We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Analog Devices expects revenues of $3 billion (+/- $100 million). The Zacks Consensus Estimate is pegged at $3.01 billion, suggesting a 23.2% increase from the year-ago quarter’s figure.
ADI anticipates adjusted earnings per share of $2.22 (+/-10 cents). The consensus mark for earnings is also pinned at $2.22, indicating a 32.9% rise from the prior-year quarter’s figure. The estimate has remained unchanged over the past 60 days.
Analog Devices’ earnings surpassed the Zacks Consensus Estimate in each of the trailing four quarters, the average surprise being 5.8%.
Let’s see how things are shaping up for the upcoming announcement.
Analog Devices’ fourth-quarter performance is likely to have benefited from the secular growth trend across the industrial, communications and consumer end markets. The industrial segment is witnessing strong growth on robust demand from instrumentation, automation, healthcare, aerospace and defense, and energy management companies.
As ADI’s customers keep benefiting from improvements in productivity, efficiency and quality alongside data-driven insights, the industrial automation segment is likely to have experienced continued strong momentum in the to-be-reported quarter. Our model estimates suggest that the industrial end market’s revenues will increase 24.9% year over year to $1.34 billion.
Analog Devices’ communications segment caters to the development of broadband, wireless and Internet infrastructures. This end market is likely to have benefited from the growing usage of analog and mixed-signal integrated circuits across 5G, satellite and terrestrial broadband, optical and cable networking equipment for data center, carrier and data storage. Our model estimates suggest that the communications end market’s revenues will jump 25.7% year over year to $346.3 million.
The company’s consumer segment is experiencing traction across handsets, gaming, hearables and wearables categories. As Analog Devices develops analog, digital, mixed signal processors and power solutions for personal and professional entertainment systems, and feature-rich consumer products, the traction in consumer electronics is benefiting ADI. Our model estimates suggest that the consumer end market’s revenues will surge 12.9% year over year to $428.8 million.
Nonetheless, macroeconomic challenges, including tariff-related uncertainty, geopolitical tensions and inflationary pressures, are likely to have posed challenges for the company in the to-be-reported quarter.
What Our Model Says About ADI’s Q4 Earnings
Our proven model does not conclusively predict an earnings beat for Analog Devices this season. According to the Zacks model, the combination of a positive Earnings ESP and Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. However, that is not the exact case here.
Though Analog Devices carries a Zacks Rank #3, it has an Earnings ESP of 0.00%. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
Stocks to Consider
Here are some companies worth considering, as our model indicates that these possess the right combination of factors to exceed earnings expectations in their upcoming releases:
The Zacks Consensus Estimate for Micron Technology’s first-quarter earnings is pegged at $3.77 per share, up by 2 cents over the past seven days, implying a rise of 110.6% from the year-ago quarter’s reported figure. Shares of Micron Technology have soared 138.5% year to date.
MongoDB (MDB - Free Report) is set to report third-quarter fiscal 2026 results on Dec. 1. It has an Earnings ESP of +6.33% and carries a Zacks Rank #2 at present.
The Zacks Consensus Estimate for MongoDB’s third-quarter earnings is pegged at 79 cents per share, up a penny over the past 30 days, indicating a decline of 31.9% from the year-ago quarter’s reported figure. Shares of MongoDB have jumped 41.1% year to date.
Marvell Technology (MRVL - Free Report) is slated to report third-quarter fiscal 2026 results on Dec. 2. It has an Earnings ESP of +11.04% and carries a Zacks Rank #3 at present.
The Zacks Consensus Estimate for Marvell Technology’s third-quarter earnings is pegged at 75 cents per share, revised upward by a penny over the past seven days, calling for an increase of 74.4% from the year-ago quarter’s reported figure. Shares of Marvell Technology have plunged 30.8% year to date.
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
Image: Bigstock
Analog Devices to Report Q4 Earnings: What's in Store for the Stock?
Key Takeaways
Analog Devices, Inc. (ADI - Free Report) is scheduled to report fourth-quarter fiscal 2025 results on Nov. 25.
Analog Devices expects revenues of $3 billion (+/- $100 million). The Zacks Consensus Estimate is pegged at $3.01 billion, suggesting a 23.2% increase from the year-ago quarter’s figure.
ADI anticipates adjusted earnings per share of $2.22 (+/-10 cents). The consensus mark for earnings is also pinned at $2.22, indicating a 32.9% rise from the prior-year quarter’s figure. The estimate has remained unchanged over the past 60 days.
Analog Devices’ earnings surpassed the Zacks Consensus Estimate in each of the trailing four quarters, the average surprise being 5.8%.
Let’s see how things are shaping up for the upcoming announcement.
Analog Devices, Inc. Price and EPS Surprise
Analog Devices, Inc. price-eps-surprise | Analog Devices, Inc. Quote
Factors Likely to Influence ADI’s Q4 Results
Analog Devices’ fourth-quarter performance is likely to have benefited from the secular growth trend across the industrial, communications and consumer end markets. The industrial segment is witnessing strong growth on robust demand from instrumentation, automation, healthcare, aerospace and defense, and energy management companies.
As ADI’s customers keep benefiting from improvements in productivity, efficiency and quality alongside data-driven insights, the industrial automation segment is likely to have experienced continued strong momentum in the to-be-reported quarter. Our model estimates suggest that the industrial end market’s revenues will increase 24.9% year over year to $1.34 billion.
Analog Devices’ communications segment caters to the development of broadband, wireless and Internet infrastructures. This end market is likely to have benefited from the growing usage of analog and mixed-signal integrated circuits across 5G, satellite and terrestrial broadband, optical and cable networking equipment for data center, carrier and data storage. Our model estimates suggest that the communications end market’s revenues will jump 25.7% year over year to $346.3 million.
The company’s consumer segment is experiencing traction across handsets, gaming, hearables and wearables categories. As Analog Devices develops analog, digital, mixed signal processors and power solutions for personal and professional entertainment systems, and feature-rich consumer products, the traction in consumer electronics is benefiting ADI. Our model estimates suggest that the consumer end market’s revenues will surge 12.9% year over year to $428.8 million.
Nonetheless, macroeconomic challenges, including tariff-related uncertainty, geopolitical tensions and inflationary pressures, are likely to have posed challenges for the company in the to-be-reported quarter.
What Our Model Says About ADI’s Q4 Earnings
Our proven model does not conclusively predict an earnings beat for Analog Devices this season. According to the Zacks model, the combination of a positive Earnings ESP and Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. However, that is not the exact case here.
Though Analog Devices carries a Zacks Rank #3, it has an Earnings ESP of 0.00%. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
Stocks to Consider
Here are some companies worth considering, as our model indicates that these possess the right combination of factors to exceed earnings expectations in their upcoming releases:
Micron Technology (MU - Free Report) is expected to report first-quarter fiscal 2026 results on Dec. 17. It has an Earnings ESP of +2.46% and sports a Zacks Rank #1 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for Micron Technology’s first-quarter earnings is pegged at $3.77 per share, up by 2 cents over the past seven days, implying a rise of 110.6% from the year-ago quarter’s reported figure. Shares of Micron Technology have soared 138.5% year to date.
MongoDB (MDB - Free Report) is set to report third-quarter fiscal 2026 results on Dec. 1. It has an Earnings ESP of +6.33% and carries a Zacks Rank #2 at present.
The Zacks Consensus Estimate for MongoDB’s third-quarter earnings is pegged at 79 cents per share, up a penny over the past 30 days, indicating a decline of 31.9% from the year-ago quarter’s reported figure. Shares of MongoDB have jumped 41.1% year to date.
Marvell Technology (MRVL - Free Report) is slated to report third-quarter fiscal 2026 results on Dec. 2. It has an Earnings ESP of +11.04% and carries a Zacks Rank #3 at present.
The Zacks Consensus Estimate for Marvell Technology’s third-quarter earnings is pegged at 75 cents per share, revised upward by a penny over the past seven days, calling for an increase of 74.4% from the year-ago quarter’s reported figure. Shares of Marvell Technology have plunged 30.8% year to date.