Analog Devices(ADI)

Search documents
风口浪尖上的TI和ADI,怎么样了?
是说芯语· 2025-04-29 06:05
以下文章来源于芯世相 ,作者三分浅土 芯世相 . 芯片电子元器件IC半导体分销教科书式必读公众号【芯世相】;缺芯片,销库存,保品质,市场行情早 知道,尽在芯片超人。加我:chrisjiang08 申请入围"中国IC独角兽" 半导体高质量发展创新成果征集 "今天买的TI都是高价买的,还好客户接受了。" " 今天要买几颗ADI物料,前一阵报价14今天25,没得讲还是旧DC。 " 关税政策发布之后,芯片市场也随之躁动起来,其中,TI和ADI这两个美国品牌的芯片的表现更是 瞩目。 先是暂停报价,然后是全线涨价 ,涨价幅度还各不相同,让很多人搞不明白现在市场价到 底是多少。 不过到了现在,关税已经发布了几周,TI和ADI的行情似乎也发生了变化,甚至有分销商表示"要 货就出", TI和ADI近期到底经历了什么? 01 从翻倍涨价 到 要货就出 TI 和 ADI经历了啥? 因为关税的原因,产地涉及美国的TI、ADI的芯片最近是真的火了。 但几周过去,市场也从一开始的混乱逐渐变得冷静,而TI与ADI在现货市场的行情也随着市场总体 情绪发生改变。 回看过去几个关键时间点,一个是4月10日,中国对美加征84%的关税政策正式生效, ...
Analog Devices (ADI) Stock Falls Amid Market Uptick: What Investors Need to Know
ZACKS· 2025-04-28 23:20
In the latest market close, Analog Devices (ADI) reached $193.72, with a -0.45% movement compared to the previous day. This change lagged the S&P 500's daily gain of 0.06%. At the same time, the Dow added 0.28%, and the tech-heavy Nasdaq lost 0.1%.Prior to today's trading, shares of the semiconductor maker had lost 3.46% over the past month. This has was narrower than the Computer and Technology sector's loss of 5.52% and the S&P 500's loss of 4.29% in that time.The upcoming earnings release of Analog Devic ...
Brokers Suggest Investing in Analog Devices (ADI): Read This Before Placing a Bet
ZACKS· 2025-04-28 14:30
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell- side) analysts often affect a stock's price, do they really matter? Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Analog Devices (ADI) . Analog Devices currently has an average brokerage ...
风口浪尖上的TI和ADI,怎么样了?
芯世相· 2025-04-28 06:08
我是芯片超人花姐,入行20年,有50W+芯片行业粉丝。 有很多不方便公开发公众号的, 关于芯片买卖、关于资 源链接等, 我会分享在朋友圈 。 扫码加我本人微信 "今天买的TI都是高价买的,还好客户接受了。" " 今天要买几颗ADI物料,前一阵报价14今天25,没得讲还是旧DC。 " 关税政策发布之后,芯片市场也随之躁动起来,其中,TI和ADI这两个美国品牌的芯片的表现更是 瞩目。 先是暂停报价,然后是全线涨价 ,涨价幅度还各不相同,让很多人搞不明白现在市场价到 底是多少。 不过到了现在,关税已经发布了几周,TI和ADI的行情似乎也发生了变化,甚至有分销商表示"要 货就出", TI和ADI近期到底经历了什么? 01 从翻倍涨价 到 要货就出 TI 和 ADI经历了啥? 因为关税的原因,产地涉及美国的TI、ADI的芯片最近是真的火了。 但几周过去,市场也从一开始的混乱逐渐变得冷静,而TI与ADI在现货市场的行情也随着市场总体 情绪发生改变。 回看过去几个关键时间点,一个是4月10日,中国对美加征84%的关税政策正式生效,当天便有 许多芯片分销商表示暂停报价。到了4月11日,中国宣布关税由84%提高至125%,此时 ...
Analog Devices, Inc. to Report Second Quarter Fiscal Year 2025 Financial Results on Thursday, May 22, 2025
Prnewswire· 2025-04-24 20:00
Core Insights - Analog Devices, Inc. (ADI) will release its financial results for the second quarter of fiscal year 2025 on May 22, 2025, at 7:00 a.m. Eastern time [1] - A conference call will follow the press release at 10:00 a.m. Eastern time, featuring key executives discussing the results and business outlook [1] - ADI reported revenues exceeding $9 billion in FY24 and employs approximately 24,000 people globally [3] Company Overview - Analog Devices, Inc. is a global semiconductor leader that integrates analog, digital, and software technologies to drive advancements in various sectors, including digitized factories, mobility, and digital healthcare [3] - The company aims to combat climate change and enhance connectivity between humans and the world [3]
纳斯达克100指数涨超2%,成分股微芯科技涨9.6%,安森美半导体涨7.5%,迈威尔科技、ADI、德州仪器、TEAM、拉姆研究、恩智浦、AppLovin、铿腾电子、Arm控股等至多涨6.96%,百事可乐仍然跌2.8%,康卡斯特跌4.7%,Fiserv跌14.8%。标普500指数目前涨1.4%,纳指涨1.98%,费城半导体指数涨4.6%,银行指数涨1.3%,罗素2000指数涨0.8%。特斯拉涨2%,苹果涨0.8%。
news flash· 2025-04-24 15:20
纳斯达克100指数涨超2%,成分股微芯科技涨9.6%,安森美半导体涨7.5%,迈威尔科技、ADI、德州仪器、TEAM、拉姆研究、恩智浦、AppLovin、铿腾电 子、Arm控股等至多涨6.96%,百事可乐仍然跌2.8%,康卡斯特跌4.7%,Fiserv跌14.8%。 标普500指数目前涨1.4%,纳指涨1.98%,费城半导体指数涨4.6%,银行指数涨1.3%,罗素2000指数涨0.8%。特斯拉涨2%,苹果涨0.8%。 | SYMBOL # | NAME # | PRICE $ | CHANGE # | | --- | --- | --- | --- | | МСНР | Microchip Technology Inc | 45.96 | +4.03 | | ON | ON Semiconductor Corp | 39.36 | +2.73 | | MRVL | Marvell Technology Inc | 57.51 | +3.74 | | ADI | Analog Devices Inc | 195.61 | +12.49 | | TXN | Texas Instruments Inc | 162. ...
Analog Devices (ADI) Advances But Underperforms Market: Key Facts
ZACKS· 2025-04-11 23:21
Company Performance - Analog Devices (ADI) closed at $179.16, with a +0.45% change from the previous day, underperforming the S&P 500 which gained 1.81% [1] - The stock has decreased by 12.48% over the past month, compared to a 7.27% loss in the Computer and Technology sector and a 6.14% loss in the S&P 500 [1] Earnings Expectations - The upcoming earnings report is expected to show an EPS of $1.69, reflecting a 20.71% increase year-over-year [2] - Revenue is projected at $2.5 billion, which is a 15.9% increase from the same quarter last year [2] Full Year Projections - For the full year, earnings are estimated at $7.11 per share and revenue at $10.27 billion, indicating increases of +11.44% and +8.97% respectively from the previous year [3] Analyst Projections - Recent shifts in analyst projections for Analog Devices should be monitored, as positive revisions indicate confidence in the company's performance [4] - Changes in estimates are correlated with near-term stock prices, providing actionable insights for investors [5] Valuation Metrics - Analog Devices has a Forward P/E ratio of 25.08, which aligns with the industry average [7] - The PEG ratio stands at 2.09, compared to the industry average of 1.61, indicating a higher expected earnings growth rate relative to its price [7] Industry Context - The Semiconductor - Analog and Mixed industry is part of the Computer and Technology sector, currently holding a Zacks Industry Rank of 150, placing it in the bottom 40% of over 250 industries [8] - The top 50% rated industries outperform the bottom half by a factor of 2 to 1, highlighting the competitive landscape [8]
Wall Street Bulls Look Optimistic About Analog Devices (ADI): Should You Buy?
ZACKS· 2025-04-11 14:35
Core Viewpoint - The article discusses the reliability of Wall Street analysts' recommendations, particularly focusing on Analog Devices (ADI), and emphasizes the importance of using these recommendations in conjunction with other analytical tools like the Zacks Rank. Group 1: Brokerage Recommendations - Analog Devices has an average brokerage recommendation (ABR) of 1.63, indicating a consensus between Strong Buy and Buy based on 30 brokerage firms' recommendations [2] - Out of the 30 recommendations, 20 are Strong Buy and 1 is Buy, which accounts for 66.7% and 3.3% of all recommendations respectively [2] Group 2: Limitations of Brokerage Recommendations - Studies indicate that brokerage recommendations have limited success in guiding investors towards stocks with the best price increase potential [5] - Brokerage firms often exhibit a strong positive bias in their ratings due to vested interests, leading to a disproportionate number of Strong Buy recommendations compared to Strong Sell [6][10] - The interests of brokerage firms may not align with those of retail investors, suggesting that these recommendations should be used to validate personal analysis rather than as standalone guidance [7] Group 3: Zacks Rank as an Alternative - The Zacks Rank is a proprietary stock rating tool that categorizes stocks based on earnings estimate revisions, providing a more effective indicator of near-term price performance compared to ABR [8][11] - Unlike ABR, which is based solely on brokerage recommendations, Zacks Rank is updated frequently to reflect changes in earnings estimates, making it a timely tool for predicting stock movements [12] - The Zacks Consensus Estimate for Analog Devices remains unchanged at $7.11, indicating steady analyst views on the company's earnings prospects [13] Group 4: Current Investment Outlook for ADI - The recent consensus estimate changes and other factors have resulted in a Zacks Rank of 3 (Hold) for Analog Devices, suggesting caution despite the Buy-equivalent ABR [14]
Analog Devices (ADI) Stock Jumps 4.1%: Will It Continue to Soar?
ZACKS· 2025-04-08 11:10
Group 1: Analog Devices (ADI) - ADI shares increased by 4.1% to close at $171.34, supported by strong trading volume, despite a 27.1% loss over the past four weeks [1] - The upcoming quarterly earnings are expected to be $1.69 per share, reflecting a year-over-year increase of 20.7%, with revenues projected at $2.5 billion, up 15.9% from the previous year [2] - The consensus EPS estimate for ADI has been revised slightly higher in the last 30 days, indicating a positive trend that may lead to further price appreciation [3] Group 2: Industry Context - ADI is part of the Zacks Semiconductor - Analog and Mixed industry, where another company, Silicon Laboratories (SLAB), saw a 1% decline to $91.19 and has returned -33.6% over the past month [3] - SLAB's consensus EPS estimate remains unchanged at -$0.09, which is a 90.2% improvement from the previous year [4]
The Impact Of Tariffs On Chipmakers
Seeking Alpha· 2025-04-06 14:30
Group 1 - The article discusses the impact of newly announced tariffs by Trump on the semiconductor market, leading to a decline in market performance [1] - The author has a background in technology and investment, focusing on semiconductors, robotics, and energy sectors, emphasizing investment in companies with high barriers to entry [2] - The investment strategy highlighted includes a preference for growth at a reasonable price with a mid- to long-term investment horizon [2] Group 2 - The author has a beneficial long position in shares of NVDA, MRVL, and TSM, indicating a positive outlook on these companies within the semiconductor industry [2]