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Analog Devices ADI

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    1. Analog Devices' Design Win With Apple Pays Dividends; Raising Fair Value Estimate to $59

      Commentary

      Wed, 20 May 2015

      Analog Devices reported solid fiscal second-quarter ..... to 33.7%. For the July quarter, Analog Devices expects revenue of $825 million ..... Assuming healthy consumer growth, Analog Devices ' total revenue forecast implies only

    2. Texas Instruments' Transformation in Full Swing

      Headlines

      Fri, 6 Feb 2015

      capital for shareholders. Shorter-Life-Cycle Products, but Broader Customer Base Some of TI's peers like Analog Devices ADI and Linear Technology LLTC take this benefit one step further by concentrating on end markets where product lives

    3. Infineon Provides Solid, but not Spectacular, Full Year Forecast; Maintaining $10 FVE

      Commentary

      Mon, 1 Dec 2014

      13% range. The forecast is comparable to the mid-single digit declines forecast by U.S.-based peers like Analog Devices in recent weeks. For the full year, Infineon expects 6%-10% growth and adjusted operating margins in the 14

    4. ADI Reports Solid Fourth Quarter as Hittite Integration Continues; Maintain $52 Fair Value Estimate

      Commentary

      Tue, 25 Nov 2014

      Analog Devices reported strong a fiscal fourth ..... acquired Hittite Microwave, but ADI ’s organic analog chip sales ..... margins were a solid 33%. ADI expects revenue in the January ..... difference to the fact that ADI reports earnings on a one-month

    5. Microchip's Warning Hints at an Analog Chip Slowdown, but Buying Opportunities May Arise

      Commentary

      Fri, 10 Oct 2014

      wide-moat analog chip stocks, such as Texas Instruments, Analog Devices , Linear Tech, and Maxim Integrated, faced a sharp sell-off ..... based fair value estimates for Linear, TI, Maxim, and ADI for the time being, though we will tweak our growth and profitability

    6. Microchip’s Warning Points Toward Another Chip Industry Downturn; Cutting Fair Value Estimate

      Commentary

      Thu, 9 Oct 2014

      the September quarter. This is well below expectations. We anticipate that peers like Linear Tech, TI, Maxim and Analog Devices may take similarly cautious tones in the coming weeks as well. We will likely cut Microchip's fair value estimate by

    7. Steady as she Goes for ADI as the Firm Reports Solid 3Q Results and Integrates Hittite Microwave

      Commentary

      Tue, 26 Aug 2014

      Analog Devices reported solid fiscal third ..... million as discussed in May. ADI received $5 million of sales ..... network buildouts in China. ADI ’s auto chip sales took a pause ..... from the year-ago quarter. ADI ’s profitability remained strong

    8. Infineon's International Rectifier Acquisition Makes Strategic Sense, but Carries a High Price Tag

      Commentary

      Thu, 21 Aug 2014

      IR isn’t outrageous, but exceeds other, more disciplined deals in the chip space in recent months, such as Analog Devices ’ acquisition of Hittite at a 30% premium or Avago’s purchase of LSI at a 41% premium. We are encouraged

    9. ADI's Analyst Day Gives Us Confidence in Our Wide Moat Rating and Strong Free Cash Flow Generation

      Commentary

      Wed, 18 Jun 2014

      We came away from Analog Devices ' analyst day in New York with ..... rating. We continue to view ADI as a high-quality analog chipmaker ..... of safety before investing. ADI gave investors a variety of ..... EPS target seems achievable. ADI also hinted that further acquisitions

    10. We Like ADI's Purchase of Hittite Microwave in an Accretive Deal; Raising Our FVE to $52

      Commentary

      Mon, 9 Jun 2014

      We approve of Analog Devices ’ tender offer to acquire ..... 0 billion. In our view, ADI ’s purchase price represents ..... be immediately accretive to ADI ’s earnings. We will likely ..... appears to fit in nicely with ADI ’s industrial and communications

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