ON Semiconductor Corp stock: What investors should know now
ON Semiconductor Corp continues to navigate semiconductor headwinds, reporting an EPS beat of $0.64 against estimates of $0.62, despite an 11.2% year-over-year revenue dip. The company focuses on power management, analog, and sensor solutions, particularly for automotive and industrial sectors, leveraging silicon carbide technology. While thin margins and recent insider sales raise questions, strong liquidity, efficient capital use, and Wall Street's cautious but balanced "Hold" ratings suggest stability with potential for future upside as the company capitalizes on electrification trends.
Integrated Microwave Assembly Market Is Going to Boom |• Qorvo • Analog Devices
Worldwide Market Reports has published a comprehensive research study on the "Integrated Microwave Assembly Market Size and Forecast 2026-2033." The report uses primary and secondary research to analyze market drivers, challenges, opportunities, and competitive landscapes, including SWOT analysis and Porter's Five Forces framework. It provides detailed insights into market segmentation by type, application, and region, featuring key players like Qorvo and Analog Devices, to help stakeholders make informed investment decisions.
Arete Upgrades Analog Devices (ADI) to Buy
Arete has upgraded Analog Devices (ADI) from Neutral to Buy, setting a target price of $389, indicating a potential upside of over 22%. The upgrade is based on projected sales of $19.3 billion for fiscal year 2028, surpassing consensus estimates, driven by strong performance in automated testing, data centers, and automotive segments, and an anticipated AI capex cycle tailwind. Analog Devices is recognized for its integrated circuits, software, power management, and data converter technologies across various sectors.
Citi is optimistic about the short-term stock performance of AMD (AMD.US) and Analog Devices (ADI.US), while regarding the Apple supply chain as a high-quality defensive play.
Citi analysts expressed optimism regarding the short-term stock performance of AMD and Analog Devices. They also view the Apple supply chain as a high-quality defensive investment. This outlook suggests a positive sentiment for these tech companies in the near future.
Albion Financial Group UT Sells 10,555 Shares of Texas Instruments Incorporated $TXN
Albion Financial Group UT reduced its stake in Texas Instruments (NASDAQ:TXN) by 31.7% in Q4, selling 10,555 shares and retaining 22,690 shares valued at approximately $3.94 million. The semiconductor company's Q4 results slightly missed expectations, reporting $1.27 EPS against an anticipated $1.29 and $4.42 billion revenue versus $4.44 billion, with Q1 2026 EPS guidance set between $1.22 and $1.48. Wall Street analysts currently hold a "Hold" rating on TXN, with an average target price of $214.77, though institutional ownership remains high at 84.99%.
Globalfoundries’ chief legal officer sells $21k in shares
Globalfoundries Inc.'s Chief Legal Officer, Azar Samak L, sold 500 ordinary shares totaling $21,480. This transaction occurred under a Rule 10b5-1 trading plan and was a permissible exemption to a lock-up agreement. The company recently filed lawsuits against Tower Semiconductor for patent infringement and Mubadala Technology Investment Company conducted a secondary offering of GlobalFoundries shares.
Why Citi Is Bullish on AMD and Analog Devices Right Now
Citi has issued 30-day "upside catalyst watches" on AMD and Analog Devices, anticipating positive short-term performance ahead of their Q1 earnings reports. The bank maintains a Neutral rating on AMD but foresees increased CPU sales due to AI demand and server market share gains, while holding a Buy rating on Analog Devices due to analog chip price increases. Citi's analysis is supported by robust data center demand and expected growth in hyperscaler capital spending.
Analog Devices Inc. stock outperforms competitors on strong trading day
Analog Devices Inc. (ADI) stock rose 2.83% to $327.36 on Monday, outperforming the broader market indexes like the S&P 500 and Dow Jones Industrial Average. This strong performance occurred during an overall favorable trading session. The stock closed 9.87% below its 52-week high reached in February.
Texas Instruments 2025 Report: AI Drives Data Center Growth & Financial Results - News and Statistics
Texas Instruments reported a 70% year-over-year surge in data center sales in 2025, driven by demand for its analog chips in AI servers. The company's overall revenue increased by 13% to $17.7 billion, with earnings per share rising 4.8% to $5.45. Texas Instruments also expanded its manufacturing capacity and maintained its dividend growth for 22 consecutive years.
AMD, Analog Devices get 30-day upside catalyst watches at Citi; Apple suppliers favored (AMD:NASDAQ)
Citi has initiated 30-day upside catalyst watches on AMD and Analog Devices in anticipation of their upcoming quarterly earnings reports. The firm also expressed a positive outlook on two Apple suppliers, specifically mentioning Skyworks Solutions and Qualcomm in its analysis. These recommendations suggest potential short-term gains for investors in these semiconductor and technology stocks.
Citi Maintains Analog Devices(ADI.US) With Buy Rating, Maintains Target Price $400
Citi has reiterated its Buy rating for Analog Devices (ADI.US) and maintained its target price of $400. This continued endorsement suggests confidence in the company's future performance.
Wafer Polishing Plate Market Is Going to Boom | Saint-Gobain • Dow Inc. • 3M Company • KMG Chemicals
Coherent Market Insights has released a comprehensive research study forecasting significant growth in the global Wafer Polishing Plate Market between 2026 and 2033. The report analyzes market trends, competitive landscapes including key players like Saint-Gobain, Dow Inc., and 3M Company, and opportunities across various industries such as semiconductor, solar, and aerospace. It provides market segmentation by type, distribution channel, and geography, alongside various analytical methodologies to predict future market dynamics.
Texas Instruments: Transitioning as an Analog Chip Giant
Texas Instruments is solidifying its position as an analog chip giant, driven by a 70% year-over-year surge in data center sales, crucial for AI servers. The company is actively investing in vertical integration with a new 300mm fabrication facility and has sustained a stable dividend policy with 22 consecutive years of increases. Despite increased capital expenditures, robust financial performance in 2025 shows rising revenue and earnings per share, indicating strong cash flow and profitability.
Allegro MicroSystems (ALGM) Is Up 8.2% After Nvidia’s Marvell Investment Lifts Sector Sentiment – Has The Bull Case Changed?
Allegro MicroSystems (ALGM) saw an 8.2% stock price increase following Nvidia's $2.00 billion investment in Marvell Technology, which boosted semiconductor sector sentiment. While this jump is mainly sentiment-driven, Allegro's core investment narrative remains its role in vehicle electrification and industrial automation. The article notes that despite this positive sentiment, investors should consider geopolitical tensions and supply chain risks, with Allegro's forecasts projecting significant revenue and earnings growth by 2028 and a potential 41% upside to its current price.
Analog Devices, Inc. (ADI) Stock Price, News, Quote & History
This Yahoo Finance page provides comprehensive information on Analog Devices, Inc. (ADI), including its real-time stock price, historical data, and performance overview. It features a collection of recent news articles from various financial outlets discussing topics such as insider stock sales, AI memory giants, industrial segment growth, and analyst ratings. The page also includes market data for other trending tickers and lists top gainers, losers, and most active stocks.
MCHP PE Ratio & Valuation, Is MCHP Overvalued
Microchip Technology Inc (MCHP) is currently in the "Fair zone" with a forward PE ratio of 25.51, which is fairly valued compared to its five-year average of 26.41. The fair price for MCHP is estimated to be between $37.26 and $96.89 based on relative valuation methods. While its P/S ratio of 6.22 is significantly above the industry average, its strong revenue growth of 15.59% suggests this premium might be unsustainable.
Will Industrial Demand and AI Test Gear Shift Analog Devices' (ADI) Core Investment Narrative?
Analog Devices (ADI) recently presented at a display technology conference while its industrial division has become its primary revenue driver, boosted by strong demand in automation, healthcare, energy, defense, and AI-driven test equipment. The company's investment narrative centers on its ability to generate consistent cash from long product cycles and maintain a premium in its analog and mixed-signal portfolio. Growth in industrial and AI test equipment, particularly 38% year-over-year industrial division growth and 40% growth in automatic test equipment for AI chips, are key catalysts, though rising competition and fixed costs pose risks.
A Look At Analog Devices (ADI) Valuation As Industrial Growth And Analyst Upgrades Draw Attention
Analog Devices (ADI) is gaining attention due to 38% year-over-year industrial division growth and strong demand for AI chip testing equipment, coupled with positive analyst commentary. The stock has seen significant price appreciation, raising questions about whether it still offers a buying opportunity. While one valuation narrative suggests the stock is 16.1% undervalued with a fair value of $379.64, a more conservative discounted cash flow model suggests it is expensive at $185.40 compared to its current price of $318.34.
Tritonpoint Wealth LLC Cuts Stock Position in Analog Devices, Inc. $ADI
Tritonpoint Wealth LLC reduced its stake in Analog Devices, Inc. by 15.7% in Q4 2025, selling 4,017 shares to hold 21,500 shares valued at approximately $5.83 million. Despite this, other institutions like Thurston Springer Miller Herd & Titak Inc. and HF Advisory Group LLC increased their holdings significantly, and institutional ownership stands at 86.81%. The company has seen notable insider selling, with the CEO and SVP each selling 10,000 shares, but also reported strong Q4 earnings, raised its quarterly dividend, and received multiple analyst price target increases and a consensus "Buy" rating.
Entegris, Inc. $ENTG Shares Acquired by Perpetual Ltd
Perpetual Ltd increased its stake in Entegris, Inc. (NASDAQ:ENTG) by 2.7% in Q4 2025, bringing its total holdings to 418,090 shares valued at approximately $35.2 million. Other major institutions like Capital Research Global Investors, Van ECK Associates Corp, and Invesco Ltd. also significantly increased their positions in the semiconductor company. Entegris exceeded Q4 earnings and revenue estimates and provided Q1 guidance, with analysts offering a consensus "Hold" rating and an average price target of $133.78.
Analog Devices, Inc. $ADI Shares Purchased by Thurston Springer Miller Herd & Titak Inc.
Thurston Springer Miller Herd & Titak Inc. significantly increased its stake in Analog Devices (NASDAQ:ADI) by 268.9% in Q4, acquiring 4,611 shares worth $1.25 million. Other institutional investors also boosted their holdings, bringing total institutional ownership to 86.81%. Analog Devices reported strong Q4 results, beating EPS and revenue estimates, and announced an increased quarterly dividend, despite recent insider share sales.
Analog Devices (NASDAQ:ADI) CEO Sells $3,181,400.00 in Stock
Analog Devices CEO Vincent Roche sold 10,000 shares of company stock for $3.18 million on April 1st, reducing his stake by 5.62%. This follows a similar sale in February. Despite the insider selling, Analog Devices reported strong quarterly financial results, beating EPS and revenue estimates, and analysts maintain a bullish "Buy" rating with an average price target of $367.81.
Analog Devices (ADI) CEO sells 10K shares after option exercise
Analog Devices' Chair and CEO, Vincent Roche, exercised 10,000 Non-Qualified Stock Options at $94.41 per share and subsequently sold 10,000 common shares at an average price of $318.14 per share on April 1, 2026. These transactions were executed under a pre-planned Rule 10b5-1 trading plan adopted in May 2025. Following these sales, Roche directly holds 167,825.875 common shares and indirectly holds 23,515 shares through a trust.
How Investors Are Reacting To Power Integrations (POWI) Expanding High-Efficiency Flyback Power Capability With GaN ICs
Power Integrations recently launched its TOPSwitchGaN flyback IC family, extending flyback converter power capability up to 440 W while improving efficiency and reducing complexity. This product launch supports the company's long-term strategy of integrated power solutions but faces near-term challenges from trade uncertainties. Analysts currently project significant revenue and earnings growth for Power Integrations by 2028, with a fair value estimate suggesting a slight downside to its current price.
Qorvo, Inc. (QRVO) stock price, news, quote and history
This Yahoo Finance page provides comprehensive financial data for Qorvo, Inc. (QRVO), a company specializing in wireless, wired, and power technologies. It includes real-time stock price, market capitalization, key financial ratios, performance metrics compared to the S&P 500, earnings trends, analyst ratings, and company overview. The article details Qorvo's operating segments and the markets it serves in the semiconductor industry.
Aberdeen Group plc Has $222.02 Million Position in Analog Devices, Inc. $ADI
Aberdeen Group plc has reduced its stake in Analog Devices, Inc. by 3.2% while maintaining a significant $222.02 million position. Institutional investors collectively own a substantial 86.81% of the semiconductor company. Analog Devices recently surpassed quarterly earnings expectations, provided strong Q2 guidance, and increased its quarterly dividend.
Will Industrial Demand and AI Test Gear Shift Analog Devices' (ADI) Core Investment Narrative?
Analog Devices (ADI) recently showcased its display innovations and currently sees its industrial division as the primary revenue driver, boosted by strong demand in automation, healthcare, energy, defense, and AI-driven test equipment. While these factors suggest continued operational momentum, the core investment narrative remains focused on converting long product cycles into consistent cash generation, balanced against geopolitical and cost pressures. Analyst forecasts for ADI's revenue and earnings by 2028 show a range of perspectives, with some being more conservative than the company's own projections, highlighting varying views on the stock's risk-reward profile.
Will Industrial Demand and AI Test Gear Shift Analog Devices' (ADI) Core Investment Narrative?
Analog Devices (ADI) is seeing its industrial division become the primary revenue driver, fueled by strong demand in automation, healthcare, energy, defense, and AI-driven test equipment. While the company's core investment narrative prioritizes long product cycles and consistent cash generation, the growth in industrial and AI test exposure is a key catalyst. However, investors need to consider rising fixed costs and competition from lower-cost analog providers that could impact future performance.
At US$321, Is Analog Devices, Inc. (NASDAQ:ADI) Worth Looking At Closely?
Analog Devices, Inc. (NASDAQ:ADI) has seen a double-digit share price rise recently but appears expensive based on its price-to-earnings ratio of 57.82x compared to the semiconductor industry average of 39.08x. Despite being currently overvalued, the company shows a bright future outlook with expected profit doubling over the next couple of years, suggesting potential for higher share valuation and making it worth monitoring for a future price decline. Investors should consider its high beta and future growth prospects while being aware of its current premium valuation relative to peers.
4 Tech Stocks That Still Have Strong Fundamentals
Despite market volatility, particularly from the war in Iran, four tech stocks—SanDisk Corp. (SNDK), Seagate Technology Holdings PLC (STX), Dell Technologies Inc. (DELL), and Analog Devices (ADI)—are highlighted for their strong fundamentals and potential for continued growth. The article suggests that these companies, buoyed by the AI supercycle and robust financial performances, are currently at opportune buying points. Technical indicators like moving averages and RSI also suggest bullish momentum for these stocks.
Is Allegro MicroSystems (ALGM) Pricing Leave Room After Recent Share Price Swings
Allegro MicroSystems (ALGM) is currently trading at US$33.30, raising questions about its valuation after recent share price fluctuations. A Discounted Cash Flow (DCF) analysis suggests the stock is overvalued by approximately 13.5%, with an intrinsic value of $29.34 per share. Additionally, its Price/Sales (P/S) ratio of 7.35x exceeds both the industry average and Simply Wall St’s Fair Ratio of 4.90x, indicating it trades at a premium.
At US$321, Is Analog Devices, Inc. (NASDAQ:ADI) Worth Looking At Closely?
This article analyzes Analog Devices, Inc. (NASDAQ:ADI) to determine if its current share price of US$321 makes it an attractive investment opportunity. It likely delves into the company's valuation, financial performance, and future prospects to assess its worth. Investors may find this analysis useful for making informed decisions regarding ADI.
Analog Devices, Inc. $ADI Shares Bought by HF Advisory Group LLC
HF Advisory Group LLC significantly increased its stake in Analog Devices (NASDAQ:ADI) by 661.6% in the fourth quarter, now holding 49,693 shares valued at approximately $13.48 million. The company recently reported strong quarterly results, beating analyst estimates for EPS and revenue, and also increased its quarterly dividend to $1.10. Several other hedge funds and institutional investors have also adjusted their holdings in Analog Devices, which currently holds a consensus "Buy" rating from analysts with an average target price of $367.81.
Empirical Financial Services LLC d.b.a. Empirical Wealth Management Lowers Stake in Analog Devices, Inc. $ADI
Empirical Financial Services LLC d.b.a. Empirical Wealth Management reduced its holdings in Analog Devices, Inc. (NASDAQ:ADI) by 12.7% in the fourth quarter of last year, selling 5,143 shares. Despite this reduction, the firm still held 35,469 shares worth $9.62 million. Other institutional investors showed varied activity, with some significantly increasing their stakes in the semiconductor company.
Allspring Global Investments Holdings LLC Sells 6,682 Shares of Analog Devices, Inc. $ADI
Allspring Global Investments Holdings LLC reduced its stake in Analog Devices (NASDAQ:ADI) by 3.6% in the fourth quarter, selling 6,682 shares and now holding 177,596 shares valued at $48.6 million. Analog Devices reported strong Q4 results, beating estimates with an EPS of $2.46 and revenue of $3.16 billion, and raised its quarterly dividend to $1.10. Analysts maintain a "Buy" rating with an average price target of $367.81, while company insiders have also sold shares recently.
Richardson Electronics Stock: Powering Critical Industries Amid Market Volatility
Richardson Electronics (RELL) specializes in high-reliability power components for mission-critical applications across various industries like healthcare and defense. The company's unique business model, focusing on value-added engineering and customized solutions, drives stable financial performance. Despite market volatility, RELL offers North American investors exposure to defensive growth sectors with potential for significant earnings growth and a stable dividend yield.
Analog Devices (ADI) SVP settles RSU taxes with 120.901 shares withheld
Analog Devices (ADI) Senior Vice President and Chief Customer Officer Katsufumi Nakamura reported a routine tax-related share disposition. On March 30, 2026, 120.901 shares of common stock were withheld to satisfy tax obligations related to the vesting of 399 performance-based restricted stock units. Following this event, Nakamura directly holds 12,145.04 shares of ADI common stock, marking a compensation and tax settlement rather than an open-market sale.
Analog Devices (NASDAQ: ADI) EVP withholds shares to cover RSU taxes
Analog Devices EVP Vivek Jain reported a routine tax-related share disposition. On March 30, 2026, 6,386.093 shares of common stock were withheld at $303.10 per share to satisfy tax obligations from vested Performance-Based Restricted Stock Units (RSUs). This transaction was for tax withholding and not an open-market sale, leaving Jain with 42,089.474 shares of Analog Devices common stock.
Analog Devices (NASDAQ: ADI) SVP has 3,880 shares withheld for taxes
Analog Devices Senior Vice President Martin Cotter had 3,880.571 shares of common stock withheld to cover tax obligations on 8,026 performance-based restricted stock units that vested on March 30, 2026. The shares were withheld at a price of $303.10 per share. Following this tax-related transaction, Cotter directly holds 50,524.884 shares of Analog Devices common stock.
Analog Devices (NASDAQ: ADI) CAO reports tax withholding on vested performance RSUs
Analog Devices' Chief Accounting Officer, Michael Sondel, reported a routine tax withholding related to vested performance-based restricted stock units (RSUs). On March 30, 2026, 405.712 shares were withheld at $303.10 each to cover tax obligations on 958 vested RSUs. Following this transaction, Sondel directly holds 14,513.578 common shares of ADI.
Analog Devices (ADI) CEO has shares withheld to cover RSU taxes
Analog Devices (ADI) CEO Vincent Roche reported a tax-related disposition where 27,027.168 shares were withheld at $303.10 per share to cover tax obligations on 55,899 vested Performance-Based Restricted Stock Units (RSUs) on March 30, 2026. This was a routine tax withholding, not an open-market sale. After the transaction, Roche directly held 167,825.875 shares, with an additional 23,515 shares indirectly held through the Vincent Roche 2024 Grantor Retained Annuity Trust.
Stronger Q4, new $100M buyback at IPG Photonics (NASDAQ: IPGP)
IPG Photonics (NASDAQ: IPGP) reported a strong Q4, exceeding expectations with a 17% year-over-year revenue increase and 9% sequentially. For the full year 2025, revenue grew 3% to $1.004 billion, the first growth since 2021, driven by stabilizing industrial demand and robust performance in medical and advanced applications. The company ended 2025 with $839 million in cash and no debt, and authorized a new $100 million share buyback program after repurchasing $50 million in 2025.
ASX Should I Buy
An analysis of ASE Technology Holding Co Ltd (ASX) suggests it is not a strong buy for long-term beginner investors, recommending a "Hold" position. While the company demonstrates strong financial performance in Q4 2025 with significant revenue and net income growth, and a strategic acquisition, technical indicators show limited short-term upside. Negative catalysts include increased hedge fund selling and a high probability of short-term stock declines.
ADI (NASDAQ: ADI) insider plans 10,000-share sale; prior Roche sales listed
An affiliate of Analog Devices (ADI) has filed a Form 144 to report a proposed sale of 10,000 shares, originating from an option granted in 2020 and slated for a cash sale on April 1, 2026. The filing also details three previous monthly sales of 10,000 shares each by Vincent T. Roche, with gross proceeds ranging from $1.97 million to $3.5 million, occurring between January and March 2026. This disclosure is a routine regulatory requirement for affiliated holders planning public stock sales.
New Vishay EV driver lets automakers replace two chips with one
Vishay Intertechnology introduced the VODA1275 automotive-grade photovoltaic MOSFET driver, designed for 800 V+ EV/HEV systems. This new device allows automakers to replace two chips with one, boosting reliability, simplifying designs, and lowering costs due to its high open-circuit voltage and fast turn-on time. The VODA1275 also features reinforced isolation and is AEC-Q102 qualified for use in applications like pre-charge circuits, wall chargers, and battery management systems.
Vishay Intertechnology Automotive Grade Photovoltaic MOSFET Driver Boosts Reliability and Lowers Costs in High Voltage Systems
Vishay Intertechnology has released a new Automotive Grade photovoltaic MOSFET driver, the VODA1275, designed to enhance safety and reliability in high voltage automotive systems. This device, featuring an 8 mm creepage distance and CTI 600 mold compound, offers industry-leading turn-on times, open circuit voltage, and short circuit current. It simplifies designs and reduces costs by allowing a single driver to replace two in applications requiring higher voltages, making it ideal for EV and HEV pre-charge circuits, wall chargers, and battery management systems.
STMicroelectronics Shares Surge 4.26% and Break Key Resistance
STMicroelectronics' shares surged 4.26%, breaking above a key resistance level of 29.38 euros, signaling a short-term upward trend. The stock has gained 8.42% over the last week and nearly 33% over three months, with upcoming Q1 2026 results set to influence its trajectory. This rise is part of a broader uptrend in European technology stocks, occurring despite market volatility, suggesting strong investor confidence in the semiconductor sector's long-term trends.
Gunderson Capital Management Inc. Acquires Shares of 7,750 Analog Devices, Inc. $ADI
Gunderson Capital Management Inc. has acquired a new stake of 7,750 shares of Analog Devices, Inc. (NASDAQ:ADI), valued at approximately $2.10 million during the fourth quarter. Analysts maintain a "Buy" consensus rating for ADI, with an average price target of $367.81, and several firms recently raised their price targets. Despite insider sales totaling 41,449 shares in the last 90 days, institutional investors and hedge funds control a significant 86.81% of the company's stock, and the company recently increased its quarterly dividend.
Advanced Micro Devices, Inc. $AMD Shares Acquired by Highline Wealth Partners LLC
Highline Wealth Partners LLC significantly increased its stake in Advanced Micro Devices (AMD) by 4,891.6% in Q4 2025, now holding 8,286 shares valued at $1.775 million. Institutional investors collectively own 71.34% of AMD, with major players like Vanguard and State Street also boosting their positions. Despite notable insider selling totaling $50 million, the company reported strong quarterly earnings, beating expectations with an EPS of $1.53 and revenue of $10.27 billion, supported by positive catalysts in AI and data centers.
PineStone Asset Management Inc. Sells 39,900 Shares of Analog Devices, Inc. $ADI
PineStone Asset Management Inc. reduced its stake in Analog Devices (NASDAQ:ADI) by 4.3%, selling 39,900 shares, now holding 885,076 shares valued at $240 million. Despite insider selling totaling $12.34 million in the last three months, analysts maintain a "Buy" rating with an average price target of $367.81, supported by a recent earnings beat and an increased quarterly dividend. The company's stock performance shows a market cap of $155.32 billion and a P/E ratio of 58.16, with institutional investors owning 86.81% of the stock.
