Analog Devices vs Dell Technologies
Analog Devices, Inc. and Dell Technologies Inc. This page compares business models, financial performance, and market context in a neutral, accessible way. Educational content, not financial advice.
Analog Devices, Inc. and Dell Technologies Inc. This page compares business models, financial performance, and market context in a neutral, accessible way. Educational content, not financial advice.
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
Dell Technologies Eyes Another Earnings Beat as Analysts Turn Bullish Ahead of February Report.
- Analysts project Q4 EPS of $3.53, up 31.72% year-over-year, with full-year estimates at $9.97, highlighting sustained momentum in AI infrastructure.
- Recent Earnings ESP boost to +3.88% combined with Zacks Rank #3 points to a likely surprise, building on past quarters' average 2.43% beats.
- Wall Street consensus leans Moderate Buy from 23 analysts, fueled by upgrades like Barclays' Overweight citing Dell's AI server leadership and margin discipline.
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
Dell Technologies Eyes Another Earnings Beat as Analysts Turn Bullish Ahead of February Report.
- Analysts project Q4 EPS of $3.53, up 31.72% year-over-year, with full-year estimates at $9.97, highlighting sustained momentum in AI infrastructure.
- Recent Earnings ESP boost to +3.88% combined with Zacks Rank #3 points to a likely surprise, building on past quarters' average 2.43% beats.
- Wall Street consensus leans Moderate Buy from 23 analysts, fueled by upgrades like Barclays' Overweight citing Dell's AI server leadership and margin discipline.
Investment Analysis
Pros
- Analog Devices has demonstrated strong revenue growth, with quarterly revenue up 24.6% year-on-year, outpacing analyst expectations.
- The company maintains a robust balance sheet, with a current ratio of 2.32 and a low debt-to-equity ratio of 0.24.
- Analog Devices is well-positioned in high-growth sectors such as digital healthcare, mobility, and industrial automation, supporting long-term innovation.
Considerations
- The stock trades at a high valuation, with a P/E ratio of 60.20, which may limit upside and increase sensitivity to earnings misses.
- Recent share price performance has lagged the broader market, with a negative one-month return compared to positive S&P 500 movement.
- Earnings growth is exposed to cyclical semiconductor demand, which can be volatile and sensitive to macroeconomic conditions.
Pros
- Dell Technologies benefits from a diversified product portfolio spanning enterprise hardware, software, and cloud solutions.
- The company has improved profitability through cost optimisation and a strategic focus on higher-margin infrastructure solutions.
- Dell maintains a strong market position in enterprise IT, with ongoing demand for data centre modernisation and hybrid cloud adoption.
Considerations
- Dell's revenue growth remains modest, constrained by competitive pressures in the PC and server markets.
- The business is exposed to supply chain volatility and component pricing fluctuations, which can impact margins.
- High levels of debt on the balance sheet increase financial risk, particularly in a rising interest rate environment.
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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.
Dell Technologies (DELL) Next Earnings Date
Dell Technologies is scheduled to report its next earnings on February 26, 2026, which will cover the fiscal fourth quarter ending in January 2026. The earnings announcement is expected to occur after market close. Analysts are currently projecting earnings per share in the range of $3.44 to $3.53 for this reporting period. This upcoming report will provide guidance on full-year fiscal 2027 performance and discuss the company's continued momentum in AI infrastructure shipments.
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.
Dell Technologies (DELL) Next Earnings Date
Dell Technologies is scheduled to report its next earnings on February 26, 2026, which will cover the fiscal fourth quarter ending in January 2026. The earnings announcement is expected to occur after market close. Analysts are currently projecting earnings per share in the range of $3.44 to $3.53 for this reporting period. This upcoming report will provide guidance on full-year fiscal 2027 performance and discuss the company's continued momentum in AI infrastructure shipments.
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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