ホーム/ADI

Public research page

Market data comes from the live feed. The company research below uses verified public sources, but it is not a real-time personalized AI conclusion.

Analyze ADI in workspace
ADINASDAQ/information technology

Analog Devices, Inc.

$386.01Down-9,64 (-2,44%)
Research reviewed: 2026年7月12日 00:00 UTC
Research overview3-month price contextInvestment thesisKey catalystsLatest earnings researchRecent newsData and research sources

Research overview

Analog Devices, Inc. operates in Analog Semiconductors within the information technology sector. This profile tracks its company-specific earnings drivers, valuation conditions, and primary-source risks.

Eröffnung
389,83
Hoch
390,48
Tief
382,95
Marktkapitalisierung
188,02 Mrd.
KGV
57.36
52-Wochen-Hoch
--
Dividende
1.110%
Quartalsdividende
--

3-month price context

直近3か月の推移を表示し、フル調査ワークスペースに進む前に短期構造を把握できます。

Investment thesis

Base case
Customer inventory normalization can allow broad industrial demand to translate more directly into orders. The base case remains conditional on inventory correction staying manageable.
Bull case
Customer inventory normalization can allow broad industrial demand to translate more directly into orders. Electrification, connectivity and advanced driver assistance can raise precision analog content per vehicle. Long product lives and a broad customer base can support durable cash generation across end-market cycles.
Bear case
Customers and distributors may reduce orders when channel inventory exceeds near-term consumption. Factory automation, instrumentation and communications spending can weaken during capital slowdowns. Internal fabrication, external foundries and portfolio integration create yield, utilization and execution risks.
Thesis invalidation
Reassess the thesis if customers and distributors may reduce orders when channel inventory exceeds near-term consumption.

Key catalysts

  • Industrial recovery

    Customer inventory normalization can allow broad industrial demand to translate more directly into orders.

  • Automotive content growth

    Electrification, connectivity and advanced driver assistance can raise precision analog content per vehicle.

  • Diverse analog franchise

    Long product lives and a broad customer base can support durable cash generation across end-market cycles.

Principal risks

  • Inventory correction

    Customers and distributors may reduce orders when channel inventory exceeds near-term consumption.

  • Industrial cyclicality

    Factory automation, instrumentation and communications spending can weaken during capital slowdowns.

  • Manufacturing and integration

    Internal fabrication, external foundries and portfolio integration create yield, utilization and execution risks.

Latest earnings research

Q2 FY2026

Analog Devices reported fiscal second-quarter 2026 results and described demand conditions across industrial, automotive, communications and consumer markets.

Valuation interpretation

  • A quality premium rests on long product lives and broad customer diversity converting recovery into sustained free cash flow.
  • Near-term results remain sensitive to inventory digestion and utilization even when long-term analog content rises.

Peer research

TXNAAPLADBE

Recent news

Yahoo Finance · vor 8 Stunden

These overlooked chip stocks are getting an AI boost

24/7 Wall St. · vorgestern

5 Analog Chip Stocks Set to Rebound as the Cycle Changes

Zacks · vor 3 Tagen

Here's Why Investors Should Hold Docusign in Their Portfolios Now

Zacks · vor 4 Tagen

Analog Devices (ADI) Surpasses Market Returns: Some Facts Worth Knowing

Zacks · vor 4 Tagen

Can Vicor's Licensing Royalties Strengthen Long-Term Growth?

Trefis · vor 5 Tagen

Texas Instruments Stock Is Running On A Bold Promise

Data and research sources

Research updated: 2026年7月12日 00:00 UTC
3 verified sources
Analog Devices Reports Fiscal Second Quarter 2026 Financial ResultsAnalog Devices, Inc. · earningsVerified

Fetched: 2026/7/12 0:00:00 UTC

Published: 2026/5/20 0:00:00

Open original source
Analog Devices, Inc. Investor RelationsAnalog Devices, Inc. · companyVerified

Fetched: 2026/7/12 0:00:00 UTC

Open original source
Analog Devices, Inc. SEC FilingsU.S. Securities and Exchange Commission · filingVerified

Fetched: 2026/7/12 0:00:00 UTC

Open original source

Continue in the research workspace

Keep ADI in context, run a multi-agent analysis, and monitor thesis changes.

Analyze ADI free

リサーチシステム全体を見る

各段階には固有の役割があり、次の段階で検証可能な成果を残します。

リサーチ手法市場レポートを読む銘柄を探す

Continue researching this stock

市場アナリスト

市場アナリスト は コアリサーチ の中で 観察 段階を専門に担い、後続判断の前提を整える役割です。

ファンダメンタルズアナリスト

ファンダメンタルズアナリスト は コアリサーチ の中で 観察 段階を専門に担い、後続判断の前提を整える役割です。

ニュースアナリスト

ニュースアナリスト は コアリサーチ の中で 観察 段階を専門に担い、後続判断の前提を整える役割です。

リスクマネージャー

リスクマネージャー は リスクと監視 の中で 監視 段階を専門に担い、後続判断の前提を整える役割です。