NasdaqGS:ADISemiconductor
How Investors Are Reacting To Analog Devices (ADI) Outlook Hike And Record AI-Focused R&D Spending
On December 16, 2025, Bank of America raised its outlook on Analog Devices while CEO Vincent Roche emphasized record R&D spending and strength across industrial, aerospace, defense, and automotive markets.
This combination of a more optimistic Wall Street view and management’s focus on AI-driven, high-value applications underscores how central Analog Devices has become to upgrading next-generation infrastructure.
Next, we’ll examine how this emphasis on record R&D to support a long AI...