Analog Devices vs Comcast
This page compares Analog Devices, Inc. and Comcast Corp., presenting an analysis of their business models, financial performance, and market context in clear terms. The content remains neutral and accessible, inviting readers to evaluate contrast without advice or endorsements. Educational content, not financial advice.
This page compares Analog Devices, Inc. and Comcast Corp., presenting an analysis of their business models, financial performance, and market context in clear terms. The content remains neutral and ac...
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.
Comcast Gains Ground Amid Market Turmoil as Earnings Anticipation Builds.
- Outperformed benchmarks despite a 4.92% monthly drop, highlighting strength in cable and NBCUniversal assets like Peacock streaming.
- Upcoming earnings on Jan 29 carry expectations of a 21.88% EPS dip year-over-year, but revenue growth of 0.98% underscores steady demand.
- Recent dividend of $0.33 per share, yielding 4.6%, bolsters appeal with a low 21.96% payout ratio supporting cash flow stability.
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.
Comcast Gains Ground Amid Market Turmoil as Earnings Anticipation Builds.
- Outperformed benchmarks despite a 4.92% monthly drop, highlighting strength in cable and NBCUniversal assets like Peacock streaming.
- Upcoming earnings on Jan 29 carry expectations of a 21.88% EPS dip year-over-year, but revenue growth of 0.98% underscores steady demand.
- Recent dividend of $0.33 per share, yielding 4.6%, bolsters appeal with a low 21.96% payout ratio supporting cash flow stability.
Investment Analysis
Pros
- Analog Devices has demonstrated strong long-term share price growth, doubling its stock price over the past five years.
- The company benefits from diversified product offerings across multiple markets including industrial, automotive, aerospace, and communications.
- Analyst projections suggest potential for moderate appreciation around 13-19% annually by 2027, supported by growth in automotive and factory automation sectors.
Considerations
- Current valuation metrics indicate the stock is not undervalued by traditional measures, suggesting limited margin for immediate price appreciation.
- Short-term stock price forecasts show a slight potential decline or stagnation, with negative price movement predicted through late 2025.
- The high price-to-earnings ratio (around 60) signals that the stock may be expensive relative to earnings, which could dampen near-term returns.
Comcast
CMCSA
Pros
- Comcast has a strong, diversified revenue base including broadband, cable, and media segments, which provides resilience and growth opportunities.
- The company shows good profitability metrics and steady cash flow generation important for funding expansions and paying dividends.
- Comcast's continued investments in network infrastructure and content position it well to benefit from increasing demand for high-speed internet and streaming services.
Considerations
- Regulatory scrutiny and competition in both telecom and media sectors present ongoing risks to revenue and margin stability.
- Exposure to consumer spending cycles and economic downturns can pressure subscriber growth and advertising revenues.
- The company has a relatively high debt load, which may constrain financial flexibility amid rising interest rates and economic uncertainty.
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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.
Comcast (CMCSA) Next Earnings Date
Comcast Corp (CMCSA) is estimated to report its next earnings on Thursday, January 29, 2026, before market open. This release will cover the fiscal fourth quarter of 2025 (Q4 2025), consistent with the company's historical pattern of late-January announcements for year-end results. Note that the date remains an estimate, as Comcast has not yet officially confirmed it.
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.
Comcast (CMCSA) Next Earnings Date
Comcast Corp (CMCSA) is estimated to report its next earnings on Thursday, January 29, 2026, before market open. This release will cover the fiscal fourth quarter of 2025 (Q4 2025), consistent with the company's historical pattern of late-January announcements for year-end results. Note that the date remains an estimate, as Comcast has not yet officially confirmed it.
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 CMCSA in Nemo
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