格隆汇2月18日｜Analog Devices Inc.(ADI)股价涨幅从5.3%收窄至1.6%，该公司正举办分析师电话会 议。 ...

Group 1 - The software trade, particularly in cybersecurity, is experiencing pressure, exemplified by Palo Alto Networks (PANW) shares falling by up to 6% after the company revised its full-year earnings outlook downward [1] - As of February 13, 74% of S&P 500 companies have reported their results, with blended earnings growth at 13.2%, indicating a strong performance overall [1] - If the current growth rate of 13.2% is maintained, it would mark the 10th consecutive quarter of annual earnings growth for the S&P 500 and the fifth consecutive quarter of double-digit growth [2] Group 2 - General Mills (GIS) shares declined following disappointing earnings, while eToro (ETOR) saw a stock increase of over 20% due to a strong quarterly performance [2] - Upcoming earnings reports from major companies such as Walmart (WMT), Deere & Co. (DE), Analog Devices (ADI), Booking Holdings (BKNG), DoorDash (DASH), and eBay (EBAY) will be closely monitored by investors [3]

U.S. stocks traded higher this morning, with the Dow Jones index gaining around 100 points on Wednesday.Following the market opening Wednesday, the Dow traded up 0.21% to 49,637.82 while the NASDAQ rose 0.17% to 22,616.77. The S&P 500 also rose, gaining, 0.19% to 6,855.97.Check This Out: How To Earn $500 A Month From Goldman Sachs Stock Ahead Of Q4 EarningsLeading and Lagging SectorsEnergy shares gained by 1.3% on Wednesday.In trading on Wednesday, real estate stocks fell by 0.8%.Top HeadlineAnalog Devices ...

Core Insights - Analog Devices (ADI) reported quarterly earnings of $2.46 per share, exceeding the Zacks Consensus Estimate of $2.3 per share, and showing a significant increase from $1.63 per share a year ago, resulting in an earnings surprise of +6.96% [1] - The company achieved revenues of $3.16 billion for the quarter ended January 2026, surpassing the Zacks Consensus Estimate by 1.36% and up from $2.42 billion year-over-year [2] - Analog Devices has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Earnings Outlook - The sustainability of the stock's price movement will depend on management's commentary during the earnings call and future earnings expectations [3] - Current consensus EPS estimate for the upcoming quarter is $2.45 on revenues of $3.21 billion, and for the current fiscal year, it is $10.01 on revenues of $13.04 billion [7] Industry Context - The Semiconductor - Analog and Mixed industry is currently ranked in the top 26% of over 250 Zacks industries, indicating a favorable outlook for stocks within this sector [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked using tools like the Zacks Rank [5][6]

"第一季度，订单持续增长，受工业领域广泛强劲表现和数据中心部门订单创纪录的推动。尽管宏观和 地缘政治背景仍具挑战性，但我们第二季度的收入预期反映了亚德诺半导体的新高点，凸显了我们在周 期性和长期增长顺风中的强劲执行力，"首席财务官理查德·普乔(Richard Puccio)表示。 展望未来，亚德诺管理层对市场前景保持了高度乐观的态度。在随后的业绩说明会上，公司给出了极为 强劲的2026财年第二季度指引，预计单季营收将达到约35亿美元，远超市场此前预测的32.3亿美元。 智通财经APP获悉，模拟芯片巨头亚德诺(ADI.US)公布了2026财年第一季度的成绩单。报告显示，截至 2026年1月31日，公司在该财季实现了31.6亿美元的营业收入，较上年同期大幅增长30%，这一表现不 仅刷新了近两年的单季纪录，更显著超出了华尔街分析师的普遍预期。受益于高效的成本管理与高附加 值产品的出货增加，公司经调整后的毛利率进一步攀升至64.7%，实现净利润8.308亿美元，展现出极强 的获利韧性。稀释每股收益为1.69美元，较上年同期的0.78美元增长117%。 在盈利能力提升的同时，亚德诺再次强化了其对股东回报的长期承诺。公司 ...

美联储会议纪要今晚公布。将于北京时间周四凌晨3点公布的美联储1月会议纪要可能会为央行未来的货币政策路径提供更多洞察。值得注意的是,两位美 联储理事斯蒂芬·米兰和克里斯托弗·沃勒对美联储上月维持利率不变并暂停自去年年中以来的一系列降息决定表示反对。政策制定者强调就业形势趋于稳 定以及通胀稳定的迹象,作为将利率维持在3.5%至3.75%的理由。官员们也普遍倾向于至少在6月之前将利率维持在这一区间,采取观望态度,试图观察未来几 个月就业和价格涨幅的演变。同时,美联储主席鲍威尔即将结束其央行掌门人的任期。特朗普已提名前美联储理事沃什接替鲍威尔,投资者一直在试图摸清 沃什的利率政策可能与其前任有何不同。 美国能源部长：对格陵兰的主要兴趣不是稀土。美国能源部长赖特称，特朗普政府对格陵兰的主要兴趣在于国家安全，而非开发其稀土或能源资源。特 朗普长期以来一直寻求控制格陵兰，自他重返白宫以来，其政府一直在就开发当地尚未开发的矿产资源进行谈判。但赖特周二表示，这些努力只是次要 目标的一部分，即美国寻求扩大在格陵兰岛的军事存在的同时，为格陵兰人创造更多经济机会。 "七巨头"2026年开局不利拖累大盘，标普500关键支撑位处于失守边 ...

Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv Analog Devices sees strong second-quarter as AI boom fuels chip sales February 18, 202612:49 PM UTCUpdated ago By Reuters An Analog Devices logo appears in this illustration taken August 18, 2025. REUTERS/Dado Ruvic/Illustration Purchase Licensing Rights, opens new tab Feb 18 (Reuters) - Analog Devices (ADI.O), opens new tab On Wednesday, forecast second-quarter results above Wall Street estim ...

Group 1: AI Developments - Meta (META) plans to deploy millions of Nvidia (NVDA) chips for its AI infrastructure, while Nvidia has exited its investment in Arm Holdings (ARM) [3] - Apple (AAPL) is enhancing its AI capabilities with a trio of new and updated devices [8] Group 2: Investment Moves - Warren Buffett's Berkshire Hathaway (BRK.B) has made a new investment in the New York Times (NYT) while reducing its stake in Amazon (AMZN) [3] Group 3: Economic and Fiscal Policies - New York City Mayor Zohran Mamdani proposed a 9.5% property tax increase as a last resort to address a $5.4 billion two-year revenue shortfall, contingent on the failure of a tax on high earners [4][5] - The mayor's preliminary budget is set at $127 billion, and if the property tax is raised, it would be the first increase in over two decades, potentially leading to higher rents and business relocations [6] - Governor Kathy Hochul announced an additional $1.5 billion allocation over two years to assist New York City's fiscal challenges but opposes the property tax increase [7] Group 4: Market Movements - In Asia, Japan's market rose by 1%, while in Europe, London, Paris, and Frankfurt saw increases of 1%, 0.5%, and 0.8% respectively [9] - U.S. futures indicate a positive outlook with Dow, S&P, and Nasdaq all up by 0.4% to 0.5%, while crude oil prices increased by 1.9% to $63.41 [9]

While reporting financial results for the first quarter on Wednesday, semiconductor company Analog Devices, Inc. (ADI) provided earnings and revenue guidance for the second quarter of fiscal 2026.For the second quarter, the company projects earnings in a range of $2.04 to $2.34 per share and adjusted earnings in a range of $2.73 to $3.03 per share on projected revenues between $3.4 billion and $3.60 billion.The company's Board of Directors declared an 11 percent higher quarterly cash dividend of $1.10 per ...

英飞凌和意法半导体在模拟设备报告发布后，股价触及盘中高点。 来源：滚动播报 ...