ADI·Analog Devices, Inc.

Analog Devices (ADI) provided positive Q2 2026 earnings guidance, exceeding consensus estimates for both EPS and revenue, which could drive further stock appreciation. This follows strong Q1 results, where revenue surged 30% year-over-year, driven by industrial and communications sectors, and the company increased its dividend by 11%. The AI-driven computing segment is now a significant revenue driver, fueled by demand in data centers. ADI's Q1 earnings exceeded expectations for both revenue and earnings, with data center growth being a key highlight. The company's Q4 CY2025 results also exceeded revenue expectations, with sales up 30.4% year-over-year. The company's strong performance across industrial, communications, and consumer segments, offsetting automotive segment challenges, indicates a positive outlook. Investors should watch for continued growth in the industrial and communications markets, as well as the impact of AI-driven computing on future earnings.