Analog Devices

ADI

Market cap $130B

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Here, we have picked three AI stocks, NVDA, MU and ADI, which are well-poised to benefit from AI's growing use and ability to solve complex problems.

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?

I rate Analog Devices a Buy, positioned as a key enabler of AI infrastructure and next-gen data centers. ADI's high-performance analog, mixed-signal, and power solutions are critical for AI, robotics, autonomous vehicles, and industrial applications. Q3 2025 results showed a sharp recovery: revenue was up 25% y/y, with strong growth across industrial, automotive, and communications segments.

Analog Devices NASDAQ: ADI is well-positioned for advancement in 2026 and will likely set new all-time highs throughout the year. The fiscal Q4 and year-end tally for 2025 was better than expected, revealing that a supercycle in industrial semiconductors is gaining momentum.

ADI posts strong Q4 with rising revenues and margins, powering upbeat Q1 guidance that signals continued momentum.

Analog Devices, Inc. ( ADI ) Q4 2025 Earnings Call November 25, 2025 10:00 AM EST Company Participants Jeff Ambrosi - Head of Investor Relations & Senior Director Vincent Roche - CEO & Chair of the Board of Directors Richard Puccio - Executive VP & CFO Conference Call Participants Vivek Arya - BofA Securities, Research Division Joseph Moore - Morgan Stanley, Research Division Stacy Rasgon - Sanford C. Bernstein & Co., LLC.

Analog Devices Inc (NASDAQ:ADI) reported better-than-expected revenue and profits for the fiscal fourth quarter, sending its shares more than 4% higher on Tuesday. For the quarter ending November 1, the semiconductor company posted revenue of $3.08 billion, surpassing Wall Street estimates of $3.02 billion.

Analog Devices' broad-based segment gains and margin strength set it apart as it outperforms Texas Instruments amid shifting semiconductor demand.

While the top- and bottom-line numbers for Analog Devices (ADI) give a sense of how the business performed in the quarter ended October 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.