Semiconductors

Analog Devices

CFRA Maintains Buy Rating on Analog Devices, Raises Price Target to $435

Analog Devices Reports Record Q2 FY2026 Results, Announces $1.10 Per Share Dividend

Analog Devices Reports Q2 FY2026 Earnings: Revenue of $3.623 Billion Beats Expectations

Cullen Frost Bankers Reduces Stake in Analog Devices by 18.1%

Analog Devices to Report Q2 2023 Earnings on May 20

Analog Devices nears $1.5B deal to acquire Empower

ADI stock price increased after rating upgrade

Analog Devices to Release Q2 2026 Earnings Report on May 20

Analog Devices to release FY2026 Q2 earnings on May 20 Pre-Market EST, forecast revenue USD 3.512 B, EPS USD 2.175

Wesbanco Bank Inc. reduces holdings in Analog Devices Inc.

Sequoia Financial Advisors LLC Increases Holding in Analog Devices

Vincent Roche, CEO and Chairman of Analog Devices, Sells 10,000 Shares

D.A. Davidson & CO. Increased Holdings in Analog Devices to 24,748 Shares

Mitsubishi UFJ Trust & Banking Reduces Holdings in Analog Devices

ADI Expected to Report Earnings

Key Materials Committee Holds Meeting in Analog Devices to Discuss Semiconductor Supply Chain Resilience

Analog Devices Inc Stock Price Surges 4.02% to New High

Analog Devices Announces Merger Intentions with Leidos Enterprise Security Solutions

Baillie Gifford reduces holdings in Analog Devices

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Analog Devices Provides Much-Needed Pullback: How Low Can It Go?

Earning Release Date

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FY2026 Q2 Earning Release Today 2026.05.20 (EST) Pre-Market

Analog Devices, Inc. Semiconductor (ADI.US) Q4 Fiscal Year 2025 Earnings Conference Call

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Analog Devices (NASDAQ: ADI) is poised for a pullback after a 35% rise in share price. Despite a robust fiscal Q2 with 37% growth, analysts predict a moderate pullback due to market conditions. The company is well-positioned for an AI-driven supercycle, with positive trends across all segments. ADI's strong balance sheet supports dividends and share buybacks, making it a solid investment. Analysts maintain a Moderate Buy rating, with a price target suggesting further upside potential.

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Arm(ARM) rose 15.05%, with a trading turnover 4.5 Billion USD, and a year-to-date rose 134.9%. AMD(AMD) rose 8.1%, with a trading turnover 15.7 Billion USD, and a year-to-date rose 109%. CME(CME) fell 4.05%, with a trading turnover 836.9 Million USD, and a year-to-date rose 8.3%. Intuit(INTU) fell 3.95%, with a trading turnover 2.5 Billion USD, and a year-to-date fell 41.8%.

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Morgan Stanley's Wally Cheng predicts that AI dealmaking will expand across private and public markets, focusing on chips, power, and infrastructure. He emphasizes the importance of systems supporting AI semiconductors. Recent AI transactions include Google and Blackstone's $25 billion venture and Analog Devices' $1.5 billion acquisition. Evercore's Tammy Kiely notes the current AI environment is unprecedented, driving strategic shifts through acquisitions. Analysts rate the Technology Select Sector SPDR Fund ETF (XLK) as a Strong Buy, with a price target suggesting 14.2% upside potential.

- Wally Cheng, Morgan Stanley's global technology M&A head, noted that AI dealmaking is expanding in both private and public markets as companies seek to enhance their infrastructure.  
- Key transactions include Google and Blackstone's $25 billion AI cloud venture, alongside Analog Devices' $1.5 billion acquisition of Empower Semiconductor.  
- Analysts have a Strong Buy consensus on the Technology Select Sector SPDR Fund ETF (XLK), suggesting a 14.2% upside potential based on recent ratings.

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Needham analyst Quinn Bolton has reiterated a Buy rating on Analog Devices (ADI) stock, raising the price target to $440 following strong earnings and an upgraded outlook. The acquisition of Empower Semiconductor is seen as strategically important for enhancing AI-focused power solutions. Bolton notes robust momentum in the industrial segment and expects margins to improve over time despite short-term compression. Wells Fargo also maintains a Buy rating with a $470 target.

- Needham analyst Quinn Bolton has reiterated a bullish outlook on Analog Devices Inc. (ADI), assigning a buy rating based on strong performance and revised revenue forecasts.  
- He believes the acquisition of Empower Semiconductor is strategically significant for expanding ADI's power solutions in artificial intelligence and will enhance market position upon completion in the second half of 2026.  
- Bolton highlighted robust growth in the industrial sector and maintained a price target of $440, while Wells Fargo also issued a buy rating with a $470 target price.

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Analog Devices Wins Higher $440 Target on Strong Beat, Upgraded Outlook, and Empower Semiconductor AI Deal

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CFRA maintains a Buy opinion on Analog Devices (ADI), raising the 12-month target to $435 from $380. They increased FY 26 EPS estimate to $12.30 and FY 27's to $14.38, citing strong growth in AI-driven data centers and strategic acquisitions. ADI's segments in industrial automation and automotive are expected to benefit from ongoing trends, providing a solid growth outlook.

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Research Alert: CFRA Maintains Buy Opinion On Shares Of Analog Devices

Analog Devices(ADI.US)