What To Expect From Analog Devices’s (ADI) Q4 Earnings

What To Expect From Analog Devices’s (ADI) Q4 Earnings

Radek Strnad

Tue, February 17, 2026 at 12:08 PM GMT+9 2 min read

In this article:

ADI

+1.73%

Manufacturer of analog chips Analog Devices (NASDAQ:ADI) will be reporting earnings this Wednesday before market open. Here’s what you need to know.

Analog Devices beat analysts’ revenue expectations by 2.1% last quarter, reporting revenues of $3.08 billion, up 25.9% year on year. It was a strong quarter for the company, with revenue guidance for next quarter beating analysts’ expectations and a decent beat of analysts’ revenue estimates.

Is Analog Devices a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, analysts are expecting Analog Devices’s revenue to grow 28.5% year on year to $3.11 billion, a reversal from the 3.6% decrease it recorded in the same quarter last year. Adjusted earnings are expected to come in at $2.31 per share.

Analog Devices Total Revenue

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Analog Devices has a history of exceeding Wall Street’s expectations, beating revenue estimates every single time over the past two years by 2.6% on average.

Looking at Analog Devices’s peers in the analog semiconductors segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Skyworks Solutions’s revenues decreased 3.1% year on year, beating analysts’ expectations by 3.4%, and Power Integrations reported a revenue decline of 1.9%, in line with consensus estimates. Skyworks Solutions traded up 5.5% following the results while Power Integrations’s stock price was unchanged.

Read our full analysis of Skyworks Solutions’s results here and Power Integrations’s results here.

There has been positive sentiment among investors in the analog semiconductors segment, with share prices up 9.8% on average over the last month. Analog Devices is up 14% during the same time and is heading into earnings with an average analyst price target of $319.25 (compared to the current share price of $337.11).

When a company has more cash than it knows what to do with, buying back its own shares can make a lot of sense–as long as the price is right. Luckily, we’ve found one, a low-priced stock that is gushing free cash flow AND buying back shares. Click here to claim your Special Free Report on a fallen angel growth story that is already recovering from a setback.

Terms and Privacy Policy

Privacy Dashboard

More Info