[Table亚_St德ock诺Nam（eR Apt DTy Ip .e O] ） 公司研究/美股深度 24Q1 预计收入符合指引，汽车芯片需求相对稳健 投资评级：增持（首次） 主要观点： [Table_Rank] 报告日期： 2024-2-18 ⚫[ T2a4bQle1_前Su瞻m m(2a3ry/1] 1~24/01)：汽车芯片需求稳健 我们预计24Q1归母净利润(GAAP)6.79亿美元(yoy -15%, qoq [收Ta盘bl价e_（Ba美se元D）at a] 188.24 18%, 23Q4归母净利润为4.98亿美元)。预计24Q1营业收入为24.77 近12个月最高/最低（美元） 203/157 亿美元(yoy -24%, qoq -9%)，将大致符合指引中位区间，季度毛利率预 总股本（亿股） 4.96 计达到63%。 流通股本（亿股） 4.96 公司主营业务以模拟芯片为主，下游领域分为工业，汽车，通信， 和消费等。24Q1工业收入预计11.66亿美元(yoy -31, qoq -13.8%); 流通股比例（%） 100% 24Q1汽车收入预计7.25亿美元(yoy 1%, qoq -0.8%)； ...

Wall Street analysts expect Analog Devices (ADI) to post quarterly earnings of $1.71 per share in its upcoming report, which indicates a year-over-year decline of 37.8%. Revenues are expected to be $2.5 billion, down 23.1% from the year-ago quarter.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 0.1% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Prior to a company's earnin ...

Analog Devices (ADI) closed the most recent trading day at $194.05, moving -0.5% from the previous trading session. This change lagged the S&P 500's 0.1% loss on the day. Meanwhile, the Dow experienced a rise of 0.33%, and the technology-dominated Nasdaq saw a decrease of 0.3%.Coming into today, shares of the semiconductor maker had gained 3.54% in the past month. In that same time, the Computer and Technology sector gained 11.35%, while the S&P 500 gained 5.78%.The upcoming earnings release of Analog Devic ...

Analog Devices (ADI) closed the most recent trading day at $192.56, moving +0.24% from the previous trading session. The stock's change was more than the S&P 500's daily loss of 0.32%. Elsewhere, the Dow lost 0.71%, while the tech-heavy Nasdaq lost 0.2%.The the stock of semiconductor maker has risen by 2.98% in the past month, lagging the Computer and Technology sector's gain of 9.33% and the S&P 500's gain of 4.59%.The upcoming earnings release of Analog Devices will be of great interest to investors. The ...

Key PointsA new wave is forming through the money markets as the FED proposes interest rate cuts for later this year, pushing some industries into a potential breakout.Within semiconductor stocks, Onsemi is the one that could see the most significant chunk of activity in the automotive sector comeback.Analysts agree, and the discount offered by the stock is undeniably attractive. 5 stocks we like better than The Goldman Sachs GroupBig oil companies like Hess NYSE: HES and the classics such as Chevron NYSE: ...

sergeyryzhov/iStock via Getty Images My thesis Analog Devices (NASDAQ:ADI) has become a powerhouse in the Analog segment, ranking only second after Texas Instruments (TXN) in a fragmented market. Its semiconductors and solutions act as an interface between the physical to the digital world. While the firm is investing in new technologies (Battery Management Systems for EVs, factory automation technologies, 5G), it enjoys a large portfolio of mature devices, which are sticky for its customers and are the ...

The latest trading session saw Analog Devices (ADI) ending at $194.74, denoting a -1.25% adjustment from its last day's close. The stock's change was less than the S&P 500's daily loss of 0.06%. Elsewhere, the Dow saw an upswing of 0.35%, while the tech-heavy Nasdaq depreciated by 0.76%.The the stock of semiconductor maker has fallen by 0.68% in the past month, lagging the Computer and Technology sector's gain of 6.36% and the S&P 500's gain of 3.36%.Market participants will be closely following the financi ...

Key PointsSemiconductor stocks, on a long-term uptrend since October 2022, are continuing their rally.Taiwan Semiconductor kicked off a fresh bout of buying after providing a higher-than-expected full-year outlook on AI-related revenue.Chip gear maker ASML gapped up after saying it expected 2024 to be a year of setting up for bigger increases in 2025. 5 stocks we like better than AlphabetSemiconductor stocks are on a long-term uptrend that began on October 22, with analysts seeing more room for the sector t ...

WILMINGTON, Mass.--(BUSINESS WIRE)--Analog Devices, Inc. (Nasdaq: ADI) today announced that Richard C. Puccio, Jr. will join the company on February 5, 2024 as Executive Vice President and Chief Financial Officer. In this role, Mr. Puccio will set ADI’s financial strategy and lead the company’s global finance operations. Mr. Puccio will report to CEO and Chair Vincent Roche. ​“Rich brings tremendous experience and capability from his more than three decades of leading financial advisory and high-growth b ...

Here are three stocks added to the Zacks Rank #5 (Strong Sell) List today:Analog Devices (ADI) is an original equipment manufacturer of semiconductor devices, specifically, analog, mixed signal and digital signal processing (DSP) integrated circuits. The Zacks Consensus Estimate for its current year earnings has been revised almost 15.7% downward over the last 60 days.KB Financial Group (KB) is a commercial bank in Korea which provides credit and related financial services to individuals and small and mediu ...