Analog Devices (ADI) Stock
Analogue chip maker for industrial and automotive. Here's the price, business snapshot, and what's worth knowing about Analog Devices in September 2026.
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.
Why It’s Moving
ADI CFO Signals Double-Digit Growth Through 2027, Countering Recent Downside Concerns
- CFO Rich Puccio stated that broad-based recovery in industrial markets, alongside continued strength in data centers, aerospace, and defense, supports expectations for double-digit growth through fiscal 2027.
- The company's Industrial segment surged 53% year over year in fiscal Q3 2026, though analysts note that intense competition and inventory trends remain key factors to watch for sustaining this momentum.
- Shares have traded down 2.1% since the last earnings report, reflecting investor caution amid broader semiconductor sell-offs and debates over whether current valuations fully price in future AI-driven growth.
ADI CFO Signals Double-Digit Growth Through 2027, Countering Recent Downside Concerns
- CFO Rich Puccio stated that broad-based recovery in industrial markets, alongside continued strength in data centers, aerospace, and defense, supports expectations for double-digit growth through fiscal 2027.
- The company's Industrial segment surged 53% year over year in fiscal Q3 2026, though analysts note that intense competition and inventory trends remain key factors to watch for sustaining this momentum.
- Shares have traded down 2.1% since the last earnings report, reflecting investor caution amid broader semiconductor sell-offs and debates over whether current valuations fully price in future AI-driven growth.
When is the next earnings date for ANALOG DEVICES INC (ADI)?
Analog Devices (ADI) is currently expected to report its next earnings on November 24, 2026. The release will cover the company’s fiscal fourth quarter of 2026. This date is consistent with ADI’s historical pattern of reporting quarterly results in late November.
Why You’ll Want to Watch This Stock
Industrial & Automotive Demand
ADI’s converters and sensors are widely used in industrial automation and automotive systems, offering steady end‑market exposure; though demand can be cyclical.
Analogue & Mixed‑Signal Strength
Deep IP in data converters and amplifiers supports durable margins and differentiated products, but competition and innovation cycles remain important factors.
Global Supply & Customers
A broad customer base and global footprint can provide resilience, yet supply‑chain shocks and macro weakness can influence short‑term performance.
