Posts on ADI

Latest ideas and analyses related to Analog Devices Inc. Common Stock

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KLAC , SNPS , NVDA , MU , MCHP , ADI , MRVL

+38 pts



CY23 EPS Estimates Coming Down 15- 20%+; Reward/Risk Attractive As Mkt Already Discounting Weak 2023

By bbern3 on July 15, 2022, 4:31 p.m.
Tagged topics: earnings preview

Views: 40, Votes: 3, Responses: 1, Attachments: 1
ADI , AMD , CRDO , ENTG , MRVL , PI , INTC , TXN , AVT , COHU

+43 pts



Deeper cuts to estimates; introducing bull/bear framework and reinstating ENTG at Buy

By ethonomics on July 15, 2022, 3:51 p.m.
Tagged topics: analyst lowers estimates

Views: 46, Votes: 6, Responses: 1, Attachments: 1
AMD , ADI , AMAT , ARW , AVT , AVGO , INTC , KLAC , LRCX , MRVL , MCHP , MU , NVDA , NXPI , QRVO , QCOM , SWKS , TXN , WDC

+36 pts



A summary of credit analyst recommendations in the Semiconductor sector

By realjoe on July 6, 2022, 10:41 a.m.
Tagged topics: credit research

Views: 28, Votes: 4, Responses: 0, Attachments: 1
NVDA , AKTS , AMD , MRVL , MPWR , AVGO , ADI , TXN

+49 pts



2H22 Semiconductor Preview

By realjoe on June 29, 2022, 10:30 a.m.
Tagged topics: preview

Views: 53, Votes: 5, Responses: 1, Attachments: 1
ADI , NXPI , ON , TXN , ST , TEL , APH , MCHP , MRVL

+38 pts



Mid-year outlook: expect solid numbers to continue near term but adding 2023 headwinds to the models

By bbern3 on June 10, 2022, 12:08 p.m.
Tagged topics: macro pressures

Views: 119, Votes: 5, Responses: 0, Attachments: 1
NXPI , ADI , MCHP , LRCX , QRVO , GFS , SWKS , WDC

+38 pts



TMC Conference Summary: Strong Demand Trends In Cloud Datacenter/5G/Auto/Industrial; Tight Supply Into CY23

By scorpioduck on May 26, 2022, 1:26 p.m.
Tagged topics: non deal roadshow

Views: 21, Votes: 4, Responses: 1, Attachments: 1
SWKS , QRVO , QCOM , NVDA , AMD , MRVL , MPWR , INTC , MCHP , ADI , MU , NXPI , ON , TXN

+38 pts



What did you learn during earnings?

By bbern3 on May 19, 2022, 12:17 p.m.
Tagged topics: analyst checks

Views: 40, Votes: 4, Responses: 0, Attachments: 1
ADI

+35 pts



ANALOG DEVICES, INC. F2Q22 First Take

By Thomasidea on May 19, 2022, 8:15 a.m.
Tagged topics: semiconductors

Views: 18, Votes: 4, Responses: 0, Attachments: 1
ADI , AAPL , AMD , AVGO , GFS , INTC , MCHP , MPWR , MRVL , MTSI , MU , NVDA , ON , QCOM , QRVO , SITM , SWKS , TXN

+45 pts



Semiconductors - Investor focus should shift toward names with strong secular trends and more muted cyclical exposure

By bbern3 on April 18, 2022, 10:46 a.m.
Tagged topics: investor sentiments

Views: 47, Votes: 4, Responses: 1, Attachments: 1
INTC , NVDA , MRVL , AVGO , ADI , MU , MCHP , KLAC , GFS

+17 pts



I think semiconductors are in a difficult spot right now overall. They're A) volatile by nature and B) hampered by supply-chain issues and C) many...

By bargain$ on April 17, 2022, 3:48 a.m.
Tagged topics: deep dive , 2022 outlook

Views: 40, Votes: 7, Responses: 0, Attachments: 0
AVGO , INTC , ADI , TXN , NVDA , AMD , MRVL , ON

+50 pts



Semiconductors - overall sentiment is bearish, but evolving

By phenphen on April 11, 2022, 11:51 a.m.
Tagged topics: investor sentiments

Views: 76, Votes: 6, Responses: 1, Attachments: 1
AJG , BRO , DUK , EVGR , JNJ , LNT , PG , WMT , UNH , XEL , ADI , AMAT , CCL , LEN , LRCX , MCHP , MU , NXPI , PHM , QRVO , TXN , UAL

+34 pts



Technical Analysis: Inflection Points Risk-Off Rate Rise Remains Relevant

By rIsILAwr on April 11, 2022, 9:04 a.m.
Tagged topics: technical analysis

Views: 41, Votes: 3, Responses: 0, Attachments: 1
ADI

+31 pts



$ADI : Analyst Day Preview – The Irresistible Force and The Immovable Object

By KHUN on April 9, 2022, 4:50 a.m.
Tagged topics: analyst upgrade

Views: 23, Votes: 2, Responses: 0, Attachments: 1
ADI

+36 pts



$ADI - 2022 Investor Day: 50% operating margins in sight

By ethonomics on April 6, 2022, 4:24 p.m.
Tagged topics: investor day

Views: 19, Votes: 2, Responses: 1, Attachments: 1
ADI , AVGO , CRDO , MRVL , ON , PI , KLAC , MCHP , QRVO , TER , INTC , TXN , AVT , COHU , AMD

+52 pts



Analysts cut estimates across semiconductors on a more challenging macro backdrop

By ethonomics on March 28, 2022, 12:28 p.m.
Tagged topics: analyst lowers estimates , deep dive , analyst downgrade

Views: 210, Votes: 5, Responses: 0, Attachments: 1
ADI , FIVE , SPWR

+40 pts



Buy options ahead of April preannouncements; Tactical Trades: ADI, FIVE, SPWR

By ethonomics on March 23, 2022, 11:30 a.m.
Tagged topics: options

Views: 49, Votes: 7, Responses: 0, Attachments: 1
QCOM , ADI , QRVO , SWKS , AMD , NVDA , MRVL , MPWR , INTC , MCHP , NXPI , ON , AVGO , TXN

+60 pts



Semiconductors - current valuations imply investors are expecting downside to consensus estimates

By bbern3 on March 22, 2022, 10:42 a.m.
Tagged topics: analyst checks

Views: 217, Votes: 9, Responses: 2, Attachments: 1
NVDA , AMD , MRVL , MCHP , ADI , ON , GFS , KLAC

+46 pts



Playbook during peaking process: trade-down in front of earnings, and trade-up during conference season

By bbern3 on March 7, 2022, 3:30 p.m.
Tagged topics: semiconductors , trade ideas

Views: 171, Votes: 5, Responses: 1, Attachments: 1
AVGO , MRVL , KLAC , INTC , NVDA , MU , GFS , MCHP , ADI , LRCX , AMZN

+45 pts



Semis fundamental set up remains strong for 2022

By bbern3 on Jan. 20, 2022, 4:44 p.m.
Tagged topics: semiconductors

Views: 238, Votes: 9, Responses: 0, Attachments: 1
NVDA , MRVL , AVGO , MPWR , INTC , AMD , NXPI , ADI , QRVO

+49 pts



2022 Semiconductor Preview

By junkfoodlover on Jan. 13, 2022, 2:14 p.m.
Tagged topics: 2022 outlook

Views: 85, Votes: 4, Responses: 0, Attachments: 1