Analog Devices, Inc. (ADI)

In the past six months, Analog Devices' stock price has been influenced by its financial performance and broader market trends. On May 22, 2025, ADI announced its fiscal second-quarter 2025 financial results, reporting revenue and earnings per share above guidance. Revenue increased by 22% year-over-year to $2.64 billion, driven by double-digit growth across all end markets. Adjusted EPS was $1.85, surpassing analyst expectations. The company noted accelerated bookings across all end markets and regions, leading to sequential backlog growth, and indicated an ongoing cyclical recovery in the semiconductor industry. Despite beating estimates, ADI's stock price experienced a more than 4% drop on May 22, 2025, due to investor concerns about a lingering tariff war potentially affecting its fundamentals. As of June 27, 2025, ADI's closing share price was $236.96, up 9.90% over the past 30 days and 4.54% over the past 12 months. The 52-week high was $247.10 on February 20, 2025, and the 52-week low was $158.65 on April 7, 2025.

Historically, Analog Devices has experienced lower sales in its first fiscal quarter due to plant shutdowns at some of its customers, but seasonality has generally not had a material impact on its overall results of operations. Cyclicality within the broader semiconductor industry tends to be a more significant influence on its quarter-to-quarter revenue. More recently, ADI has observed a cyclical recovery in demand, with the industrial and automotive sectors identified as key growth drivers. In fiscal Q2 2025, the industrial sector saw a 17% year-over-year increase in revenue, and the automotive sector grew by 24% year-over-year, fueled by EV adoption in China and Europe. The consumer sector also experienced a surge, with a 30% year-over-year increase in Q2 2025, driven by AI-driven electronics. Despite these positive trends, some analysts noted that an acceleration in automotive sell-through and orders in the Americas and Europe due to tariff announcements could lead to demand pull-forward, potentially weighing on second-half seasonal trends. The industrial inventory correction was completed, and the company expects to ship to end demand in the July quarter. Overall, ADI expects a return to its long-term growth model of 7-10%, driven by anticipated growth in the industrial and automotive markets.

Analog Devices, Inc. (ADI) is an American multinational semiconductor company specializing in data conversion, signal processing, and power management technology. Headquartered in Wilmington, Massachusetts, ADI operates within the Technology sector and the Semiconductors industry. The company designs, manufactures, tests, and markets a broad portfolio of high-performance analog, mixed-signal, and digital signal processing (DSP) integrated circuits (ICs), software, and subsystems. These technologies are crucial for converting, conditioning, and processing real-world phenomena like light, sound, temperature, motion, and pressure into electrical signals. ADI's major products include data converters, amplifiers and linear products, radio frequency (RF) technologies, embedded processors or digital signal processing (DSP) ICs, power management products, interface and isolation products and MEMS (Micro-electromechanical systems). ADI serves approximately 100,000 customers across diverse industries, including communications, computer, instrumentation, military/aerospace, automotive, healthcare, industrial, and consumer electronics applications.

Analog Devices has a significant global presence with its headquarters in Wilmington, Massachusetts, U.S. The company's regional headquarters are located in Shanghai, China; Munich, Germany; Limerick, Ireland; and Tokyo, Japan. ADI operates fabrication plants in the United States and Ireland, with testing facilities in General Trias, Philippines; Chonburi, Thailand; and Penang, Malaysia. Design centers are spread across Australia, Canada, China, Egypt, England, Germany, India, Italy, Japan, Scotland, Spain, Taiwan, Turkey, and the United States. Its business operations span across the Americas, Europe, Africa, and Asia-Pacific. In May 2023, Analog Devices announced a €630 million investment in a new R&D and manufacturing facility in Limerick, Ireland, aiming to triple its European wafer production capacity.

Analog Devices has maintained a reputation as a global semiconductor leader known for its high-performance analog, mixed-signal, and digital signal processing solutions. The company emphasizes its role in bridging the physical and digital worlds to enable breakthroughs at the Intelligent Edge and drive advancements in digitized factories, mobility, and digital healthcare, as well as combat climate change. ADI highlights its commitment to innovation, sustainability, diversity, and corporate responsibility. Specific events that have positively impacted its reputation include strong financial performance, strategic partnerships with Tata Group, StationX and Altera, continued investment in innovation, and focus on key growth markets. No significant negative events specifically impacting Analog Devices' brand reputation in the past year were found in the search results.

Analog Devices (NASDAQ: ADI) is primarily owned by institutional shareholders, who hold approximately 85.40% of the company's stock. Individual Analog Devices insiders own about 1.43%, and retail investors hold 13.17%. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., JPMorgan Chase & Co., State Street Corp., T. Rowe Price Group, Inc., Geode Capital Management, Llc., Massachusetts Financial Services Co /Ma/., Invesco Qqq Trust, Series 1, Norges Bank Investment Management, Wells Fargo & Company and UBS Asset Management AG. The largest individual Analog Devices shareholder is Ray Stata, who owns 4.48 million shares, representing 0.90% of the company.