Analog Devices

ADI

Market cap $202B

ADI's industrial segment surges 56% year over year in Q2 fiscal 2026, fueled by AI infrastructure, automation and defense demand.

Analog Devices (ADI) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

ADI's AI data center revenues surge 90% as demand for optical and power solutions drives record sales and margin expansion.

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

WILMINGTON, Mass., May 21, 2026 /PRNewswire/ -- Analog Devices, Inc. (NASDAQ: ADI) today announced that the Company's Executive Vice President & Chief Financial Officer, Richard Puccio, will discuss business topics and trends at the Bank of America Global Technology Conference, located in San Francisco, California on Tuesday, June 2, at 10:00 a.m.

Texas Instruments' AI-driven data center surge and manufacturing scale give it an edge over Analog Devices in the race for analog chip dominance.

Analog Devices, Inc. (NASDAQ:ADI) reported stronger-than-expected fiscal second-quarter 2026 results and announced a $1.5 billion acquisition of Empower Semiconductor on Wednesday.

Analog Devices delivered strong Q2 results and robust guidance, but shares fell over 5% as short-term expectations adjust. Expected margin improvements have been gradually priced in, even though there were some early signs from a year ago. Management expects continued tailwinds from Industrial and Data Center demand which will continue to support the share price.

Shares of Analog Devices (ADI) fell sharply on Wednesday despite the semiconductor company reporting stronger-than-expected fiscal second-quarter results and announcing a $1.5 billion acquisition aimed at expanding its artificial-intelligence power management business. The stock dropped more than 4% during the session after rallying roughly 53% so far in 2026 amid growing investor optimism around AI-related semiconductor demand.

Analog Devices Inc (NASDAQ:ADI) said it has agreed to acquire closely held Empower Semiconductor for $1.5 billion in cash to expand its position in artificial intelligence data center power management, as the chipmaker posted record fiscal second-quarter revenue. The deal, expected to close in the second half of 2026, brings Analog Devices an integrated voltage regulator technology designed for next-generation 800-volt AI data center architectures, which require more compact and efficient power delivery systems than traditional designs.