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 ...
Why It's Moving
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.
Snowflake Powers Ahead with Q1 Earnings Crush, Eyeing Robust AI Data Cloud Growth
- Product revenue hit $996.8 million, up 26% YoY, beating expectations and highlighting sticky AI-driven workloads.
- Net revenue retention rate of 124% reflects deep customer loyalty, with 606 clients now surpassing $1 million in trailing 12-month product revenue.
- Remaining performance obligations jumped 34% to $6.7 billion, backing full-year guidance for $4.325 billion in product revenue and fueling investor optimism.
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.
Snowflake Powers Ahead with Q1 Earnings Crush, Eyeing Robust AI Data Cloud Growth
- Product revenue hit $996.8 million, up 26% YoY, beating expectations and highlighting sticky AI-driven workloads.
- Net revenue retention rate of 124% reflects deep customer loyalty, with 606 clients now surpassing $1 million in trailing 12-month product revenue.
- Remaining performance obligations jumped 34% to $6.7 billion, backing full-year guidance for $4.325 billion in product revenue and fueling investor optimism.
Investment Analysis
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
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
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.
Snowflake (SNOW) Next Earnings Date
Snowflake Inc. (SNOW) is scheduled to report its Q4 fiscal 2026 earnings on or around February 25, 2026, covering the quarter ended January 31, 2026. This date aligns with the company's historical late-February pattern for fiscal fourth-quarter releases and is supported by multiple analyst estimates. The official announcement is pending from Snowflake's investor relations.
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.
Snowflake (SNOW) Next Earnings Date
Snowflake Inc. (SNOW) is scheduled to report its Q4 fiscal 2026 earnings on or around February 25, 2026, covering the quarter ended January 31, 2026. This date aligns with the company's historical late-February pattern for fiscal fourth-quarter releases and is supported by multiple analyst estimates. The official announcement is pending from Snowflake's investor relations.
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 ADI or SNOW in Nemo
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Comparisons
Analog Devices vs Comcast
Analog Devices vs Comcast
Analog Devices vs DoorDash
Analog Devices vs DoorDash
Analog Devices vs Sea
Analog Devices vs Sea: business comparison