Updated
Updated · Yahoo Finance · Aug 16
Analysts See Analog Devices Posting $3.92 Billion Revenue and $3.33 EPS
Updated
Updated · Yahoo Finance · Aug 16

Analysts See Analog Devices Posting $3.92 Billion Revenue and $3.33 EPS

1 articles · Updated · Yahoo Finance · Aug 16

Summary

  • $3.92 billion in revenue and $3.33 in quarterly EPS are the latest Wall Street forecasts for Analog Devices, pointing to sharp year-over-year growth ahead of its earnings report.
  • Communications and industrial markets are expected to drive that upside, potentially shifting the chipmaker's business mix and strengthening the bull case around its analog and mixed-signal portfolio.
  • Those estimates sit above Analog Devices' own Q3 2026 guidance of about $3.9 billion in revenue and $2.60 reported EPS, raising the stakes for whether demand can support a beat.
  • By 2029, the company narrative cited in the report implies $19.2 billion in revenue and $7.6 billion in earnings, though analysts still flag competition, cyclicality and inventory swings as core risks.

Insights

Can Analog Devices justify its massive valuation premium by riding the AI data center wave, or is a cyclical industrial bust looming?
Beyond the earnings hype, is the sudden surge in analog chip demand a true technological shift or just a temporary inventory illusion?
Will ADI's billion-dollar gamble on Empower Semiconductor secure its dominance in AI infrastructure, or drag down its record-high profit margins?