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4/6報酬収益は年間20.29%増加すると予測されています 過去1年間で収益は73%増加しました リスク分析過去3か月間に大規模なインサイダー売却が発生 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 ValueMex$Current PriceMex$7.01k12.2% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture020b2016201920222025202620282031Revenue US$20.3bEarnings US$4.7bAdvancedSet Fair ValueView all narrativesAnalog Devices, Inc. 競合他社QUALCOMMSymbol: NasdaqGS:QCOMMarket cap: US$203.0bTexas InstrumentsSymbol: NasdaqGS:TXNMarket cap: US$263.4bMediaTekSymbol: TWSE:2454Market cap: NT$5.8tMarvell TechnologySymbol: NasdaqGS:MRVLMarket cap: US$150.5b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$7,010.0052週高値US$7,086.7952週安値US$4,000.00ベータ1.191ヶ月の変化21.74%3ヶ月変化26.90%1年変化72.73%3年間の変化120.86%5年間の変化128.58%IPOからの変化242.30%最新ニュースお知らせ • 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 24First 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 0.9%, which is lower than the industry average of 3.1%. 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 20% growth forecast for the Global Semiconductor industry. 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 21% 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.最新情報をもっと見るRecent updates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 24First 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 0.9%, which is lower than the industry average of 3.1%. 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 20% growth forecast for the Global Semiconductor industry. 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 21% 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 09Insider recently sold Mex$50m worth of stockOn the 5th of January, Martin Cotter sold around 10k shares on-market at roughly Mex$4,981 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 Mex$399m more than they bought in the last 12 months.Recent Insider Transactions • Dec 21Insider recently sold Mex$24m worth of stockOn the 17th of December, Martin Cotter sold around 5k shares on-market at roughly Mex$4,882 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 Mex$29m. Insiders have been net sellers, collectively disposing of Mex$349m more than they bought in the last 12 months.Recent Insider Transactions • Dec 03Key Executive recently sold Mex$29m worth of stockOn the 1st of December, Vivek Jain sold around 6k shares on-market at roughly Mex$4,858 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 Mex$58m. Vivek has been a net seller over the last 12 months, reducing personal holdings by Mex$82m.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 1.2%, which is lower than the industry average of 3.1%. 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). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Global Semiconductor industry. 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.Recent Insider Transactions • Oct 15Independent Director recently sold Mex$4.5m worth of stockOn the 6th of October, Edward Frank sold around 1k shares on-market at roughly Mex$4,457 per share. This transaction amounted to 9.1% 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 Mex$95m. Insiders have been net sellers, collectively disposing of Mex$296m more than they bought in the last 12 months.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 • Oct 08Independent Director recently sold Mex$4.5m worth of stockOn the 6th of October, Edward Frank sold around 1k shares on-market at roughly Mex$4,457 per share. This transaction amounted to 9.1% 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 Mex$95m. Insiders have been net sellers, collectively disposing of Mex$296m more than they bought in the last 12 months.Recent Insider Transactions • Sep 10Insider recently sold Mex$58m worth of stockOn the 5th of September, Martin Cotter sold around 13k shares on-market at roughly Mex$4,609 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 Mex$95m. Insiders have been net sellers, collectively disposing of Mex$291m more than they bought in the last 12 months.Recent Insider Transactions • Aug 29CEO & Chair of the Board of Directors recently sold Mex$95m worth of stockOn the 27th of August, Vincent Roche sold around 20k shares on-market at roughly Mex$4,758 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 Mex$180m.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 1.2%, which is lower than the industry average of 3.1%. 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 16% growth forecast for the Global Semiconductor industry. 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 11% 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.Buy Or Sell Opportunity • Aug 13Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 8.8% to Mex$4,414. The fair value is estimated to be Mex$3,471, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.7% over the last 3 years. Earnings per share has declined by 12%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.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 1.4%, which is lower than the industry average of 3.1%. 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 16% growth forecast for the Global Semiconductor industry. 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 11% 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, 2025New Risk • Apr 04New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 119% Dividend yield: 2.4% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Dividend is not well covered by earnings (119% payout ratio). Profit margins are more than 30% lower than last year (17% net profit margin). Significant insider selling over the past 3 months (Mex$139m sold).Valuation Update With 7 Day Price Move • Apr 03Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to Mex$3,636, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 19x in the Semiconductor industry globally. Total returns to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$3,765 per share.Recent Insider Transactions • Mar 16CEO & Chair of the Board of Directors recently sold Mex$43m worth of stockOn the 11th of March, Vincent Roche sold around 10k shares on-market at roughly Mex$4,277 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 Mex$85m.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.Declared Dividend • Feb 25First 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 1.1%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is not covered by earnings (119% 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 32% to bring the payout ratio under control. EPS is expected to grow by 103% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Buy Or Sell Opportunity • Feb 20Now 12% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to Mex$4,829. The fair value is estimated to be Mex$4,326, however this is not to be taken as a sell 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.Reported Earnings • Feb 19First 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 17% growth forecast for the Global Semiconductor industry. 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 13% per year, which means it is well ahead of earnings.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 StatesDeclared Dividend • Dec 02Fourth quarter dividend of US$0.92 announcedShareholders will receive a dividend of US$0.92. Ex-date: 9th December 2024 Payment date: 20th December 2024 Dividend yield will be 1.1%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is not covered by earnings (112% earnings payout ratio). However, it is covered by cash flows (58% cash payout ratio). The dividend has increased by an average of 9.5% 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 24% to bring the payout ratio under control. EPS is expected to grow by 93% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.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 19% growth forecast for the Global Semiconductor industry. 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 3% 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.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.Recent Insider Transactions • Aug 27Independent Director recently sold Mex$2.2m worth of stockOn the 23rd of August, Edward Frank sold around 500 shares on-market at roughly Mex$4,336 per share. This transaction amounted to 4.4% 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 Mex$76m. Insiders have been net sellers, collectively disposing of Mex$148m more than they bought in the last 12 months.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 1.2%, which is lower than the industry average of 3.1%. 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 18% growth forecast for the Global Semiconductor industry. 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 7% 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, 2024Buy Or Sell Opportunity • Jul 11Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at Mex$4,245. The fair value is estimated to be Mex$3,524, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 7.2% per annum. Earnings are also forecast to grow by 21% per annum over the same time period.Recent Insider Transactions • Jun 15Insider recently sold Mex$76m worth of stockOn the 13th of June, Gregory Bryant sold around 18k shares on-market at roughly Mex$4,338 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 Mex$146m 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 1.2%, which is lower than the industry average of 3.1%. 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 17% growth forecast for the Global Semiconductor industry. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.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.Buy Or Sell Opportunity • May 22Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to Mex$3,599. The fair value is estimated to be Mex$2,997, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 2.4% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.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 • Apr 07Key Executive recently sold Mex$11m worth of stockOn the 4th of April, Vivek Jain sold around 3k shares on-market at roughly Mex$3,265 per share. This transaction amounted to 38% 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 Mex$65m.Recent Insider Transactions • Mar 24Independent Director recently sold Mex$4.1m worth of stockOn the 21st of March, James Champy sold around 1k shares on-market at roughly Mex$3,313 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 Mex$58m 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 1.4%, which is lower than the industry average of 3.1%. 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 16% growth forecast for the Global Semiconductor industry. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.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.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.Reported Earnings • Nov 22Full 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 grow 1.8% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Global Semiconductor industry. 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 1% per year, which means it is significantly lagging earnings growth.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 25New 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. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 0.7% per year for the foreseeable future.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 14% growth forecast for the Global Semiconductor industry. 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 9% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 29Analog Devices, Inc. to Report Q3, 2023 Results on Aug 23, 2023Analog Devices, Inc. announced that they will report Q3, 2023 results at 7:00 AM, US Eastern Standard Time on Aug 23, 2023お知らせ • Jun 25Analog Devices, Inc.(NasdaqGS:ADI) dropped from Russell 1000 Growth-Defensive IndexAnalog Devices, Inc.(NasdaqGS:ADI) dropped from Russell 1000 Growth-Defensive Indexお知らせ • Jun 14Analog Devices, Inc. Announces Apollo Mxfe Advanced Software-Defined Signal Processing Solution for Aerospace & Defense, Instrumentation, and Next-Generation Wireless CommunicationsAnalog Devices, Inc. announced Apollo MxFE, its most advanced software-defined, direct RF-sampling, wideband mixed signal front end platform. Apollo MxFE enables next-generation applications such as phased array radar, electronic surveillance, test and measurement, and 6G communications in the Aerospace & Defense, Instrumentation, and Wireless Communications industries. The growth of data intensive applications is increasing the need for wider bandwidths and more rapid processing and analysis of data for 5G, 6G, Wi-Fi 7 & 8, radar, signal intelligence, and other applications at the network edge. As a result, customers need a solution that enables higher-speed data conversion and processing capabilities, while reducing electronic testing complexity. Developed for application versatility and rapid customization, the Apollo MxFE offers instantaneous bandwidths as high as 10GHz while directly sampling and synthesizing frequencies up to 18GHz (Ku Band). This monolithic 16nm CMOS device utilizes high dynamic range RF Analog-to-Digital Converter (ADC) and RF Digital-to-Analog Converter (DAC) cores with the best spurious free dynamic range and noise spectral density available on the market today. As such, Apollo MxFE helps customers accelerate design cycles and bring new products to market faster and at lower cost, while future-proofing their product designs. Apollo MxFE Product Details: Apollo MxFE's 4T4R product offers four 12-bit RF ADCs with a sample rate up to 20GSPS, four 16-bit RF DACs with a sample rate up to 28GSPS, an RF input bandwidth from DC to 18GHz (Ku Band), and an instantaneous bandwidth up to 10GHz. Apollo MxFE is the industry's first integrated radio that is capable of directly interfacing to the emerging 6G frequency bands from 7GHz to 15GHz. The on-chip digital signal processing (DSP) offers a real-time FFT Sniffer, a full-rate programmable FIR filter, a 128-tap complex FIR filter, fast-hopping NCOs, DDCs/DUCs, and a fractional sample rate converter.お知らせ • Jun 06Analog Devices, Inc. Appoints Stephen Jennings to Its Board of DirectorsAnalog Devices, Inc. announced that its Board of Directors has appointed Stephen Jennings as an independent director and member of the Board’s Compensation and Talent Committee effective as of June 4, 2023. Prior to joining the ADI Board, Jennings served as a senior Strategy Principal at Deloitte, LLP, and as a member of both Deloitte’s U.S. Board of Directors and Deloitte Touche Tohmatsu’s Global Board of Directors prior to his retirement in June 2023. Jennings’ previous Board experience also includes AspenTech, where he served as the Chair of the Board for eight years of his tenure. He also served as a member of the Board at LTX-Credence, a semiconductor test equipment manufacturer, as well as various Board committees over his 15-year tenure. Jennings brings deep corporate governance experience and specific expertise in enterprise growth, innovation, M&A, organization transformations, and strategy across a diverse set of industries. His appointment expands ADI’s Board to 12 members. Over more than 30 years as a senior advisor at Deloitte and Monitor Group, Jennings held executive leadership roles and significantly grew the firms’ automotive, life sciences, healthcare, and U.S. hospitality sector practices. In addition, he served as a senior member of Deloitte’s Center for Board Effectiveness. Jennings earned a B.A. in Economics at Dartmouth College and a B.A. from Oxford University, where he studied Philosophy, Politics, and Economics as a Marshall Scholar.Reported Earnings • May 27Second quarter 2023 earnings released: EPS: US$1.94 (vs US$1.50 in 2Q 2022)Second quarter 2023 results: EPS: US$1.94 (up from US$1.50 in 2Q 2022). Revenue: US$3.26b (up 9.8% from 2Q 2022). Net income: US$977.7m (up 25% from 2Q 2022). Profit margin: 30% (up from 26% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Global Semiconductor industry. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • May 25+ 1 more updateAnalog Devices, Inc. Provides Earnings Outlook for the Third Quarter of Fiscal 2023Analog Devices, Inc. Provided earnings outlook for the third quarter of fiscal 2023. For the period, the company, forecasting revenue of $3.10 billion, +/- $100 million.株主還元ADI *MX SemiconductorMX 市場7D0.1%0%0%1Y72.7%0%0%株主還元を見る業界別リターン: ADI *過去 1 年間で135.1 % の収益を上げたMX Semiconductor業界を下回りました。リターン対市場: ADI *過去 1 年間で20.3 % の収益を上げたMX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 Movementn/aSemiconductor Industry Average Movement0%Market Average Movement0%10% most volatile stocks in MX Market0%10% least volatile stocks in MX Market0%安定した株価: データは利用できません。時間の経過による変動: 過去 1 年間のADI *のボラティリティの変化を判断するには データが不十分です。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Mex$3.50t収益（TTM）Mex$46.53b売上高(TTM)Mex$202.11b75.1xPER（株価収益率17.3xP/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$11.76b売上原価US$4.37b売上総利益US$7.39bその他の費用US$4.68b収益US$2.71b直近の収益報告Jan 31, 2026次回決算日May 20, 2026一株当たり利益（EPS）5.54グロス・マージン62.84%純利益率23.02%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74%配当性向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2026/05/10 08:55終値2026/05/07 00:00収益2026/01/31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。49 アナリスト機関George ChangAletheia Analyst Network LimitedAlexi UngerArete Research Services LLPBrett SimpsonArete Research Services LLP46 その他のアナリストを表示
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 24First 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 0.9%, which is lower than the industry average of 3.1%. 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 20% growth forecast for the Global Semiconductor industry. 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 21% 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.
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 24First 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 0.9%, which is lower than the industry average of 3.1%. 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 20% growth forecast for the Global Semiconductor industry. 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 21% 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 09Insider recently sold Mex$50m worth of stockOn the 5th of January, Martin Cotter sold around 10k shares on-market at roughly Mex$4,981 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 Mex$399m more than they bought in the last 12 months.
Recent Insider Transactions • Dec 21Insider recently sold Mex$24m worth of stockOn the 17th of December, Martin Cotter sold around 5k shares on-market at roughly Mex$4,882 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 Mex$29m. Insiders have been net sellers, collectively disposing of Mex$349m more than they bought in the last 12 months.
Recent Insider Transactions • Dec 03Key Executive recently sold Mex$29m worth of stockOn the 1st of December, Vivek Jain sold around 6k shares on-market at roughly Mex$4,858 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 Mex$58m. Vivek has been a net seller over the last 12 months, reducing personal holdings by Mex$82m.
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 1.2%, which is lower than the industry average of 3.1%. 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). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Global Semiconductor industry. 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.
Recent Insider Transactions • Oct 15Independent Director recently sold Mex$4.5m worth of stockOn the 6th of October, Edward Frank sold around 1k shares on-market at roughly Mex$4,457 per share. This transaction amounted to 9.1% 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 Mex$95m. Insiders have been net sellers, collectively disposing of Mex$296m more than they bought in the last 12 months.
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 • Oct 08Independent Director recently sold Mex$4.5m worth of stockOn the 6th of October, Edward Frank sold around 1k shares on-market at roughly Mex$4,457 per share. This transaction amounted to 9.1% 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 Mex$95m. Insiders have been net sellers, collectively disposing of Mex$296m more than they bought in the last 12 months.
Recent Insider Transactions • Sep 10Insider recently sold Mex$58m worth of stockOn the 5th of September, Martin Cotter sold around 13k shares on-market at roughly Mex$4,609 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 Mex$95m. Insiders have been net sellers, collectively disposing of Mex$291m more than they bought in the last 12 months.
Recent Insider Transactions • Aug 29CEO & Chair of the Board of Directors recently sold Mex$95m worth of stockOn the 27th of August, Vincent Roche sold around 20k shares on-market at roughly Mex$4,758 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 Mex$180m.
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 1.2%, which is lower than the industry average of 3.1%. 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 16% growth forecast for the Global Semiconductor industry. 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 11% 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.
Buy Or Sell Opportunity • Aug 13Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 8.8% to Mex$4,414. The fair value is estimated to be Mex$3,471, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.7% over the last 3 years. Earnings per share has declined by 12%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.
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 1.4%, which is lower than the industry average of 3.1%. 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 16% growth forecast for the Global Semiconductor industry. 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 11% 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
New Risk • Apr 04New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 119% Dividend yield: 2.4% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Dividend is not well covered by earnings (119% payout ratio). Profit margins are more than 30% lower than last year (17% net profit margin). Significant insider selling over the past 3 months (Mex$139m sold).
Valuation Update With 7 Day Price Move • Apr 03Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to Mex$3,636, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 19x in the Semiconductor industry globally. Total returns to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$3,765 per share.
Recent Insider Transactions • Mar 16CEO & Chair of the Board of Directors recently sold Mex$43m worth of stockOn the 11th of March, Vincent Roche sold around 10k shares on-market at roughly Mex$4,277 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 Mex$85m.
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.
Declared Dividend • Feb 25First 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 1.1%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is not covered by earnings (119% 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 32% to bring the payout ratio under control. EPS is expected to grow by 103% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Buy Or Sell Opportunity • Feb 20Now 12% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to Mex$4,829. The fair value is estimated to be Mex$4,326, however this is not to be taken as a sell 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.
Reported Earnings • Feb 19First 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 17% growth forecast for the Global Semiconductor industry. 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 13% per year, which means it is well ahead of earnings.
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
Declared Dividend • Dec 02Fourth quarter dividend of US$0.92 announcedShareholders will receive a dividend of US$0.92. Ex-date: 9th December 2024 Payment date: 20th December 2024 Dividend yield will be 1.1%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is not covered by earnings (112% earnings payout ratio). However, it is covered by cash flows (58% cash payout ratio). The dividend has increased by an average of 9.5% 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 24% to bring the payout ratio under control. EPS is expected to grow by 93% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
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 19% growth forecast for the Global Semiconductor industry. 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 3% 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.
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.
Recent Insider Transactions • Aug 27Independent Director recently sold Mex$2.2m worth of stockOn the 23rd of August, Edward Frank sold around 500 shares on-market at roughly Mex$4,336 per share. This transaction amounted to 4.4% 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 Mex$76m. Insiders have been net sellers, collectively disposing of Mex$148m more than they bought in the last 12 months.
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 1.2%, which is lower than the industry average of 3.1%. 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 18% growth forecast for the Global Semiconductor industry. 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 7% 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
Buy Or Sell Opportunity • Jul 11Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at Mex$4,245. The fair value is estimated to be Mex$3,524, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 7.2% per annum. Earnings are also forecast to grow by 21% per annum over the same time period.
Recent Insider Transactions • Jun 15Insider recently sold Mex$76m worth of stockOn the 13th of June, Gregory Bryant sold around 18k shares on-market at roughly Mex$4,338 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 Mex$146m 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 1.2%, which is lower than the industry average of 3.1%. 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 17% growth forecast for the Global Semiconductor industry. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
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.
Buy Or Sell Opportunity • May 22Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to Mex$3,599. The fair value is estimated to be Mex$2,997, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 2.4% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
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 • Apr 07Key Executive recently sold Mex$11m worth of stockOn the 4th of April, Vivek Jain sold around 3k shares on-market at roughly Mex$3,265 per share. This transaction amounted to 38% 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 Mex$65m.
Recent Insider Transactions • Mar 24Independent Director recently sold Mex$4.1m worth of stockOn the 21st of March, James Champy sold around 1k shares on-market at roughly Mex$3,313 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 Mex$58m 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 1.4%, which is lower than the industry average of 3.1%. 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 16% growth forecast for the Global Semiconductor industry. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
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.
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.
Reported Earnings • Nov 22Full 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 grow 1.8% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Global Semiconductor industry. 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 1% per year, which means it is significantly lagging earnings growth.
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 25New 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. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 0.7% per year for the foreseeable future.
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 14% growth forecast for the Global Semiconductor industry. 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 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 29Analog Devices, Inc. to Report Q3, 2023 Results on Aug 23, 2023Analog Devices, Inc. announced that they will report Q3, 2023 results at 7:00 AM, US Eastern Standard Time on Aug 23, 2023
お知らせ • Jun 25Analog Devices, Inc.(NasdaqGS:ADI) dropped from Russell 1000 Growth-Defensive IndexAnalog Devices, Inc.(NasdaqGS:ADI) dropped from Russell 1000 Growth-Defensive Index
お知らせ • Jun 14Analog Devices, Inc. Announces Apollo Mxfe Advanced Software-Defined Signal Processing Solution for Aerospace & Defense, Instrumentation, and Next-Generation Wireless CommunicationsAnalog Devices, Inc. announced Apollo MxFE, its most advanced software-defined, direct RF-sampling, wideband mixed signal front end platform. Apollo MxFE enables next-generation applications such as phased array radar, electronic surveillance, test and measurement, and 6G communications in the Aerospace & Defense, Instrumentation, and Wireless Communications industries. The growth of data intensive applications is increasing the need for wider bandwidths and more rapid processing and analysis of data for 5G, 6G, Wi-Fi 7 & 8, radar, signal intelligence, and other applications at the network edge. As a result, customers need a solution that enables higher-speed data conversion and processing capabilities, while reducing electronic testing complexity. Developed for application versatility and rapid customization, the Apollo MxFE offers instantaneous bandwidths as high as 10GHz while directly sampling and synthesizing frequencies up to 18GHz (Ku Band). This monolithic 16nm CMOS device utilizes high dynamic range RF Analog-to-Digital Converter (ADC) and RF Digital-to-Analog Converter (DAC) cores with the best spurious free dynamic range and noise spectral density available on the market today. As such, Apollo MxFE helps customers accelerate design cycles and bring new products to market faster and at lower cost, while future-proofing their product designs. Apollo MxFE Product Details: Apollo MxFE's 4T4R product offers four 12-bit RF ADCs with a sample rate up to 20GSPS, four 16-bit RF DACs with a sample rate up to 28GSPS, an RF input bandwidth from DC to 18GHz (Ku Band), and an instantaneous bandwidth up to 10GHz. Apollo MxFE is the industry's first integrated radio that is capable of directly interfacing to the emerging 6G frequency bands from 7GHz to 15GHz. The on-chip digital signal processing (DSP) offers a real-time FFT Sniffer, a full-rate programmable FIR filter, a 128-tap complex FIR filter, fast-hopping NCOs, DDCs/DUCs, and a fractional sample rate converter.
お知らせ • Jun 06Analog Devices, Inc. Appoints Stephen Jennings to Its Board of DirectorsAnalog Devices, Inc. announced that its Board of Directors has appointed Stephen Jennings as an independent director and member of the Board’s Compensation and Talent Committee effective as of June 4, 2023. Prior to joining the ADI Board, Jennings served as a senior Strategy Principal at Deloitte, LLP, and as a member of both Deloitte’s U.S. Board of Directors and Deloitte Touche Tohmatsu’s Global Board of Directors prior to his retirement in June 2023. Jennings’ previous Board experience also includes AspenTech, where he served as the Chair of the Board for eight years of his tenure. He also served as a member of the Board at LTX-Credence, a semiconductor test equipment manufacturer, as well as various Board committees over his 15-year tenure. Jennings brings deep corporate governance experience and specific expertise in enterprise growth, innovation, M&A, organization transformations, and strategy across a diverse set of industries. His appointment expands ADI’s Board to 12 members. Over more than 30 years as a senior advisor at Deloitte and Monitor Group, Jennings held executive leadership roles and significantly grew the firms’ automotive, life sciences, healthcare, and U.S. hospitality sector practices. In addition, he served as a senior member of Deloitte’s Center for Board Effectiveness. Jennings earned a B.A. in Economics at Dartmouth College and a B.A. from Oxford University, where he studied Philosophy, Politics, and Economics as a Marshall Scholar.
Reported Earnings • May 27Second quarter 2023 earnings released: EPS: US$1.94 (vs US$1.50 in 2Q 2022)Second quarter 2023 results: EPS: US$1.94 (up from US$1.50 in 2Q 2022). Revenue: US$3.26b (up 9.8% from 2Q 2022). Net income: US$977.7m (up 25% from 2Q 2022). Profit margin: 30% (up from 26% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Global Semiconductor industry. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • May 25+ 1 more updateAnalog Devices, Inc. Provides Earnings Outlook for the Third Quarter of Fiscal 2023Analog Devices, Inc. Provided earnings outlook for the third quarter of fiscal 2023. For the period, the company, forecasting revenue of $3.10 billion, +/- $100 million.
