Analog Devices vs Coinbase
This page compares Analog Devices and Coinbase, outlining how their business models, financial performance, and market context differ. It presents clear, accessible analysis without bias, helping readers understand the similarities and distinctions between a hardware semiconductor company and a digital financial services platform. Educational content, not financial advice.
This page compares Analog Devices and Coinbase, outlining how their business models, financial performance, and market context differ. It presents clear, accessible analysis without bias, helping read...
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
Wilkinson Global scoops up 23,443 Coinbase shares as recent earnings beat fuels investor interest.
- Earnings smashed forecasts: $1.44 EPS beat estimates by $0.40, with revenue hitting $1.87 billion—up 55.1% year-over-year—signaling surging crypto demand.
- Institutional buying signals confidence: Wilkinson Global's new stake highlights growing faith in Coinbase's market position despite sector volatility.
- Q4 results spotlight strength: Net margin of 41.99% and ROE of 15.70% position Coinbase for capitalizing on U.S. crypto hub ambitions ahead of Feb 12 earnings.
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
Wilkinson Global scoops up 23,443 Coinbase shares as recent earnings beat fuels investor interest.
- Earnings smashed forecasts: $1.44 EPS beat estimates by $0.40, with revenue hitting $1.87 billion—up 55.1% year-over-year—signaling surging crypto demand.
- Institutional buying signals confidence: Wilkinson Global's new stake highlights growing faith in Coinbase's market position despite sector volatility.
- Q4 results spotlight strength: Net margin of 41.99% and ROE of 15.70% position Coinbase for capitalizing on U.S. crypto hub ambitions ahead of Feb 12 earnings.
Investment Analysis
Pros
- Analog Devices operates in the growing semiconductor industry with a broad product portfolio including ICs, power management, and MEMS technologies catering to diverse markets.
- The company has strong analyst support with a consensus Buy rating from 18 analysts indicating positive market sentiment.
- Long-term price forecasts suggest significant upside potential, with projections of substantial gains by 2030 and beyond indicating sustained growth expectations.
Considerations
- Analog Devices has relatively lower profitability metrics compared to peers, with modest returns on assets and equity reflecting efficiency challenges.
- The stock is trading at a high price-to-earnings ratio around 60, suggesting valuation concerns or market expectations already factored in.
- Recent price trends show limited short-term growth or slight declines, with technical indicators and sentiment reflecting cautious or neutral investor outlook.
Coinbase
COIN
Pros
- Coinbase benefits from being a leading cryptocurrency exchange, offering exposure to the expanding digital asset ecosystem and retail investor trend.
- The company has diversified revenue streams including trading fees, subscription services, and institutional offerings, supporting growth potential.
- Continued innovation and expansion into new markets and product lines may drive future user base growth and revenue diversification.
Considerations
- Coinbase’s business is highly sensitive to cryptocurrency market volatility, causing revenue and earnings to fluctuate with asset prices.
- Regulatory scrutiny and evolving compliance requirements pose ongoing risks that may increase operational costs or constrain growth.
- Competitive pressures from other crypto exchanges and financial platforms could impact market share and profitability.
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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.
Coinbase (COIN) Next Earnings Date
Coinbase Global (COIN) is scheduled to report its next earnings on February 12, 2026, after market close. This release will cover the fiscal fourth quarter and full year 2025, aligning with the company's historical mid-February pattern for Q4 results. Investor consensus points to this date, though minor variations exist across estimates.
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.
Coinbase (COIN) Next Earnings Date
Coinbase Global (COIN) is scheduled to report its next earnings on February 12, 2026, after market close. This release will cover the fiscal fourth quarter and full year 2025, aligning with the company's historical mid-February pattern for Q4 results. Investor consensus points to this date, though minor variations exist across estimates.
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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