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Analog Devices/$ADI

Analog Devices stock falls amid a broad semiconductor sell-off as investors fear Democratic control of Congress could bring tougher scrutiny of AI data-centre expansion and slow infrastructure spending.
2 hours agoLightyear AI
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About Analog Devices

Analog Devices is a leading analog, mixed-signal, and digital-signal processing chipmaker. The firm has a significant market share lead in converter chips, which are used to translate analog signals to digital and vice versa. The company serves tens of thousands of customers; more than half of its chip sales are to industrial and automotive end markets. ADI's chips are also incorporated into wireless infrastructure equipment.
Ticker
$ADI
Sector
Semiconductors
Primary listing
NASDAQ
Employees
24,500

Analog Devices Metrics

BasicAdvanced
$197B
48.24
$8.42
1.20
$4.29
1.08%

What the Analysts think about Analog Devices

Analyst ratings (Buy, Hold, Sell) for Analog Devices stock.
Analyst projections of the future price of Analog Devices stock.

Bulls say / Bears say

ADI’s third-quarter revenue rose 40% year on year to a record $4.02 billion, and its fourth-quarter revenue and earnings forecast exceeded analysts’ expectations. That points to strong near-term momentum across its markets. (Reuters)
AI data-centre demand is becoming a meaningful growth driver: data centre made up 80% of communications revenue, while the segment grew 84% year on year and power and optical sales each more than doubled. ADI also expects optical circuit-switching revenue to roughly double in fiscal 2026 and is targeting similar growth in 2027. (Analog Devices)
ADI generated $4.9 billion of free cash flow over the past 12 months and returned $1.7 billion to shareholders in the third quarter through dividends and buybacks. This strong cash generation supports ongoing investment as well as shareholder returns. (Analog Devices)
Automotive revenue grew more slowly than ADI’s faster-growing businesses, and management cited tariff uncertainty and short order lead times. A greater automotive share of sales also weighed on potential margin expansion, leaving the segment a near-term drag. (FinancialMarkets.com)
The shares trade at about 49 times earnings, above the reported semiconductor-sector and peer averages of roughly 42 and 34 times. That premium leaves less room for disappointment if growth or margins fall short of expectations. (Simply Wall St)
The recent growth run could prove hard to sustain: management warned that AI capital spending could slow, while short order lead times limit visibility in data centre and aerospace and defence demand. A slowdown could quickly challenge expectations built on those fast-growing markets. (StockAnalysis, FinancialMarkets.com)
Data summarised monthly by Lightyear AI. Last updated on 5 Nov 2026.

Analog Devices Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

Analog Devices Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise

Funds containing Analog Devices

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