Analog Devices (ADI) Expected to Announce Quarterly Earnings on Wednesday

Analog Devices (NASDAQ:ADI) will likely be announcing its Q1 2026 results before the market opens on Wednesday, February 18th. Analysts expect the company to announce earnings of $2.31 per share and revenue of $3.1045 billion for the quarter. Interested persons can find conference call details on the company’s upcoming Q1 2026 earning report page for the latest details on the call scheduled for Wednesday, February 18, 2026 at 10:00 AM ET.

Analog Devices (NASDAQ:ADI) last issued its earnings results on Tuesday, November 25th. The semiconductor company reported $2.26 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.22 by $0.04. The business had revenue of $3.08 billion during the quarter, compared to analysts’ expectations of $3.02 billion. Analog Devices had a net margin of 20.58% and a return on equity of 11.23%. The business’s revenue for the quarter was up 25.9% compared to the same quarter last year. During the same period in the previous year, the company earned $1.67 earnings per share. On average, analysts expect Analog Devices to post $7 EPS for the current fiscal year and $9 EPS for the next fiscal year.

Analog Devices Trading Up 1.7%

Shares of NASDAQ ADI opened at $337.10 on Monday. The firm’s 50 day moving average price is $295.98 and its 200-day moving average price is $260.98. Analog Devices has a 52-week low of $158.65 and a 52-week high of $343.96. The company has a debt-to-equity ratio of 0.24, a quick ratio of 1.68 and a current ratio of 2.19. The company has a market cap of $164.72 billion, a PE ratio of 73.93, a P/E/G ratio of 1.93 and a beta of 1.03.

Analog Devices Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Monday, December 22nd. Investors of record on Monday, December 8th were given a $0.99 dividend. The ex-dividend date of this dividend was Monday, December 8th. This represents a $3.96 annualized dividend and a yield of 1.2%. Analog Devices’s dividend payout ratio is 86.84%.

Analog Devices News Roundup

Here are the key news stories impacting Analog Devices this week:

• Positive Sentiment: Barclays upgraded ADI from “equal weight” to “overweight” and raised its price target to $375, citing an industrial recovery that should lift demand and signaling meaningful upside versus prior targets. Barclays upgrade
• Positive Sentiment: Analyst and media write-ups highlight ADI’s consistent earnings beats and upgraded guidance, improving valuation narratives and supporting investor confidence in continued margin and revenue strength. Valuation after earnings beats
• Positive Sentiment: Fund commentary (Carillon Tower) and other coverage point to Q4 strength for ADI, reinforcing the view that recent results and market positioning contributed to upside in recent sessions. Q4 performance explanation
• Neutral Sentiment: Zacks and other outlets published pieces summarizing Wall Street’s bullish consensus and Q1 metric estimates — useful for context but not single-handed catalysts. Zacks analyst overview
• Neutral Sentiment: Pre-earnings Q1 outlook pieces and broader analyst notes provide estimates for key metrics; these shape expectations but are forward-looking rather than immediate market drivers. Q1 outlook
• Neutral Sentiment: Short-interest reports in recent feeds show anomalous zeros/NaN values, which appear to be reporting errors and should not be treated as a real increase in bearish positioning. (Monitor for corrected data.)
• Negative Sentiment: A note explaining why ADI fell more than the market in a recent session points to near-term profit-taking and market rotation pressures that can create short-term volatility despite the bullish analyst backdrop. Recent pullback explanation

Insider Activity

In other Analog Devices news, SVP Martin Cotter sold 10,000 shares of the stock in a transaction that occurred on Monday, January 5th. The shares were sold at an average price of $278.44, for a total value of $2,784,400.00. Following the transaction, the senior vice president directly owned 49,664 shares in the company, valued at approximately $13,828,444.16. This trade represents a 16.76% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Ray Stata sold 3,125 shares of Analog Devices stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $317.30, for a total transaction of $991,562.50. Following the transaction, the director owned 123,821 shares in the company, valued at $39,288,403.30. This represents a 2.46% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 53,544 shares of company stock worth $15,320,417. Company insiders own 0.36% of the company’s stock.

Hedge Funds Weigh In On Analog Devices

Large investors have recently added to or reduced their stakes in the company. Timmons Wealth Management LLC purchased a new stake in shares of Analog Devices in the fourth quarter worth $40,000. Golden State Wealth Management LLC boosted its holdings in Analog Devices by 15.6% in the 4th quarter. Golden State Wealth Management LLC now owns 303 shares of the semiconductor company’s stock worth $82,000 after buying an additional 41 shares during the period. McMillan Office Inc. purchased a new stake in Analog Devices in the 4th quarter worth $88,000. Wealth Watch Advisors INC bought a new stake in Analog Devices during the third quarter valued at about $93,000. Finally, Litman Gregory Wealth Management LLC bought a new stake in Analog Devices during the fourth quarter valued at about $146,000. Hedge funds and other institutional investors own 86.81% of the company’s stock.

Wall Street Analysts Forecast Growth

ADI has been the subject of a number of research analyst reports. UBS Group reissued a “buy” rating and issued a $400.00 target price on shares of Analog Devices in a report on Monday, February 9th. Susquehanna lifted their price objective on Analog Devices from $350.00 to $360.00 and gave the stock a “positive” rating in a report on Thursday, January 22nd. Bank of America boosted their target price on Analog Devices from $320.00 to $350.00 and gave the stock a “buy” rating in a research report on Wednesday, January 21st. Cfra restated a “buy” rating and set a $280.00 target price on shares of Analog Devices in a research note on Tuesday, November 25th. Finally, The Goldman Sachs Group reiterated a “buy” rating and issued a $300.00 price target on shares of Analog Devices in a research note on Tuesday, November 25th. Three research analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $314.87.

About Analog Devices

Analog Devices, Inc (NASDAQ: ADI) is a multinational semiconductor company that designs, manufactures and markets a broad portfolio of analog, mixed-signal and digital signal processing integrated circuits. Founded in 1965 by Ray Stata and Matthew Lorber, the company has grown into a leading supplier of components that convert, condition and process real-world signals for electronic systems. Analog Devices is headquartered in Massachusetts and serves customers around the world across multiple end markets.

The company’s product lineup includes data converters (ADCs and DACs), amplifiers, power management ICs, radio-frequency (RF) and microwave components, sensors and MEMS devices, signal chain and isolation products, timing and clocking solutions, and embedded processors and software for system-level design.