ADI

Vicor VICR is scheduled to release its second-quarter 2026 results on July 21.On May 26, this modular power components and systems provider updated its second-quarter revenue guidance from $126 million to $142 million. VICR cited rising product revenues and royalties from an additional licensee to its patented power system technology behind the revised upward guidance.The Zacks Consensus Estimate for second-quarter 2026 revenues is currently pegged at $138.7 million, indicating 1.67% decline from the figure reported in the year-ago quarter.The consensus mark for earnings is pegged at 62 cents per share, up 34.8% over the past 30 days but indicates a decline of 31.87% from the figure reported in the year-ago quarter. Image Source: Zacks Investment Research Vicor reported earnings of 44 cents per share in the first quarter of 2026, beating the Zacks Consensus Estimate by 10%. However, revenues of $113 million lagged the consensus mark by 0.99%. The figure increased 20.2% year over year. Vicor Corporation price-consensus-chart | Vicor Corporation Quote Let’s see how things are shaping up prior to this announcement. Vicor’s to-be-reported quarter results are expected to have benefited from stronger product shipments combined with royalties from a newly signed licensee. In May, an OEM secured an all-inclusive license covering Vicor’s power-conversion topologies, control systems, components and distribution architectures, including Factorized Power Architecture and Vertical Power Delivery (VPD). The resulting royalty contribution, together with rising product revenues, prompted the company to raise its second-quarter 2026 guidance by $16 million.Vicor entered the second quarter of 2026 with considerable revenue visibility. In the first quarter of 2026, book-to-bill exceeded 2, while backlog jumped 70% sequentially to $300.6 million. The company also indicated that bookings remained strong during the second quarter and expected book-to-bill to remain well above 1. Backlog growth was supported by high-performance computing customers, hyperscalers, industrial customers and aerospace and defense programs.Demand from Vicor’s lead computing customer is likely to have remained a major second-quarter 2026 growth driver. Strong demand from hyperscaler customers and continued engagement with additional high-performance computing companies are expected to have driven top-lin...

A month has gone by since the last earnings report for Analog Devices (ADI). Shares have added about 13.1% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Analog Devices due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers. Analog Devices reported second-quarter fiscal 2026 non-GAAP earnings of $3.09 per share, which beat the Zacks Consensus Estimate by 6.9%. The company reported earnings of $1.85 per share in the year-ago period. Analog Devices’ second-quarter fiscal 2026 revenues of $3.62 billion surpassed the Zacks Consensus Estimate of $3.51 billion. The top line increased 37% from the year-ago quarter’s revenues of $2.64 billion. Industrial: Revenues from this segment were $1.80 billion, representing 50% of total revenues and reflecting 56% year-over-year growth.Automotive: Revenues reached $871.6 million (or 24% of total revenue), up 2% year over year. Communications: Revenues came in at $554.7 million, accounting for 15% of total revenues and rising 79% year over year. Consumer: The segment generated $397.8 million (or 11% of revenues), marking a 23% increase compared with the same quarter last year. The adjusted gross margin expanded 360 basis points to 73%, while the adjusted operating margin was 49%, up 780 basis points year over year. As of May 2, 2026, cash and cash equivalents were approximately $2.44 billion, down from $2.91 billion as of Jan. 31, 2026. The company also held $1 billion in short-term investments during the second quarter. Long-term debt was $7.235 billion compared with $7.24 billion at the end of the previous quarter. Analog Devices generated $872 million in operating cash flow and $734 million in free cash flow during the second quarter of fiscal 2026. In the fiscal second quarter, the company returned $1.31 billion to shareholders, comprising $536 million in dividends and $773 million in share repurchases. For the third quarter of fiscal 2026, management expects revenues to be $3.9 billion (+/- $100 million). The company projects a reported operating margin of approximately 39% (+/-150 bps) and an adjusted operating margin of about 49% (+/-100 bps). Reported earnings are anticipated to be $...

The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Analog Devices (NASDAQ:ADI) and the rest of the analog semiconductors stocks fared in Q1. Demand for analog chips is generally linked to the overall level of economic growth, as analog chips serve as the building blocks of most electronic goods and equipment. Unlike digital chip designers, analog chip makers tend to produce the majority of their own chips, as analog chip production does not require expensive leading edge nodes. Less dependent on major secular growth drivers, analog product cycles are much longer, often 5-7 years. The 15 analog semiconductors stocks we track reported a strong Q1. As a group, revenues beat analysts’ consensus estimates by 1.5% while next quarter’s revenue guidance was 5.7% above. Luckily, analog semiconductors stocks have performed well with share prices up 22.4% on average since the latest earnings results. Founded by two MIT graduates, Ray Stata and Matthew Lorber in 1965, Analog Devices (NASDAQ:ADI) is one of the largest providers of high performance analog integrated circuits used mainly in industrial end markets, along with communications, autos, and consumer devices. Analog Devices reported revenues of $3.62 billion, up 37.2% year on year. This print exceeded analysts’ expectations by 3%. Overall, it was an exceptional quarter for the company with revenue guidance for next quarter exceeding analysts’ expectations and an impressive beat of analysts’ operating income estimates. "ADI's second quarter revenue and earnings were above the high end of our outlook, reflecting the combination of record demand and sharp operational discipline," said Vincent Roche, CEO and Chair. Analog Devices achieved the fastest revenue growth of the whole group. Unsurprisingly, the stock is up 5.1% since reporting and currently trades at $435.48. Is now the time to buy Analog Devices? Access our full analysis of the earnings results here, it’s free. Headquartered in Dallas, Texas since the 1950s, Texas Instruments (NASDAQ:TXN) is the world’s largest producer of analog semiconductors. Texas Instruments reported revenues of $4.83 billion, up 18.6% year on year, outperforming analysts’ expectations by 6.6%. The business had a stunning quarter with a beat of analysts’ EPS and opera...

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Analog Devices (ADI) is in focus after reporting second quarter results that topped Wall Street estimates for revenue and net profit, supported by AI, data center, and industrial demand, as well as its Empower Semiconductor acquisition. See our latest analysis for Analog Devices. Beyond the latest earnings beat, Analog Devices has been on a strong run, with a 90 day share price return of 40.41% and a 1 year total shareholder return of 91.72%. This suggests momentum has been building as AI and data center themes gain attention. If AI hardware is on your radar, this is a good moment to widen your search using a curated screener of 49 AI infrastructure stocks. With Analog Devices now trading near analyst targets after a strong run and with mixed signals on whether its valuation is rich or still below peers, the key question is simple: is there still a buying opportunity here, or is the market already pricing in future growth? The most followed narrative currently places Analog Devices' fair value at $451.03, slightly above the last close of $434.46, which frames the recent rally in a measured way. Robust expansion of AI infrastructure, green energy investments, and aerospace & defense outlays is creating healthy backlog and supply-constrained opportunities in several high-value segments. This is likely resulting in continued revenue and profitability momentum as ADI ramps internal capacity and leverages proprietary products. Want to understand why this valuation still leans positive after such a strong share price move? The narrative leans heavily on compounding earnings, expanding margins, and a future earnings multiple that needs to reset lower yet still justify today’s fair value. Result: Fair Value of $451.03 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, investors in Analog Devices still need to watch for rising competition in lower cost analog products and any disruption from US China trade or tariff tensions. Find out about the key risks to this Analog Devices narrative. The upbeat analyst narrative around Analog Devices contrasts sharply with Simply Wall St’s DCF model. This model estimates a future cash flow value of $183.01 per share, far below the current $434.46 price. Instea...

The S&P 500 Index ($SPX) (SPY) today is down -0.15%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.23%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.30%. June E-mini S&P futures (ESM26) are down -0.17%, and June E-mini Nasdaq futures (NQM26) are up +0.24%. Stock indexes are mixed today, with the Dow Jones Industrials posting a new all-time high. Strength in chipmakers is leading the overall market higher. Stocks also garnered support on better-than-expected US economic reports on US May retail sales, a sign of resilient consumer demand, and May pending home sales. Weakness in telecommunication and trucking stocks is limiting gains in the overall market. Rocket Lab vs. Redwire: 1 Stock Has the Stronger Growth Story for the Next Decade Dear SpaceX Stock Fans, Mark Your Calendars for June 16 Dear Western Digital Stock Fans, Mark Your Calendars for June 22 Our exclusive Barchart Brief newsletter is your FREE midday guide to what's moving stocks, sectors, and investor sentiment - delivered right when you need the info most. Subscribe today! Stocks also have carryover support from Monday after the US and Iran agreed to end their war and reopen the Strait of Hormuz, knocking crude oil prices down to a 3.5-month low and stoking risk-on sentiment in asset markets. The market’s focus will be on the conclusion of today’s 2-day FOMC meeting, the first under the leadership of new Fed Chair Kevin Warsh. While the Fed is expected to keep interest rates unchanged, the spotlight will be on how Mr. Warsh navigates the post-meeting press conference and the outlook for inflation. US MBA mortgage applications fell -3.8% in the week ended June 12, with the purchase mortgage sub-index down -3.4% and the refinancing mortgage sub-index down -4.5%. The average 30-year fixed rate mortgage was unchanged from last week at 6.60%. US May retail sales rose +0.9% m/m, stronger than expectations of +0.6% m/m. Also, May retail sales ex-autos rose +0.8% m/m, stronger than expectations of +0.6% m/m. US May pending home sales rose +3.8% m/m, stronger than expectations of +0.9% m/m and the biggest increase in 20 months. WTI crude oil prices (CLN26) recovered from a 3.5-month low today and are moving higher as prices consolidate following this week’s plunge. The eventual resumption of vessel traffic through the Strait of Hormuz could lead to the release of more than 100 laden ships ca...

Broadcom (NASDAQ:AVGO), a semiconductor and infrastructure software supplier, closed Wednesday at $372.1, down 5.12%. The stock fell as investors continued reacting to its recent fiscal Q2 2026 earnings (period ended May 3, 2026), cautious AI guidance, and mixed analyst commentary while watching how AI chip demand and margins evolve. The company’s trading volume reached 37.4 million shares, which is about 48% above compared with its three-month average of 25.4 million shares. Broadcom went public in 2009 and has grown 22869% since its IPO. The broader markets weakened Wednesday, with the S&P 500 (SNPINDEX:^GSPC) falling 1.61% to 7,266.99 and the Nasdaq Composite (NASDAQINDEX:^IXIC) sliding 1.98% to 25,169.50. Within semiconductors, industry peers Texas Instruments (NASDAQ:TXN) closed at $282.01 (-2.29%) and Analog Devices (NASDAQ:ADI) finished at $392.67 (-2.95%), reflecting pressure across chipmakers. Broadcom shares declined as investors assessed a strong fiscal second quarter that did not fully meet expectations for its AI outlook. The company reported record Q2 revenue of $22.19 billion. AI semiconductor revenue rose 143% year over year to $10.8 billion, driven by demand for custom AI accelerators. The new AI infrastructure platform from Broadcom, Apollo, and Blackstone indicates sustained demand, backed by $35 billion in financing for over 1 gigawatt of compute capacity and a goal of more than 20 gigawatts of global AI deployments by 2028. Investors will watch whether Broadcom can convert this demand into revenue growth and maintain margins to support its valuation, particularly as customer concentration among major custom-chip buyers remains a focus. Before you buy stock in Broadcom, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Broadcom wasn’t one of them. The 10 stocks that made the cut are built for long-term growth and could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $439,038!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,277,804!* That performance is why people listen. With a track record of beating the S&P 500 by nearly 5x, Stock Advisor offer...

With a five-year EPS forecast of 29.65%, Analog Devices, Inc. (NASDAQ:ADI) is among the 12 Best Future Stocks to Buy Right Now. On May 21, Evercore ISI raised its price target on Analog Devices, Inc. (NASDAQ:ADI) to $474 from $387 and maintained an Outperform rating after the company delivered a quarterly report that exceeded expectations and included improved forward guidance. The firm cited a “beat-and-raise” performance in the April quarter, reflecting stronger-than-anticipated operational execution and reinforcing confidence in the company’s earnings trajectory. The same day, Baird also raised its price target on Analog Devices, Inc. (NASDAQ:ADI), increasing it to $450 from $365 while maintaining an Outperform rating. The firm updated its model following quarterly results, highlighting power-related products as an emerging growth driver and noting that improving visibility supports continued expansion into 2027, suggesting a favorable long-term demand backdrop for the company’s technology portfolio. Analog Devices, Inc. (NASDAQ:ADI) is a global semiconductor company that designs and manufactures high-performance analog, mixed-signal, and digital signal processing technologies. Its products bridge the physical and digital worlds by converting real-world signals such as temperature, motion, sound, and light into electrical data that can be processed by intelligent systems, making the company a critical supplier across industrial, automotive, communications, and healthcare markets. It is headquartered in Wilmington, Massachusetts, and was founded in 1965. While we acknowledge the potential of ADI as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 7 Best Heavy Equipment Stocks to Buy as Backlogs Hit Records and 9 Best Natural Gas Stocks to Buy for Transitional Power. Disclosure: None. Follow Insider Monkey on Google News.

Analog Devices’ first quarter results reflected notable strength across its industrial and data center segments, as the company delivered revenue and non-GAAP earnings that exceeded Wall Street’s expectations. Management pointed to robust demand for analog and mixed-signal solutions, particularly in automation, aerospace, and AI-driven infrastructure. CEO Vincent T. Roche noted, “Our robust investments over recent years have enhanced the scale and optionality of our supply chain, enabling ADI to address demand surges and capture upside.” Despite these positives, management acknowledged persistent macroeconomic and geopolitical headwinds that continue to shape customer behavior and channel inventories. Is now the time to buy ADI? Find out in our full research report (it’s free). Revenue: $3.62 billion vs analyst estimates of $3.52 billion (37.2% year-on-year growth, 3% beat) Adjusted EPS: $3.09 vs analyst estimates of $2.91 (6.2% beat) Adjusted EBITDA: $2.26 billion vs analyst estimates of $2.21 billion (62.5% margin, 2.7% beat) Revenue Guidance for Q2 CY2026 is $3.9 billion at the midpoint, above analyst estimates of $3.61 billion Adjusted EPS guidance for Q2 CY2026 is $3.30 at the midpoint, above analyst estimates of $3.01 Operating Margin: 38.1%, up from 25.7% in the same quarter last year Inventory Days Outstanding: 142, down from 144 in the previous quarter Market Capitalization: $204.5 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Tore Svanberg (Stifel Nicolaus) asked about customer concerns over supply and capacity. CEO Vincent T. Roche noted most customers are calm, with adequate internal and external capacity, though certain supply chain choke points remain. Vivek Arya (Bank of America Securities) questioned pricing strategy and sustainability. Roche explained price increases are absorbing inflationary costs, and CFO Richard C. Puccio Jr. clarified that recent revenue upside was driven by volume, not incremental pricing. Joe Moore (Morgan Stanley) inquired about growth trends in the data center’s optical and power portfolios. Puccio stated both are contributing equally to growth, and momentum is ex...

Analog Devices (ADI) came out with quarterly earnings of $3.09 per share, beating the Zacks Consensus Estimate of $2.89 per share. This compares to earnings of $1.85 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +6.81%. A quarter ago, it was expected that this semiconductor maker would post earnings of $2.3 per share when it actually produced earnings of $2.46, delivering a surprise of +6.96%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Analog Devices, which belongs to the Zacks Semiconductor - Analog and Mixed industry, posted revenues of $3.62 billion for the quarter ended April 2026, surpassing the Zacks Consensus Estimate by 3.14%. This compares to year-ago revenues of $2.64 billion. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Analog Devices shares have added about 52.8% since the beginning of the year versus the S&P 500's gain of 7.4%. While Analog Devices has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Analog Devices was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Za...

The chip maker reports better-than-expected earnings and revenue for its fiscal second quarter, and agrees to acquire Empower Semiconductor.

June Nasdaq 100 E-Mini futures (NQM26) are trending up +0.69% this morning as sentiment improved after Treasury yields retreated from multiyear highs, with attention now turning to an earnings report from chip giant Nvidia. The price of WTI crude fell over -1% on Wednesday after Reuters reported that two Chinese supertankers transited the Strait of Hormuz early in the day and a third, South Korean-flagged vessel, was also exiting the waterway. U.S. President Donald Trump suggested on Tuesday that the war with Iran could end “very quickly,” while also cautioning that the U.S. could restart military strikes. “I hope we don’t have to do the war, but we may have to give them another big hit,” Trump told reporters. Meanwhile, Iran warned on Wednesday that it would expand the war beyond the Middle East if the U.S. attacks again. NVDA Earnings Bull Put Spread has a High Probability of Success This High-Yield REIT Just Hiked Its Dividend By 7.1%. Its Shares Look Compelling Here. Warren Buffett’s Berkshire Hathaway Dumped 16 Stocks in Q1, But the Chevron Sale Was the Largest Stop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now! Treasury yields fell across the curve on Wednesday, with the 10-year rate sliding three basis points to 4.64%. With traders still strongly leaning toward a Fed rate hike in December, markets remain highly sensitive to signs of escalation or de-escalation in the Middle East. In yesterday’s trading session, Wall Street’s major indexes closed lower. Most members of the Magnificent Seven stocks slid, with Alphabet (GOOGL) and Amazon.com (AMZN) falling over -2%. Also, travel stocks slumped on worries about higher fuel costs, with Carnival (CCL) sliding over -4% and United Airlines Holdings (UAL) slipping more than -3%. In addition, Akamai Technologies (AKAM) sank over -6% and was the top percentage loser on the S&P 500 after the company announced a $2.6 billion convertible notes offering. On the bullish side, some chip and AI infrastructure stocks advanced, with Marvell Technology (MRVL) climbing more than +4% to lead gainers in the Nasdaq 100 and Sandisk (SNDK) rising over +3%. Economic data released on Tuesday showed that U.S. pending home sales rose +1.4% m/m in April, stronger than expectations of +1.0% m/m. Economists,...

(Bloomberg) -- For much of the year, chip stocks have been powering the market higher. Now, Nvidia Corp.’s earnings have a chance to confirm that the rally has more room to run — or add another brick to investors’ wall of worry. Most Read from Bloomberg Spot the Difference: Putin Gets Trump Treatment From Xi in China Iran Threatens to Retaliate Beyond Middle East If US Attacks Hasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ Veteran US Lawmakers Plan New $130 Fee for Electric Vehicle Owners US Treasuries Rebound on Optimism for US-Iran Deal Progress The leader in artificial intelligence semiconductors reports its results after the market close on Wednesday. Wall Street is expecting the latest in a series of strong prints from chipmakers as Big Tech continues to shower the companies with cash to build out AI infrastructure. So investors will be looking for indications about what the growth outlook is from here. “Nvidia’s results or guidance and the discussion on the call can give investors more confidence that this AI buildout will last not just a quarter, not just 2026, but into 2027 and 2028 and beyond,” said JoAnne Feeney, a portfolio manager at Advisors Capital Management, which owns Nvidia shares. “That will be reassuring.” A disappointment, however, could give credence to investors’ fears that the group has gotten overextended. The Philadelphia Stock Exchange Semiconductor Index has soared more than 60% this year, but it tumbled 6.4% over Friday and Monday as inflation concerns weighed on the stocks. Nvidia shares were up 1.8% on Wednesday afternoon, extending gains to 20% in 2026 and nearly 36% since hitting a recent low in late March, but they lost 6.4% in three sessions through Tuesday’s close. They’re still outperforming the technology-heavy Nasdaq 100 Index, which has gained nearly 16% this year. “Nvidia unfortunately created the expectation that it’s going to beat and raise every quarter, if they don’t, that’s going to be disappointing,” Feeney said. The stock has declined the day after Nvidia’s last three earnings reports even though the company posted solid results. The options market is pricing in a 5.5% move in either direction in the wake of this report. Despite its relatively underwhelming performance in 2026, Nvidia remains the biggest stock in the market, accounting for almost a fifth of the S&P 500 Index’s more than 8% advance this...