ADI Analog Devices Inc. Loading... : Bullish and Bearish Analyst Opinions
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10:52
Jun 01
Jun 01
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, 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 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, 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 NVDA, MSFT, and ADI, but the author expresses no directional view and only adds the stock to a watchlist.
HIGH
04:07
May 22
May 22
Long Analog Devices as a quality cyclical-recovery play in analog/mixed-signal, with AI data-center demand supporting higher-end signal-chain content.
HIGH
21:56
May 21
May 21
Long ADI as record revenue and across-the-board growth confirm a structural demand recovery, despite gross margin nearing a near-term ceiling.
HIGH
10:07
May 21
May 21
Buy ADI on strong cyclical recovery (revenue up 37% y/y, five straight quarters) and structural demand from AI/data centers, defense, and auto; high ASPs and Empower acquisition extend runway.
HIGH
00:19
May 20
May 20
ADI announces acquisition of Empower Semiconductor for $1.5B in cash, M&A event.
HIGH
18:05
May 19
May 19
Long ADI as a supplier of beamforming front-ends and RF transceivers for SpaceX's Starlink ecosystem.
HIGH
15:37
May 19
May 19
The tweet factually reports that several semiconductor stocks are trading near their 52-week highs without expressing any forward-looking opinion or trade recommendation.
HIGH
21:11
May 16
May 16
Long $ADI for its beamforming front-ends and RF transceivers in the Starlink ecosystem.
HIGH
20:22
May 16
May 16
Long ADI as a supplier of RF transceivers for SpaceX communication systems.
HIGH
00:05
May 15
May 15
Bearish view on ICAPS/analog/mature-node names as capacity digestion limits near-term capex recovery despite improving utilization; end-market durability remains uncertain.
HIGH
16:42
May 14
May 14
Watch ADI for its domestic analog manufacturing and high barrier to entry in signal-chain products.
HIGH
15:07
May 14
May 14
Long ADI for domestic analog and RF manufacturing with long life cycles and defense/industrial importance.
HIGH
14:19
May 11
May 11
The author notes that many may underestimate the analog componentry in robotics, highlighting Texas Instruments and Analog Devices as key suppliers without expressing a directional view.
HIGH
16:30
May 08
May 08
Long ADI on a breakout chart at all-time highs, maintaining long-dated call positions (1/21/28) to capture further upside momentum.
HIGH
16:23
May 08
May 08
Long ADI via 1/21/28 calls on a breakout to all-time highs with strong technical momentum.
HIGH
12:40
May 07
May 07
Avoid ADI as non-AI analog name likely to underperform due to lack of direct AI infrastructure exposure per SiTime read-through.
HIGH
12:25
May 06
May 06
Embedded semi demand stabilizing but competitive dynamics from AMD's FPGA/x86 expansion create mixed outlook; watch.
HIGH
22:54
May 04
May 04
Long Sony, ams-OSRAM, Lumentum, Teledyne, Analog Devices as robotics sensor content expands beyond compute into perception and power.
HIGH
22:54
May 04
May 04
Long analog/power semi names as AI data center TAM expands for board-level power; near-term validation of category despite longer-term competitive pressure from ON.
HIGH
22:49
May 04
May 04
Long physical AI and robotics plays as durable embedded semi demand vector emerges, benefiting automation hardware and analog/control suppliers.
HIGH
22:09
May 03
May 03
Long analog semis in the AI power infrastructure basket as the analog cycle has turned and content per server rises, offering asymmetric upside versus memory/optics/compute re-ratings.
HIGH
23:15
Apr 30
Apr 30
Bearish view on ADI as MPS's integration advantage pressures diversified analog competitors in AI power delivery.
HIGH
23:06
Apr 30
Apr 30
Bearish view on ADI on risk to analog power positions from MPS's integration advantage.
HIGH
16:11
Apr 29
Apr 29
Bearish view on ADI as broad analog pricing cycle remains elusive; cost recovery is selective, not margin expansion.
HIGH
16:11
Apr 29
Apr 29
Watch ADI and TXN: positive auto/industrial tailwinds offset by long-duration open-standard SERDES threat in automotive links.
HIGH
About ADI Analyst Coverage
Buzzberg tracks ADI (Analog Devices Inc.) across 11 sources. 8 bullish vs 0 bearish calls from 11 analysts. Sentiment: predominantly bullish (22%). 37 total trade ideas tracked.