

Analog Devices vs DoorDash
This page compares Analog Devices and DoorDash, examining business models, financial performance, and market context to illuminate how they operate in their respective sectors. It presents information in a neutral, accessible way, without promotional framing. Educational content, not financial advice.
This page compares Analog Devices and DoorDash, examining business models, financial performance, and market context to illuminate how they operate in their respective sectors. It presents information...
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

Goldman Sachs Boosts DoorDash with Conviction List Addition and $267 Target, Fueling Investor Optimism.
- Goldman Sachs emphasizes DoorDash's cyclical and structural strengths, driving revenue growth via loyal consumers and expanding offerings.
- Analyst consensus holds at Moderate Buy with $279.94 average target, backed by 74% Buy ratings and high institutional ownership at 86%.
- Recent insider buys by director Alfred Lin outweigh some sales, while metrics like P/E near two-year lows suggest undervaluation potential.

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

Goldman Sachs Boosts DoorDash with Conviction List Addition and $267 Target, Fueling Investor Optimism.
- Goldman Sachs emphasizes DoorDash's cyclical and structural strengths, driving revenue growth via loyal consumers and expanding offerings.
- Analyst consensus holds at Moderate Buy with $279.94 average target, backed by 74% Buy ratings and high institutional ownership at 86%.
- Recent insider buys by director Alfred Lin outweigh some sales, while metrics like P/E near two-year lows suggest undervaluation potential.
Investment Analysis
Pros
- Analog Devices has demonstrated strong long-term growth, with its share price more than doubling over the past five years.
- The company benefits from a diverse portfolio of integrated circuits and technologies serving various high-demand sectors like automotive, industrial, and communications.
- It maintains a solid financial foundation with a low debt-to-equity ratio and market capitalization exceeding $100 billion, supporting stability and growth.
Considerations
- Analog Devices is currently not considered undervalued by traditional valuation measures, suggesting limited margin of safety for value investors.
- The stock has experienced recent price volatility and a slight downward trend over the past month, reflecting market uncertainty.
- High valuation multiples and insider selling activity may signal overvaluation concerns and potential near-term headwinds.

DoorDash
DASH
Pros
- DoorDash reported strong year-over-year adjusted gross profit growth of over 30% and improved contribution margins.
- The company has significant cash reserves exceeding $8 billion, improving its liquidity and financial flexibility.
- Adjusted EBITDA and free cash flow have shown substantial year-over-year increases, indicating growing profitability and efficient operations.
Considerations
- Despite revenue growth, DoorDash recently missed earnings estimates, which could affect investor sentiment.
- Increased operational expenses, particularly in sales, marketing, and research & development, may pressure margins.
- DoorDash's business is sensitive to competitive pressures and regulatory risks inherent in the food delivery and gig economy sectors.
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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.
DoorDash (DASH) Next Earnings Date
DoorDash's next earnings date is scheduled for February 18, 2026, after market close, with a conference call at 5:00 PM ET. This report will cover the company's fourth quarter and full year 2025 financial results, ending December 2025. Investors should note this aligns with DoorDash's historical pattern of mid-February releases for Q4.
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.
DoorDash (DASH) Next Earnings Date
DoorDash's next earnings date is scheduled for February 18, 2026, after market close, with a conference call at 5:00 PM ET. This report will cover the company's fourth quarter and full year 2025 financial results, ending December 2025. Investors should note this aligns with DoorDash's historical pattern of mid-February releases for Q4.
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
Explore BasketBuy ADI or DASH in Nemo
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