MCHP heads into fiscal Q1 2027 with stronger bookings, AI and data center demand, channel restocking and expected margin expansion.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Veeco Instruments is set to report Q2 results on Aug. 5, with AI-led chip demand, advanced packaging growth and margin gains offsetting weaker spending in China.
DASH is set to report Q2 results on Aug. 5. It has been witnessing strong demand, rising orders and grocery momentum, alongside competition and heavy investment costs.
SiTime is set to report Q2 results on Aug. 5, with triple-digit revenue growth expected on AI demand, premium timing products and customer gains.
Cognex is set to report Q2'26 results on Aug. 5, with triple-digit revenue growth expected as AI adoption, end-market demand and productivity gains support performance.
Analog Devices (ADI) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
The chipmaker looks dear on profits and slightly cheap on cash, and what sits under that gap is a business that turns far more of each sales dollar into cash than into profit while it swaps a shrinking handset exposure for faster end markets in data centers and automotive.
Advanced Energy Industries reports Q2 results on Aug. 3, with semiconductor and AI data center demand driving growth despite supply-chain and cost pressures.
Recently, Analog Devices drew increased investor interest as analysts raised their earnings estimates and Zacks assigned the company a Rank #2, often interpreted as a signal of potentially stronger near-term performance. This revision trend highlights how shifting profit expectations can reshape perceptions of Analog Devices’ earnings power across key end markets like industrial and automotive. Now we’ll examine how these upward earnings revisions may influence Analog Devices’ existing...
ON's improving auto and industrial demand, AI power growth and Fab Right gains support Q2, but weak EV markets and premium valuation warrant caution.
MSFT beats Q4 estimates as cloud and AI demand lift revenues, earnings and Azure growth, while expanding AI infrastructure and raising investment plans.
Lam Research tops Q4 FY26 estimates as NAND revenues more than double sequentially and support sales hit a third straight record.
Tenable beats Q2 earnings and revenue estimates as record Tenable One adoption, AI momentum and customer expansion fuel growth and lift its outlook.
FTNT tops Q2 earnings and revenue estimates as strong AI infrastructure, SASE and OT security demand lift results and prompt higher 2026 guidance.
VRNS tops Q2 earnings and revenue estimates as SaaS growth, AI security demand and a higher full-year outlook fuel confidence in its growth trajectory.
NXPI posts Q2 earnings and revenue beats as automotive, industrial and AI data center demand lift growth, with strong Q3 guidance adding momentum.
Commvault tops Q1'27 earnings and revenue estimates as SaaS demand, subscription growth and stronger profitability drive results.
Manhattan Associates tops Q2 estimates as cloud revenues jump 26%, boosting sales, profitability and 2026 guidance amid strong growth in performance obligations.
NXP (NXPI) delivered earnings and revenue surprises of +1.98% and +0.78%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
F5 tops third-quarter estimates as strong systems demand, hybrid multicloud adoption and application security growth drive higher guidance.
Navitas Semiconductor beats Q2 revenue estimates as AI-driven high-power demand and a stronger third-quarter outlook reinforce its growth strategy.
APLD's fiscal Q4 revenues jump 407% on HPC growth and tenant fit-out services, even as a wider loss misses estimates. See what fueled the quarter.
AMKR tops Q2 earnings and revenue estimates as record Computing and Automotive results fuel growth across its advanced packaging portfolio.
Monolithic Power is riding AI-driven demand and expanding manufacturing capacity, but can those strengths power another earnings beat this quarter?
Analog Devices will release its third-quarter earnings soon, and analysts anticipate a double-digit bottom-line growth.
TXN beats Q2 estimates as earnings jump 52% and revenues rise 23%, fueled by industrial, data center and automotive demand.
Why Analog Devices Stock Is Back In Focus Analog Devices (ADI) moved higher in its latest session, outperforming the S&P 500, as investors turned their attention to an upcoming earnings report that is attracting increased interest. See our latest analysis for Analog Devices. At a share price of $382.81, Analog Devices is coming off a period where the 30 day share price return declined 11.89%, yet the year to date share price return of 39.84% and 1 year total shareholder return of 64.73% point...
VICR heads into Q2 earnings with raised revenue guidance, strong AI and licensing demand, and record backlog, but premium valuation raises the stakes.
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Analog Devices (NASDAQ:ADI) and the rest of the analog semiconductors stocks fared in Q1.
Analog Devices (ADI) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.