.01% -0.02	0.01% +0.01

Aug 20

JPMorgan reiterated an overweight rating on Analog Devices after strong third-quarter earnings, with data center growth expected to outpace expectations.
Analog Devices reported its first-ever $4 billion quarterly revenue, smashing Wall Street estimates, and its Q4 guidance is 8% above consensus.
Analysts have raised Analog Devices' price targets, with BofA raising it to $500, Wells Fargo lowering it to $500, and Needham raising it to $450, among others.

Generated by AI

Sentiment

Of the messages about ADI that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	58.82%	97.97% +5.18	88.86% +20.6
Bearish	—	41.18%	2.03% -5.18	11.14% -20.6

Bullish· Feb 20

$ADI has shown strong numbers, with a 30% YoY increase in Q1 revenue and a 27% YTD stock price increase.
The company's communications segment has seen a 63% jump, and margins have expanded by approximately 600 bps.
$ADI is expected to continue its bullish run, with analysts raising or reiterating forecasts and setting price targets up to $400.

Bearish· Feb 21

Analog Devices' Q1 FY 24 results showed a 22% YoY decline in revenue and a 51% YoY decline in net income.
The company guided Q2 revenue down by 11% and Q2 EPS below consensus, with a muted response to the earnings report.
Analog Devices' Q2 revenue guidance of $2-2.2B is below the $2.4B estimate, and Q2 EPS guidance of $1.16-1.36 is below the $1.57 estimate.

Generated by AI

Topics

Of the messages about ADI that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Macro	0%	0%	77.99%	78.75%
Announcements	0%	0%	7.63%	8.1%
Analysts	0%	0%	9.16%	6.2%
Technical Analysis	100%	100%	5.22%	4.03%
Earnings	0%	0%	0%	2.84%
Controversies	0%	0%	0%	0.07%

Earnings· May 20

Analog Devices delivered record fiscal Q2 2026 results, with revenue of $3.62 billion, a 37% year-over-year increase, and adjusted earnings per share (EPS) of $3.09, a 67% year-over-year increase.
The company's Q3 revenue guidance of $3.9 billion to $4.0 billion is above the consensus estimate of $3.63 billion, and its adjusted EPS guidance of $3.30 is within the estimated range.
Analog Devices' CEO Vincent Roche attributed the company's strong Q2 results to "record demand and sharp operational discipline," and emphasized the company's innovation-led value creation strategy and investment in technology performance leadership.

Analysts· Feb 19

Analysts have raised price targets for Analog Devices, Inc. (ADI) to $400 or higher, citing strong earnings and demand driven by AI and datacenter growth.
Needham upgraded ADI to Buy from Hold with a $400 price target, while other firms such as Susquehanna, JP Morgan, and TD Cowen have also raised their target prices.
Analysts' positive outlook for ADI is driven by the company's robust quarterly results and its position in the semiconductor industry, with some firms maintaining a Buy or Overweight rating despite valuation premiums.

Announcements· May 19

Analog Devices $ADI is acquiring Empower Semiconductor for $1.5 billion in an all-cash deal to expand its AI power delivery portfolio.
The acquisition targets AI compute power density as the binding constraint on system scale and adds Integrated Voltage Regulator and silicon capacitor technologies to Analog Devices' power management portfolio.
The deal is expected to be completed in the second half of 2026, pending regulatory approval and integration.

Technical Analysis· Mar 12

The RSI (Relative Strength Index) for the market is 50.68, indicating a neutral market condition.
$ADI has an RSI of 83.70, indicating it is overbought.
The lowest RSI values are held by $SUSDE, $NFT, and $HTX, all with a value of 0.00, indicating they are oversold.

Generated by AI

Community

Of the messages about ADI, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	0%	19.21%	23.57%
Newcomers	100%	100%	80.79%	76.43%

Regulars· Aug 19

Analog Devices (ADI) reports Q3 adjusted EPS of $3.45, beating estimates by $0.11, and revenue of $4.02B, exceeding expectations by $0.09B.
The company provides a strong Q4 outlook, with revenue guidance of $4.3B +/- $100M and EPS guidance of $3.14 +/- $0.15, both beating estimates.
Analog Devices' CEO and CFO attribute the strong results to broad-based demand, disciplined execution, and targeted growth investments, with the company expecting to finish the year strongly and carry momentum into fiscal 2027.

Newcomers· Aug 19

The newcomer investors are optimistic about Analog Devices' Q3 earnings, with one user predicting a price increase to $550 due to solid growth quarter after quarter.
Analog Devices' data center business grew over 90% year-over-year in Q2, driven by both optical and power portfolios, and Q3 results will show if demand continued to support data center growth.
The company's Q3 pre-earnings report highlighted its key driver: data center power and optical demand, with a strong operations tracker in industrial, automotive, communications, and consumer markets.

Generated by AI

Analog Devices

Social

Aug 20

Bullish· Feb 20

Bearish· Feb 21

Earnings· May 20

Analysts· Feb 19

Announcements· May 19

Technical Analysis· Mar 12

Regulars· Aug 19

Newcomers· Aug 19

Performance Comparison: Analog Devices And Competitors In Semiconductors &amp; Semiconductor Equipment In

Analog Devices: Double-Digit Growth To Continue Into 2027 (NASDAQ:ADI)

Could Cadence Design (CDNS) and Analog Devices (ADI) Capture More of the Smart-Vehicle Opportunity?

Competitor Analysis: Evaluating Analog Devices And Competitors In Semiconductors &amp; Semiconductor Equi

The Zacks Analyst Blog Highlights Analog Devices, Semtech, Taiwan Semiconductor and ASM

Analog Devices CFO Richard Puccio Jr sells $573,285 in stock

Also Discussed

Analog Devices Inc.

Company Information

Location

Performance Comparison: Analog Devices And Competitors In Semiconductors &amp; Semiconductor Equipment In

Analog Devices: Double-Digit Growth To Continue Into 2027 (NASDAQ:ADI)

Could Cadence Design (CDNS) and Analog Devices (ADI) Capture More of the Smart-Vehicle Opportunity?

Competitor Analysis: Evaluating Analog Devices And Competitors In Semiconductors &amp; Semiconductor Equi

The Zacks Analyst Blog Highlights Analog Devices, Semtech, Taiwan Semiconductor and ASM

Analog Devices CFO Richard Puccio Jr sells $573,285 in stock

Also Discussed

Social

Aug 20

Bullish· Feb 20

Bearish· Feb 21

Earnings· May 20

Analysts· Feb 19

Announcements· May 19

Technical Analysis· Mar 12

Regulars· Aug 19

Newcomers· Aug 19

Performance Comparison: Analog Devices And Competitors In Semiconductors & Semiconductor Equipment In

Competitor Analysis: Evaluating Analog Devices And Competitors In Semiconductors & Semiconductor Equi

Performance Comparison: Analog Devices And Competitors In Semiconductors & Semiconductor Equipment In

Competitor Analysis: Evaluating Analog Devices And Competitors In Semiconductors & Semiconductor Equi