- Prev close
- $390.37
- Day range
- $380.58 – $390.55
- From 52-wk high
- -12.5%
- Next earnings
- in 62 days
ADI’s +0.8% session looks like a stock-specific move against a -0.5% S&P 500 and -0.7% Nasdaq 100 backdrop, with the latest Cadence/DSP and AI-data-center headlines reinforcing a constructive longer-term setup.
ADI
ANALOG DEVICES INC
As of Sep 16, 2026
72/100
Looks healthyHealth ScoreWhy it moved
ADI’s +0.8% close came in a weak tape, with the S&P 500 at -0.5% and the Nasdaq 100 at -0.7%, so the broad market does not explain the stock’s relative strength. The same-sector peers were also firmer — AMD +4.3%, INTC +5.1%, TXN +0.5%, and MRVL +3.3% — which points to a sector-wide semiconductor bid rather than a company-specific catalyst as the primary driver.
Normal volatility?
This looks like ordinary-to-moderate volatility rather than deterioration, because the business numbers remain strong: revenue is +33.6% YoY (TTM), the latest quarter was +39.6% YoY, EPS is +114.4% YoY (TTM), and margins are still high at gross +65.8%, operating +35.5%, and net +29.8%. Valuation is not cheap at PE 42.6 and forward PE 25.6, but the PEG of 1.81 — PE divided by growth, so it shows what investors pay per point of growth — is still anchored to positive growth, and beta 1.29 says the shares naturally move more than the market. The up-move is therefore supported by intact fundamentals, though the rich multiple means strong growth is already priced in and can make the stock react sharply in either direction.
Earnings preview
The next earnings date is 2026-11-23. The facts do not provide analyst revenue or EPS consensus for that report, so I cannot state a market estimate for the print; what is available is the current operating backdrop of revenue +33.6% YoY (TTM), latest-quarter revenue +39.6% YoY, EPS +114.4% YoY (TTM), and margins of gross +65.8%, operating +35.5%, and net +29.8%. The market is likely focused on whether AI/data-center demand and industrial momentum are extending the current growth rate, whether the Cadence/Tensilica and broader grid-to-chip strategy are translating into durable design wins, and whether margins can stay near the current levels while valuation remains at PE 42.6 and forward PE 25.6. Prior post-earnings reaction data is not provided in the facts, so I won’t infer a pattern.
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