Analog Devices Stock Surges on Earnings Beat as Bookings Improve -- Barrons.com

Dow Jones11-26

By Mackenzie Tatananni

Analog Devices stock was rising in premarket trading Tuesday after the chip maker's fiscal fourth-quarter earnings outpaced analysts' expectations.

Adjusted earnings per share were reported at $1.67, topping Wall Street's estimate of $1.64.

The semiconductor company reported fiscal fourth-quarter revenue of more than $2.4 billion, falling within the company's guidance range and slightly beating the FactSet consensus estimate.

"After a brief decline in overall bookings during our third quarter, orders picked up steadily throughout the fourth quarter, particularly in the automotive end market," Chief Financial Officer Richard Puccio said in a press release.

"While macro uncertainty continues to limit the pace of our recovery, we remain cautiously optimistic for a strong growth year in fiscal 2025," Puccio continued.

Analog Devices was up 5.1% to $235.01 in premarket trading Tuesday. If that holds, the stock's seven-day winning streak would be its best since a seven-day stretch in December 2023.

Shares of competitors also were rising. Texas Instruments and Intel were up 1.5% and 0.7%, respectively.

Analog Devices CEO and Chair Vincent Roche lauded the company's "continued business momentum and solid execution" through the fourth quarter, though he noted "unprecedented customer inventory headwinds" that drove a historic revenue decline during the fiscal year.

Fiscal 2024 revenue was reported at just more than $9.4 billion, a sharp decline from the $12.3 billion reported in 2023.

Despite concerns over stretched valuations, some analysts predict a bright future ahead for semiconductor stocks, arguing that they are poised to see gains next year.

Earlier this month, Citi Research analyst Christopher Danely predicted that global semiconductor sales will rise 9% in 2025 from 2024, following estimated growth of 17% in 2024.

Analog Devices stock is currently rated an Overweight, according to a majority of analysts surveyed by FactSet.

Write to Mackenzie Tatananni at mackenzie.tatananni@barrons.com

This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.

 

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November 26, 2024 07:55 ET (12:55 GMT)

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