Analog Devices Inc (ADI)

Nov 11, 2026

STMicroelectronics has launched the STM32H7P industrial microcontroller, featuring hardware accelerators for digital signal processing and AI workloads. This new MCU combines an Arm Cortex-M7 processor with dedicated hardware for signal processing and neural processing, offering significant speed improvements for industrial applications. Samples are currently being supplied to OEMs, with mass production slated for January 2027.

Nov 11, 2026

Semiconductor stocks experienced a rally in premarket trading following strong quarterly results from CoreWeave, which alleviated concerns about a slowdown in AI infrastructure spending. CoreWeave reported beating expectations, raising its outlook, and achieving a record backlog of $132.5 billion. Micron Technology leads Seeking Alpha's Quant Ratings for semiconductor stocks.

Nov 11, 2026

This Zacks Analyst Blog suggests buying the dip in AI stocks like Arista Networks, Fabrinet, Analog Devices, and Advanced Micro Devices, despite a recent market "bloodbath" caused by concerns over data center spending and an NVIDIA CEO scandal. The article argues that the AI boom is far from over, with strong demand for advanced computing capacity and the sector maturing beyond its experimental phase, creating attractive entry points for long-term investors. It highlights each company's strong growth potential and Zacks Rank.

Nov 11, 2026

The Zacks Analyst Blog discusses five stocks: Arista Networks, Fabrinet, Analog Devices, Advanced Micro Devices, and NVIDIA, recommending them for a "buy the dip" strategy amid a tech sector downturn. Despite a recent "AI bloodbath" and market declines attributed to midterm election results and concerns around NVIDIA's CEO, the article asserts that AI stocks still hold significant potential due to demand exceeding supply and more reasonable valuations. It highlights specific growth prospects and Zacks Ranks for each featured company.

Nov 11, 2026

SK hynix has achieved IEC 61508 functional safety certification at safety integrity level (SIL) 3 for its LPDDR5X memory, along with ISO/SAE 21434-based approval of its cybersecurity management system (CSMS). These certifications, granted by SGS-TÜV Saar, support its expansion into physical AI applications, including robotics, smart factories, and software-defined vehicles. The LPDDR5X's continuous-mode operation and the company's certified development process are key advantages for safety-critical and cyber-secure systems.

Nov 10, 2026

QuickLogic reported Q3 2026 revenue of $5.1 million, a 153% year-over-year increase, but a 6% sequential decrease due to contract negotiation delays, now expected to finalize in Q4. The company projects a 55% sequential revenue increase in Q4, targeting a 72% year-over-year growth for 2026, driven by a U.S. government contract and new eFPGA Hard IP wins. QuickLogic is also focusing on its chiplet initiative and anticipates non-GAAP profitability for the second half of 2026.

Nov 10, 2026

Resideo Technologies (NYSE: REZI) reported better-than-expected Q3 2026 revenue and non-GAAP profit, with revenue reaching $727 million and adjusted EPS of $0.52. Despite these beats, the company's stock dropped due to weak Q4 2026 revenue and full-year EBITDA guidance, which fell below analysts' consensus estimates. Shares tumbled 6.8% to $18.38 immediately after the report.

Nov 10, 2026

Despite a recent "bloodbath" in AI stocks following midterm election results and a significant market downturn, the article argues that the AI boom still holds immense potential. It suggests that the recent declines have created attractive entry points for long-term investors, advocating a "buy the dip" strategy. The article highlights four specific AI stocks—Arista Networks (ANET), Fabrinet (FN), Analog Devices (ADI), and Advanced Micro Devices (AMD)—as having significant upside potential.

Nov 10, 2026

Shares of Monolithic Power Systems (MPWR) rose significantly on Monday, November 9, 2026, outperforming the broader S&P 500 and its peers, despite no specific company announcement. The increase is attributed to a rebound in global technology stocks and the company's strong ties to the growing enterprise data and AI accelerator markets, which drove a 63.1% revenue increase in Q3 2026. Investors are now anticipating Monolithic Power's fourth-quarter 2026 results in February 2027, with revenue growth being a key metric to watch.

Nov 10, 2026

This article examines the hypothetical return of a $1000 investment in Monolithic Power (MPWR) made ten years ago. As of November 10, 2026, such an investment would be worth $17,402.83, representing a 1,640.28% gain, significantly outperforming the S&P 500 and gold. The article also provides an in-depth look at Monolithic Power's business, its product families, and market segmentation, alongside an analyst outlook suggesting further upside despite some risks.

Nov 10, 2026

Texas Instruments (TXN) stock saw an 87.2% return for investors in the year leading up to November 9, 2026, significantly outperforming the S&P 500. This article analyzes the company's statements and filings before November 2025 to pinpoint the early signs of this recovery, which began with a turn in analog sales in Q4 2024. Despite management's cautious tone in late 2025, revenue growth continued and accelerated through Q3 2026, driven by strong analog chip performance.

Nov 10, 2026

Retirement Systems of Alabama significantly increased its stake in Analog Devices (ADI) by 156.1% in the third quarter, acquiring an additional 160,094 shares, bringing its total holdings to 262,656 shares valued at $104.2 million. Analog Devices reported strong quarterly earnings, surpassing analyst estimates with an EPS of $3.45 and revenue of $4.02 billion, a 39.2% year-over-year increase. The company maintains a "Moderate Buy" consensus rating from analysts, with an average price target of $460.55.

Nov 9, 2026

Analog Devices Inc. (ADI) stock increased by 8.55% to $394.66 on Monday, marking its second consecutive day of gains. Despite this rise, the stock underperformed compared to the broader market, as the S&P 500 Index rose 2.35% and the Dow Jones Industrial Average gained 2.15%.

Nov 9, 2026

This article examines Analog Devices' recent stock rally, analyzing what factors early investors considered before its Q3 2026 record results. It details the bullish and bearish arguments for the company, highlighting how its strong financial performance, particularly in net income and net margin, aligned with the optimistic outlook driven by robotics, edge AI, and electrification. The piece also discusses the current analyst consensus on the stock's valuation, suggesting it may not fully reflect Analog Devices' cash generation and margin profile.

Nov 9, 2026

CenterBook Partners LP significantly reduced its stake in Analog Devices, Inc. ($ADI) by 79.5% during the third quarter, selling 22,471 shares and leaving them with 5,786 shares valued at $2.295 million. This transaction occurred amidst other institutional investors either increasing or decreasing their holdings. The article also details recent analyst ratings, stock performance data, Q3 earnings results, and recent insider selling activity for Analog Devices.

Nov 8, 2026

Pictet Asset Management Holding SA significantly increased its stake in Microchip Technology Incorporated (NASDAQ:MCHP) by 30.7%, purchasing 1,145,500 shares in the third quarter, bringing its total holding to 4.88 million shares valued at $379.7 million. Despite the company beating Q3 earnings and revenue estimates, its near-term outlook faces concerns due to a forecast midpoint below consensus and several analyst price target cuts, leading to a 10% drop in share price. Microchip also declared a quarterly dividend of $0.4550 per share.

Nov 8, 2026

Alps Advisors Inc. significantly increased its stake in Analog Devices, Inc. (NASDAQ:ADI) by 492.5% in the third quarter, acquiring 14,761 additional shares, bringing its total holdings to 17,758 shares valued at approximately $7.05 million. The semiconductor company also reported strong quarterly earnings, beating analyst expectations with an EPS of $3.45 and revenue of $4.02 billion, a 39.2% year-over-year increase. Analysts maintain a "Moderate Buy" consensus rating for Analog Devices, with an average price target of $460.55.

Nov 7, 2026

Diodes Incorporated has launched its API21550/API21552 series of dual-channel isolated gate drivers, part of its RobustISO family. These drivers feature a silica-based capacitive isolation barrier with high breakdown voltage and common mode transient immunity, making them suitable for demanding applications like motor drives, solar inverters, and battery management systems. They offer up to 4A source and 6A sink peak current, short propagation delays, and reinforced isolation, supporting various power devices including silicon-based MOSFETs, IGBTs, SiC, and GaN.

Nov 7, 2026

Wall Street Zen has downgraded Analog Devices (NASDAQ:ADI) from a "buy" to a "hold" rating, despite other analysts maintaining positive outlooks and an average "Moderate Buy" consensus. The company recently surpassed quarterly earnings expectations, reporting EPS of $3.45 and revenue of $4.02 billion, a 39.2% year-over-year increase. However, company insiders have sold over 52,000 shares worth approximately $20.7 million in the last three months.

Nov 6, 2026

Analog Devices (NASDAQ:ADI) Director Ray Stata sold 1,416 shares of company stock for over $576,000, under a pre-arranged trading plan, leaving him with 106,015 shares. This transaction follows previous sales in October and September. The semiconductor company recently beat its quarterly earnings and revenue estimates, and analysts maintain a "Moderate Buy" rating with an average price target of $460.55.

Nov 6, 2026

This article details the design and simulation of LC differential-mode input filters for DC-DC converters using LTspice to mitigate conducted noise. It covers filter behavior, the importance of damping to prevent instability and startup overvoltage, and compares single-stage versus two-stage filter solutions to meet EMI compliance standards like MIL-STD-461G. The guidance emphasizes starting with emissions targets, selecting appropriate components, and validating designs through simulation.

Nov 6, 2026

Analog Devices (ADI) stock significantly outperformed its industry and the broader market over the past five years, rising 113.1% while the typical semiconductor company lost 15.7%. This outperformance is attributed to company-specific factors rather than industry trends, as the semiconductor industry itself underperformed the overall market. Analog Devices demonstrated strong business performance with widening operating margins and significant revenue growth, particularly in industrial and data center sales.

Nov 6, 2026

ASE Technology (NYSE:ASX) stock recently traded below its 200-day moving average at $29.58, despite the average being $33.56. This technical indicator suggests a potential downtrend, but analyst sentiment remains positive with a "Strong Buy" average rating and the company recently beat earnings and revenue expectations. Institutional investors have also been increasing their positions in the semiconductor company.

Nov 6, 2026

Harvest Global Investments Limited (HGI) has listed the Harvest STAR Chip ETF on the Stock Exchange of Hong Kong, providing investors with exposure to China's semiconductor industry. This ETF utilizes a master-feeder structure, investing in a mainland China-listed A-share ETF, to offer a channel for international investors to participate in the STAR Market's chip value chain, driven by AI demand and domestic substitution policies. The fund aims to capture opportunities across chip design, manufacturing, packaging, testing, equipment, and materials.

Nov 6, 2026

Microchip Technology Inc. reported record net sales of $1.622 billion for Q2 2027, representing a 42.2% year-over-year increase, with strong growth across various end markets like Industrial and Data Center. Despite positive results and robust bookings, the company's December quarter guidance is lower due to non-recurring September items and persistent supply chain constraints. Management expects challenges in gross margin due to rising supplier costs and underutilization charges, while continuing to reduce leverage.

Nov 6, 2026

Boston Trust Walden Corp has made a new investment in NXP Semiconductors N.V., purchasing 50,713 shares valued at approximately $12.0 million during the third quarter. NXP Semiconductors recently reported strong quarterly earnings, beating analyst estimates, and authorized a $5 billion share-repurchase plan, alongside paying an annualized dividend of $4.06 per share. The company currently holds a consensus "Moderate Buy" rating from analysts with an average price target of $295.78.

Nov 3, 2026

Analog Devices Inc. (ADI) stock saw a 1.68% increase on Tuesday, closing at $419.79, despite a mixed trading session for the broader market. The rise ended a two-day losing streak for the company's shares. However, the stock underperformed compared to some competitors, even as the S&P 500 Index rose and the Dow Jones Industrial Average fell.

Nov 3, 2026

VCI Wealth Management LLC recently acquired 34,239 shares of Microchip Technology (NASDAQ:MCHP) valued at approximately $2.66 million in the third quarter. This move is part of a broader trend of institutional investors, who collectively own 91.51% of the company, increasing their stakes. Microchip Technology reported strong quarterly results, beating analyst estimates with $1.48 billion in revenue and $0.76 EPS, and analysts maintain a "Moderate Buy" rating with an average price target significantly higher than its current trading price.

Nov 3, 2026

Sumitomo Mitsui Trust Group Inc. reduced its stake in Microchip Technology Incorporated (MCHP) by 1.5% in the third quarter, selling 19,271 shares and retaining over 1.25 million shares. The semiconductor company reported strong quarterly earnings of $0.76 per share, surpassing estimates, and saw revenue increase 38% year over year. Despite recent price target reductions, analysts maintain a "Moderate Buy" rating for Microchip Technology with an average target price of $97.71.

Nov 3, 2026

MGO One Seven LLC has made a new $3.50 million investment in NXP Semiconductors N.V., acquiring 14,736 shares in the third quarter. The company reported strong financial results, exceeding analyst expectations for EPS and revenue, and has authorized a $5 billion share-repurchase program. Analysts currently rate NXP Semiconductors with a "Moderate Buy" and an average price target of $295.78, and the company also pays a quarterly dividend.

Nov 3, 2026

Bank Julius Baer & Co. Ltd Zurich reduced its stake in Analog Devices, Inc. (NASDAQ:ADI) by 2.5%, selling 2,704 shares and now owning 103,608 shares valued at $41.15 million. The semiconductor company reported strong quarterly earnings of $3.45 EPS, beating estimates, and revenue growth of 39.2% year-over-year. Analysts maintain a "Moderate Buy" rating with an average price target of $460.55.

Nov 3, 2026

Americana Partners LLC significantly reduced its stake in Microchip Technology (NASDAQ:MCHP) by 99.3% in the third quarter, selling 496,339 shares and holding only 3,297 shares worth $256,000. Meanwhile, other institutional investors like State Street Corp and Van ECK Associates Corp increased their holdings in the semiconductor company. Microchip Technology's CFO, James Bjornholt, also sold 4,112 shares, decreasing his direct ownership in the company.

Nov 3, 2026

Littelfuse, Inc. has launched the new SDE Series of low-profile, end-stackable surface-mount DIP switches, designed to offer space-saving flexibility for compact electronic designs. These switches feature a modular architecture, allowing designers to expand switch positions within a standard 0.1″ integrated circuit pitch without board redesign. The SDE Series is ideal for industrial control panels, security systems, and IoT devices, providing reliable performance with gold-plated contacts and supporting automated assembly processes.

Nov 2, 2026

Vishay Intertechnology (NYSE: VSH) is set to report its earnings this Wednesday. The company missed revenue expectations last quarter but beat EPS and operating income estimates. Analysts are reconfirming estimates, expecting 22.2% year-on-year revenue growth, as the stock is down 30.5% over the last month amid broader market shifts.

Nov 2, 2026

One Way Holdings LLC increased its stake in Analog Devices (NASDAQ:ADI) by 8.1% in the third quarter, now holding 58,356 shares valued at $23.15 million. Analog Devices reported strong quarterly results with $3.45 EPS and $4.02 billion in revenue, exceeding expectations and showing 39.2% year-over-year growth. The company also announced a quarterly dividend of $1.10 per share and maintains a "Moderate Buy" consensus rating from analysts with an average price target of $460.55.

Nov 2, 2026

Vise Technologies Inc. recently acquired 30,348 shares of Analog Devices, Inc. (NASDAQ:ADI) during the third quarter, valued at approximately $12.04 million. Other institutional investors also increased their holdings, with BlackRock Inc. making a significant purchase. The article also notes recent insider stock sales by CEO Vincent Roche and Katsufumi Nakamura, alongside analyst upgrades and a quarterly dividend announcement.

Nov 1, 2026

Mirae Asset Global Investments Co. Ltd. has acquired a new position of 1.21 million shares in Microchip Technology, valued at approximately $94.3 million, making it a significant institutional investor in the semiconductor company. This comes as Microchip Technology reported strong quarterly earnings, beating analyst estimates with an EPS of $0.76 and a 38% year-over-year revenue increase to $1.48 billion. Analysts generally maintain a "Moderate Buy" rating for MCHP, with an average target price of $97.71, and the company also pays a quarterly dividend of $0.455.

Nov 1, 2026

Grandfield & Dodd LLC reduced its stake in Analog Devices (ADI) by 1.7% in the third quarter, selling 4,024 shares but still holding 227,490 shares valued at $90.2 million. Despite this, institutional investors collectively own 86.81% of the semiconductor company. Analysts maintain a "Moderate Buy" consensus rating for ADI, with an average price target of $460.55, following strong quarterly earnings where EPS of $3.45 and revenue of $4.02 billion exceeded estimates.

Oct 31, 2026

Onsemi has amended its merger agreement to acquire Synaptics, reducing the deal's value from $7 billion to $5.7 billion, or $123 per share in cash, after a rival unsolicited bid from Cirrus Logic. The switch from a stock-based offer to an all-cash offer provides Synaptics shareholders with more certainty and is expected to be immediately accretive to Onsemi's non-GAAP earnings per share. The deal still requires Synaptics shareholder approval and regulatory clearance, with an expected closing by mid-2027.

Oct 31, 2026

Glenview Trust Co. recently reduced its stake in Analog Devices (NASDAQ:ADI) by 5.4% in the third quarter, selling 3,574 shares but still holding 62,383 shares valued at $24.7 million. Despite this, institutional investors collectively own 86.81% of the semiconductor company. Analog Devices reported strong quarterly earnings, beating analyst expectations, and maintains a "Moderate Buy" consensus rating with an average price target of $460.55.

Oct 31, 2026

Upstart Holdings, Inc. (UPST) saw its shares drop nearly 4% on October 30, closing at $23.88, amidst mixed earnings reports from the broader financial technology and regional lending sectors. The decline occurred without specific company news, as investors reacted to conflicting signals from peer companies, some of which surpassed expectations while others lagged. Market participants remain cautious due to ongoing macroeconomic headwinds and sensitivity to interest rates affecting digital lending platforms.

Oct 30, 2026

Analog Devices Inc. (ADI) stock fell 3.73% to $417.11 on Friday, ending a five-day winning streak despite a poor overall trading session for the stock market. The S&P 500 Index (SPX) dropped 1.82%, and the Dow Jones Industrial Average (DJIA) fell 1.09%.

Oct 30, 2026

China Universal Asset Management Co. Ltd. increased its stake in Analog Devices, Inc. (ADI) by 7.9% in the third quarter of 2026, bringing its total holdings to 38,429 shares valued at $15.3 million. Analog Devices reported strong quarterly results, surpassing analyst expectations with adjusted earnings of $3.45 per share and revenue of $4.02 billion, a 39.2% year-over-year increase. The company also declared a quarterly dividend of $1.10 per share, and analysts maintain a "Moderate Buy" rating with an average price target of $460.55.

Oct 29, 2026

Monolithic Power Systems reported a strong Q3 2026 with $1.2 billion in revenue, a 63% year-over-year increase, and announced plans to expand annual revenue capacity to $8 billion by 2H 2027 and target $10 billion. The company noted robust demand in enterprise data, automotive, and robotic solutions, driven by AI design tools and new product lines like 48-volt automotive power solutions and GaN-based designs for data centers. Management emphasized efficient R&D and diversified growth strategies, expressing confidence in continued growth into 2027 and beyond.

Oct 29, 2026

Monolithic Power Systems (NASDAQ:MPWR) reported impressive Q3 2026 results, exceeding revenue and profit expectations. The company saw a 63.1% year-on-year revenue increase to $1.20 billion and provided strong Q4 revenue guidance. Additionally, inventory levels improved, with Days Inventory Outstanding (DIO) at 130, below its five-year average, indicating healthy demand.

Oct 29, 2026

This article compares the dividends of Texas Instruments (TXN) and Analog Devices (ADI), two analog chip manufacturers. While TXN offers a higher current yield and a longer dividend increase streak, ADI is presented as having a safer income stream due to a lower payout ratio from free cash flow. The author discusses the financial health, capital spending risks, and market exposures of both companies to determine which dividend is more durable.

Oct 29, 2026

Tyler Technologies (TYL) reported strong third-quarter 2026 results, with non-GAAP earnings beating estimates and revenues increasing year-over-year, largely driven by robust SaaS demand and transaction revenue growth. The company's annualized recurring revenue (ARR) grew 11% to $2.28 billion, and profitability expanded due to a favorable revenue mix and efficient expense management. Tyler also expanded its AI adoption across government agencies and provided an optimistic outlook for full-year 2026 earnings and revenue.

Oct 29, 2026

Smith Group Asset Management LLC significantly reduced its stake in Analog Devices (NASDAQ:ADI) by 37.3%, selling 67,797 shares, but still holds 114,094 shares valued at $45.3 million. Despite this sale, institutional ownership remains high at 86.81%, and analysts maintain a "Moderate Buy" rating with a target price of $460.55. Analog Devices reported strong quarterly results, exceeding expectations with $3.45 EPS and $4.02 billion in revenue, a 39.2% year-over-year increase, and declared a quarterly dividend of $1.10 per share.

Oct 29, 2026

Conning Inc. significantly increased its stake in Analog Devices (NASDAQ:ADI) during the third quarter, acquiring an additional 25,895 shares to bring its total holdings to 112,295 shares valued at $44.5 million. The semiconductor company also reported strong quarterly earnings, beating revenue and EPS estimates, and maintaining a quarterly dividend of $1.10 per share. Analyst sentiment remains positive, with a "Moderate Buy" consensus and an average price target of $460.55.

Oct 29, 2026

Microchip Technology (NASDAQ:MCHP) is set to release its Q2 2027 earnings after market close on Thursday, November 5th. Analysts anticipate earnings of $0.9360 per share and revenue of $1.61 billion, with the company's own guidance for EPS between $0.910 and $0.950. The company previously beat estimates in its last quarter, reporting $0.76 EPS and $1.48 billion in revenue, representing a 38% year-over-year increase.

Oct 28, 2026

ON Semiconductor Corp. (ON) saw its stock dip by 3.86% in the recent trading session, underperforming the broader market which saw gains in the S&P 500, Dow, and Nasdaq. Despite this daily dip, ON's stock has risen 3.58% over the past month. Investors are awaiting the company's Q3 2026 earnings report, anticipated on November 2, 2026, with expected EPS of $0.88 and revenue of $1.71 billion, both showing significant year-over-year growth.

Oct 28, 2026

Ariel Investments' Q3 2026 investor letter highlighted Resideo Technologies (REZI) after adding exposure to its spun-off ADI Global Distribution business. Despite a challenging quarter for mid-cap equities, Ariel noted strong earnings for some holdings and views market dislocations as opportunities. Resideo's stock traded around $18.29 per share with a market capitalization of $2.75 billion, though it is not among the top 40 most popular stocks among hedge funds.

Oct 28, 2026

FLOSSBACH VON STORCH SE has added 882,540 shares of Analog Devices (ADI) to its portfolio, as per a new SEC 13F filing for the 09-30-2026 report period. This report also details significant institutional investor activity, insider trading, congressional stock trades, and recent analyst ratings and price targets for ADI.

Oct 27, 2026

Analog Devices (ADI) stock has seen a significant increase, returning 73.5% in the past year, largely due to faster-than-expected sales growth across its quarterly reports. The growth is primarily driven by strong performance in its data center and industrial segments, with industrial growing 53% year-over-year. Despite the stock's rise, its price-to-earnings ratio has decreased as earnings have grown even faster, and management notes that customer inventory levels remain lean, suggesting future growth potential from restocking.

Oct 27, 2026

GlobalFoundries has launched its Advanced Facilities Control Centre (AFCC) in Singapore, the first site for this AI-enabled system which will be rolled out globally. Developed with Siemens, the AFCC consolidates data from five fab control rooms, leveraging AI and autonomous robots for predictive maintenance and real-time monitoring to enhance efficiency and reduce downtime. This initiative is part of GlobalFoundries' broader expansion in Singapore, including a significant investment in manufacturing capacity and advancements in silicon photonics.

Oct 27, 2026

Texas Instruments recently increased its quarterly dividend by 7% to $1.52, marking its 23rd consecutive annual raise, with strong Q3 free cash flow providing 2.3 times coverage. The majority of this funding comes from its analog chip segment, which saw significant revenue and operating profit growth, particularly in industrial, data center, and automotive sectors. However, investors should monitor the impact of tapering CHIPS Act incentives and future capital expenditure plans on free cash flow growth.