Key Takeaways ADI's data center revenues rose 50% in fiscal 2025, driven by AI power and optical demand.Marvell projects strong switch revenue growth but faces leverage after key AI acquisitions.ADI shares gained 49.8% in a year, while Marvell fell 20.6% despite higher growth forecasts.Analog Devices (ADI) and Marvell Technology (MRVL) are two prominent players in the AI semiconductor space, offering solutions that are crucial for AI data centres and high performance computing. While Marvell Technology desi ...

Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. However, it isn't easy to find a great growth stock.In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.However, it's pretty easy to find cutting-edge growth stocks with the help of the Zacks Growth Style Score ...

Analog Devices (ADI) could be a solid choice for investors given the company's remarkably improving earnings outlook. While the stock has been a strong performer lately, this trend might continue since analysts are still raising their earnings estimates for the company.The rising trend in estimate revisions, which is a result of growing analyst optimism on the earnings prospects of this semiconductor maker, should get reflected in its stock price. After all, empirical research shows a strong correlation bet ...

Core Insights - Analog Devices (ADI) shares have increased by 13.2% in the past month, outperforming the Zacks Semiconductor - Analog and Mixed industry which rose by 9.8% and the Zacks Computer and Technology sector which declined by 1.7% [1][4] Financial Performance - ADI reported a revenue growth of up to 63% in Q1 FY26, with significant contributions from the data center segment, which has been growing in double digits year over year [7][10] - The company expects Q2 revenues of $3.5 billion, indicating a year-over-year growth of 21.4% compared to the Zacks Consensus Estimate of $3.21 billion [11] - The gross margin expanded to 71.2%, up 140 basis points sequentially and 240 basis points year over year, while the operating margin reached 45.5%, up 200 basis points sequentially and 500 basis points year over year [12] Segment Growth - ADI's industrial segment grew by 38%, communications by 63%, consumer by 27%, and automotive by 8% year-over-year in Q1 FY26 [9] - The industrial and communications segments have been benefiting from AI-driven infrastructure demand, particularly in automatic test equipment systems and electro-optical interfaces [8][9] Competitive Landscape - ADI faces competition from Texas Instruments, STMicroelectronics, and NXP Semiconductors, which are also active in analog, digital, and mixed-signal markets [13][14] - Despite rising competition and increased spending on research & development and sales & marketing, ADI has managed to protect its margins through strong revenue growth [14] Earnings Outlook - The Zacks Consensus Estimate for second-quarter fiscal 2026 earnings is projected at $2.48, reflecting a year-over-year growth of 34% [15] - Recent upward revisions in earnings estimates indicate positive investor sentiment and confidence in ADI's growth trajectory [15][19]

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Deep-pocketed investors have adopted a bullish approach towards Analog Devices (NASDAQ:ADI), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in ADI usually suggests something big is about to happen.We gleaned this information from our observations today when Benzinga's options scanner highlighted 9 extraordinary options activities for Analo ...

Core Viewpoint - Analog Devices, Inc. (ADI) is a significant player in the technology sector, specializing in the production of analog and mixed-signal computer chips that are utilized in various real-world applications [1]. Company Overview - ADI focuses on creating chips that serve a wide range of applications, indicating its importance in the tech industry [1]. - The company is often compared with small- to mid-cap firms, which are frequently overlooked by investors, highlighting ADI's position as a large-cap company that provides a broader perspective on equity markets [1].

Analog Devices reported quarterly earnings of $2.46 per share which beat the analyst consensus estimate of $2.31 per share. The company reported quarterly sales of $3.160 billion which beat the analyst consensus estimate of $3.117 billion.Analog Devices expects fiscal second-quarter 2026 revenue of $3.40 billion-$3.60 billion, above the analyst consensus estimate of $3.23 billion. The company projects quarterly adjusted EPS of $2.73-$3.03 above the analyst consensus estimate of $2.46.“ADI’s robust first qua ...

Key Takeaways Analog Devices posted Q1 EPS of $2.46 on $3.16B revenues, both above estimates and up sharply Y/Y.ADI saw strong growth in Communications and Industrial, with gross margins expanding to 71.2%.Analog Devices guided Q2 revenues around $3.5B and adjusted EPS near $2.88 per share.Analog Devices (ADI) reported first-quarter fiscal 2026 non-GAAP earnings of $2.46 per share, which beat the Zacks Consensus Estimate by 6.5%. This company reported earnings of $1.63 per share in the year-ago period.Analo ...

Group 1 - Renault Group is considering a plan to manufacture its next generation of compact electric vehicles (EVs) at its Palencia plant in Spain [1] - The company has previously produced all of its EVs in France and is now expanding its electric vehicle lineup [1] - Renault faces significant competition from low-cost Chinese manufacturers in its primary European markets [1]