Core Viewpoint - The analog chip maker has reported fiscal first-quarter earnings that exceeded expectations and has provided strong guidance for the upcoming second quarter [1] Financial Performance - The company posted better-than-expected fiscal first-quarter earnings, indicating robust financial health and operational efficiency [1] - The strong earnings performance suggests a positive trend in demand for analog chips, which may benefit the company's market position [1] Future Outlook - The company has issued strong guidance for the current second quarter, reflecting confidence in continued growth and market demand [1] - This optimistic outlook may attract investor interest and potentially lead to increased stock performance [1]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Form 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended January 31, 2026 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File No. 1-7819 Analog Devices, Inc. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or o ...

Exhibit 99.1 Analog Devices Reports Fiscal First Quarter 2026 Financial Results WILMINGTON, Mass.--February 18, 2026--Analog Devices, Inc. (Nasdaq: ADI), a global semiconductor leader, today announced financial results for its fiscal first quarter 2026, which ended January 31, 2026. "ADI's robust first quarter built upon the strong position and momentum with which we entered the year," said Vincent Roche, CEO and Chair. "Our success continues to be the result of relentless innovation to solve our customers ...

customers; and other future events. Statements that are not historical facts, including statements about our beliefs, plans and expectations, are forward-looking statements. Such statements are based on our current expectations and are subject to a number of factors and uncertainties, which could cause actual results to differ materially from those described in the forward-looking statements. The following important factors and uncertainties, among others, could cause actual results to differ materially fro ...

Markets have been volatile, with the S&P 500 ending 0.1 per cent higher on Tuesday after falling as much ‌as 0.9 per cent ⁠early in the ⁠session. The Nasdaq and the Dow also saw similar reversals. Wall Street's main indexes have been rocked this month by worries of disruption ​from rapidly improving AI tools that hit sectors from software to trucking.Broader AI-linked and megacap technology stocks had also lost ​ground as investors looked for stronger evidence the heavy investments in the technology were t ...

Core Viewpoint - U.S. stock futures are trading higher, indicating a positive market sentiment for the day ahead [1] Group 1 - Certain stocks are expected to attract investor attention today [1]

Core Viewpoint - Analog Devices, Inc. has announced an 11% increase in its quarterly dividend to $1.10 per share, marking 22 consecutive years of dividend growth [1] Company Performance - The company has generated positive free cash flow for 29 consecutive years [1] - Over the past 22 years, Analog Devices has returned more than $32 billion to shareholders through dividends and share repurchases [1] Dividend Details - The new dividend rate will be effective for payments made on March 17, 2026, to shareholders of record as of March 3, 2026 [1] Business Strategy - Analog Devices focuses on strategic R&D investments in attractive opportunities that drive strong growth and generate exceptional free cash flow, which is fully committed to returning to shareholders over the long term [1] Financial Overview - The company reported revenue exceeding $11 billion for FY25 [1]

Core Insights - Analog Devices (ADI) is expected to report strong growth in its first-quarter fiscal 2026 results, driven by its automotive, consumer electronics, and industrial semiconductor segments [1] Group 1: Automotive Segment Growth - The global automotive market is shifting towards software-defined vehicles and electrification, increasing the demand for ADI's automotive analog and mixed signal chips [2] - ADI's automotive segment contributed 29.7% of fiscal 2025 revenues, up from 20% in fiscal 2022, driven by higher content and share gains in Level 2+ ADAS systems [3][9] Group 2: Consumer Electronics Demand - The demand for high-quality consumer electronics, including personal and professional entertainment systems, is benefiting ADI, with the consumer segment growing 18.8% year over year in fiscal 2025 [4] - ADI's products are gaining traction in modern consumer electronics such as wearables and gaming devices, which require high-performance integrated chips [5] Group 3: Industrial Segment Performance - ADI's industrial segment is experiencing significant growth, reporting a 34.5% year-over-year increase, driven by demand in instrumentation, automation, healthcare, and energy management [6] - The energy transition demand for grid management and battery storage systems is also contributing to the growth of ADI's chips in aerospace and defense applications [7]

Core Viewpoint - Analog Devices Inc. has shown significant stock performance with a 14.01% increase over the past month and a 53.07% increase over the past year, leading to optimism among long-term shareholders, while concerns about potential overvaluation arise from the price-to-earnings (P/E) ratio analysis [1]. Group 1: Stock Performance - The current stock price of Analog Devices Inc. is $337.50, reflecting a 0.12% increase [1]. - Over the past month, the stock has increased by 14.01% [1]. - In the past year, the stock has appreciated by 53.07% [1]. Group 2: P/E Ratio Analysis - The P/E ratio is a critical metric for long-term shareholders to evaluate market performance against historical earnings and industry standards [2]. - Analog Devices Inc. has a P/E ratio of 72.67, which is lower than the industry average P/E ratio of 311.09 in the Semiconductors & Semiconductor Equipment sector [3]. - A lower P/E ratio may suggest that shareholders expect the stock to perform worse than its peers or that the stock is undervalued [3]. Group 3: Investment Considerations - While the P/E ratio is a useful tool for assessing market performance, it should be interpreted cautiously as it may indicate undervaluation or weak growth prospects [4]. - The P/E ratio is one of many metrics that should be considered alongside other financial ratios, industry trends, and qualitative factors for comprehensive financial health analysis [4].

Key Takeaways Analog Devices to report Q1 FY26 on Feb. 18; revenues seen at $3.1B, up nearly 29% YoY.ADI expects non-GAAP EPS of $2.29, about 41% higher YoY, with upward estimate revisions.Analog Devices' AI-driven industrial and data center demand lifted margins to 41.9% in FY25.Analog Devices (ADI) is scheduled to report first-quarter fiscal 2026 results on Feb. 18.For the fiscal first quarter, Analog Devices expects revenues to be $3.1 billion (+/- $100 million). The Zacks Consensus Estimate for revenues ...