ADI · News · 20261002N
Revenue Performance and Mix
ANALOG DEVICES INC · 2026-10-02 · Importance 86 · Surprise 74 · No source text
Analog Devices reported quarterly revenue of $4.02 billion, up 39.2% year over year. Demand was described as strong in AI data centers, industrial applications, and hyperscaler markets. The company increased its revenue guidance following the stronger quarterly results.
Key facts
- Analog Devices reported revenue of $4.02 billion, a 39.2% year-over-year increase. source
- Analog Devices' disciplined pricing is contributing to gross margin expansion. source
- Analog Devices reported quarterly EPS of $3.45. source
- Analog Devices (ADI) has shown a 14.13% share price return in 30 days. source
- Analog Devices (ADI) has shown a 47.8% year-to-date gain. source
- Simply Wall St's narrative suggests the stock is 14% undervalued with a fair value of $470.72. source
- Simply Wall St's DCF model indicates a cash flow value of $218.50 for Analog Devices. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +28.2% | Analog Devices reported revenue of $4.02 billion, a 39.2% year-over-year increase. |