Analog Devices vs Cloudflare
This page compares Analog Devices (Analog Devices, Inc.) and CloudFlare Inc. to provide a neutral overview of their business models, financial performance, and market context. It covers how each company operates, earns revenue, and positions itself within its sector, without offering guidance or recommendations. Educational content, not financial advice.
This page compares Analog Devices (Analog Devices, Inc.) and CloudFlare Inc. to provide a neutral overview of their business models, financial performance, and market context. It covers how each compa...
Why It's Moving
Analog Devices Hits Fresh 52-Week High on Earnings Momentum and Analyst Upgrades
- Stock touched $318.70 intraday on Feb 2 after hitting $319.26 52-week high, up sharply from recent closes around $303, reflecting sustained buying interest.
- Fiscal 2025 delivered 17% revenue growth, 41.9% operating margins, and record free cash flow; latest quarter EPS beat at $2.26 vs. $2.22 expected with 25.9% YoY revenue jump, signaling robust demand.
- Analysts boosted targets like Susquehanna to $360 with 'positive' rating, consensus 'Moderate Buy' at $312+, despite CEO planning another 10K share sale today.
- sentiment_tag
Cloudflare Surges on Strategic Acquisitions Fueling Developer and AI Growth
- Acquired Astro Technology on January 16 to supercharge developer tools, sparking immediate optimism and a stock gap-up from $173.44 to $184.90 premarket.
- Snapped up Human Native, an AI data marketplace, bolstering Cloudflare's ecosystem for content creators and AI firms in a high-growth niche.
- Analysts upbeat with Moderate Buy consensus and targets around $232, ahead of Q4 earnings on February 10 eyed for 42% EPS growth and 28% revenue jump.
Analog Devices Hits Fresh 52-Week High on Earnings Momentum and Analyst Upgrades
- Stock touched $318.70 intraday on Feb 2 after hitting $319.26 52-week high, up sharply from recent closes around $303, reflecting sustained buying interest.
- Fiscal 2025 delivered 17% revenue growth, 41.9% operating margins, and record free cash flow; latest quarter EPS beat at $2.26 vs. $2.22 expected with 25.9% YoY revenue jump, signaling robust demand.
- Analysts boosted targets like Susquehanna to $360 with 'positive' rating, consensus 'Moderate Buy' at $312+, despite CEO planning another 10K share sale today.
- sentiment_tag
Cloudflare Surges on Strategic Acquisitions Fueling Developer and AI Growth
- Acquired Astro Technology on January 16 to supercharge developer tools, sparking immediate optimism and a stock gap-up from $173.44 to $184.90 premarket.
- Snapped up Human Native, an AI data marketplace, bolstering Cloudflare's ecosystem for content creators and AI firms in a high-growth niche.
- Analysts upbeat with Moderate Buy consensus and targets around $232, ahead of Q4 earnings on February 10 eyed for 42% EPS growth and 28% revenue jump.
Investment Analysis
Pros
- Analog Devices is a leading producer of analog, mixed-signal, and digital signal processing chips, securing a strong market position especially in converter chips.
- The company's products serve diverse industries, including telecommunications, automotive, consumer goods, and industrial sectors, ensuring broad revenue streams.
- Analog Devices has reinforced its portfolio through strategic acquisitions, such as the purchase of Linear Technology, enhancing its technological and market capabilities.
Considerations
- As a semiconductor company, Analog Devices faces cyclical industry risks and potential supply chain disruptions inherent to the chip manufacturing sector.
- Growth may be challenged by intense competition from other semiconductor manufacturers advancing in digital signal processing and analog technologies.
- Exposure to global economic conditions and trade tensions could impact Analog Devices’ international customer base and revenue stability.
Cloudflare
NET
Pros
- Cloudflare is positioned for strong earnings growth, with forecasts indicating a potential to quadruple earnings within the next four years driven by rising cyberattack threats.
- Broadening beyond core security into Zero Trust and developer tools, Cloudflare leverages its global network to capture emerging demand, including AI-driven workloads.
- Strong gross margins provide Cloudflare financial flexibility to expand profitability as the business scales, supporting sustainable long-term growth.
Considerations
- Cloudflare's stock valuation is high, trading well over 100 times earnings, implying significant growth expectations that leave little room for execution errors.
- Heavy competition from companies like Zscaler, Akamai, and major cloud providers creates ongoing pressure, risking Cloudflare's market share and momentum.
- Despite revenue growth, Cloudflare currently reports negative net margins and a high debt-to-equity ratio, which may raise concerns about profitability and financial leverage.
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Analog Devices (ADI) Next Earnings Date
Analog Devices (ADI) is scheduled to report its first-quarter fiscal 2026 earnings on February 18, 2026, prior to market open, followed by a conference call at 10:00 AM ET. This release will cover the quarter ending in January 2026, succeeding the prior Q4 2025 results reported on November 25, 2025. Investors should note this as the next key catalyst amid ongoing market focus on semiconductor demand trends.
Cloudflare (NET) Next Earnings Date
Cloudflare's next earnings date is Tuesday, February 10, 2026, after market close, covering the fourth quarter ended December 31, 2025. The company officially announced this date on January 15, 2026, with a conference call scheduled at 5:00 p.m. Eastern time. This follows their historical pattern of early February releases for Q4 results.
Analog Devices (ADI) Next Earnings Date
Analog Devices (ADI) is scheduled to report its first-quarter fiscal 2026 earnings on February 18, 2026, prior to market open, followed by a conference call at 10:00 AM ET. This release will cover the quarter ending in January 2026, succeeding the prior Q4 2025 results reported on November 25, 2025. Investors should note this as the next key catalyst amid ongoing market focus on semiconductor demand trends.
Cloudflare (NET) Next Earnings Date
Cloudflare's next earnings date is Tuesday, February 10, 2026, after market close, covering the fourth quarter ended December 31, 2025. The company officially announced this date on January 15, 2026, with a conference call scheduled at 5:00 p.m. Eastern time. This follows their historical pattern of early February releases for Q4 results.
Which Baskets Do They Appear In?
Microchips
The tiny components powering our digital world are creating massive investment opportunities. These carefully selected semiconductor stocks represent the companies building the foundation for AI, smart devices, and our technological future.
Published: May 24, 2025
Explore BasketWhich Baskets Do They Appear In?
Microchips
The tiny components powering our digital world are creating massive investment opportunities. These carefully selected semiconductor stocks represent the companies building the foundation for AI, smart devices, and our technological future.
Published: May 24, 2025
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