Analog Devices (NASDAQ:ADI – Get Free Report) issued an update on its third quarter 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 3.150-3.450 for the period, compared to the consensus estimate of 2.990. The company issued revenue guidance of $3.8 billion-$4.0 billion, compared to the consensus revenue estimate of $3.6 billion.
Analog Devices Price Performance
Shares of ADI opened at $414.31 on Wednesday. The company has a market cap of $202.27 billion, a P/E ratio of 75.74, a PEG ratio of 1.68 and a beta of 1.19. The stock has a fifty day moving average price of $357.19 and a 200 day moving average price of $313.00. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.76 and a quick ratio of 1.35. Analog Devices has a 12 month low of $206.00 and a 12 month high of $435.72.
Analog Devices (NASDAQ:ADI – Get Free Report) last issued its quarterly earnings data on Wednesday, May 20th. The semiconductor company reported $3.09 EPS for the quarter, topping analysts’ consensus estimates of $2.89 by $0.20. Analog Devices had a return on equity of 12.49% and a net margin of 23.02%.The firm had revenue of $3.62 billion during the quarter, compared to the consensus estimate of $3.51 billion. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. On average, research analysts forecast that Analog Devices will post 11.35 earnings per share for the current year.
Wall Street Analyst Weigh In
Get Our Latest Stock Analysis on Analog Devices
Insider Activity
In other Analog Devices news, CAO Michael Sondel sold 4,199 shares of the company’s stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $361.02, for a total value of $1,515,922.98. Following the transaction, the chief accounting officer directly owned 14,740 shares of the company’s stock, valued at $5,321,434.80. This represents a 22.17% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Vincent Roche sold 10,000 shares of the company’s stock in a transaction dated Friday, May 1st. The stock was sold at an average price of $397.91, for a total value of $3,979,100.00. Following the completion of the transaction, the chief executive officer directly owned 187,538 shares in the company, valued at approximately $74,623,245.58. The trade was a 5.06% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 24,199 shares of company stock worth $8,676,423. Insiders own 0.36% of the company’s stock.
Analog Devices News Roundup
Here are the key news stories impacting Analog Devices this week:
- Positive Sentiment: ADI is acquiring Empower Semiconductor to expand its high-density power portfolio and better serve AI infrastructure customers, potentially increasing its addressable market in a fast-growing segment. Analog Devices to Acquire Empower Semiconductor, Expanding its Next-Generation High-Density Power Portfolio for the AI Era
- Positive Sentiment: The acquisition could improve Analog Devices’ position as a system-level power partner for hyperscalers and AI chip developers, reinforcing the company’s AI growth story ahead of earnings. Analog Devices in talks to buy Empower Semiconductor for $1.5 billion, Bloomberg News reports
- Neutral Sentiment: Broader market weakness and rising yields weighed on technology stocks, which may have tempered sentiment even as AI-related chip names held up relatively well. Dow Jones Futures: Stocks Fall As Yields Jump; Micron, Sandisk, Astera Rise With Nvidia Earnings Due
- Neutral Sentiment: Analysts and pre-earnings commentary have also highlighted ADI’s existing momentum in industrial, communications, robotics, and AI infrastructure, adding to expectations going into results. Should You Buy, Sell or Hold ADI Stock Before Q2 Earnings?
Institutional Inflows and Outflows
A number of hedge funds have recently made changes to their positions in ADI. Timmons Wealth Management LLC acquired a new position in shares of Analog Devices during the 4th quarter valued at about $40,000. Atlas Capital Advisors Inc. acquired a new position in shares of Analog Devices during the 4th quarter valued at about $44,000. Kemnay Advisory Services Inc. acquired a new position in shares of Analog Devices during the 4th quarter valued at about $53,000. Prosperity Bancshares Inc acquired a new position in shares of Analog Devices during the 4th quarter valued at about $65,000. Finally, Golden State Wealth Management LLC increased its holdings in shares of Analog Devices by 15.6% during the 4th quarter. Golden State Wealth Management LLC now owns 303 shares of the semiconductor company’s stock valued at $82,000 after acquiring an additional 41 shares during the last quarter. Institutional investors and hedge funds own 86.81% of the company’s stock.
About Analog Devices
Analog Devices, Inc (NASDAQ: ADI) is a multinational semiconductor company that designs, manufactures and markets a broad portfolio of analog, mixed-signal and digital signal processing integrated circuits. Founded in 1965 by Ray Stata and Matthew Lorber, the company has grown into a leading supplier of components that convert, condition and process real-world signals for electronic systems. Analog Devices is headquartered in Massachusetts and serves customers around the world across multiple end markets.
The company’s product lineup includes data converters (ADCs and DACs), amplifiers, power management ICs, radio-frequency (RF) and microwave components, sensors and MEMS devices, signal chain and isolation products, timing and clocking solutions, and embedded processors and software for system-level design.
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