ADI Analog Devices Inc. Loading... : Bullish and Bearish Analyst Opinions
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22:34
Sep 01
Sep 01
Dell's earnings drive a multi-ticker read-through research note covering storage, optics.
Dell's earnings drive a multi-ticker read-through research note covering storage, optics, power semis, and PC OEMs, with mixed directional impacts but no explicit author positions stated.
19:48
Aug 20
Aug 20
Author announces expert calls on analog, compute, and memory sectors.
Author announces expert calls on analog, compute, and memory sectors, listing tickers as research context without stating any positions or directional views.
LOW
19:46
Aug 20
Aug 20
Expert call summary on analog, compute, and memory supply chains.
Expert call summary on analog, compute, and memory supply chains; questions explore demand durability and shortages without author positions or forward calls.
14:49
Aug 19
Aug 19
ADI profits up on AI demand
Reports Analog Devices profit and revenue rose on AI data center demand; no directional view.
MED
14:00
Aug 19
Aug 19
Management expresses strong confidence in future growth, driven by AI infrastructure and defense spending, and sees a 'brisk growth year in 2027' with data center and energy SAM more than doubling by 2030.
HIGH
11:44
Aug 19
Aug 19
US pre-market movers show mixed megacap performance, with ADI and EL rising on strong earnings.
US pre-market movers show mixed megacap performance, with ADI and EL rising on strong earnings, LOW falling on weak guidance, MRK and MRNA surging on vaccine success, and NBIS dropping on convertible note offering.
11:07
Aug 19
Aug 19
Analog Devices beats Q3 revenue and EPS estimates and guides Q4 above consensus with strong.
Analog Devices beats Q3 revenue and EPS estimates and guides Q4 above consensus with strong earnings results.
23:17
Aug 06
Aug 06
Watch distribution semis: near-term positive, overshoot risk.
Watch the distribution/broadline semis complex: ARW/AVT as distribution proxies and MCHP/ADI/NXPI/STM as broadline vendors face near-term restocking tailwinds, but medium-term overordering risk and no disclosed author position keep these on watch.
MED
23:17
Aug 06
Aug 06
Watch ADI for analog AI infrastructure demand
Watch ADI as a moderate beneficiary of AI data-center demand broadening into analog/mixed-signal; read-through map, not an author-held long.
MED
22:42
Aug 05
Aug 05
"Watch automotive semis on content-led recovery."
Watch automotive semiconductor suppliers on ADAS, infotainment, higher I/O, and battery-vehicle content growth. KLIC call confirms automotive-led recovery rather than broad industrial analog; no position stated.
MED
23:37
Aug 04
Aug 04
Industrial semis watch on destocking completion
Watch TXN, ADI, MCHP, ARW, AVT because channel destocking is largely complete and Lattice's industrial strength supports a cyclical recovery, though Lattice-specific share gains limit direct extrapolation. No ownership language stated.
MED
09:50
Aug 04
Aug 04
Suggests watching QCOM and peers for RF
Suggests watching QCOM, GCTS, QRVO, and ADI for exposure to RF and modem chips, without committing to a directional view.
MED
23:33
Jul 30
Jul 30
Monitor analog/industrial semiconductor peers; read-through indicates no broad pricing recovery.
MED
22:43
Jul 30
Jul 30
Watch Analog Devices as industrial test capacity additions suggest inventory digestion.
Watch Analog Devices as industrial test capacity additions suggest inventory digestion and stronger demand, an early-cycle indicator for analog semiconductors.
MED
02:10
Jul 30
Jul 30
Analog Devices reports unauthorized access to its systems last month with some files.
Analog Devices reports unauthorized access to its systems last month with some files exfiltrated from affected systems according to company investigation.
00:17
Jul 27
Jul 27
Watch ADI as the subject of an AI-generated research note; no position disclosed.
MED
13:41
Jul 26
Jul 26
Watch ADI as a high-margin analog leader with AI infrastructure tailwinds.
Watch ADI as a high-margin analog leader with AI infrastructure tailwinds, but monitor China domestic competition and succession risk.
MED
10:57
Jul 26
Jul 26
Watch ADI as the author references an external thesis and plans a write-up update.
Watch ADI as the author references an external thesis and plans a write-up update; no explicit position taken.
MED
23:10
Jul 23
Jul 23
800V HVDC on track for 1Q27 production
Digitimes reports Nvidia 800V HVDC production beginning end of 1Q27 with ramp from 2Q27, earlier than SemiAnalysis's feared 2028 delay, flagged as a potential catalyst for power-supply component names. No personal directional commitment from author.
MED
07:41
Jul 23
Jul 23
WATCH ADI as a beneficiary of the broad-based analog/embedded semiconductor upturn signaled.
WATCH ADI as a beneficiary of the broad-based analog/embedded semiconductor upturn signaled by TI's Q2 call; industrial exposure drives potential estimate revisions.
MED
03:17
Jul 22
Jul 22
Semiconductor sell-off was positioning, buy now.
The sharp semiconductor sell-off was caused by positioning and leverage unwinding, not fundamental deterioration. AI demand remains robust, with Databricks CEO noting GPU shortages and TSMC planning a 10% price hike next year. UBS upgraded its S&P 500 target and called the correction a buying opportunity, listing a basket of semiconductor stocks to buy.
MED
18:43
Jul 20
Jul 20
ADI spinoff unlocks security growth potential.
The ADI spinoff unlocks intrinsic value as a pure-play distribution business. Commercial security demand is driven by continuous technology replacement cycles, independent of residential housing or construction trends.
MED
00:51
Jul 01
Jul 01
Power semiconductors offer high margins and value.
Power semiconductor companies like Monolithic Power Systems, Texas Instruments, Analog Devices, and Infineon are attractive. MPWR has a gross margin of 55%, significantly higher than the S&P 500 average, and is currently undergoing a healthy correction, offering a good buying opportunity.
MED
18:44
Jun 18
Jun 18
The author provides a detailed sector and factor rotation scanner with data-driven observations.
The author provides a detailed sector and factor rotation scanner with data-driven observations but no explicit personal positions or forward calls, only a disciplined risk-on read with noted divergences.
20:12
Jun 07
Jun 07
Co-mentioned alongside SiC/GaN power semiconductor thesis for NVIDIA Rubin Ultra rack.
Co-mentioned alongside SiC/GaN power semiconductor thesis for NVIDIA Rubin Ultra rack architecture; author flags as names to be covered in upcoming report but does not specify individual directional conviction for each.
MED
10:52
Jun 01
Jun 01
Watch ADI as a named supplier in NVIDIA's 800 VDC power distribution display.
Watch ADI as a named supplier in NVIDIA's 800 VDC power distribution display; design-win cycle precedes revenue recognition.
MED
23:55
May 31
May 31
Research basket of analog and power semi names across the GaN, SiC.
Research basket of analog and power semi names across the GaN, SiC, and power management ecosystem — author frames this explicitly as a "do more research" list, not a position list. Monitor for further re-rating as Nvidia's 800VDC architecture buildout accelerates, particularly in smaller-cap names.
MED
18:30
May 29
May 29
The author provides a detailed supply-chain beneficiary list of Nvidia's 800V DC architecture.
The author provides a detailed supply-chain beneficiary list of Nvidia's 800V DC architecture partners but only takes a personal long position in NVTS, while the rest are indexed as watch.
07:55
May 29
May 29
The tweet reports a severe semiconductor component shortage affecting test equipment makers.
The tweet reports a severe semiconductor component shortage affecting test equipment makers, with extended lead times for FPGAs, CPUs, and driver ICs, but offers no personal position or forward call.
11:16
May 22
May 22
The tweet discusses Kawasaki Heavy as a robotics name to monitor with partnerships involving.
The tweet discusses Kawasaki Heavy as a robotics name to monitor with partnerships involving NVDA, MSFT, and ADI, but the author expresses no directional view and only adds the stock to a watchlist.
HIGH
About ADI Analyst Coverage
Buzzberg tracks ADI (Analog Devices Inc.) across 22 sources. 12 bullish vs 0 bearish calls from 25 analysts. Sentiment: predominantly bullish (16%). 73 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: TheValueist, pequityresearch, BarbarianCap.