Analog Devices（ADI）株式概要アナログ・デバイセズ社は、集積回路（IC）、ソフトウェア、サブシステム製品の設計、製造、テスト、マーケティングを米国、北米、南米、欧州、日本、中国、アジアで行っている。 詳細ADI ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長4/6過去の実績5/6財務の健全性5/6配当金0/6報酬収益は年間20.85%増加すると予測されています 過去1年間で収益は81.2%増加しました リスク分析リスクチェックの結果、ADI 、リスクは検出されなかった。すべてのリスクチェックを見るADI Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€367.3015.9% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture023b2016201920222025202620282031Revenue US$22.9bEarnings US$6.0bAdvancedSet Fair ValueView all narrativesAnalog Devices, Inc. 競合他社Texas InstrumentsSymbol: NasdaqGS:TXNMarket cap: US$285.2bQUALCOMMSymbol: NasdaqGS:QCOMMarket cap: US$232.7bMediaTekSymbol: TWSE:2454Market cap: NT$7.3tInfineon TechnologiesSymbol: XTRA:IFXMarket cap: €104.9b価格と性能株価の高値、安値、推移の概要Analog Devices過去の株価現在の株価US$367.3052週高値US$378.6052週安値US$188.20ベータ1.181ヶ月の変化1.70%3ヶ月変化34.03%1年変化83.56%3年間の変化114.48%5年間の変化166.39%IPOからの変化401.67%最新ニュースDeclared Dividend • May 24Second quarter dividend of US$1.10 announcedShareholders will receive a dividend of US$1.10. Ex-date: 2nd June 2026 Payment date: 16th June 2026 Dividend yield will be 1.1%, which is lower than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (62% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 79% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 22+ 1 more updateAnalog Devices, Inc. Provides Earnings Guidance for the Third Quarter Ending August 1, 2026Analog Devices, Inc. provided earnings guidance for the third quarter ending August 1, 2026. For the quarter, the company is forecasting revenue of $3.9 billion, +/- $100 million. At the midpoint of this revenue outlook, The company expects reported operating margin of approximately 39.0%, +/-150 bps. The company is planning for reported EPS to be $2.60, +/-$0.15.Reported Earnings • May 21Second quarter 2026 earnings released: EPS: US$2.41 (vs US$1.15 in 2Q 2025)Second quarter 2026 results: EPS: US$2.41 (up from US$1.15 in 2Q 2025). Revenue: US$3.62b (up 37% from 2Q 2025). Net income: US$1.18b (up 107% from 2Q 2025). Profit margin: 33% (up from 22% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.お知らせ • May 20Analog Devices, Inc. (NasdaqGS:ADI) entered into a definitive agreement to acquire Empower Semiconductor, Inc. for $1.5 billion.Analog Devices, Inc. (NasdaqGS:ADI) entered into a definitive agreement to acquire Empower Semiconductor, Inc. for $1.5 billion on May 19, 2026. Following the closing of the transaction, Mr. Phillips will continue leading IVR technology efforts as part of ADI. The transaction is subject to customary closing conditions and the expiration of the applicable waiting period (and any extension thereof) under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended. The deal has been approved by the Boards of Directors of both ADI and Empower. The transaction is expected to close in the second half of calendar year 2026. PJT Partners LP acted as financial advisor for Analog Devices, Inc. Wachtell, Lipton, Rosen & Katz LLP acted as legal advisor for Analog Devices, Inc. Barclays Capital Inc. acted as financial advisor for Empower Semiconductor, Inc. Goodwin Procter LLP acted as legal advisor for Empower Semiconductor, Inc.Valuation Update With 7 Day Price Move • Apr 23Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €346, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 35x in the Semiconductor industry in Europe. Total returns to shareholders of 129% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €179 per share.お知らせ • Apr 23Analog Devices, Inc. to Report Q2, 2026 Results on May 20, 2026Analog Devices, Inc. announced that they will report Q2, 2026 results at 7:00 AM, US Eastern Standard Time on May 20, 2026最新情報をもっと見るRecent updatesDeclared Dividend • May 24Second quarter dividend of US$1.10 announcedShareholders will receive a dividend of US$1.10. Ex-date: 2nd June 2026 Payment date: 16th June 2026 Dividend yield will be 1.1%, which is lower than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (62% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 79% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 22+ 1 more updateAnalog Devices, Inc. Provides Earnings Guidance for the Third Quarter Ending August 1, 2026Analog Devices, Inc. provided earnings guidance for the third quarter ending August 1, 2026. For the quarter, the company is forecasting revenue of $3.9 billion, +/- $100 million. At the midpoint of this revenue outlook, The company expects reported operating margin of approximately 39.0%, +/-150 bps. The company is planning for reported EPS to be $2.60, +/-$0.15.Reported Earnings • May 21Second quarter 2026 earnings released: EPS: US$2.41 (vs US$1.15 in 2Q 2025)Second quarter 2026 results: EPS: US$2.41 (up from US$1.15 in 2Q 2025). Revenue: US$3.62b (up 37% from 2Q 2025). Net income: US$1.18b (up 107% from 2Q 2025). Profit margin: 33% (up from 22% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.お知らせ • May 20Analog Devices, Inc. (NasdaqGS:ADI) entered into a definitive agreement to acquire Empower Semiconductor, Inc. for $1.5 billion.Analog Devices, Inc. (NasdaqGS:ADI) entered into a definitive agreement to acquire Empower Semiconductor, Inc. for $1.5 billion on May 19, 2026. Following the closing of the transaction, Mr. Phillips will continue leading IVR technology efforts as part of ADI. The transaction is subject to customary closing conditions and the expiration of the applicable waiting period (and any extension thereof) under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended. The deal has been approved by the Boards of Directors of both ADI and Empower. The transaction is expected to close in the second half of calendar year 2026. PJT Partners LP acted as financial advisor for Analog Devices, Inc. Wachtell, Lipton, Rosen & Katz LLP acted as legal advisor for Analog Devices, Inc. Barclays Capital Inc. acted as financial advisor for Empower Semiconductor, Inc. Goodwin Procter LLP acted as legal advisor for Empower Semiconductor, Inc.Valuation Update With 7 Day Price Move • Apr 23Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €346, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 35x in the Semiconductor industry in Europe. Total returns to shareholders of 129% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €179 per share.お知らせ • Apr 23Analog Devices, Inc. to Report Q2, 2026 Results on May 20, 2026Analog Devices, Inc. announced that they will report Q2, 2026 results at 7:00 AM, US Eastern Standard Time on May 20, 2026Declared Dividend • Feb 23First quarter dividend of US$1.10 announcedShareholders will receive a dividend of US$1.10. Ex-date: 3rd March 2026 Payment date: 17th March 2026 Dividend yield will be 1.2%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (74% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 80% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 19First quarter 2026 earnings released: EPS: US$1.70 (vs US$0.79 in 1Q 2025)First quarter 2026 results: EPS: US$1.70 (up from US$0.79 in 1Q 2025). Revenue: US$3.16b (up 30% from 1Q 2025). Net income: US$830.8m (up 112% from 1Q 2025). Profit margin: 26% (up from 16% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.お知らせ • Feb 18+ 1 more updateAnalog Devices, Inc. Provides Earnings Guidance for the Second Quarter of Fiscal 2026Analog Devices, Inc. provided earnings guidance for the second quarter of fiscal 2026. For the period, company forecasted revenue of $3.5 billion, +/- $100 million. At the midpoint of this revenue outlook, expect reported operating margin of approximately 36.4%, +/-150 bps,. The company is planning for reported EPS to be $2.19, +/-$0.15.お知らせ • Jan 26Analog Devices, Inc., Annual General Meeting, Mar 11, 2026Analog Devices, Inc., Annual General Meeting, Mar 11, 2026. Location: 125 summer st., massachusetts 02110, bostan United Statesお知らせ • Jan 23+ 2 more updatesAnalog Devices, Inc. Announces Retirement of Susie Wee from Board of Directors, Effective from March 11, 2026Analog Devices, Inc. on January 20, 2026, Susie Wee informed the Board of Directors that she had decided to retire from the Board and not to stand for re-election at the Company’s 2026 annual meeting of shareholders (the “2026 Annual Meeting”) to be held on March 11, 2026. Dr. Wee’s decision not to stand for re-election did not involve any disagreement on any matter relating to the Company’s operations, policies or practices. Dr. Wee will continue to serve as a director and a member of the Nominating and Corporate Governance Committee until the 2026 Annual Meeting.Recent Insider Transactions • Jan 08Insider recently sold €2.4m worth of stockOn the 5th of January, Martin Cotter sold around 10k shares on-market at roughly €238 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €18m more than they bought in the last 12 months.Recent Insider Transactions • Dec 21Insider recently sold €1.2m worth of stockOn the 17th of December, Martin Cotter sold around 5k shares on-market at roughly €231 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €1.4m. Insiders have been net sellers, collectively disposing of €16m more than they bought in the last 12 months.Recent Insider Transactions • Dec 03Key Executive recently sold €1.4m worth of stockOn the 1st of December, Vivek Jain sold around 6k shares on-market at roughly €229 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €2.6m. Vivek has been a net seller over the last 12 months, reducing personal holdings by €3.8m.Declared Dividend • Dec 01Fourth quarter dividend of US$0.99 announcedShareholders will receive a dividend of US$0.99. Ex-date: 8th December 2025 Payment date: 22nd December 2025 Dividend yield will be 1.6%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (86% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 73% over the next 3 years, which should provide support to the dividend and adequate earnings cover.New Risk • Nov 26New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 26% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (€7.2m sold).Reported Earnings • Nov 26Full year 2025 earnings released: EPS: US$4.59 (vs US$3.30 in FY 2024)Full year 2025 results: EPS: US$4.59 (up from US$3.30 in FY 2024). Revenue: US$11.0b (up 17% from FY 2024). Net income: US$2.27b (up 39% from FY 2024). Profit margin: 21% (up from 17% in FY 2024). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.お知らせ • Nov 25+ 1 more updateAnalog Devices, Inc. Provides Earnings Guidance for the First Quarter of Fiscal 2026Analog Devices, Inc. provided earnings guidance For the first quarter of fiscal 2026. For the period, company forecasted revenue of $3.1 billion, +/- $100 million. At the midpoint of this revenue outlook, company expect reported operating margin of approximately 31.0%, +/- 130 bps. Company planning for reported EPS to be $1.60, +/- $0.10, and adjusted EPS to be $2.29, +/- $0.10.お知らせ • Nov 04Analog Devices, Inc. Unveils CodeFusion Studio™? 2.0 to Simplify and Accelerate Embedded AI DevelopmentAnalog Devices, Inc. launched CodeFusion Studio™? 2.0, a significant upgrade to its open source embedded development platform. CodeFusion Studio 2.0 now supports complete AI workflows, enabling developers to bring their own models and deploy them efficiently across ADI's processors and microcontrollers, from low-power edge devices to high-performance DSPs (digital signal processors). The latest platform, based on Microsoft's Visual Studio Code, features a built-in model compatibility checker, performance profiling tools and optimization capabilities that are designed to ensure robust deployment and an accelerated time-to-market. A new Zephyr-based modular framework enables runtime performance profiling for AI/ML workloads, offering layer-by-layer analysis and seamless integration with ADI's heterogeneous platforms. This encapsulation of toolchains simplifies machine learning deployment and enhances system-level performance insights. The updated CodeFusion Studio System Planner now supports multi-core applications and expanded device compatibility, while unified configuration tools reduce complexity across ADI's hardware ecosystem. Developers benefit from integrated debugging capabilities, including Core Dump Analysis and GDB (GNU debugger) support, making troubleshooting faster and more intuitive. ADI Future Proofs Its Digital Roadmap: CodeFusion Studio 2. 0 is the latest milestone in ADI's open-source embedded development platform, embodying its commitment to delivering developer-first tools that simplify complexity and accelerate innovation. As ADI expands its digital roadmap, future releases will continue to push the boundaries of embedded intelligence, bringing deeper hardware-software integration, expanded runtime environments and new capabilities tailored to evolving developer needs as they experiment with physical AI.お知らせ • Oct 24Analog Devices, Inc. to Report Q4, 2025 Results on Nov 25, 2025Analog Devices, Inc. announced that they will report Q4, 2025 results at 7:00 AM, US Eastern Standard Time on Nov 25, 2025お知らせ • Oct 21ASE Technology Holding Co., Ltd. (TWSE:3711) signed a binding Memorandum of Understanding to acquire Linear Semiconductor Sdn Bhd from Analog Devices, Inc. (NasdaqGS:ADI).ASE Technology Holding Co., Ltd. (TWSE:3711) signed a binding Memorandum of Understanding to acquire Linear Semiconductor Sdn Bhd from Analog Devices, Inc. (NasdaqGS:ADI) on October 21, 2025. The transaction is subject to approval by regulatory board / committee and definitive agreement. The expected completion of the transaction is in the first calendar half of 2026.お知らせ • Oct 14Analog Devices, Inc. Launches ADI Power Studio and New Web-Based ToolsAnalog Devices, Inc. announced the launch of ADI Power Studio, a comprehensive family of products that offers advanced modeling, component recommendations and efficiency analysis with simulation. In addition, ADI is introducing early versions of two new web-based tools with a modernized user experience under the Power Studio umbrella: ADI Power StudioPlanner and ADI Power StudioDesigner. Together, the family of tools can facilitate shorter development cycles, reduce rework and increase speed at which engineers bring power-dense systems to market. Introducing New Power Tools: ADI Power Studio Planner: The next-generation, web-based tool for system-level power tree planning, Power StudioPlanner gives engineers an interactive view of their system architecture, providing clarity to model power distribution, calculate power loss, and analyze system efficiency with ease. With intelligent parameters, teams can make faster, better architecture decisions from the start. ADI Power StudioDesigner: A powerful, web-based tool for IC-level power supply design, Power StudioDesigner provides optimized component recommendations, performance estimates, and tailored efficiency analysis. Built on the trusted ADI power design architecture, Power StudioDesigner offers guided workflows so engineers can set key parameters and move confidently toward simulation, configuration and evaluation. By guiding users through these steps, engineers can build accurate models to simulate real-world performance with support for both LTspice and SIMPLIS schematics before moving to hardware. Power StudioPlanner and Power StudioDesigner are available now as part of the ADI Power Studio. These tools represent the first phase of ADI's vision to deliver a fully connected power design workflow for customers, with ongoing updates and product announcements planned in the months ahead.Recent Insider Transactions • Sep 09Insider recently sold €2.6m worth of stockOn the 5th of September, Martin Cotter sold around 13k shares on-market at roughly €210 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €4.4m. Insiders have been net sellers, collectively disposing of €13m more than they bought in the last 12 months.Recent Insider Transactions • Aug 29CEO & Chair of the Board of Directors recently sold €4.4m worth of stockOn the 27th of August, Vincent Roche sold around 20k shares on-market at roughly €219 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Vincent has been a net seller over the last 12 months, reducing personal holdings by €8.2m.Declared Dividend • Aug 25Third quarter dividend of US$0.99 announcedShareholders will receive a dividend of US$0.99. Ex-date: 2nd September 2025 Payment date: 16th September 2025 Dividend yield will be 1.7%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is not adequately covered by earnings (99% earnings payout ratio). However, it is covered by cash flows (53% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 9.5% to bring the payout ratio under control. EPS is expected to grow by 99% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Reported Earnings • Aug 21Third quarter 2025 earnings released: EPS: US$1.05 (vs US$0.79 in 3Q 2024)Third quarter 2025 results: EPS: US$1.05 (up from US$0.79 in 3Q 2024). Revenue: US$2.88b (up 25% from 3Q 2024). Net income: US$518.5m (up 32% from 3Q 2024). Profit margin: 18% (in line with 3Q 2024). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.お知らせ • Aug 20+ 1 more updateAnalog Devices, Inc. Provides Earnings Guidance for Fourth Quarter of Fiscal Year 2025Analog Devices, Inc. provided earnings guidance for fourth quarter of fiscal year 2025. For the year, the company provided revenue forecasting of $3.0 billion, +/- $100 million. The company is planning for reported EPS to be $1.53, +/-$0.10.お知らせ • Jul 25Analog Devices, Inc. to Report Q3, 2025 Results on Aug 20, 2025Analog Devices, Inc. announced that they will report Q3, 2025 results at 7:00 AM, US Eastern Standard Time on Aug 20, 2025Declared Dividend • Jun 02Second quarter dividend of US$0.99 announcedShareholders will receive a dividend of US$0.99. Ex-date: 4th June 2025 Payment date: 18th June 2025 Dividend yield will be 1.9%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is not covered by earnings (104% earnings payout ratio). However, it is covered by cash flows (60% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 15% to bring the payout ratio under control. EPS is expected to grow by 91% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Reported Earnings • May 23Second quarter 2025 earnings released: EPS: US$1.15 (vs US$0.61 in 2Q 2024)Second quarter 2025 results: EPS: US$1.15 (up from US$0.61 in 2Q 2024). Revenue: US$2.64b (up 22% from 2Q 2024). Net income: US$569.8m (up 89% from 2Q 2024). Profit margin: 22% (up from 14% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • May 22+ 1 more updateAnalog Devices, Inc. Provides Earnings Guidance for Third Quarter of Fiscal Year 2025Analog Devices, Inc. provides earnings guidance for third quarter of fiscal year 2025. For the period, the company provided forecasting revenue of $2.75 billion, +/- $100 million. The company is planning for reported EPS to be $1.23, +/-$0.10.Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €203, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 16x in the Semiconductor industry in Europe. Total returns to shareholders of 38% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €227 per share.New Risk • May 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Austrian stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Profit margins are more than 30% lower than last year (17% net profit margin). Significant insider selling over the past 3 months (€6.3m sold).お知らせ • Apr 25Analog Devices, Inc. to Report Q2, 2025 Results on May 22, 2025Analog Devices, Inc. announced that they will report Q2, 2025 results at 7:00 AM, US Eastern Standard Time on May 22, 2025New Risk • Apr 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Austrian stocks, typically moving 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.5% average weekly change). Profit margins are more than 30% lower than last year (17% net profit margin). Significant insider selling over the past 3 months (€6.3m sold).Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €156, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 10x in the Semiconductor industry in Europe. Total returns to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €245 per share.Recent Insider Transactions • Mar 27Key Executive recently sold €2.5m worth of stockOn the 24th of March, Vivek Jain sold around 13k shares on-market at roughly €194 per share. This transaction amounted to 50% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Vivek has been a net seller over the last 12 months, reducing personal holdings by €3.1m.Recent Insider Transactions • Mar 20CEO & Chair of the Board of Directors recently sold €1.9m worth of stockOn the 11th of March, Vincent Roche sold around 10k shares on-market at roughly €193 per share. This transaction amounted to 9.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Vincent has been a net seller over the last 12 months, reducing personal holdings by €3.8m.Recent Insider Transactions • Mar 17CEO & Chair of the Board of Directors recently sold €1.9m worth of stockOn the 11th of March, Vincent Roche sold around 10k shares on-market at roughly €193 per share. This transaction amounted to 9.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Vincent has been a net seller over the last 12 months, reducing personal holdings by €3.8m.お知らせ • Mar 10Analog Devices, Inc. Introduces Expanded CodeFusion Studio™? Solution to Accelerate Product Development and Ensure Data SecurityAnalog Devices, Inc. unveiled an expanded version of its developer-centric offerings with new solutions to drive more efficiency and security for developers and provide increased customer value. The CodeFusion Studio System Planner helps customers deliver innovations for the Intelligent Edge with enhanced capabilities and reduced time-to-market. The new Data Provenance Software Development solution establishes a trust framework for data created at the Intelligent Edge, ensuring the data remains trustworthy and preserves its fidelity from creation to consumption or storage. Early access kits and software downloads for the solution will be available through on April 25. This system gives developers as much flexibility as possible while benefiting from a common set of configuration tools. A set of plugins for common firmware platforms - Zephyr RTOS, ADI's SDK, etc. - will be provided out of the box, but customers are free to duplicate and modify those project creation and configuration plugins for their requirements. The plugin system makes use of a templating engine beneath the surface. In addition to the CodeFusion Studio System Planners, ADI is also announcing an upgraded ADI Assure Trusted Edge Security Architecture with the early access release of the company's first Data ProvenanceSoftware Development solution ensuring data trust and traceability for customers across its life cycle. The new Data Provenances solution establishes a trust framework for signal chain data, ensuring that data created at the Intelligent Edge retains its integrity, authenticity, and preserves its fidelity as it moves through the system. The Data provenance solution allows appending secure metadata, enhancing the trust and fidelity of the generated data; fidelity comes from the addition of information about the history of the data across its journey. Trust is established by a strong cryptographic proof, allowing users to assess the authenticity and integrity of their data across complex networks more easily, whether it's being used for simple dashboard displays or sophisticated machine learning models. With revenue of more than $9 billion in fiscal year24 and approximately 24,000 people globally, ADI ensures today's innovators stay ahead of What's Possible™?.お知らせ • Mar 04Keysight Technologies, Inc. Teams Up with Analog Devices, Inc. to Demonstrate 6G Fr3 Radio Frequency Front-End (RFE) Characterization At Mobile World Congress 2025Keysight Technologies, Inc. teamed up with Analog Devices, Inc. (ADI) to demonstrate 6G FR3 radio frequency front-end (RFFE) characterization at Mobile World Congress 2025 at Keysight’s booth (#5F41 Hall 5). The demonstration will showcase how to streamline the characterization process, reducing development time and minimizing errors. FR3 aims to bridge the gap between the extensive coverage of FR1 and the high capacity of FR2, making it a versatile option for future network demands. To validate the design of a new FR3 RFFE Control Interface, development engineers must ensure it is future-proof as the standard evolves. This involves characterizing complex active components to guarantee system performance upon deployment, a process that requires complex test setups, increasing test cycle time and the risk of errors during the development workflow. Keysight’s PNA-X Network Analyzers simplify the complex characterization test setups with a highly configurable architecture. ADI has successfully developed a comprehensive FR3 radio front-end signal chain (6-18GHz) to accelerate the development of FR3. This accomplishment provides a robust foundation for the seamless integration and deployment of 6G FR3 technology, paving the way for the next generation of wireless communication.Buy Or Sell Opportunity • Feb 27Now 20% undervaluedOver the last 90 days, the stock has risen 6.1% to €221. The fair value is estimated to be €278, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 3.0%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.Declared Dividend • Feb 24First quarter dividend of US$0.99 announcedShareholders will receive a dividend of US$0.99. Ex-date: 4th March 2025 Payment date: 17th March 2025 Dividend yield will be 1.6%, which is higher than the industry average of 1.2%. Payout Ratios Payout ratio: 119%. Cash payout ratio: 62%.Reported Earnings • Feb 20First quarter 2025 earnings released: EPS: US$0.79 (vs US$0.93 in 1Q 2024)First quarter 2025 results: EPS: US$0.79 (down from US$0.93 in 1Q 2024). Revenue: US$2.42b (down 3.6% from 1Q 2024). Net income: US$391.3m (down 15% from 1Q 2024). Profit margin: 16% (down from 18% in 1Q 2024). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €226, the stock trades at a forward P/E ratio of 52x. Average forward P/E is 12x in the Semiconductor industry in Europe. Total returns to shareholders of 68% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €299 per share.お知らせ • Feb 19+ 1 more updateAnalog Devices, Inc. Provides Earnings Guidance for the Second Quarter of Fiscal 2025Analog Devices, Inc. provided earnings guidance for the second quarter of fiscal 2025. For the quarter, the company forecasting revenue of $2.50 billion, +/- $100 million. Company planning for reported EPS to be $0.97, +/-$0.10. Company's second quarter fiscal 2025 outlook is based on current expectations and actual results may differ materially as a result of, among other things, the important factors discussed at the end of this release.お知らせ • Jan 24Analog Devices, Inc. to Report Q1, 2025 Results on Feb 19, 2025Analog Devices, Inc. announced that they will report Q1, 2025 results at 7:00 AM, US Eastern Standard Time on Feb 19, 2025お知らせ • Jan 22Analog Devices, Inc. Appoints Andrea F. Wainer to Its Board of Directors as an Independent Director and Member of the Nominating and Corporate Governance CommitteeAnalog Devices, Inc. announced the appointment of Andrea F. Wainer, to its Board of Directors as an independent director. She will also serve as a member of the Board's Nominating and Corporate Governance Committee. Wainer is a highly versatile, results-oriented leader with expertise leading innovative businesses at Abbott Laboratories (Abbott), Pfizer and Astellas Pharma. Since 2019, she has served as Executive Vice President, Rapid and Molecular Diagnostics at Abbott. In this role, she leads three businesses – one focused on molecular diagnostics and the analysis of DNA and RNA at the molecular level, the second a provider of rapid point-of-care diagnostics, and the third delivers a leading hand-held point-of-care device. Previous roles held include President, Abbott Molecular Diagnostics; President, Abbott Animal Health; and Divisional Vice President/General Manager, Abbott Renal Care. Wainer also serves as a member of the Board of Trustees of the Goodman Theatre. She earned a Bachelor's Degree in Accounting from the John M. Olin School of Business, Washington University and a Master's Degree in Business Administration from the Kellogg School of Management, Northwestern University.お知らせ • Jan 14Analog Devices, Inc., Annual General Meeting, Mar 12, 2025Analog Devices, Inc., Annual General Meeting, Mar 12, 2025. Location: 125 summer street, massachusetts 02110, boston, United StatesNew Risk • Nov 27New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 38% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (17% net profit margin).Reported Earnings • Nov 27Full year 2024 earnings released: EPS: US$3.30 (vs US$6.60 in FY 2023)Full year 2024 results: EPS: US$3.30 (down from US$6.60 in FY 2023). Revenue: US$9.43b (down 23% from FY 2023). Net income: US$1.64b (down 51% from FY 2023). Profit margin: 17% (down from 27% in FY 2023). Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 7% per year.お知らせ • Nov 26+ 1 more updateAnalog Devices, Inc. Provides Earnings Guidance for the First Quarter of Fiscal 2025Analog Devices, Inc. provided earnings guidance for the first quarter of fiscal 2025. For the quarter, the company forecasting revenue of $2.35 billion, +/- $100 million. At the midpoint of this revenue outlook, expect reported operating margin of approximately 22.0%, +/- 130 bps. First quarter fiscal 2025 outlook is based on current expectations and actual results may differ materially as a result of, among other things, the important factors discussed at the end of this release. These statements supersede all prior statements regarding business outlook set forth in prior ADI news releases, and ADI disclaims any obligation to update these forward-looking statements.お知らせ • Nov 12Analog Devices, Inc. completed the acquisition of Flex Logix Technologies, Inc.Analog Devices, Inc. acquired Flex Logix Technologies, Inc. on November 11, 2024. The acquisition will transfer Flex Logix's technological assets and technical team to ADI, bringing strong technical support and talent reserves Analog Devices, Inc. completed the acquisition of Flex Logix Technologies, Inc. on November 11, 2024.Buy Or Sell Opportunity • Nov 05Now 21% undervaluedOver the last 90 days, the stock has risen 3.6% to €199. The fair value is estimated to be €251, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 8.6% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.お知らせ • Oct 24Analog Devices, Inc. to Report Q4, 2024 Results on Nov 26, 2024Analog Devices, Inc. announced that they will report Q4, 2024 results at 7:00 AM, US Eastern Standard Time on Nov 26, 2024お知らせ • Oct 11Analog Devices, Inc. Announces Resignation of Anelise Sacks as Executive Vice President and Chief Customer Officer, Effective March 31, 2025On October 9, 2024, Anelise Sacks notified Analog Devices, Inc. of her decision to resign as Executive Vice President and Chief Customer Officer of the Company to explore other opportunities, effective as of March 31, 2025, or such earlier date as the Company appoints a new Chief Customer Officer. If the Company appoints a new Chief Customer Officer prior to March 31, 2025, Ms. Sacks will remain employed by the Company through such date to assist in the transition of her role and responsibilities.Declared Dividend • Aug 26Third quarter dividend of US$0.92 announcedShareholders will receive a dividend of US$0.92. Ex-date: 3rd September 2024 Payment date: 17th September 2024 Dividend yield will be 1.7%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is not covered by earnings (109% earnings payout ratio). However, it is covered by cash flows (62% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 21% to bring the payout ratio under control. EPS is expected to grow by 101% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Reported Earnings • Aug 22Third quarter 2024 earnings released: EPS: US$0.79 (vs US$1.75 in 3Q 2023)Third quarter 2024 results: EPS: US$0.79 (down from US$1.75 in 3Q 2023). Revenue: US$2.31b (down 25% from 3Q 2023). Net income: US$392.2m (down 55% from 3Q 2023). Profit margin: 17% (down from 28% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 13% per year.お知らせ • Aug 21+ 1 more updateAnalog Devices, Inc. Provides Earnings Guidance for the Fourth Quarter of Fiscal Year 2024Analog Devices, Inc. provided earnings guidance for the fourth quarter of fiscal year 2024. For the fourth quarter, the company is forecasting revenue of $2.40 billion, +/- $100 million and also planning for reported EPS to be $0.85, +/-$0.10, and adjusted EPS to be $1.63, +/-$0.10.お知らせ • Jul 25Analog Devices, Inc. to Report Q3, 2024 Results on Aug 21, 2024Analog Devices, Inc. announced that they will report Q3, 2024 results at 7:00 AM, US Eastern Standard Time on Aug 21, 2024New Risk • Jun 16New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €4.7m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. This is currently the only risk that has been identified for the company.Recent Insider Transactions • Jun 16Insider recently sold €3.8m worth of stockOn the 13th of June, Gregory Bryant sold around 18k shares on-market at roughly €217 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €7.5m more than they bought in the last 12 months.Declared Dividend • May 27Second quarter dividend of US$0.92 announcedShareholders will receive a dividend of US$0.92. Ex-date: 4th June 2024 Payment date: 17th June 2024 Dividend yield will be 1.5%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (83% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 76% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 23Second quarter 2024 earnings released: EPS: US$0.61 (vs US$1.94 in 2Q 2023)Second quarter 2024 results: EPS: US$0.61 (down from US$1.94 in 2Q 2023). Revenue: US$2.16b (down 34% from 2Q 2023). Net income: US$302.2m (down 69% from 2Q 2023). Profit margin: 14% (down from 30% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 17% per year.お知らせ • May 23+ 1 more updateAnalog Devices, Inc. Provides Earnings Guidance for the Third Quarter of Fiscal Year 2024Analog Devices, Inc. provided earnings guidance for the third quarter of fiscal year 2024. For the third quarter of fiscal 2024, the company forecasting revenue of $2.27 billion, +/- $100 million. The company is planning for reported EPS to be $0.71, +/-$0.10.お知らせ • Apr 26Analog Devices, Inc. to Report Q2, 2024 Results on May 22, 2024Analog Devices, Inc. announced that they will report Q2, 2024 results at 7:00 AM, US Eastern Standard Time on May 22, 2024Recent Insider Transactions • Mar 24Independent Director recently sold €224k worth of stockOn the 21st of March, James Champy sold around 1k shares on-market at roughly €182 per share. This transaction amounted to 2.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.1m more than they bought in the last 12 months.お知らせ • Mar 05Analog Devices, Inc. Announces U.S. FDA 510(K) Clearance and the Commercial Launch of Sensinel by Analog Devices Cardiopulmonary Management SystemAnalog Devices, Inc. announced U.S. Food and Drug Administration (FDA) 510(k) clearance and the commercial launch of the Sensinel™ Cardiopulmonary Management (CPM) System. The compact wearable device is a non-invasive, remote management system that captures cardiopulmonary measurements for chronic disease management such as heart failure. It is the first FDA clearance the company has received in its 59-year history. The Sensinel CPM System is the next-generation solution for management of cardiopulmonary diseases like heart failure. It is equipped with a set of physiological indicators to help care teams better manage chronic conditions early and remotely, as well as in a precise manner. Patients self-apply ADI's Sensinel CPM Wearable which they only wear for three to five minutes in a home care setting. The device then captures data about their cardiopulmonary health. This data is automatically uploaded to ADI's Sensinel CPM Cloud Platform using a cellular link (without the need for a patient-supplied Internet connection) and is then further analyzed using ADI's Sensinel CPM Intelligent Algorithms in the cloud.Declared Dividend • Feb 26First quarter dividend of US$0.92 announcedShareholders will receive a dividend of US$0.92. Ex-date: 4th March 2024 Payment date: 15th March 2024 Dividend yield will be 1.9%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (62% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 42% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 22First quarter 2024 earnings released: EPS: US$0.93 (vs US$1.90 in 1Q 2023)First quarter 2024 results: EPS: US$0.93 (down from US$1.90 in 1Q 2023). Revenue: US$2.51b (down 23% from 1Q 2023). Net income: US$462.7m (down 52% from 1Q 2023). Profit margin: 18% (down from 30% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 21+ 1 more updateAnalog Devices, Inc. Provides Earnings Guidance for the Second Quarter of Fiscal 2024Analog Devices, Inc. provided earnings guidance For the second quarter of fiscal 2024. For the period, company expects revenue of $2.10 billion, +/- $100 million. At the midpoint of this revenue outlook, company expect reported operating margin of approximately 15.1%, +/-200 bps. The company is planning planning for reported EPS to be $0.46, +/-$0.10.お知らせ • Feb 01Analog Devices, Inc. to Report Q1, 2024 Results on Feb 21, 2024Analog Devices, Inc. announced that they will report Q1, 2024 results at 7:00 AM, US Eastern Standard Time on Feb 21, 2024お知らせ • Jan 25+ 1 more updateAnalog Devices Appoints Richard C. Puccio, Jr. as Executive Vice President, Effective February 5, 2024Analog Devices, Inc. announced that Richard C. Puccio, Jr. will join the company on February 5, 2024 as Executive Vice President and Chief Financial Officer. In this role, Mr. Puccio will set ADI’s financial strategy and lead the company’s global finance operations. Mr. Puccio will report to CEO and Chair Vincent Roche. Mr. Puccio joins ADI from Amazon Web Services (AWS), a leading global cloud and technology services provider, where he served as CFO. In his role at AWS, Mr. Puccio partnered closely with the business to manage more than 200 fully featured services, including compute, storage, databases, robotics, machine learning and artificial intelligence (AI), Internet of Things (IoT), mobile, and security, among many other technologies. Prior to his role at AWS, Mr. Puccio was at PricewaterhouseCoopers (PwC) for nearly 29 years, where he served as a partner for over two decades. During his tenure at PwC, Mr. Puccio primarily served clients in the global technology, semiconductor, and semiconductor capital equipment industries. Mr. Puccio earned his AB in Economics from Harvard University and his MBA from Boston University.お知らせ • Jan 19Analog Devices, Inc. Announces Board ChangesAnalog Devices, Inc. announced that on January 16, 2024, each of Dr. Anantha P. Chandrakasan and Mr. Kenton J. Sicchitano informed the Board of Directors of the company that they had decided not to stand for re-election at the Company’s 2024 annual meeting of shareholders to be held on March 13, 2024. Neither Dr. Chandrakasan’s nor Mr. Sicchitano’s decision not to stand for re-election involved any disagreement on any matter relating to the Company’s operations, policies or practices. Dr. Chandrakasan and Mr. Sicchitano will continue to serve as directors until the 2024 Annual Meeting. Dr. Chandrakasan is a member of the Audit Committee and the Corporate Development Committee and Mr. Sicchitano is a member of the Nominating and Corporate Governance Committee. On January 16, 2024, the Board of Directors appointed Stephen M. Jennings as Lead Independent Director of the Board of Directors, effective immediately.お知らせ • Dec 08+ 1 more updateAnalog Devices, Inc., Annual General Meeting, Mar 08, 2024Analog Devices, Inc., Annual General Meeting, Mar 08, 2024.Recent Insider Transactions • Nov 29Key Executive recently sold €2.9m worth of stockOn the 27th of November, Vivek Jain sold around 17k shares on-market at roughly €168 per share. This transaction amounted to 75% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Vivek has been a net seller over the last 12 months, reducing personal holdings by €4.6m.Reported Earnings • Nov 23Full year 2023 earnings released: EPS: US$6.60 (vs US$5.29 in FY 2022)Full year 2023 results: EPS: US$6.60 (up from US$5.29 in FY 2022). Revenue: US$12.3b (up 2.4% from FY 2022). Net income: US$3.31b (up 21% from FY 2022). Profit margin: 27% (up from 23% in FY 2022). The increase in margin was primarily driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 9.4% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 22+ 1 more updateAnalog Devices, Inc. Provides Earnings Guidance for the First Quarter of 2024Analog Devices, Inc. provided earnings guidance for the first quarter of 2024. For the period, Company expects revenue of $2.5 billion, +/- $100 million, which includes the benefit of a 14th week in the quarter. At the midpoint of this revenue outlook, expect reported operating margin of approximately 23.1%, +/- 130 bps and planning for reported EPS to be $0.91, +/- $0.10.お知らせ • Oct 25Analog Devices, Inc. to Report Q4, 2023 Results on Nov 21, 2023Analog Devices, Inc. announced that they will report Q4, 2023 results at 7:00 AM, US Eastern Standard Time on Nov 21, 2023お知らせ • Oct 14Analog Devices, Inc. Appoints James Mollica as Interim Chief Financial Officer, Effective as of October 29, 2023On October 12, 2023, the Board of Directors (the “Board”) of Analog Devices, Inc. (the “Company”) appointed James Mollica as interim Chief Financial Officer (principal financial officer), effective as of October 29, 2023, until a successor Chief Financial Officer is named. As previously announced, the Company’s search to identify the Company’s next Chief Financial Officer is ongoing. Mr. Mollica, 57, has served at the Company for 35 years in roles of increasing responsibility, most recently as the Company’s Vice President, Finance, Global Customer Office, since December 2021. Before that, Mr. Mollica served as the Company’s Maxim Integrated chief financial officer from August 2021 to December 2021, and as Vice President, FP&A and Treasurer from December 2017 to August 2021.New Risk • Aug 24New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.お知らせ • Aug 24+ 1 more updateAnalog Devices, Inc. Provides Earnings Guidance for the Fourth Quarter of Fiscal Year 2023Analog Devices, Inc. provided earnings guidance for the fourth quarter of fiscal year 2023. For the fourth quarter of fiscal 2023 the company is forecasting revenue of $2.70 billion, +/- $100 million. The company planning for reported EPS to be $1.19, +/-$0.10.Reported Earnings • Aug 23Third quarter 2023 earnings released: EPS: US$1.75 (vs US$1.45 in 3Q 2022)Third quarter 2023 results: EPS: US$1.75 (up from US$1.45 in 3Q 2022). Revenue: US$3.08b (down 1.1% from 3Q 2022). Net income: US$877.0m (up 17% from 3Q 2022). Profit margin: 28% (up from 24% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.株主還元ADIAT SemiconductorAT 市場7D7.2%6.9%5.0%1Y83.6%141.2%32.3%株主還元を見る業界別リターン: ADI過去 1 年間で141.2 % の収益を上げたAustrian Semiconductor業界を下回りました。リターン対市場: ADI過去 1 年間で32.3 % の収益を上げたAustrian市場を上回りました。価格変動Is ADI's price volatile compared to industry and market?ADI volatilityADI Average Weekly Movement5.5%Semiconductor Industry Average Movement10.5%Market Average Movement4.6%10% most volatile stocks in AT Market7.2%10% least volatile stocks in AT Market2.9%安定した株価: ADI 、 Austrian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: ADIの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト196524,500Vince Rochewww.analog.comアナログ・デバイセズ社は、集積回路（IC）、ソフトウェア、サブシステム製品の設計、製造、テスト、マーケティングを米国、北米、南米、欧州、日本、中国、アジアで行っている。同社は、実世界のアナログ信号をデジタルデータに変換し、デジタルデータをアナログ信号に変換するデータ・コンバータ製品、自動車、通信、産業、民生市場向けの電力変換、ドライバ・モニタリング、シーケンス、エネルギー管理アプリケーション向けのパワー・マネージメントおよびリファレンス製品、正確な電源設計のための性能、統合、ソフトウェア設計シミュレーション・ツールを含むパワーICを提供している。また、アナログ信号を調整するアンプ、携帯電話インフラをサポートする無線周波数およびマイクロ波IC、加速度を検知する加速度計、回転を検知するジャイロスコープ、複数の自由度を検知する慣性計測ユニット、無線および計測器システム用の広帯域スイッチ、アイソレータなどの微小電気機械システム技術ソリューションも提供している。また、デジタル信号処理や数値計算用のシステム製品も提供している。産業、自動車、民生、計測機器、航空宇宙、防衛、ヘルスケア、通信の各市場の顧客に、直接販売、第三者販売代理店、独立系販売代理店、オンラインを通じてサービスを提供している。同社は1965年に設立され、マサチューセッツ州ウィルミントンに本社を置いている。もっと見るAnalog Devices, Inc. 基礎のまとめAnalog Devices の収益と売上を時価総額と比較するとどうか。ADI 基礎統計学時価総額€179.42b収益（TTM）€2.85b売上高(TTM)€10.98b61.1xPER（株価収益率15.9xP/SレシオADI は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計ADI 損益計算書（TTM）収益US$12.74b売上原価US$4.52b売上総利益US$8.22bその他の費用US$4.90b収益US$3.31b直近の収益報告May 02, 2026次回決算日該当なし一株当たり利益（EPS）6.80グロス・マージン64.49%純利益率26.01%有利子負債／自己資本比率25.8%ADI の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.1%現在の配当利回り62%配当性向ADI 配当は確実ですか？ADI 配当履歴とベンチマークを見るADI 、いつまでに購入すれば配当金を受け取れますか？Analog Devices 配当日配当落ち日Jun 02 2026配当支払日Jun 16 2026配当落ちまでの日数15 days配当支払日までの日数1 dayADI 配当は確実ですか？ADI 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/16 23:21終値2026/06/16 00:00収益2026/05/02年間収益2025/11/01データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Analog Devices, Inc. 29 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。50 アナリスト機関George ChangAletheia Analyst Network LimitedAlexi UngerArete Research Services LLPBrett SimpsonArete Research Services LLP47 その他のアナリストを表示
Declared Dividend • May 24Second quarter dividend of US$1.10 announcedShareholders will receive a dividend of US$1.10. Ex-date: 2nd June 2026 Payment date: 16th June 2026 Dividend yield will be 1.1%, which is lower than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (62% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 79% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 22+ 1 more updateAnalog Devices, Inc. Provides Earnings Guidance for the Third Quarter Ending August 1, 2026Analog Devices, Inc. provided earnings guidance for the third quarter ending August 1, 2026. For the quarter, the company is forecasting revenue of $3.9 billion, +/- $100 million. At the midpoint of this revenue outlook, The company expects reported operating margin of approximately 39.0%, +/-150 bps. The company is planning for reported EPS to be $2.60, +/-$0.15.
Reported Earnings • May 21Second quarter 2026 earnings released: EPS: US$2.41 (vs US$1.15 in 2Q 2025)Second quarter 2026 results: EPS: US$2.41 (up from US$1.15 in 2Q 2025). Revenue: US$3.62b (up 37% from 2Q 2025). Net income: US$1.18b (up 107% from 2Q 2025). Profit margin: 33% (up from 22% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.
お知らせ • May 20Analog Devices, Inc. (NasdaqGS:ADI) entered into a definitive agreement to acquire Empower Semiconductor, Inc. for $1.5 billion.Analog Devices, Inc. (NasdaqGS:ADI) entered into a definitive agreement to acquire Empower Semiconductor, Inc. for $1.5 billion on May 19, 2026. Following the closing of the transaction, Mr. Phillips will continue leading IVR technology efforts as part of ADI. The transaction is subject to customary closing conditions and the expiration of the applicable waiting period (and any extension thereof) under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended. The deal has been approved by the Boards of Directors of both ADI and Empower. The transaction is expected to close in the second half of calendar year 2026. PJT Partners LP acted as financial advisor for Analog Devices, Inc. Wachtell, Lipton, Rosen & Katz LLP acted as legal advisor for Analog Devices, Inc. Barclays Capital Inc. acted as financial advisor for Empower Semiconductor, Inc. Goodwin Procter LLP acted as legal advisor for Empower Semiconductor, Inc.
Valuation Update With 7 Day Price Move • Apr 23Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €346, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 35x in the Semiconductor industry in Europe. Total returns to shareholders of 129% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €179 per share.
お知らせ • Apr 23Analog Devices, Inc. to Report Q2, 2026 Results on May 20, 2026Analog Devices, Inc. announced that they will report Q2, 2026 results at 7:00 AM, US Eastern Standard Time on May 20, 2026
Declared Dividend • May 24Second quarter dividend of US$1.10 announcedShareholders will receive a dividend of US$1.10. Ex-date: 2nd June 2026 Payment date: 16th June 2026 Dividend yield will be 1.1%, which is lower than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (62% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 79% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 22+ 1 more updateAnalog Devices, Inc. Provides Earnings Guidance for the Third Quarter Ending August 1, 2026Analog Devices, Inc. provided earnings guidance for the third quarter ending August 1, 2026. For the quarter, the company is forecasting revenue of $3.9 billion, +/- $100 million. At the midpoint of this revenue outlook, The company expects reported operating margin of approximately 39.0%, +/-150 bps. The company is planning for reported EPS to be $2.60, +/-$0.15.
Reported Earnings • May 21Second quarter 2026 earnings released: EPS: US$2.41 (vs US$1.15 in 2Q 2025)Second quarter 2026 results: EPS: US$2.41 (up from US$1.15 in 2Q 2025). Revenue: US$3.62b (up 37% from 2Q 2025). Net income: US$1.18b (up 107% from 2Q 2025). Profit margin: 33% (up from 22% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.
お知らせ • May 20Analog Devices, Inc. (NasdaqGS:ADI) entered into a definitive agreement to acquire Empower Semiconductor, Inc. for $1.5 billion.Analog Devices, Inc. (NasdaqGS:ADI) entered into a definitive agreement to acquire Empower Semiconductor, Inc. for $1.5 billion on May 19, 2026. Following the closing of the transaction, Mr. Phillips will continue leading IVR technology efforts as part of ADI. The transaction is subject to customary closing conditions and the expiration of the applicable waiting period (and any extension thereof) under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended. The deal has been approved by the Boards of Directors of both ADI and Empower. The transaction is expected to close in the second half of calendar year 2026. PJT Partners LP acted as financial advisor for Analog Devices, Inc. Wachtell, Lipton, Rosen & Katz LLP acted as legal advisor for Analog Devices, Inc. Barclays Capital Inc. acted as financial advisor for Empower Semiconductor, Inc. Goodwin Procter LLP acted as legal advisor for Empower Semiconductor, Inc.
Valuation Update With 7 Day Price Move • Apr 23Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €346, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 35x in the Semiconductor industry in Europe. Total returns to shareholders of 129% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €179 per share.
お知らせ • Apr 23Analog Devices, Inc. to Report Q2, 2026 Results on May 20, 2026Analog Devices, Inc. announced that they will report Q2, 2026 results at 7:00 AM, US Eastern Standard Time on May 20, 2026
Declared Dividend • Feb 23First quarter dividend of US$1.10 announcedShareholders will receive a dividend of US$1.10. Ex-date: 3rd March 2026 Payment date: 17th March 2026 Dividend yield will be 1.2%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (74% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 80% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 19First quarter 2026 earnings released: EPS: US$1.70 (vs US$0.79 in 1Q 2025)First quarter 2026 results: EPS: US$1.70 (up from US$0.79 in 1Q 2025). Revenue: US$3.16b (up 30% from 1Q 2025). Net income: US$830.8m (up 112% from 1Q 2025). Profit margin: 26% (up from 16% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
お知らせ • Feb 18+ 1 more updateAnalog Devices, Inc. Provides Earnings Guidance for the Second Quarter of Fiscal 2026Analog Devices, Inc. provided earnings guidance for the second quarter of fiscal 2026. For the period, company forecasted revenue of $3.5 billion, +/- $100 million. At the midpoint of this revenue outlook, expect reported operating margin of approximately 36.4%, +/-150 bps,. The company is planning for reported EPS to be $2.19, +/-$0.15.
お知らせ • Jan 26Analog Devices, Inc., Annual General Meeting, Mar 11, 2026Analog Devices, Inc., Annual General Meeting, Mar 11, 2026. Location: 125 summer st., massachusetts 02110, bostan United States
お知らせ • Jan 23+ 2 more updatesAnalog Devices, Inc. Announces Retirement of Susie Wee from Board of Directors, Effective from March 11, 2026Analog Devices, Inc. on January 20, 2026, Susie Wee informed the Board of Directors that she had decided to retire from the Board and not to stand for re-election at the Company’s 2026 annual meeting of shareholders (the “2026 Annual Meeting”) to be held on March 11, 2026. Dr. Wee’s decision not to stand for re-election did not involve any disagreement on any matter relating to the Company’s operations, policies or practices. Dr. Wee will continue to serve as a director and a member of the Nominating and Corporate Governance Committee until the 2026 Annual Meeting.
Recent Insider Transactions • Jan 08Insider recently sold €2.4m worth of stockOn the 5th of January, Martin Cotter sold around 10k shares on-market at roughly €238 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €18m more than they bought in the last 12 months.
Recent Insider Transactions • Dec 21Insider recently sold €1.2m worth of stockOn the 17th of December, Martin Cotter sold around 5k shares on-market at roughly €231 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €1.4m. Insiders have been net sellers, collectively disposing of €16m more than they bought in the last 12 months.
Recent Insider Transactions • Dec 03Key Executive recently sold €1.4m worth of stockOn the 1st of December, Vivek Jain sold around 6k shares on-market at roughly €229 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €2.6m. Vivek has been a net seller over the last 12 months, reducing personal holdings by €3.8m.
Declared Dividend • Dec 01Fourth quarter dividend of US$0.99 announcedShareholders will receive a dividend of US$0.99. Ex-date: 8th December 2025 Payment date: 22nd December 2025 Dividend yield will be 1.6%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (86% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 73% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
New Risk • Nov 26New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 26% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (€7.2m sold).
Reported Earnings • Nov 26Full year 2025 earnings released: EPS: US$4.59 (vs US$3.30 in FY 2024)Full year 2025 results: EPS: US$4.59 (up from US$3.30 in FY 2024). Revenue: US$11.0b (up 17% from FY 2024). Net income: US$2.27b (up 39% from FY 2024). Profit margin: 21% (up from 17% in FY 2024). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
お知らせ • Nov 25+ 1 more updateAnalog Devices, Inc. Provides Earnings Guidance for the First Quarter of Fiscal 2026Analog Devices, Inc. provided earnings guidance For the first quarter of fiscal 2026. For the period, company forecasted revenue of $3.1 billion, +/- $100 million. At the midpoint of this revenue outlook, company expect reported operating margin of approximately 31.0%, +/- 130 bps. Company planning for reported EPS to be $1.60, +/- $0.10, and adjusted EPS to be $2.29, +/- $0.10.
お知らせ • Nov 04Analog Devices, Inc. Unveils CodeFusion Studio™? 2.0 to Simplify and Accelerate Embedded AI DevelopmentAnalog Devices, Inc. launched CodeFusion Studio™? 2.0, a significant upgrade to its open source embedded development platform. CodeFusion Studio 2.0 now supports complete AI workflows, enabling developers to bring their own models and deploy them efficiently across ADI's processors and microcontrollers, from low-power edge devices to high-performance DSPs (digital signal processors). The latest platform, based on Microsoft's Visual Studio Code, features a built-in model compatibility checker, performance profiling tools and optimization capabilities that are designed to ensure robust deployment and an accelerated time-to-market. A new Zephyr-based modular framework enables runtime performance profiling for AI/ML workloads, offering layer-by-layer analysis and seamless integration with ADI's heterogeneous platforms. This encapsulation of toolchains simplifies machine learning deployment and enhances system-level performance insights. The updated CodeFusion Studio System Planner now supports multi-core applications and expanded device compatibility, while unified configuration tools reduce complexity across ADI's hardware ecosystem. Developers benefit from integrated debugging capabilities, including Core Dump Analysis and GDB (GNU debugger) support, making troubleshooting faster and more intuitive. ADI Future Proofs Its Digital Roadmap: CodeFusion Studio 2. 0 is the latest milestone in ADI's open-source embedded development platform, embodying its commitment to delivering developer-first tools that simplify complexity and accelerate innovation. As ADI expands its digital roadmap, future releases will continue to push the boundaries of embedded intelligence, bringing deeper hardware-software integration, expanded runtime environments and new capabilities tailored to evolving developer needs as they experiment with physical AI.
お知らせ • Oct 24Analog Devices, Inc. to Report Q4, 2025 Results on Nov 25, 2025Analog Devices, Inc. announced that they will report Q4, 2025 results at 7:00 AM, US Eastern Standard Time on Nov 25, 2025
お知らせ • Oct 21ASE Technology Holding Co., Ltd. (TWSE:3711) signed a binding Memorandum of Understanding to acquire Linear Semiconductor Sdn Bhd from Analog Devices, Inc. (NasdaqGS:ADI).ASE Technology Holding Co., Ltd. (TWSE:3711) signed a binding Memorandum of Understanding to acquire Linear Semiconductor Sdn Bhd from Analog Devices, Inc. (NasdaqGS:ADI) on October 21, 2025. The transaction is subject to approval by regulatory board / committee and definitive agreement. The expected completion of the transaction is in the first calendar half of 2026.
お知らせ • Oct 14Analog Devices, Inc. Launches ADI Power Studio and New Web-Based ToolsAnalog Devices, Inc. announced the launch of ADI Power Studio, a comprehensive family of products that offers advanced modeling, component recommendations and efficiency analysis with simulation. In addition, ADI is introducing early versions of two new web-based tools with a modernized user experience under the Power Studio umbrella: ADI Power StudioPlanner and ADI Power StudioDesigner. Together, the family of tools can facilitate shorter development cycles, reduce rework and increase speed at which engineers bring power-dense systems to market. Introducing New Power Tools: ADI Power Studio Planner: The next-generation, web-based tool for system-level power tree planning, Power StudioPlanner gives engineers an interactive view of their system architecture, providing clarity to model power distribution, calculate power loss, and analyze system efficiency with ease. With intelligent parameters, teams can make faster, better architecture decisions from the start. ADI Power StudioDesigner: A powerful, web-based tool for IC-level power supply design, Power StudioDesigner provides optimized component recommendations, performance estimates, and tailored efficiency analysis. Built on the trusted ADI power design architecture, Power StudioDesigner offers guided workflows so engineers can set key parameters and move confidently toward simulation, configuration and evaluation. By guiding users through these steps, engineers can build accurate models to simulate real-world performance with support for both LTspice and SIMPLIS schematics before moving to hardware. Power StudioPlanner and Power StudioDesigner are available now as part of the ADI Power Studio. These tools represent the first phase of ADI's vision to deliver a fully connected power design workflow for customers, with ongoing updates and product announcements planned in the months ahead.
Recent Insider Transactions • Sep 09Insider recently sold €2.6m worth of stockOn the 5th of September, Martin Cotter sold around 13k shares on-market at roughly €210 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €4.4m. Insiders have been net sellers, collectively disposing of €13m more than they bought in the last 12 months.
Recent Insider Transactions • Aug 29CEO & Chair of the Board of Directors recently sold €4.4m worth of stockOn the 27th of August, Vincent Roche sold around 20k shares on-market at roughly €219 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Vincent has been a net seller over the last 12 months, reducing personal holdings by €8.2m.
Declared Dividend • Aug 25Third quarter dividend of US$0.99 announcedShareholders will receive a dividend of US$0.99. Ex-date: 2nd September 2025 Payment date: 16th September 2025 Dividend yield will be 1.7%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is not adequately covered by earnings (99% earnings payout ratio). However, it is covered by cash flows (53% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 9.5% to bring the payout ratio under control. EPS is expected to grow by 99% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Reported Earnings • Aug 21Third quarter 2025 earnings released: EPS: US$1.05 (vs US$0.79 in 3Q 2024)Third quarter 2025 results: EPS: US$1.05 (up from US$0.79 in 3Q 2024). Revenue: US$2.88b (up 25% from 3Q 2024). Net income: US$518.5m (up 32% from 3Q 2024). Profit margin: 18% (in line with 3Q 2024). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
お知らせ • Aug 20+ 1 more updateAnalog Devices, Inc. Provides Earnings Guidance for Fourth Quarter of Fiscal Year 2025Analog Devices, Inc. provided earnings guidance for fourth quarter of fiscal year 2025. For the year, the company provided revenue forecasting of $3.0 billion, +/- $100 million. The company is planning for reported EPS to be $1.53, +/-$0.10.
お知らせ • Jul 25Analog Devices, Inc. to Report Q3, 2025 Results on Aug 20, 2025Analog Devices, Inc. announced that they will report Q3, 2025 results at 7:00 AM, US Eastern Standard Time on Aug 20, 2025
Declared Dividend • Jun 02Second quarter dividend of US$0.99 announcedShareholders will receive a dividend of US$0.99. Ex-date: 4th June 2025 Payment date: 18th June 2025 Dividend yield will be 1.9%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is not covered by earnings (104% earnings payout ratio). However, it is covered by cash flows (60% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 15% to bring the payout ratio under control. EPS is expected to grow by 91% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Reported Earnings • May 23Second quarter 2025 earnings released: EPS: US$1.15 (vs US$0.61 in 2Q 2024)Second quarter 2025 results: EPS: US$1.15 (up from US$0.61 in 2Q 2024). Revenue: US$2.64b (up 22% from 2Q 2024). Net income: US$569.8m (up 89% from 2Q 2024). Profit margin: 22% (up from 14% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • May 22+ 1 more updateAnalog Devices, Inc. Provides Earnings Guidance for Third Quarter of Fiscal Year 2025Analog Devices, Inc. provides earnings guidance for third quarter of fiscal year 2025. For the period, the company provided forecasting revenue of $2.75 billion, +/- $100 million. The company is planning for reported EPS to be $1.23, +/-$0.10.
Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €203, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 16x in the Semiconductor industry in Europe. Total returns to shareholders of 38% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €227 per share.
New Risk • May 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Austrian stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Profit margins are more than 30% lower than last year (17% net profit margin). Significant insider selling over the past 3 months (€6.3m sold).
お知らせ • Apr 25Analog Devices, Inc. to Report Q2, 2025 Results on May 22, 2025Analog Devices, Inc. announced that they will report Q2, 2025 results at 7:00 AM, US Eastern Standard Time on May 22, 2025
New Risk • Apr 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Austrian stocks, typically moving 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.5% average weekly change). Profit margins are more than 30% lower than last year (17% net profit margin). Significant insider selling over the past 3 months (€6.3m sold).
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €156, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 10x in the Semiconductor industry in Europe. Total returns to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €245 per share.
Recent Insider Transactions • Mar 27Key Executive recently sold €2.5m worth of stockOn the 24th of March, Vivek Jain sold around 13k shares on-market at roughly €194 per share. This transaction amounted to 50% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Vivek has been a net seller over the last 12 months, reducing personal holdings by €3.1m.
Recent Insider Transactions • Mar 20CEO & Chair of the Board of Directors recently sold €1.9m worth of stockOn the 11th of March, Vincent Roche sold around 10k shares on-market at roughly €193 per share. This transaction amounted to 9.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Vincent has been a net seller over the last 12 months, reducing personal holdings by €3.8m.
Recent Insider Transactions • Mar 17CEO & Chair of the Board of Directors recently sold €1.9m worth of stockOn the 11th of March, Vincent Roche sold around 10k shares on-market at roughly €193 per share. This transaction amounted to 9.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Vincent has been a net seller over the last 12 months, reducing personal holdings by €3.8m.
お知らせ • Mar 10Analog Devices, Inc. Introduces Expanded CodeFusion Studio™? Solution to Accelerate Product Development and Ensure Data SecurityAnalog Devices, Inc. unveiled an expanded version of its developer-centric offerings with new solutions to drive more efficiency and security for developers and provide increased customer value. The CodeFusion Studio System Planner helps customers deliver innovations for the Intelligent Edge with enhanced capabilities and reduced time-to-market. The new Data Provenance Software Development solution establishes a trust framework for data created at the Intelligent Edge, ensuring the data remains trustworthy and preserves its fidelity from creation to consumption or storage. Early access kits and software downloads for the solution will be available through on April 25. This system gives developers as much flexibility as possible while benefiting from a common set of configuration tools. A set of plugins for common firmware platforms - Zephyr RTOS, ADI's SDK, etc. - will be provided out of the box, but customers are free to duplicate and modify those project creation and configuration plugins for their requirements. The plugin system makes use of a templating engine beneath the surface. In addition to the CodeFusion Studio System Planners, ADI is also announcing an upgraded ADI Assure Trusted Edge Security Architecture with the early access release of the company's first Data ProvenanceSoftware Development solution ensuring data trust and traceability for customers across its life cycle. The new Data Provenances solution establishes a trust framework for signal chain data, ensuring that data created at the Intelligent Edge retains its integrity, authenticity, and preserves its fidelity as it moves through the system. The Data provenance solution allows appending secure metadata, enhancing the trust and fidelity of the generated data; fidelity comes from the addition of information about the history of the data across its journey. Trust is established by a strong cryptographic proof, allowing users to assess the authenticity and integrity of their data across complex networks more easily, whether it's being used for simple dashboard displays or sophisticated machine learning models. With revenue of more than $9 billion in fiscal year24 and approximately 24,000 people globally, ADI ensures today's innovators stay ahead of What's Possible™?.
お知らせ • Mar 04Keysight Technologies, Inc. Teams Up with Analog Devices, Inc. to Demonstrate 6G Fr3 Radio Frequency Front-End (RFE) Characterization At Mobile World Congress 2025Keysight Technologies, Inc. teamed up with Analog Devices, Inc. (ADI) to demonstrate 6G FR3 radio frequency front-end (RFFE) characterization at Mobile World Congress 2025 at Keysight’s booth (#5F41 Hall 5). The demonstration will showcase how to streamline the characterization process, reducing development time and minimizing errors. FR3 aims to bridge the gap between the extensive coverage of FR1 and the high capacity of FR2, making it a versatile option for future network demands. To validate the design of a new FR3 RFFE Control Interface, development engineers must ensure it is future-proof as the standard evolves. This involves characterizing complex active components to guarantee system performance upon deployment, a process that requires complex test setups, increasing test cycle time and the risk of errors during the development workflow. Keysight’s PNA-X Network Analyzers simplify the complex characterization test setups with a highly configurable architecture. ADI has successfully developed a comprehensive FR3 radio front-end signal chain (6-18GHz) to accelerate the development of FR3. This accomplishment provides a robust foundation for the seamless integration and deployment of 6G FR3 technology, paving the way for the next generation of wireless communication.
Buy Or Sell Opportunity • Feb 27Now 20% undervaluedOver the last 90 days, the stock has risen 6.1% to €221. The fair value is estimated to be €278, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 3.0%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.
Declared Dividend • Feb 24First quarter dividend of US$0.99 announcedShareholders will receive a dividend of US$0.99. Ex-date: 4th March 2025 Payment date: 17th March 2025 Dividend yield will be 1.6%, which is higher than the industry average of 1.2%. Payout Ratios Payout ratio: 119%. Cash payout ratio: 62%.
Reported Earnings • Feb 20First quarter 2025 earnings released: EPS: US$0.79 (vs US$0.93 in 1Q 2024)First quarter 2025 results: EPS: US$0.79 (down from US$0.93 in 1Q 2024). Revenue: US$2.42b (down 3.6% from 1Q 2024). Net income: US$391.3m (down 15% from 1Q 2024). Profit margin: 16% (down from 18% in 1Q 2024). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €226, the stock trades at a forward P/E ratio of 52x. Average forward P/E is 12x in the Semiconductor industry in Europe. Total returns to shareholders of 68% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €299 per share.
お知らせ • Feb 19+ 1 more updateAnalog Devices, Inc. Provides Earnings Guidance for the Second Quarter of Fiscal 2025Analog Devices, Inc. provided earnings guidance for the second quarter of fiscal 2025. For the quarter, the company forecasting revenue of $2.50 billion, +/- $100 million. Company planning for reported EPS to be $0.97, +/-$0.10. Company's second quarter fiscal 2025 outlook is based on current expectations and actual results may differ materially as a result of, among other things, the important factors discussed at the end of this release.
お知らせ • Jan 24Analog Devices, Inc. to Report Q1, 2025 Results on Feb 19, 2025Analog Devices, Inc. announced that they will report Q1, 2025 results at 7:00 AM, US Eastern Standard Time on Feb 19, 2025
お知らせ • Jan 22Analog Devices, Inc. Appoints Andrea F. Wainer to Its Board of Directors as an Independent Director and Member of the Nominating and Corporate Governance CommitteeAnalog Devices, Inc. announced the appointment of Andrea F. Wainer, to its Board of Directors as an independent director. She will also serve as a member of the Board's Nominating and Corporate Governance Committee. Wainer is a highly versatile, results-oriented leader with expertise leading innovative businesses at Abbott Laboratories (Abbott), Pfizer and Astellas Pharma. Since 2019, she has served as Executive Vice President, Rapid and Molecular Diagnostics at Abbott. In this role, she leads three businesses – one focused on molecular diagnostics and the analysis of DNA and RNA at the molecular level, the second a provider of rapid point-of-care diagnostics, and the third delivers a leading hand-held point-of-care device. Previous roles held include President, Abbott Molecular Diagnostics; President, Abbott Animal Health; and Divisional Vice President/General Manager, Abbott Renal Care. Wainer also serves as a member of the Board of Trustees of the Goodman Theatre. She earned a Bachelor's Degree in Accounting from the John M. Olin School of Business, Washington University and a Master's Degree in Business Administration from the Kellogg School of Management, Northwestern University.
お知らせ • Jan 14Analog Devices, Inc., Annual General Meeting, Mar 12, 2025Analog Devices, Inc., Annual General Meeting, Mar 12, 2025. Location: 125 summer street, massachusetts 02110, boston, United States
New Risk • Nov 27New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 38% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (17% net profit margin).
Reported Earnings • Nov 27Full year 2024 earnings released: EPS: US$3.30 (vs US$6.60 in FY 2023)Full year 2024 results: EPS: US$3.30 (down from US$6.60 in FY 2023). Revenue: US$9.43b (down 23% from FY 2023). Net income: US$1.64b (down 51% from FY 2023). Profit margin: 17% (down from 27% in FY 2023). Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 7% per year.
お知らせ • Nov 26+ 1 more updateAnalog Devices, Inc. Provides Earnings Guidance for the First Quarter of Fiscal 2025Analog Devices, Inc. provided earnings guidance for the first quarter of fiscal 2025. For the quarter, the company forecasting revenue of $2.35 billion, +/- $100 million. At the midpoint of this revenue outlook, expect reported operating margin of approximately 22.0%, +/- 130 bps. First quarter fiscal 2025 outlook is based on current expectations and actual results may differ materially as a result of, among other things, the important factors discussed at the end of this release. These statements supersede all prior statements regarding business outlook set forth in prior ADI news releases, and ADI disclaims any obligation to update these forward-looking statements.
お知らせ • Nov 12Analog Devices, Inc. completed the acquisition of Flex Logix Technologies, Inc.Analog Devices, Inc. acquired Flex Logix Technologies, Inc. on November 11, 2024. The acquisition will transfer Flex Logix's technological assets and technical team to ADI, bringing strong technical support and talent reserves Analog Devices, Inc. completed the acquisition of Flex Logix Technologies, Inc. on November 11, 2024.
Buy Or Sell Opportunity • Nov 05Now 21% undervaluedOver the last 90 days, the stock has risen 3.6% to €199. The fair value is estimated to be €251, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 8.6% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.
お知らせ • Oct 24Analog Devices, Inc. to Report Q4, 2024 Results on Nov 26, 2024Analog Devices, Inc. announced that they will report Q4, 2024 results at 7:00 AM, US Eastern Standard Time on Nov 26, 2024
お知らせ • Oct 11Analog Devices, Inc. Announces Resignation of Anelise Sacks as Executive Vice President and Chief Customer Officer, Effective March 31, 2025On October 9, 2024, Anelise Sacks notified Analog Devices, Inc. of her decision to resign as Executive Vice President and Chief Customer Officer of the Company to explore other opportunities, effective as of March 31, 2025, or such earlier date as the Company appoints a new Chief Customer Officer. If the Company appoints a new Chief Customer Officer prior to March 31, 2025, Ms. Sacks will remain employed by the Company through such date to assist in the transition of her role and responsibilities.
Declared Dividend • Aug 26Third quarter dividend of US$0.92 announcedShareholders will receive a dividend of US$0.92. Ex-date: 3rd September 2024 Payment date: 17th September 2024 Dividend yield will be 1.7%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is not covered by earnings (109% earnings payout ratio). However, it is covered by cash flows (62% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 21% to bring the payout ratio under control. EPS is expected to grow by 101% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Reported Earnings • Aug 22Third quarter 2024 earnings released: EPS: US$0.79 (vs US$1.75 in 3Q 2023)Third quarter 2024 results: EPS: US$0.79 (down from US$1.75 in 3Q 2023). Revenue: US$2.31b (down 25% from 3Q 2023). Net income: US$392.2m (down 55% from 3Q 2023). Profit margin: 17% (down from 28% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 13% per year.
お知らせ • Aug 21+ 1 more updateAnalog Devices, Inc. Provides Earnings Guidance for the Fourth Quarter of Fiscal Year 2024Analog Devices, Inc. provided earnings guidance for the fourth quarter of fiscal year 2024. For the fourth quarter, the company is forecasting revenue of $2.40 billion, +/- $100 million and also planning for reported EPS to be $0.85, +/-$0.10, and adjusted EPS to be $1.63, +/-$0.10.
お知らせ • Jul 25Analog Devices, Inc. to Report Q3, 2024 Results on Aug 21, 2024Analog Devices, Inc. announced that they will report Q3, 2024 results at 7:00 AM, US Eastern Standard Time on Aug 21, 2024
New Risk • Jun 16New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €4.7m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. This is currently the only risk that has been identified for the company.
Recent Insider Transactions • Jun 16Insider recently sold €3.8m worth of stockOn the 13th of June, Gregory Bryant sold around 18k shares on-market at roughly €217 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €7.5m more than they bought in the last 12 months.
Declared Dividend • May 27Second quarter dividend of US$0.92 announcedShareholders will receive a dividend of US$0.92. Ex-date: 4th June 2024 Payment date: 17th June 2024 Dividend yield will be 1.5%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (83% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 76% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 23Second quarter 2024 earnings released: EPS: US$0.61 (vs US$1.94 in 2Q 2023)Second quarter 2024 results: EPS: US$0.61 (down from US$1.94 in 2Q 2023). Revenue: US$2.16b (down 34% from 2Q 2023). Net income: US$302.2m (down 69% from 2Q 2023). Profit margin: 14% (down from 30% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 17% per year.
お知らせ • May 23+ 1 more updateAnalog Devices, Inc. Provides Earnings Guidance for the Third Quarter of Fiscal Year 2024Analog Devices, Inc. provided earnings guidance for the third quarter of fiscal year 2024. For the third quarter of fiscal 2024, the company forecasting revenue of $2.27 billion, +/- $100 million. The company is planning for reported EPS to be $0.71, +/-$0.10.
お知らせ • Apr 26Analog Devices, Inc. to Report Q2, 2024 Results on May 22, 2024Analog Devices, Inc. announced that they will report Q2, 2024 results at 7:00 AM, US Eastern Standard Time on May 22, 2024
Recent Insider Transactions • Mar 24Independent Director recently sold €224k worth of stockOn the 21st of March, James Champy sold around 1k shares on-market at roughly €182 per share. This transaction amounted to 2.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.1m more than they bought in the last 12 months.
お知らせ • Mar 05Analog Devices, Inc. Announces U.S. FDA 510(K) Clearance and the Commercial Launch of Sensinel by Analog Devices Cardiopulmonary Management SystemAnalog Devices, Inc. announced U.S. Food and Drug Administration (FDA) 510(k) clearance and the commercial launch of the Sensinel™ Cardiopulmonary Management (CPM) System. The compact wearable device is a non-invasive, remote management system that captures cardiopulmonary measurements for chronic disease management such as heart failure. It is the first FDA clearance the company has received in its 59-year history. The Sensinel CPM System is the next-generation solution for management of cardiopulmonary diseases like heart failure. It is equipped with a set of physiological indicators to help care teams better manage chronic conditions early and remotely, as well as in a precise manner. Patients self-apply ADI's Sensinel CPM Wearable which they only wear for three to five minutes in a home care setting. The device then captures data about their cardiopulmonary health. This data is automatically uploaded to ADI's Sensinel CPM Cloud Platform using a cellular link (without the need for a patient-supplied Internet connection) and is then further analyzed using ADI's Sensinel CPM Intelligent Algorithms in the cloud.
Declared Dividend • Feb 26First quarter dividend of US$0.92 announcedShareholders will receive a dividend of US$0.92. Ex-date: 4th March 2024 Payment date: 15th March 2024 Dividend yield will be 1.9%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (62% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 42% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 22First quarter 2024 earnings released: EPS: US$0.93 (vs US$1.90 in 1Q 2023)First quarter 2024 results: EPS: US$0.93 (down from US$1.90 in 1Q 2023). Revenue: US$2.51b (down 23% from 1Q 2023). Net income: US$462.7m (down 52% from 1Q 2023). Profit margin: 18% (down from 30% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 21+ 1 more updateAnalog Devices, Inc. Provides Earnings Guidance for the Second Quarter of Fiscal 2024Analog Devices, Inc. provided earnings guidance For the second quarter of fiscal 2024. For the period, company expects revenue of $2.10 billion, +/- $100 million. At the midpoint of this revenue outlook, company expect reported operating margin of approximately 15.1%, +/-200 bps. The company is planning planning for reported EPS to be $0.46, +/-$0.10.
お知らせ • Feb 01Analog Devices, Inc. to Report Q1, 2024 Results on Feb 21, 2024Analog Devices, Inc. announced that they will report Q1, 2024 results at 7:00 AM, US Eastern Standard Time on Feb 21, 2024
お知らせ • Jan 25+ 1 more updateAnalog Devices Appoints Richard C. Puccio, Jr. as Executive Vice President, Effective February 5, 2024Analog Devices, Inc. announced that Richard C. Puccio, Jr. will join the company on February 5, 2024 as Executive Vice President and Chief Financial Officer. In this role, Mr. Puccio will set ADI’s financial strategy and lead the company’s global finance operations. Mr. Puccio will report to CEO and Chair Vincent Roche. Mr. Puccio joins ADI from Amazon Web Services (AWS), a leading global cloud and technology services provider, where he served as CFO. In his role at AWS, Mr. Puccio partnered closely with the business to manage more than 200 fully featured services, including compute, storage, databases, robotics, machine learning and artificial intelligence (AI), Internet of Things (IoT), mobile, and security, among many other technologies. Prior to his role at AWS, Mr. Puccio was at PricewaterhouseCoopers (PwC) for nearly 29 years, where he served as a partner for over two decades. During his tenure at PwC, Mr. Puccio primarily served clients in the global technology, semiconductor, and semiconductor capital equipment industries. Mr. Puccio earned his AB in Economics from Harvard University and his MBA from Boston University.
お知らせ • Jan 19Analog Devices, Inc. Announces Board ChangesAnalog Devices, Inc. announced that on January 16, 2024, each of Dr. Anantha P. Chandrakasan and Mr. Kenton J. Sicchitano informed the Board of Directors of the company that they had decided not to stand for re-election at the Company’s 2024 annual meeting of shareholders to be held on March 13, 2024. Neither Dr. Chandrakasan’s nor Mr. Sicchitano’s decision not to stand for re-election involved any disagreement on any matter relating to the Company’s operations, policies or practices. Dr. Chandrakasan and Mr. Sicchitano will continue to serve as directors until the 2024 Annual Meeting. Dr. Chandrakasan is a member of the Audit Committee and the Corporate Development Committee and Mr. Sicchitano is a member of the Nominating and Corporate Governance Committee. On January 16, 2024, the Board of Directors appointed Stephen M. Jennings as Lead Independent Director of the Board of Directors, effective immediately.
お知らせ • Dec 08+ 1 more updateAnalog Devices, Inc., Annual General Meeting, Mar 08, 2024Analog Devices, Inc., Annual General Meeting, Mar 08, 2024.
Recent Insider Transactions • Nov 29Key Executive recently sold €2.9m worth of stockOn the 27th of November, Vivek Jain sold around 17k shares on-market at roughly €168 per share. This transaction amounted to 75% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Vivek has been a net seller over the last 12 months, reducing personal holdings by €4.6m.
Reported Earnings • Nov 23Full year 2023 earnings released: EPS: US$6.60 (vs US$5.29 in FY 2022)Full year 2023 results: EPS: US$6.60 (up from US$5.29 in FY 2022). Revenue: US$12.3b (up 2.4% from FY 2022). Net income: US$3.31b (up 21% from FY 2022). Profit margin: 27% (up from 23% in FY 2022). The increase in margin was primarily driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 9.4% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 22+ 1 more updateAnalog Devices, Inc. Provides Earnings Guidance for the First Quarter of 2024Analog Devices, Inc. provided earnings guidance for the first quarter of 2024. For the period, Company expects revenue of $2.5 billion, +/- $100 million, which includes the benefit of a 14th week in the quarter. At the midpoint of this revenue outlook, expect reported operating margin of approximately 23.1%, +/- 130 bps and planning for reported EPS to be $0.91, +/- $0.10.
お知らせ • Oct 25Analog Devices, Inc. to Report Q4, 2023 Results on Nov 21, 2023Analog Devices, Inc. announced that they will report Q4, 2023 results at 7:00 AM, US Eastern Standard Time on Nov 21, 2023
お知らせ • Oct 14Analog Devices, Inc. Appoints James Mollica as Interim Chief Financial Officer, Effective as of October 29, 2023On October 12, 2023, the Board of Directors (the “Board”) of Analog Devices, Inc. (the “Company”) appointed James Mollica as interim Chief Financial Officer (principal financial officer), effective as of October 29, 2023, until a successor Chief Financial Officer is named. As previously announced, the Company’s search to identify the Company’s next Chief Financial Officer is ongoing. Mr. Mollica, 57, has served at the Company for 35 years in roles of increasing responsibility, most recently as the Company’s Vice President, Finance, Global Customer Office, since December 2021. Before that, Mr. Mollica served as the Company’s Maxim Integrated chief financial officer from August 2021 to December 2021, and as Vice President, FP&A and Treasurer from December 2017 to August 2021.
New Risk • Aug 24New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
お知らせ • Aug 24+ 1 more updateAnalog Devices, Inc. Provides Earnings Guidance for the Fourth Quarter of Fiscal Year 2023Analog Devices, Inc. provided earnings guidance for the fourth quarter of fiscal year 2023. For the fourth quarter of fiscal 2023 the company is forecasting revenue of $2.70 billion, +/- $100 million. The company planning for reported EPS to be $1.19, +/-$0.10.
Reported Earnings • Aug 23Third quarter 2023 earnings released: EPS: US$1.75 (vs US$1.45 in 3Q 2022)Third quarter 2023 results: EPS: US$1.75 (up from US$1.45 in 3Q 2022). Revenue: US$3.08b (down 1.1% from 3Q 2022). Net income: US$877.0m (up 17% from 3Q 2022). Profit margin: 28% (up from 24% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
