Analog Devices Posts Q3 Beat; Secular Tailwinds, Cyclical Recovery Sets The Stage For FY26 Upside, Analysts Say

Benzinga_recent_news11-27

Shares of Analog Devices Inc (NASDAQ:ADI) climbed in early trading on Wednesday after the company reported upbeat third-quarter earnings. Here are some key analyst takeaways: Check out other analyst ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2586262683?lang=en_US&edition=fundamental","thumbnail":"https://cdn.benzinga.com/files/images/story/2025/11/26/July-30--2019-Santa-Clara-----Ca-----Usa.jpeg?optimize=medium&dpr=2&auto=webp&width=240","is_english":true,"pubTime":"2025-11-27 02:20","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2586262683","market":"hk","top_or_hot":-1,"title":"Analog Devices Posts Q3 Beat; Secular Tailwinds, Cyclical Recovery Sets The Stage For FY26 Upside, Analysts Say","media":"Benzinga_recent_news","content":"<div>\n<p>Shares of Analog Devices Inc (NASDAQ:ADI) climbed in early trading on Wednesday after the company reported upbeat third-quarter earnings.\nHere are some key analyst takeaways: \nCheck out other analyst ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/11/49092195/analog-devices-posts-q3-beat-secular-tailwinds-cyclical-recovery-sets-the-stage-for-fy26-upside-analysts-say\">Source Link</a>\n\n</div>\n","source":"benzinga_recent_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Analog Devices Posts Q3 Beat; Secular Tailwinds, Cyclical Recovery Sets The Stage For FY26 Upside, Analysts Say</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAnalog Devices Posts Q3 Beat; Secular Tailwinds, Cyclical Recovery Sets The Stage For FY26 Upside, Analysts Say\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-27 02:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/11/49092195/analog-devices-posts-q3-beat-secular-tailwinds-cyclical-recovery-sets-the-stage-for-fy26-upside-analysts-say><strong>Benzinga_recent_news</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of Analog Devices Inc (NASDAQ:ADI) climbed in early trading on Wednesday after the company reported upbeat third-quarter earnings.\nHere are some key analyst takeaways: \nCheck out other analyst ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/11/49092195/analog-devices-posts-q3-beat-secular-tailwinds-cyclical-recovery-sets-the-stage-for-fy26-upside-analysts-say\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4512","symbol_name":"苹果概念","start_time":0,"source_url":"https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/11/49092195/analog-devices-posts-q3-beat-secular-tailwinds-cyclical-recovery-sets-the-stage-for-fy26-upside-analysts-say","article_id":"2586262683","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2025/11/26/July-30--2019-Santa-Clara-----Ca-----Usa.jpeg?optimize=medium&dpr=2&auto=webp&width=240"],"rights":{"source":"benzinga_recent_news","url":"https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/11/49092195/analog-devices-posts-q3-beat-secular-tailwinds-cyclical-recovery-sets-the-stage-for-fy26-upside-analysts-say","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2586262683","pubTimestamp":1764181200,"columns":[],"sourceInfo":{"source_id":"benzinga_recent_news","name":"Benzinga"},"weMediaInfo":null,"summary":"Analog Devices stock jumps after upbeat Q3 earnings report, analysts maintain positive outlook with price targets of $285-$320.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4512":"苹果概念","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU0724618433.USD":"BGF NEW ENERGY \"A4\" (USD) INC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU1978683503.SGD":"Blackrock Sustainable Energy A2 SGD-H","BK4141":"半导体产品","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","LU1670711040.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","BK4588":"碎股","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","BK4515":"5G概念","SSI":"Stage Stores Inc","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU0302445910.USD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU1670710588.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4605":"半导体精选","LU1861214812.USD":"Blackrock Future of Transport A2 USD","ADI":"亚德诺","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","LU1861219969.SGD":"Blackrock Future of Transport A2 SGD-H","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","LU2275660780.HKD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" (HKD) ACC","LU0444971666.USD":"天利全球科技基金","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","BK4561":"索罗斯持仓","BK4585":"ETF&股票定投概念","LU1670711123.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) INC","LU0124384867.USD":"贝莱德新能源基金A2","LU2298322129.HKD":"BGF SUSTAINABLE ENERGY \"A2\" (HKDHDG) ACC"},"translate_title":"ADI公司公布第三季度业绩；分析师表示，长期顺风和周期性复苏为2026财年的上涨奠定了基础","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ADI":1.5,"SSI":1.5},"content_text":"Shares of Analog Devices Inc (NASDAQ:ADI) climbed in early trading on Wednesday after the company reported upbeat third-quarter earnings.\nHere are some key analyst takeaways: \nCheck out other analyst stock ratings.\nJPMorgan: Analog Devices reported strong results and guidance, which were \"underpinned by continued cyclical tailwinds\" and momentum in \"key areas of secular growth,\" Sur said in a note. Trends remain above seasonal levels, driving improving year-over-year comps.\nAnalog Devices' quarterly revenues are fast approaching prior peak levels. They could even exceed those levels by the April quarter, the analyst stated. Growth trends across the company's end market segments \"are more closely aligned with true end demand dynamics, and signaling continued momentum in the broad cyclical recovery,\" which could lend upside to fiscal 2026 expectations, he further wrote.\nBenchmark: Many of Analog Devices' end markets have bottomed and are in the early stages of recovery, which could drive healthy expansion in fiscal 2026, despite an uncertain macro and geopolitical backdrop, Williams said.\nThe upside was supported by \"lean channel inventories, improved cyclical conditions,” and a strengthening pipeline of design wins in AI, automation, and next-gen connectivity. Industrial and Communications were the strongest drivers, benefitting from high infrastructure spending and the proliferation of AI.\nNeedham: Analog Devices expects all its end markets to grow in fiscal 2026, despite macro uncertainty, Bolton said. Industrial and Communications are expected to lead the growth, he added.\nThe analyst expects the company's revenues to grow by 19% in fiscal 2026, while forecasting gross margins to exit the year approaching 71%. Analog Devices' performance would benefit from \"continued mix shift toward Industrial along with higher utilization, partially offset by capacity increases made over the past couple years,\" he further wrote.\nADI Price Action: Shares of Analog Devices had risen by 2.57% to $258.49 at the time of publication on Wednesday.\nRead More: \nImage: Shutterstock","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.9","shortVersion":"4.35.9","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2586262683","isCrawlerRequest":true}