Главная/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: 12 июл. 2026 г., 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.

시가
389.83
고가
390.48
저가
382.95
시가총액
1880.2억
PER
57.36
52주 최고가
--
배당
1.110%
분기 배당금
--

3-month price context

График показывает недавний 3-месячный тренд, чтобы пользователи могли понять краткосрочную структуру перед открытием полного рабочего кабинета.

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 · 8시간 전

These overlooked chip stocks are getting an AI boost

24/7 Wall St. · 그저께

5 Analog Chip Stocks Set to Rebound as the Cycle Changes

Zacks · 3일 전

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

Zacks · 4일 전

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

Zacks · 4일 전

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

Trefis · 5일 전

Texas Instruments Stock Is Running On A Bold Promise

Data and research sources

Research updated: 12 июл. 2026 г., 00:00 UTC
3 verified sources
Analog Devices Reports Fiscal Second Quarter 2026 Financial ResultsAnalog Devices, Inc. · earningsVerified

Fetched: 12.07.2026, 0:00:00 UTC

Published: 20.05.2026, 00:00:00

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

Fetched: 12.07.2026, 0:00:00 UTC

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

Fetched: 12.07.2026, 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

Изучить всю систему анализа

У каждого этапа своя задача и проверяемый результат.

Методология исследованияЧитать обзоры рынкаИзучить акции

Continue researching this stock

Market Analyst

Reads price structure, trend strength, and market posture before thesis formation.

Fundamentals Analyst

Owns business quality, earnings structure, and financial health.

News Analyst

Tracks what just happened and whether it actually changes the thesis.

Risk Manager

Sets the final risk classification and action boundaries after the risk debate.