{"symbol":"ADI","fiscalQuarter":"Q3-2026","reportDate":"2026-08-19","reportTime":"BMO","status":"upcoming","company":{"name":"Analog Devices, Inc.","sector":"Information Technology","industry":"Semiconductors"},"tier":"free","webUrl":"https://earningsnxt.ai/ticker/ADI/earnings/Q3-2026","estimates":{"consensusEps":3.3339,"consensusRevenue":3925.04,"epsLow":3.29,"epsHigh":3.42,"whisperEps":null,"numAnalysts":null},"preBrief":{"companySnapshot":"Analog Devices, Inc. (ADI) is a leading company in the semiconductor sector, focusing on high-performance analog, mixed-signal, and digital signal processing technologies. As demand for advanced technologies like AI and IoT continues to grow, ADI plays a crucial role in providing the necessary components for various applications across industries.","keyMetrics":[{"name":"EPS","why":"Earnings per share is a key indicator of profitability and reflects the company's ability to generate profit for shareholders.","consensus":"$3.33"},{"name":"Revenue","why":"Revenue figures provide insight into the overall sales performance and market demand for ADI's products.","consensus":"$3.9B"}],"lastQuarterRecap":{"summary":"In Q2-2026, ADI reported an EPS of $3.09, exceeding expectations by 6.81%. However, the stock experienced a decline of 3.92% the following day.","promises":[]},"wallStreetExpectations":{"summary":"Analysts are cautiously optimistic about ADI's upcoming earnings, expecting solid performance based on previous trends of beating EPS estimates.","bullCase":"If ADI continues its streak of beating EPS estimates, it could signal strong demand and effective cost management, potentially driving the stock higher.","bearCase":"Conversely, any signs of slowing demand or failure to meet revenue expectations could lead to a negative reaction from investors."},"optionsSignal":{"impliedMove":"20.26%","context":"The options market is pricing in a significant potential move, suggesting that investors are anticipating volatility around the earnings report."},"earningsTrackRecord":[{"quarter":"Q2-2026","epsSurprise":"+6.81%","reaction":"-3.92%"},{"quarter":"Q1-2026","epsSurprise":"+6.45%","reaction":"+2.63%"},{"quarter":"Q4-2025","epsSurprise":"+1.80%","reaction":"+5.27%"},{"quarter":"Q3-2025","epsSurprise":"+13.89%","reaction":"+6.26%"},{"quarter":"Q2-2025","epsSurprise":"+9.73%","reaction":"-4.63%"},{"quarter":"Q1-2025","epsSurprise":"+5.78%","reaction":"+9.74%"},{"quarter":"Q4-2024","epsSurprise":"+2.14%","reaction":"-2.03%"},{"quarter":"Q3-2024","epsSurprise":"+5.33%","reaction":"+1.79%"}],"pivotalQuestions":[{"question":"Will ADI's revenue meet or exceed the consensus estimate of $3.9B?","whyItMatters":"Revenue performance is critical to understanding market demand and could significantly impact investor sentiment."},{"question":"Can ADI maintain its EPS growth trend, aiming for at least $3.33?","whyItMatters":"Sustaining EPS growth is essential for investor confidence and could influence stock performance post-earnings."}],"thesisBreakLevels":{"bullTrigger":"Achieving revenue growth above $3.9B and maintaining EPS above $3.33 would confirm strong operational performance.","bearTrigger":"Falling short of the $3.9B revenue target or reporting lower EPS could indicate weakening demand.","context":"This quarter's results will be closely watched as they will reveal how well ADI is navigating current market conditions."},"scenarioPlaybook":{"beatAndRaise":"If ADI beats expectations, history suggests the stock could rise by around 1.89% on the following day, confirming strong demand.","inLineCautious":"If results are in line but management expresses caution, the stock may react neutrally as investors digest the commentary.","miss":"A miss on earnings could lead to a decline, with historical patterns suggesting a potential drop similar to the average move when they miss."},"peerReadThroughs":[],"setupPatternInsight":{"pattern":"Prior-quarter beat + options rich in Semiconductors","sampleSize":30,"fadeRate":"4 of 9 (44%)","insight":"This setup has occurred 30 times across Information Technology in the last 2 years. 4 of 9 faded and 5 held \u2014 no strong directional bias after the initial reaction. The average absolute 1-day move is 4.3%, with a raw directional average of -0.4% (modestly negative historical bias)."},"whatTheStreetIsMissing":{"thesis":"The Street may be underestimating ADI's ability to leverage its technology in the growing AI and IoT markets, which could lead to higher-than-expected demand.","supportingPoints":["The historical EPS beat rate of 100% suggests strong operational performance.","Options pricing indicates a significant move, reflecting investor anticipation of volatility.","Recent trends in semiconductor demand may not fully reflect ADI's specific market position and product mix."],"riskToConsensus":"If revenue growth exceeds $4B, it could challenge the current consensus and shift market sentiment."},"whatToListenFor":["Any updates on demand trends in AI and IoT markets.","Insights into supply chain management and cost control measures.","Comments on competitive pressures and market share.","Guidance on future revenue expectations and product launches.","Management's outlook on macroeconomic conditions affecting the semiconductor industry."],"metaDescription":"Analog Devices (ADI) reports Q3 2026 earnings August 19. Analysts expect $3.33 EPS on $3.9B revenue. Here's what to watch."}}