Analog Devices to Report Q4 Earnings: What's in Store for the Stock?

Analog Devices, Inc. ADI is scheduled to report fourth-quarter fiscal 2025 results on Nov. 25.

Analog Devices expects revenues of $3 billion (+/- $100 million). The Zacks Consensus Estimate is pegged at $3.01 billion, suggesting a 23.2% increase from the year-ago quarter’s figure.

ADI anticipates adjusted earnings per share of $2.22 (+/-10 cents). The consensus mark for earnings is also pinned at $2.22, indicating a 32.9% rise from the prior-year quarter’s figure. The estimate has remained unchanged over the past 60 days.

Analog Devices’ earnings surpassed the Zacks Consensus Estimate in each of the trailing four quarters, the average surprise being 5.8%.

Let’s see how things are shaping up for the upcoming announcement.

Factors Likely to Influence ADI’s Q4 Results

Analog Devices’ fourth-quarter performance is likely to have benefited from the secular growth trend across the industrial, communications and consumer end markets. The industrial segment is witnessing strong growth on robust demand from instrumentation, automation, healthcare, aerospace and defense, and energy management companies.

As ADI’s customers keep benefiting from improvements in productivity, efficiency and quality alongside data-driven insights, the industrial automation segment is likely to have experienced continued strong momentum in the to-be-reported quarter. Our model estimates suggest that the industrial end market’s revenues will increase 24.9% year over year to $1.34 billion.

Analog Devices’ communications segment caters to the development of broadband, wireless and Internet infrastructures. This end market is likely to have benefited from the growing usage of analog and mixed-signal integrated circuits across 5G, satellite and terrestrial broadband, optical and cable networking equipment for data center, carrier and data storage. Our model estimates suggest that the communications end market’s revenues will jump 25.7% year over year to $346.3 million.

The company’s consumer segment is experiencing traction across handsets, gaming, hearables and wearables categories. As Analog Devices develops analog, digital, mixed signal processors and power solutions for personal and professional entertainment systems, and feature-rich consumer products, the traction in consumer electronics is benefiting ADI. Our model estimates suggest that the consumer end market’s revenues will surge 12.9% year over year to $428.8 million.

Nonetheless, macroeconomic challenges, including tariff-related uncertainty, geopolitical tensions and inflationary pressures, are likely to have posed challenges for the company in the to-be-reported quarter.

What Our Model Says About ADI’s Q4 Earnings

Our proven model does not conclusively predict an earnings beat for Analog Devices this season. According to the Zacks model, the combination of a positive Earnings ESP and Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. However, that is not the exact case here.

Though Analog Devices carries a Zacks Rank #3, it has an Earnings ESP of 0.00%. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.

Stocks to Consider

Here are some companies worth considering, as our model indicates that these possess the right combination of factors to exceed earnings expectations in their upcoming releases:

Micron Technology MU is expected to report first-quarter fiscal 2026 results on Dec. 17. It has an Earnings ESP of +2.46% and sports a Zacks Rank #1 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for Micron Technology’s first-quarter earnings is pegged at $3.77 per share, up by 2 cents over the past seven days, implying a rise of 110.6% from the year-ago quarter’s reported figure. Shares of Micron Technology have soared 138.5% year to date.

MongoDB MDB is set to report third-quarter fiscal 2026 results on Dec. 1. It has an Earnings ESP of +6.33% and carries a Zacks Rank #2 at present.

The Zacks Consensus Estimate for MongoDB’s third-quarter earnings is pegged at 79 cents per share, up a penny over the past 30 days, indicating a decline of 31.9% from the year-ago quarter’s reported figure. Shares of MongoDB have jumped 41.1% year to date.

Marvell Technology MRVL is slated to report third-quarter fiscal 2026 results on Dec. 2. It has an Earnings ESP of +11.04% and carries a Zacks Rank #3 at present.

The Zacks Consensus Estimate for Marvell Technology’s third-quarter earnings is pegged at 75 cents per share, revised upward by a penny over the past seven days, calling for an increase of 74.4% from the year-ago quarter’s reported figure. Shares of Marvell Technology have plunged 30.8% year to date.

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This article originally published on Zacks Investment Research (zacks.com).

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