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Analog DevicesSea
Live Report · Updated January 26, 2026

Analog Devices vs Sea

This page compares Analog Devices and Sea Limited, examining their business models, financial performance, and market context. It provides a neutral overview of how each company creates value, strateg...

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
Sea

Sea Limited Stock Surges on $1 Billion Buyback Announcement Signaling Strong Confidence.

  • Board authorized up to $1 billion in repurchases of American depositary shares via open market or other methods, based on market conditions.
  • Phillip Securities upgraded Sea from Neutral to Buy with $170 target, citing improved FY25/26 revenue growth in all segments despite higher marketing spend.
  • Buyback reflects optimism in core businesses amid positive analyst revisions and upcoming earnings expectations of 46.77% EPS growth.
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 benefits from diversified exposure across industrial, automotive, and healthcare markets, supporting long-term demand resilience.

Considerations

  • The stock trades at a high valuation, with a PE ratio of 60.20, which may limit near-term upside and increase volatility risk.
  • Recent share price performance has lagged the broader market, with a negative return over the past month despite sector strength.
  • The semiconductor industry faces cyclical demand risks, and Analog Devices' exposure to global supply chains could amplify macroeconomic headwinds.
Sea

Sea

SE

Pros

  • Sea Limited has a dominant position in Southeast Asia's e-commerce and digital payments markets, supported by strong regional growth trends.
  • The company's diversified business model, spanning e-commerce, fintech, and gaming, provides multiple avenues for revenue expansion.
  • Sea has demonstrated improving profitability in recent quarters, with its core segments showing positive operating leverage.

Considerations

  • Sea's valuation remains elevated relative to peers, reflecting high growth expectations that may be difficult to sustain in a competitive market.
  • The company faces regulatory scrutiny in key markets, which could impact expansion plans and operational flexibility.
  • Sea's gaming segment is exposed to changing consumer preferences and regulatory risks, which may affect long-term revenue stability.

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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.

Sea (SE) Next Earnings Date

Sea Limited's next earnings date is estimated for March 3, 2026, covering the Q4 2025 period. This aligns with the company's historical pattern of early March releases for fourth-quarter results, as seen in prior years like November 2025 for Q3. Analyst estimates place this release shortly after the current date, with no official confirmation yet announced.

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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