Analog Devices (ADI) closed the most recent trading day at $233.74, moving -1.93% from the previous trading session. This change lagged the S&P 500's 0.88% loss on the day. Meanwhile, the Dow gained 0.08%, and the Nasdaq, a tech-heavy index, lost 1.95%.The semiconductor maker's stock has dropped by 0.05% in the past month, falling short of the Computer and Technology sector's gain of 9.48% and the S&P 500's gain of 5.11%.Analysts and investors alike will be keeping a close eye on the performance of Analog D ...

KALISPELL, Mont., June 27, 2024 (GLOBE NEWSWIRE) -- ClassOne Technology, a leading global provider of advanced electroplating and wet processing tools for microelectronics manufacturing, today announced it has delivered the first of two Solstice® S4 single-wafer processing systems ordered by Analog Devices, Inc. (NASDAQ:ADI) to its Beaverton, Ore., facility. The four-chamber ClassOne Solstice system facilitates improved performance for ADI's innovative analog/mixed-signal and digital signal processing (DSP) ...

It has been about a month since the last earnings report for Analog Devices (ADI) . Shares have lost about 2.2% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is Analog Devices due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers. Analog Devices Q2 Earnings Beat Estimate ...

报告公司投资评级 Analog Devices, Inc. (ADI)的财务季度FY2024Q2实现营收21.59亿美元,略高于指引中值21亿美元。[9] 报告的核心观点 总体营收情况 1. FY2024Q2公司实现营收21.59亿美元(QoQ-14.1%,YoY-33.8%),主要系下游工业市场库存合理化调整,FY24Q2的订单预订量环比有所改善。[9] 2. 调整后毛利率为66.7%(QoQ-2.3pcts,YoY-7 pcts);净利润为3.02亿美元(QoQ-34.7%,YoY-69.1%),净利润率为14.00%(QoQ-4.42pcts,YoY-15.96pcts);调整后每股收益1.40美元(QoQ-19.1%,YoY-50.5%)。[9] 按终端市场营收划分 1. 工业市场营收为10.15亿美元(QoQ-15.2%,YoY-44%),占比47%,主要系客户持续调整库存,市场需求疲软。公司将特定应用的AI模型和高性能计算部署至端侧,从而在延迟、能效、安全性和成本方面带来更大的系统价值和改进。[12] 2. 汽车市场营收为6.58亿美元(QoQ-10.9%,YoY-10%),占比30%,主要系产品需求持续下降。公司GMSL设计方案成功导入全球前20大OEM厂商中的15家,并提高了在欧洲和韩国OEM客户的份额;即将推出的欧洲OEM车型中,公司的BMS产品供应份额实现翻倍。[12][13] 3. 通信市场营收为2.41亿美元(QoQ-20.2%,YoY-45%),占比11%,主要系产品需求持续下降。公司将实时神经网络与AI辅助开发工具相结合,增强下一代5G无线电先进连接平台的处理能力。[13] 4. 消费者市场营收为2.45亿美元(QoQ-10.6%,YoY-9%),占比11%,主要系各下游应用的终端需求持续低迷。公司正在开发一款带有嵌入式神经网络的混合信号处理器,使系统能够实时学习和适应声音的高度可变性。[13] 公司业绩指引 1. 公司预计FY2024Q3实现营业收入21.7～23.7亿美元(QoQ +0.51%～9.8%,YoY-29.5%～-23%);调整后EPS为1.40～1.60美元(QoQ +0%～14.3%,YoY-43.8%～-35.7%)。[14] 2. 展望FY24Q3,公司下游工业市场开始复苏,计划继续降低渠道库存,叠加公司在仪器和测试业务中取得design-win的积极影响,进一步加强在工业市场的盈利能力。[14]

Analog Devices, Inc. (NASDAQ:ADI) Bernstein 40th Annual Strategic Decisions Conference May 29, 2024 10:00 AM ET Company Participants Michael Lucarelli - VP, IR & FP&A Richard Puccio - Executive VP & CFO Conference Call Participants Stacy Rasgon - Bernstein Stacy Rasgon I guess, we'll get started. Good morning, everyone. Thank you for coming. I'm Stacy Rasgon. I cover the U.S. semiconductor sector here at Bernstein. And it's my honor today to introduce our guests, Rich Puccio, the CFO of Analog Devices; and ...

Certain technology companies get all the attention and generate all the media headlines. This fact leaves many companies lurking in the shadows and off the radar screens of investors. This is a sorry state of affairs as it means that investors are missing out on great stocks, a lot of which can be purchased now at bargain prices even as they begin to rise again and post solid returns. Little-known stocks in the semiconductor, e-commerce, financial technology and cryptocurrency sectors are flying out of most ...

WILMINGTON, Mass., May 23, 2024 /PRNewswire/ -- Analog Devices, Inc. (Nasdaq: ADI) today announced that the Company's Executive Vice President & Chief Financial Officer, Richard Puccio, will discuss business topics and trends at the Bernstein 40th Annual Strategic Decisions Conference taking place at the New York Hilton Midtown Hotel, located in New York, New York, on Wednesday, May 29, 2024, at 10:00 a.m. EST. The webcast for the conference may be accessed live via the Investor Relations section of Analog ...

Key Points Analog Devices has a better-than-feared quarter and indicates the start of a cyclical recovery. Cash flow and capital returns are robust and will continue this year. Analysts are leading this market to new highs: a 10% to 20% upside is still possible. 5 stocks we like better than Analog Devices Analog Devices NASDAQ: ADI share prices are surging because a trough is in place, and the outlook is robust. The FQ2 results and guidance for FQ3 aren't robust but show markets stronger than expected, and ...

财务数据和关键指标变化 - 第二季度营收为21.6亿美元,同比下降34% [33] - 毛利率为66.7%,环比和同比下降,主要受到不利的产品组合、收入下降和产能利用率下降的影响 [38] - 营业费用大幅同比下降,主要得益于可变薪酬的下降和公司范围内的成本控制 [39] - 营业利润率达39%,超出了公司的预期 [39] - 第三季度营收预计为22.7亿美元,环比增长5% [44] - 第三季度毛利率预计超过67% [83] 各条业务线数据和关键指标变化 - 工业业务占营收47%,同比下降44% [34] - 汽车业务占营收30%,同比下降10% [35] - 通信业务占营收11%,同比下降45% [35] - 消费业务占营收11%,同比下降9% [36][37] 各个市场数据和关键指标变化 - 工业业务中,航空航天和国防表现优于整体工业 [34] - 汽车业务中,连接性和功能安全电源持续增长,抵消了其他应用的下降 [35] 公司战略和发展方向及行业竞争 - 公司正在加大在人工智能领域的投资,从传感器到云端都有布局 [18][19][20][25][29] - 公司在电源管理、高性能计算和光通信等领域有独特优势,将受益于人工智能基础设施的建设 [20][21][22][23][24] - 公司正在将人工智能应用到产品中,提升性能和价值 [26][27][28] - 公司在创新和定价方面有优势,产品生命周期长,定价较为稳定 [92][93][116][117][118] 管理层对经营环境和未来前景的评论 - 公司认为已经见到了这一轮周期的低点,PMI指数改善、客户库存趋于稳定,订单也连续三个季度有所改善 [10][11] - 管理层对短期经济和地缘政治的不确定性保持谨慎,但对公司的长期发展前景充满信心 [11][30] - 管理层预计2025年将是公司业绩快速增长的一年 [69][70] 问答环节重要的提问和回答 问题1 **Tore Svanberg 提问** 询问第三季度工业业务的强劲增长背后的原因 [54] **Richard Puccio 回答** 工业业务是公司最多元化和利润最高的市场,经历了前所未有的广泛性库存调整。PMI指数改善和连续三个季度的订单增长表明工业业务正处于复苏阶段 [56][57][58][59] 问题2 **Vivek Arya 提问** 如何区分终端需求和库存变化的影响 [71] **Vincent Roche 和 Richard Puccio 回答** 很难完全分离这两个因素,但公司监控的信号显示客户库存已经恢复正常,同时公司自身的库存也在逐步降低,为第二半年的增长奠定基础 [73][74][75][79][80][81] 问题3 **Joseph Moore 提问** 公司毛利率和营业利润率的提升趋势背后的原因 [113] **Richard Puccio 和 Vincent Roche 回答** 公司灵活的制造模式、持续的生产效率提升、产品创新和定价优势是毛利率和营业利润率提升的主要原因 [114][115][116][117][118]

Analog Devices Inc. (ADI) has reported second-quarter fiscal 2024 adjusted earnings of $1.40 per share, which surpassed the Zacks Consensus Estimate by 11.1%. The bottom line declined 51% from the year-ago quarter. Revenues of $2.16 billion beat the Zacks Consensus Estimate of $2.10 billion. The top line fell 34% from the year-ago quarter. Softness in the communications, consumer, automotive and industrial end-markets was a major negative. Revenues by End Markets Industrial: The market generated revenues of ...