Coverage / ADI / Trade Card

ADI

Analog Devices Inc

OPPORTUNISTIC BUY 2026-08-09 Data 34 days old USD 389.93 Technology - SemiconductorsAWAIT ENTRY
ACTIONABLEMethodology gates passed
59

Position levels

Currenttoday
USD 389.93
Buy <=wait / entry
USD 298.33
Trim >=take some off
USD 405.00
Thesis breakThe thesis would be invalidated by a combination of two consecutive quarterly re...
-

Scenario-weighted conviction

ProbabilityScoreContribution
Bull case25%100 / 10025.0
Base case50%62 / 10031.0
Bear case25%10 / 1002.5
Weighted conviction59 / 100 - OPPORTUNISTIC BUY

Top risks

  • Completed acquisition of Empower Semiconductor strengthening AI grid-to-core power position
  • Q2 FY2026 revenue growth of 37.3% with 49.0% adjusted operating margin
  • Upcoming Q3 FY2026 earnings release scheduled for August 19 2026
Read full report →

Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.