Nemo Money has over 1 million (1M+) downloads with a high rating of 4.6 stars from thousands of reviews. Join Nemo and trade with 0% commission.Nemo Money has over 1 million (1M+) downloads with a high rating of 4.6 stars from thousands of reviews. Join Nemo and trade with 0% commission.Nemo Money has over 1 million (1M+) downloads with a high rating of 4.6 stars from thousands of reviews. Join Nemo and trade with 0% commission.Nemo Money has over 1 million (1M+) downloads with a high rating of 4.6 stars from thousands of reviews. Join Nemo and trade with 0% commission.
Analog DevicesSea

Analog Devices vs Sea

This page compares Analog Devices and Sea Limited, examining their business models, financial performance, and market context. It provides a neutral overview of how each company creates value, strateg...

Why It's Moving

Analog Devices

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
Sentiment:
🐃Bullish
Sea

Sea Limited gears up for pivotal Q3 2025 earnings amid analyst buzz and institutional buying.

  • Lingohr Asset Management GmbH scooped up 8,724 Sea shares on January 31, highlighting sustained institutional interest in the Southeast Asia tech powerhouse.
  • Q3 2025 earnings slated for November 11, with management call at 7:30 AM ET, poised to spotlight progress in e-commerce, gaming, and fintech amid robust revenue growth forecasts.
  • Analysts project quarterly EPS of $0.91 (+46.8% YoY) and sales of $6.69B (+34.5% YoY), building on recent beats in revenue despite prior EPS shortfalls.
Sentiment:
⚖️Neutral

Investment Analysis

Analog Devices

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 benefits from diversified exposure across industrial, automotive, and healthcare markets, supporting long-term demand resilience.

Considerations

  • The stock trades at a high valuation, with a PE ratio of 60.20, which may limit near-term upside and increase volatility risk.
  • Recent share price performance has lagged the broader market, with a negative return over the past month despite sector strength.
  • The semiconductor industry faces cyclical demand risks, and Analog Devices' exposure to global supply chains could amplify macroeconomic headwinds.
Sea

Sea

SE

Pros

  • Sea Limited has a dominant position in Southeast Asia's e-commerce and digital payments markets, supported by strong regional growth trends.
  • The company's diversified business model, spanning e-commerce, fintech, and gaming, provides multiple avenues for revenue expansion.
  • Sea has demonstrated improving profitability in recent quarters, with its core segments showing positive operating leverage.

Considerations

  • Sea's valuation remains elevated relative to peers, reflecting high growth expectations that may be difficult to sustain in a competitive market.
  • The company faces regulatory scrutiny in key markets, which could impact expansion plans and operational flexibility.
  • Sea's gaming segment is exposed to changing consumer preferences and regulatory risks, which may affect long-term revenue stability.

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July 25, 2025

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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.

Sea (SE) Next Earnings Date

Sea Limited (SE) is expected to report its next earnings on March 3, 2026. This release will cover the fourth quarter of 2025 (Q4 2025), following the prior quarter's report on November 11, 2025. Note that the exact date remains an estimate, as the company has not yet confirmed it.

Which Baskets Do They Appear In?

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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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