Analog Devices(US:ADI) ZACKS·2026-02-12 15:15Core Viewpoint - Wall Street analysts predict that Analog Devices (ADI) will report quarterly earnings of $2.30 per share, reflecting a year-over-year increase of 41.1%, with revenues expected to reach $3.12 billion, marking a 28.7% increase compared to the same quarter last year [1]. Earnings Estimates - The consensus EPS estimate for the quarter has been revised upward by 1.2% in the past 30 days, indicating a reassessment of initial estimates by covering analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions to the stock, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock price performance [3]. Revenue Projections by End Market - Revenue from the Consumer end market is forecasted to reach $359.11 million, representing an 11.2% year-over-year increase [5]. - Revenue from the Communications end market is expected to be $423.96 million, indicating a significant 46.3% increase from the prior-year quarter [5]. - The Automotive end market's revenue consensus stands at $801.93 million, reflecting a 9.5% increase year-over-year [5]. - Revenue from the Industrial end market is projected at $1.50 billion, showing a year-over-year change of 38.8% [6]. Stock Performance - Analog Devices shares have increased by 13.1% over the past month, contrasting with the Zacks S&P 500 composite's decline of 0.3%, suggesting that ADI is expected to outperform the overall market in the near term [6].