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ADADI

Analog Devices, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 37% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (165/wk), no spike
$ADI·$192B·Semiconductors·Technology
$398.22+0.7%YTD+44.8%1Y+62.7%
Price updated 2h ago·X counts updated 2d ago
ADADI
$ADIAnalog Devices, Inc.
$398.22+0.71%165 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $ADI on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

165X posts · last 7 days
Sep 12Sep 27
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $ADI's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 80% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-16

Analog Devices chatter is a clean reaction to the $1.35B all-cash Alif Semiconductor deal, with an extra $200M in earnouts. The takes read the buy as a deliberate push into on-device AI, real-time sensor fusion, and edge inference for defense and data-center customers, and no one on X is arguing the other side of it in this window.

Read what X is saying about $ADI

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ADI — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-29

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Analog Devices just closed a $1.35B all-cash Alif Semiconductor deal for edge AI — real 37% revenue growth backing the run.

Analog Devices is the industrial-and-defense analog-chip leader whose growth just reaccelerated on datacenter-adjacent demand. The Alif deal adds edge-AI compute to the platform.

  • The growth print is unusually strong for a large-cap analog: revenue $3.62B last quarter up 37% year-on-year at 67% gross margin — this is a business inflecting on both datacenter attach and industrial-cyclical recovery, not just riding a single-thread trend.
  • The Alif Semiconductor acquisition is the strategic story: $1.35B all-cash plus up to $200M earnouts for on-device AI, real-time sensor fusion, and edge inference for defense/data-center customers — this is the specific product-portfolio expansion the market wanted for the AI-adjacent thesis.
  • The insider signal is elevated but explainable: CEO Vincent Roche $3.6M sale on 9-2 plus a 19,200-share G-Gift on 9-21, and other officer trims — the pattern is classic 10b5-1 execution, not directional selling, but the dollar size at 77% of 52-week range is a real tell.

The 11-24 print is where fresh Alif-integration commentary plus updated 2027 guide either extends the leg or another period of consolidation keeps the range. Watch industrial revenue mix, datacenter attach, and Alif integration milestones.

Agrees with X sentimentX's read (clean reaction to the $1.35B all-cash Alif deal, deliberate push into on-device AI, real-time sensor fusion, edge inference for defense and data-center customers) matches the strategic story. The absence of counter-argument on X is the honest tension into a 60x P/E.

What to watch: 11-24 earnings — industrial and datacenter revenue split, Alif integration milestones, and 2027 growth guide. A beat plus visible Alif contribution extends the leg; anything in-line at 60x earnings invites a real digest.

On the calendar: 2026-11-24 — Q4 fiscal '26 earnings

Read the AI verdict on $ADI

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Designs analog, mixed-signal, and DSP chips for industrial, automotive, communications, and healthcare equipment.

Industry overviewAI analysisGenerated by AI from underlying data

Where Semiconductors sits in its cycle right now — and what that implies for $ADI.

Semiconductors · Technology

No material change from last week — hyperscaler AI capex remains the structural driver with Blackwell supply still packaging-constrained. Jensen Huang publicly named memory bandwidth as AI's next bottleneck, reinforcing HBM3e pricing power. AVGO custom ASIC demand broadens AI beneficiaries beyond NVDA's GPU allocation.

What this means for $ADI

Partial — Designs analog, mixed-signal, and DSP chips for industrial, automotive, communications, and healthcare equipment.; auto/industrial analog mix has limited direct AI capex exposure but benefits from overall fab utilization tightening.

Top industry ETF

$SMHVanEck Semiconductor ETF
+64.5%YTD
+88.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
59.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
7.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
32.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
15.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
9.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
64.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 19, 2026$3.45$3.34+3.3%
Q1 2026May 20, 2026$3.09$2.89+6.9%
Q4 2025Feb 18, 2026$2.46$2.31+6.5%
Q3 2025Nov 25, 2025$2.26$2.24+0.9%
Next earningsTue, Nov 24·consensus EPS $3.84

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$3.6B+37.2%67.3%38.1%$2.41$734.3M
Q1 FY26$3.2B+30.4%64.7%31.5%$1.70$1.3B
Q4 FY25$3.1B+25.9%63.1%30.7%$1.60$1.5B
Q3 FY25$2.9B+24.6%62.1%28.4%$1.05$1.1B

Forward consensus

5-year forecast · up to 22 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$15.1B$15.1B – $15.1B$12.87$12.53 – $14.0922
FY27$18.4B$17.6B – $20.9B$16.66$15.00 – $17.3522
FY28$20.6B$18.7B – $26.6B$19.66$16.49 – $21.7719
FY29$21.9B$20.7B – $24.7B$20.49$19.13 – $24.009
FY30$25.1B$23.8B – $28.4B$23.90$22.31 – $28.009

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.77%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+5.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+10.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 485.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.215-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 22Richard C PuccioCFO1.5K sh$573KSellSep 9Ray StataDirector1.4K sh$515KSellSep 8Ray StataDirector1.4K sh$514KSellSep 8Richard C PuccioCFO1.5K sh$545KSellSep 1Vincent RocheCEO10.0K sh$3.6MSellAug 27Karen GolzDirector1.0K sh$375KSellAug 26Richard C PuccioCFO2.7K sh$1.0MSellAug 5Ray StataDirector1.4K sh$536KSellAug 4Ray StataDirector1.4K sh$534KSellAug 3Vincent RocheCEO10.0K sh$3.6M
1–10 of 21
+ 20 other (7 exempts · 6 inkinds · 6 awards · 1 gift) in window

See when $ADI insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementSep 178-K — Item 1.01: Material agreement
8-KPress release / Reg FDSep 98-K — Item 7.01: Press release / Reg FD
AI summary

Analog Devices filed an 8-K on September 9, 2026, furnishing a joint press release under Reg FD (Item 7.01) announcing a strategic acquisition transaction. The joint press release, dated September 9, 2026 and filed as Exhibit 99.1, is a Rule 425 written communication related to a business combination. The information is furnished rather than filed and is not subject to Section 18 Exchange Act liability.

8-KMaterial agreementJul 28-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Analog Devices, Inc. (ADI) entered into a new Revolving Credit Agreement on July 2, 2026, with Bank of America as Administrative Agent and a syndicate including Citibank N.A. and JPMorgan Chase. The agreement creates a direct financial obligation per Item 2.03; facility size, pricing, and maturity are not detailed in the excerpt. This is routine balance sheet management for the large-cap semiconductor company and is not expected to materially impact operations.

8-KPress release / Reg FDMay 198-K — Item 7.01: Press release / Reg FD
AI summary

Analog Devices, Inc. (ADI) filed an 8-K on May 19, 2026 under Item 7.01 (Regulation FD Disclosure), furnishing an investor presentation. Analog Devices is a Wilmington, Massachusetts-based semiconductor company listed on Nasdaq. This Reg FD filing, on the eve of the May 20 earnings release, likely represents conference slides or a supplemental financial package provided to investors in connection with the quarterly results announcement.

+ 8 other (2 10-Qs · 2 earnings 8-Ks · 1 routine 8-K · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Analog Devices (NASDAQ:ADI) and Ceva (NASDAQ:CEVA) Head to Head Analysisdefenseworld.net·3d ago4 Top-Ranked Chip Stocks to Buy for Better Returns in Octoberzacks.com·5d agoADI vs. MCHP: Which Semiconductor Stock Has an Upside Now?zacks.com·5d agoAnalog Devices (NASDAQ:ADI) Stock: Insider Richard Puccio, Jr. Sells 1,500 Sharesdefenseworld.net·5d agoAnalog Devices Sees Double-Digit Growth Into 2027 on Data Center, Industrial Demanddefenseworld.net·7d ago

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Voices on X · top 1 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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