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zacks.comAUG 202 min read$ADI

Analog Devices Q3 Earnings Beat Estimates, Revenues Rise Y/Y

Analog Devices reported Q3 fiscal 2026 earnings of $3.45 per share, beating estimates by 3.6%. Revenue rose 40% year-over-year to $4.02 billion. The company's segments saw varied growth, with the highest in Communications (84%). ADI expects Q4 revenue of $4.3 billion and adjusted earnings of $3.86 per share, above consensus estimates.

Original reporting
zacks.com
Published Aug 20, 2026, 12:32 PM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Aug 20, 2026, 2:04 PM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
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Analog Devices Q3 Earnings Beat Estimates, Revenues Rise Y/Y — source image
Source · zacks.com
Decision brief

The 30-second read

$ADIBullishHigh
01

Why it matters

Earnings beat and raised FY guidance suggest stronger demand across industrial, automotive, and communications segments.

02

Market read

The report provides fresh, material data for traders; ADI may experience price appreciation on the news.

03

What to watch

Higher cash burn and debt level could constrain future buybacks.

Relevance 9/10Novelty 9/10Timing: after‑hours release

Background

Analog Devices (ADI) is a leading mixed‑signal and analog semiconductor company.

Company-level read

Ticker impact

$ADIBullishHigh confidence
Context

Analog Devices reported Q3 FY2026 non‑GAAP EPS $3.45 beating estimates and raised FY2026 guidance.

Expected impact

Potential short‑term rally; target $180‑$190 if momentum holds.

Evidence & confidence

Beat magnitude 3.6% and guidance above consensus for revenue and EPS, combined with strong margin expansion.

Market effects

Sector

Positive for semiconductor and industrial electronics sector, may lift peers.

Regional

U.S. tech stocks could see modest gains.

Global

Limited to investors tracking analog and broader chip cycle.

Counterpoint

What could challenge this read

Guidance may already be priced in; risk of slowdown in automotive segment.

Key entities

  • Company
    Analog Devices

    Issuer of the earnings report.

Read at source← All news

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AUG 20
$ADIMedAI 8/10

Bernstein upgrades Analog Devices after Q3 beat strengthens growth outlook

Bernstein upgraded Analog Devices (ADI) to Outperform, raising its price target to $465. ADI reported Q3 revenue of $4.022B, beating estimates, with strong automotive and industrial segments. Q4 guidance also exceeded expectations, with revenue forecast at $4.3B and EPS at $3.86. The company expects margin expansion, driven by revenue growth and product mix. Shares gained 1% in premarket trading.

finance.yahoo.com2 min