Texas Instruments vs Analog Devices
Explore a detailed comparison of Texas Instruments Inc. and Analog Devices, Inc., examining their respective business models, financial performance, and market context. This analysis provides an accessible overview for those interested in understanding the nuances between these semiconductor industry leaders. Educational content, not financial advice.
Explore a detailed comparison of Texas Instruments Inc. and Analog Devices, Inc., examining their respective business models, financial performance, and market context. This analysis provides an acces...
Why It's Moving
Texas Instruments surges on blockbuster Q1 guidance signaling end of analog winter and AI-fueled rebound.
- Q1 revenue guide of $4.32B-$4.68B beats consensus, marking first sequential Q1 uptick since 2010 and hinting at accelerating demand.
- Data center orders soared 70% year-over-year, spotlighting TXN's hot AI power management play amid broader semi recovery.
- Analysts pile on with upgrades: Benchmark to $250, TD Cowen and KeyBanc to $240, Truist to $225, fueling momentum.
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
Texas Instruments surges on blockbuster Q1 guidance signaling end of analog winter and AI-fueled rebound.
- Q1 revenue guide of $4.32B-$4.68B beats consensus, marking first sequential Q1 uptick since 2010 and hinting at accelerating demand.
- Data center orders soared 70% year-over-year, spotlighting TXN's hot AI power management play amid broader semi recovery.
- Analysts pile on with upgrades: Benchmark to $250, TD Cowen and KeyBanc to $240, Truist to $225, fueling momentum.
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
Investment Analysis
Pros
- Texas Instruments maintains a leading position in analog semiconductors with robust manufacturing investments.
- Analysts forecast potential revenue growth from AI infrastructure and connected devices demand.
- Favourable technical indicators show multiple moving averages signalling buy opportunities.
Considerations
- Discounted cash flow models indicate shares trade 40.9% above estimated intrinsic value.
- Diverse analyst targets range widely from $125 to $245, reflecting uncertainty on outlook.
- Short-term forecasts predict possible price declines to $171 amid market fear index.
Pros
- Analog Devices exhibits strong growth in industrial and automotive end-markets.
- Recent earnings demonstrate improved profitability through operational efficiencies.
- Strategic acquisitions bolster portfolio in high-margin mixed-signal technologies.
Considerations
- Exposure to semiconductor cyclicality heightens vulnerability to demand downturns.
- Elevated capital expenditures strain balance sheet amid capacity expansions.
- Geopolitical tensions in supply chain pose risks to production reliability.
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Texas Instruments (TXN) Next Earnings Date
Texas Instruments (TXN) is scheduled to report its next earnings on April 22, 2026, covering the Q1 2026 period. This follows the most recent Q4 2025 release on January 27, 2026, aligning with the company's quarterly pattern. Investors should monitor for the official confirmation as the date approaches.
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.
Texas Instruments (TXN) Next Earnings Date
Texas Instruments (TXN) is scheduled to report its next earnings on April 22, 2026, covering the Q1 2026 period. This follows the most recent Q4 2025 release on January 27, 2026, aligning with the company's quarterly pattern. Investors should monitor for the official confirmation as the date approaches.
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.
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 TXN or ADI in Nemo
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