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Analog DevicesDell Technologies

Analog Devices vs Dell Technologies

Analog Devices, Inc. and Dell Technologies Inc. This page compares business models, financial performance, and market context in a neutral, accessible way. Educational content, not financial advice.

Why It's Moving

Analog Devices

Analyst Bullishness Fuels ADI Momentum Ahead of Q1 Earnings

  • Oppenheimer boosted its price target to $350 from $265, maintaining Outperform amid AI strength and cyclical recovery potential.
  • Susquehanna lifted target to $360 from $350 with a Positive rating, citing in-line Q4 results, steadying upcycle, and broadening AI infrastructure demand.
  • BofA raised target to $350 from $320 on Buy, expecting modest Q4 beats and Q1 raises led by industrial semis and robust AI businesses.
Sentiment:
🐃Bullish
Dell Technologies

Dell Gears Up for Transformative 2026 with AI Investments and Major Overhaul Amid January Pullback

  • Shares dropped 9% in January, erasing $7.8B in market value from rising DRAM and NAND costs, but a massive $18.4B AI server backlog and $25B FY26 shipment guidance underscore enduring demand.
  • COO Jeff Clarke announced the 'biggest transformation in company history' starting May, standardizing processes to break silos, unify data, and accelerate AI workload deployment.
  • CEO Michael Dell vows heavy investments in storage, AI Factory expansions, and next-gen AI PCs, while CES unveiled consumer-focused laptops de-emphasizing AI hype in favor of practical upgrades.
Sentiment:
🐃Bullish

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 is well-positioned in high-growth sectors such as digital healthcare, mobility, and industrial automation, supporting long-term innovation.

Considerations

  • The stock trades at a high valuation, with a P/E ratio of 60.20, which may limit upside and increase sensitivity to earnings misses.
  • Recent share price performance has lagged the broader market, with a negative one-month return compared to positive S&P 500 movement.
  • Earnings growth is exposed to cyclical semiconductor demand, which can be volatile and sensitive to macroeconomic conditions.
Dell Technologies

Pros

  • Dell Technologies benefits from a diversified product portfolio spanning enterprise hardware, software, and cloud solutions.
  • The company has improved profitability through cost optimisation and a strategic focus on higher-margin infrastructure solutions.
  • Dell maintains a strong market position in enterprise IT, with ongoing demand for data centre modernisation and hybrid cloud adoption.

Considerations

  • Dell's revenue growth remains modest, constrained by competitive pressures in the PC and server markets.
  • The business is exposed to supply chain volatility and component pricing fluctuations, which can impact margins.
  • High levels of debt on the balance sheet increase financial risk, particularly in a rising interest rate environment.

Related Market Insights

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Author avatar

Aimee Silverwood | Financial Analyst

July 25, 2025

Read Insight

Analog Devices (ADI) Next Earnings Date

Analog Devices' next earnings date is February 18, 2026, when the company will release its Q1 fiscal 2026 financial results before market open. This follows the Q4 fiscal 2025 report issued on November 25, 2025. A conference call with executives is scheduled for 10:00 a.m. Eastern time that day.

Dell Technologies (DELL) Next Earnings Date

Dell Technologies' next earnings date is estimated for February 26, 2026, following the company's historical late-February reporting pattern for fiscal Q4. This release will cover the fiscal quarter ending in January 2026. The date remains unconfirmed by the company but aligns with analyst consensus from recent schedules.

Which Baskets Do They Appear In?

Microchips

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

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