View ValuationAnalog Devices 将来の成長Future 基準チェック /46Analog Devices利益と収益がそれぞれ年間20.1%と12.2%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に19.5% 21.4%なると予測されています。主要情報20.1%収益成長率21.45%EPS成長率Semiconductor 収益成長21.4%収益成長率12.2%将来の株主資本利益率19.53%アナリストカバレッジGood最終更新日22 May 2026今後の成長に関する最新情報お知らせ • 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.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 • 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 • 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 • 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.すべての更新を表示Recent updatesDeclared Dividend • 6hSecond quarter dividend of US$1.10 announcedShareholders will receive a dividend of US$1.10. Ex-date: 1st 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 128% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €171 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, 2026Reported 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 16Insider recently sold €130k worth of stockOn the 9th of January, Katsufumi Nakamura sold around 500 shares on-market at roughly €259 per share. This transaction amounted to 12% 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 €2.4m. Insiders have been net sellers, collectively disposing of €19m more than they bought in the last 12 months.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 • Nov 29Dividend of US$0.99 announcedShareholders will receive a dividend of US$0.99. Ex-date: 5th December 2025 Payment date: 22nd December 2025 Dividend yield will be 1.2%, which is about the same as the industry average. 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.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 10Insider 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 24Dividend of US$0.99 announcedShareholders will receive a dividend of US$0.99. Ex-date: 1st September 2025 Payment date: 16th September 2025 Dividend yield will be 1.3%, which is about the same as the industry average. 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 8% 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 01Dividend of US$0.99 announcedShareholders will receive a dividend of US$0.99. Ex-date: 3rd June 2025 Payment date: 18th June 2025 Dividend yield will be 1.4%, 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.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業績と収益の成長予測BIT:1ADI - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数10/31/202818,3246,3367,3177,8081410/31/202716,8305,5806,5017,2552910/31/202614,7374,6315,3115,916275/2/202612,7403,3134,5655,106N/A1/31/202611,7572,7074,5605,054N/A11/1/202511,0202,2674,2794,812N/A8/2/202510,3871,9583,6784,162N/A5/3/20259,8191,8313,2943,852N/A2/1/20259,3381,5643,1843,841N/A11/2/20249,4271,6353,1223,853N/A8/3/20249,7001,6562,9483,989N/A5/4/202410,4652,1403,0644,276N/A2/3/202411,5692,8163,2424,550N/A10/28/202312,3063,3153,5564,818N/A7/29/202312,8373,7523,6904,780N/A4/29/202312,8703,6243,9554,885N/A1/28/202312,5793,4304,2615,025N/A10/29/202212,0142,7493,7764,475N/A7/30/202211,1061,8883,7414,267N/A4/30/20229,7551,6423,2023,649N/A1/29/20228,4441,2822,7763,164N/A10/30/20217,3181,3902,3912,735N/A7/31/20216,5051,7012,2242,467N/A5/1/20216,2021,5612,2172,394N/A1/30/20215,8581,4051,9092,087N/A10/31/20205,6031,2211,8432,008N/A8/1/20205,5201,1111,8071,994N/A5/2/20205,5441,1101,7651,989N/A2/1/20205,7541,210N/A2,231N/A11/2/20195,9911,360N/A2,253N/A8/3/20196,0841,486N/A2,310N/A5/4/20196,1621,531N/A2,378N/A2/2/20196,1991,563N/A2,425N/A11/3/20186,2251,501N/A2,442N/A8/4/20186,2301,444N/A2,380N/A5/5/20186,1051,105N/A1,400N/A2/3/20185,690800N/A1,220N/A10/28/20175,246803N/A1,154N/A7/29/20174,570675N/A989N/A4/29/20174,006837N/A1,603N/A1/28/20173,636914N/A1,384N/A10/29/20163,421862N/A1,291N/A7/30/20163,397662N/A992N/A4/30/20163,390648N/A935N/A1/30/20163,433683N/A959N/A10/31/20153,435697N/A908N/A8/1/20153,271709N/A972N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 1ADIの予測収益成長率 (年間20.1% ) は 貯蓄率 ( 3.3% ) を上回っています。収益対市場: 1ADIの収益 ( 20.1% ) はItalian市場 ( 11.1% ) よりも速いペースで成長すると予測されています。高成長収益: 1ADIの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 1ADIの収益 ( 12.2% ) Italian市場 ( 5.8% ) よりも速いペースで成長すると予測されています。高い収益成長: 1ADIの収益 ( 12.2% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 1ADIの 自己資本利益率 は、3年後には低くなると予測されています ( 19.5 %)。成長企業の発掘7D1Y7D1Y7D1YSemiconductors 業界の高成長企業。View Past Performance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2026/05/24 07:21終値2026/05/22 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 LimitedBrett SimpsonArete Research Services LLPAlexi UngerArete Research Services LLP47 その他のアナリストを表示
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.
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 • 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 • 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 • 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.
Declared Dividend • 6hSecond quarter dividend of US$1.10 announcedShareholders will receive a dividend of US$1.10. Ex-date: 1st 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 128% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €171 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
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 16Insider recently sold €130k worth of stockOn the 9th of January, Katsufumi Nakamura sold around 500 shares on-market at roughly €259 per share. This transaction amounted to 12% 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 €2.4m. Insiders have been net sellers, collectively disposing of €19m more than they bought in the last 12 months.
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 • Nov 29Dividend of US$0.99 announcedShareholders will receive a dividend of US$0.99. Ex-date: 5th December 2025 Payment date: 22nd December 2025 Dividend yield will be 1.2%, which is about the same as the industry average. 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.
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 10Insider 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 24Dividend of US$0.99 announcedShareholders will receive a dividend of US$0.99. Ex-date: 1st September 2025 Payment date: 16th September 2025 Dividend yield will be 1.3%, which is about the same as the industry average. 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 8% 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 01Dividend of US$0.99 announcedShareholders will receive a dividend of US$0.99. Ex-date: 3rd June 2025 Payment date: 18th June 2025 Dividend yield will be 1.4%, 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.
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