Analog Devices (ADI)
Coverage summary
Aardvark Labs Capital Research has covered Analog Devices (ADI) since May 23, 2025. The company is in the Technology sector. This page lists 6 reports: 6 earnings recaps.
The latest is the Q3 FY26 Earnings Recap, published August 27, 2026. The current rating is Outperform, the same in every report since coverage began.
Translations: 6 in Chinese.
All ADI reports
Recap: Q3 FY26
The First $4 Billion Quarter and a Record Q4 Guide Meet a Market That Had Already Paid for It: Maintaining Outperform
Recap: Q2 FY26
Empower Semi Acquisition Adds Vertical Power for AI Accelerators; Data Center +90%, All Industrial Subsectors Firing, Cycle-High 73% GM — Outperform, Highest Conviction of Cycle
Recap: Q1 FY26
Inflection Confirmed: Revenue Accelerates to +30%, Communications +63% on Data Center Surge, Vince Calls FY26 a "Banner Year" — Maintaining Outperform, HIGH Conviction
Recap: Q4 FY25
Data Center Crosses $1B Quarterly Run Rate; 7th Consecutive Above-Seasonal Guide as FY25 Closes at Record $4.3B FCF — Maintaining Outperform
Recap: Q3 FY25
2030 Framework Targets Doubled Business with Humanoid Robotics 10x Content; Industrial QoQ Accelerating, Comms +40% on AI — Maintaining Outperform
Recap: Q2 FY25
Industrial Recovery Broadens, Communications +32% on AI Buildouts, Q3 Guide Above Street — Initiating at Outperform