Analog Devices (ADI) possesses solid growth attributes, which could help it handily outperform the market.
Analog Devices (ADI) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Analog Devices ADI shares have jumped 13.2% in the past month, driven by positive investors' sentiments based on ADI's strong double-digit performance across industrial, communications and consumer segments and recovery in the automotive segment. ADI stock has outperformed the Zacks Semiconductor - Analog and Mixed industry's appreciation of 9.8% and the Zacks Computer and Technology sector's decline of 1.7%.
Analog Devices: I Think The Premium Is Earned (Upgrade)
ADI tops Q1 estimates as revenues jump 30% Y/Y and margins expand, with upbeat Q2 guidance signaling continued momentum.
Analog Devices share price had a muted response to what was a very good quarter and even better guidance for the next. Growth in data centers stole the show, which explains why ADI's performance remains so closely linked to the broader sector. Fears that the AI-driven rally might be short-lived are likely overblown, as growth in automotive is anticipated to pick up in the second half.
Analog Devices' NASDAQ: ADI share price could easily top $400 this year, driven by a rapidly swelling outlook that the fiscal Q1 2026 earnings report strengthened.
Analog Devices Inc (NASDAQ:ADI) posted fourth quarter results for fiscal year 2025 that exceeded Wall Street expectations, with shares rising about 3% in after-hours trading. For the quarter ended January 31, 2026, the company reported revenue of $3.16 billion, up 30% from the prior year and slightly above analysts' consensus of $3.11 billion.
The headline numbers for Analog Devices (ADI) give insight into how the company performed in the quarter ended January 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Analog Devices (ADI) came out with quarterly earnings of $2.46 per share, beating the Zacks Consensus Estimate of $2.3 per share. This compares to earnings of $1.63 per share a year ago.
Analog Devices On Wednesday, forecast second-quarter results above Wall Street estimates, driven by robust demand from industrial and data center customers as the artificial intelligence boom continues to drive semiconductor sales.
Analog Devices heads into Q1 with automotive, industrial and consumer chip momentum, fueled by EV demand, ADAS gains and electronics growth.