Analog Devices vs Snowflake

This page compares Analog Devices, Inc. and Snowflake Inc. on business models, financial performance, and market context, presenting information in a clear, neutral way for readers. It highlights how each company operates, serves customers, and positions itself within its markets. Educational content, not financial advice.

This page compares Analog Devices, Inc. and Snowflake Inc. on business models, financial performance, and market context, presenting information in a clear, neutral way for readers. It highlights how ...

Comparison Snapshot

Key Financial Metrics

ADI

Metric

SNOW

$154.83B

Market Cap

$65.25B

-10.86%

Potential Profit

49.38%

Buy

Analyst Rating

Buy

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

Sentiment:

🐃Bullish

Snowflake gears up for earnings with analysts betting on another beat amid AI boom.

Analysts highlight Snowflake's +8.08% Earnings ESP and Zacks Rank #3, pointing to a likely earnings beat backed by recent history of 23.76% average surprises.
AI innovations like Snowflake Intelligence and Cortex AI, plus partnerships with SAP, Google Cloud, and Anthropic, are accelerating customer growth and RPO.
The stock saw volatility last week, hitting $205.27 high before settling around $192, reflecting sector momentum in cloud and AI data platforms.

Sentiment:

🐃Bullish

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

Snowflake gears up for earnings with analysts betting on another beat amid AI boom.

Analysts highlight Snowflake's +8.08% Earnings ESP and Zacks Rank #3, pointing to a likely earnings beat backed by recent history of 23.76% average surprises.
AI innovations like Snowflake Intelligence and Cortex AI, plus partnerships with SAP, Google Cloud, and Anthropic, are accelerating customer growth and RPO.
The stock saw volatility last week, hitting $205.27 high before settling around $192, reflecting sector momentum in cloud and AI data platforms.

Sentiment:

🐃Bullish

Investment Analysis

Analog Devices

ADI

Pros

Analog Devices reported $2.88 billion revenue in Q3 2025 with double-digit year-over-year growth across all end markets, demonstrating strong demand across sectors.
The company generated $4.2 billion in operating cash flow and $3.7 billion in free cash flow on a trailing twelve-month basis, reflecting robust cash generation and operational efficiency.
Analog Devices benefits from a diverse and resilient business model and cutting-edge innovation positioning it well for growth at the intelligent physical edge and industrial markets.

Considerations

Geopolitical tensions and tariffs create market uncertainties that could impact supply chains and growth potential for the semiconductor firm.
Despite solid revenue growth, Analog Devices has a notable portion of expenses relative to revenue, with other expenses amounting to $4.29 billion trailing twelve months, weighing on net profitability.
The stock has shown underperformance relative to broader market indices recently, with a slight negative share price movement compared to the S&P 500 over the past month.

Snowflake

SNOW

Pros

Snowflake operates as a leading cloud data platform, benefiting from strong secular growth trends in cloud computing and data analytics.
The company has consistently expanded its customer base and data consumption, driving recurring revenue growth and high gross retention rates.
Snowflake's partnerships with major cloud infrastructure providers enhance its market penetration and product ecosystem, strengthening competitive positioning.

Considerations

Snowflake's valuation remains high relative to traditional software peers, reflecting elevated expectations that add risk if growth slows.
The company faces intense competition from large cloud vendors and established data management firms, potentially pressuring pricing and market share.
Snowflake's high operating expenses and cash burn raise concerns about long-term profitability and the need for sustained growth to justify current valuation.

Related Market Insights

The Microchip Goldmine: Why Semiconductor Stocks Are the Smart Money's New Obsession

Explore why semiconductor stocks are a smart investment. AI-driven demand fuels explosive growth in microchips. Invest in NVIDIA, TSMC, ASML & more with Nemo.

Aimee Silverwood | Financial Analyst

July 25, 2025

Read Insight

Related Market Insights

The Microchip Goldmine: Why Semiconductor Stocks Are the Smart Money's New Obsession

Explore why semiconductor stocks are a smart investment. AI-driven demand fuels explosive growth in microchips. Invest in NVIDIA, TSMC, ASML & more with Nemo.

Aimee Silverwood | Financial Analyst

July 25, 2025

Read Insight

About The Companies

Analog Devices (ADI)

Analog Devices, Inc. (ADI) is a US-based designer and supplier of analogue, mixed‑signal and digital signal processing semiconductors used to convert, condition and interpret real‑world signals. Investors should know ADI serves industrial automation, automotive, communications, healthcare and instrumentation markets with products such as data converters, amplifiers, power management and sensor interfaces. The company benefits from deep engineering expertise, recurring revenue streams and a largely fab‑light model supplemented by strategic manufacturing partnerships and acquisitions. At a market capitalisation of about $121.2bn, ADI combines stable end‑market exposure with selective growth initiatives. Key risks include the cyclical nature of the semiconductor industry, competition from other analogue players, supply‑chain disruption and sensitivity to macro demand. Valuation, product cadence and customer traction matter for future returns. This is general, educational information and not personal financial advice; suitability depends on your circumstances and values can rise and fall.

Snowflake (SNOW)

Snowflake Inc (SNOW) is a cloud-native data platform that helps organisations store, analyse and share large volumes of data. Built to run on public clouds (AWS, Azure and Google Cloud), Snowflake separates storage from compute, enabling scalable analytics, data engineering and data sharing across teams and partners. Revenue is largely subscription- and consumption-based, giving the company recurring streams alongside usage-driven upside. Strong customer growth, a broad partner ecosystem and continued product expansion (data marketplace, data cloud features and machine-learning integrations) have supported rapid top-line growth. However, Snowflake operates in a highly competitive market (including major cloud providers and specialist analytics vendors), and profitability has fluctuated as it invests in sales, marketing and R&D. The stock’s valuation can be sensitive to growth expectations and macro-driven enterprise IT spend. This summary is educational only: investors should consider risks, diversification and their own goals before making decisions — past performance is not a guide to future 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.

Snowflake (SNOW) Next Earnings Date

Snowflake Inc. (SNOW) is estimated to report earnings on February 25, 2026, covering the fourth quarter of fiscal year 2026. The company has not yet officially confirmed this date, but it is based on historical earnings release patterns. Following this report, the next earnings announcement is expected around March 3, 2026 for the first quarter of fiscal 2027, though the exact date remains subject to official confirmation.

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.

Snowflake (SNOW) Next Earnings Date

Snowflake Inc. (SNOW) is estimated to report earnings on February 25, 2026, covering the fourth quarter of fiscal year 2026. The company has not yet officially confirmed this date, but it is based on historical earnings release patterns. Following this report, the next earnings announcement is expected around March 3, 2026 for the first quarter of fiscal 2027, though the exact date remains subject to official confirmation.

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 Basket

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 Basket

Discover More Comparisons

Analog Devices vs Comcast

Analog Devices vs DoorDash

Analog Devices vs Sea

Analog Devices vs Sea: business comparison

Analog Devices vs Snowflake

Comparison Snapshot

Why It's Moving

Analog Devices Hits Fresh 52-Week High on Earnings Momentum and Analyst Upgrades

Snowflake gears up for earnings with analysts betting on another beat amid AI boom.

Analog Devices Hits Fresh 52-Week High on Earnings Momentum and Analyst Upgrades

Snowflake gears up for earnings with analysts betting on another beat amid AI boom.