Analog Devices (ADI)

Loading…

Analog Devices (ADI) — Tellvest

Latest Quarter Insights

2026 Q1

Sentiment

9/10

How this score was built

Base8Transcript0EPS+1Guidance0Final9

How this score was built

Base8Transcript0

Macro Signals

↑CAPEX↓Trade & Tariffs↑Enterprise Spending

Key Themes7

positive📊 company

AI-Driven Businesses Reach 20% Of Revenue

ATE and data center businesses collectively make up close to 20% of revenue at over a $2 billion run rate, with ATE up approximately 40% and data center up approximately 50% in fiscal '25.

Cloud & AIRevenue Growth

positive📊 company

Industrial Strength Broad-Based With Record ATE And A&D

Industrial up 38% year-over-year with all segments delivering growth of 25% or more, including record quarters for ATE and aerospace and defense. Q2 guided up 20%+ sequentially.

DemandRevenue Growth

positive📊 company

Q&A Topicsfrequency by quarter

	Demand	Revenue Growth	Trade Tariffs	Inventory	Margin	Innovation & R&D	Cloud & AI	Guidance Reliability
2025Q1	3	1	2	3		2	1	1
2025Q2	6	1	3	2	1	1	1	1
2025Q3	5	2	3	2	4	1	1	1
2025Q4	3	3	1		2	2	1	2
2026Q1	5	4	1	2	1	1	2

	'25Q1	'25Q2	'25Q3	'25Q4	'26Q1
Demand	3	6	5	3	5
Revenue Growth	1	1	2	3	4
Trade Tariffs	2	3	3	1	1
Inventory	3	2	2		2
Margin		1	4	2	1
Innovation & R&D	2	1	1	2	1
Cloud & AI	1	1	1	1	2
Guidance Reliability	1	1	1	2

Analyst Q&A9 analysts · 9 questions

Chris CasoWolfe Research

perhaps you could speak more broadly on what you're seeing with pricing where you'd expect your blended pricing to be for the year?

View in transcript →

Harlan SurJPMorgan

how are you leveraging your software, DSP and systems capabilities to gain further traction in this very fast-growing end market?

View in transcript →

Jim Schneider

View Technology sector trends →View Semiconductors industry trends →