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ON Semiconductor shed nearly half its value in three months while its peers barely flinched, yet one Wall Street analyst just doubled down with the most aggressive price target on the Street. The disconnect between the selloff and the operating data raises a question worth asking.

Three handset chip names are surging while the rest of large-cap tech slides lower, and no earnings release or analyst note explains the divergence. The reason behind the rotation tells you something important about where semiconductor money is quietly moving.

Cirrus Logic (CRUS) stock has fallen about 27% in three months and trades roughly a third below its 52-week high. Investors are weighing a PC year that just got pushed out against a share count that keeps shrinking anyway. The buyback behind that is sturdier than the tape suggests: third in line for the cash, and still comfortably funded.

Analog Devices' Communications revenues surge on AI data center demand, with optical, power and connectivity trends driving growth.

According to the average brokerage recommendation (ABR), one should invest in Analog Devices (ADI). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

Microchip Technologies' open-standard display connectivity push targets software-defined vehicles as automotive sales rise and competition intensifies.

Here is how Analog Devices (ADI) and ASM International NV (ASMIY) have performed compared to their sector so far this year.

TXN's premium valuation is backed by accelerating earnings, AI infrastructure growth, strong cash flow and manufacturing investments.

Analog Devices has outperformed the Nasdaq over the past year, and analysts are highly optimistic about the stock’s prospects.

The average of price targets set by Wall Street analysts indicates a potential upside of 28% in Analog Devices (ADI). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

VICR's $380M backlog and surging ATE demand support growth, but rising pressure from Analog Devices and Texas Instruments clouds the outlook.

Investing.com -- Bank of America told clients in a note on Tuesday that the risk/reward in semiconductors is positive despite near-term pressure, with the bank flagging eight names as enhanced buying opportunities.

Everyone chases GPU stocks while one analog chip maker quietly powers every AI server, EV drivetrain, and factory line on the planet, and its free cash flow just told a story worth paying attention to.

For those seeking strong exposure to AI trends paired with dividend-paying traits - Analog Devices (ADI), Hewlett Packard Enterprise (HPE), and NVIDIA (NVDA) - fit the criteria. Importantly, each sports a favorable Zacks Rank.

Analog Devices' (ADI) upbeat remarks around its artificial intelligence data center opportunity are

ADI's Q3 revenues surge 40% and earnings top estimates, while strong margins and upbeat Q4 guidance signal continued momentum.

Bernstein upgraded Analog Devices (NASDAQ:ADI) to Outperform from Market Perform and raised its price target to $465 from $430 after the semiconductor group delivered stronger-than-expected fiscal third-quarter results and issued an upbeat outlook for the fourth quarter. Analog Devices reported quarterly revenue of $4.

Investing.com -- Bernstein upgraded Analog Devices to Outperform from Market Perform and lifted its price target to $465 from $430, citing improving risk-reward following a strong fiscal third-quarter report and outlook.

Data center and industrial demand lifted GAAP earnings 163%, with the fourth-quarter outlook set at another record

The chipmaker's revenue jumped 40% to $4.02 billion in its fiscal third quarter, beating analyst expectations of $3.92 billion

Chipmaker Analog Devices easily beat estimates for its fiscal third quarter and with its outlook for fiscal Q4. ADI stock rose on the news.

Analog Devices forecast fourth-quarter revenue and profit above Wall Street estimates on ‌Wednesday, betting on continued demand for its power-management ‌chips used across data centers and industrial applications as AI ​investments ramp up. The company stands to benefit from surging investment in AI-driven computing, which has boosted demand for chips that regulate power and move vast amounts of ‌data. Its components ⁠are widely used in data centers, factory automation equipment and modern vehicles.

Investing.com -- Analog Devices shares climbed more than 1% in Wednesday premarket trading after the chipmaker reported fiscal third-quarter results and issued fourth-quarter guidance that topped Wall Street estimates, driven by strength in its data center and industrial businesses.

Analog Devices stock rises after the chip maker posts better-than-expected quarterly earnings and guidance.

Manufacturer of analog chips Analog Devices (NASDAQ:ADI) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, with sales up 39.6% year on year to $4.02 billion. On top of that, next quarter’s revenue guidance ($4.3 billion at the midpoint) was surprisingly good and 5.4% above what analysts were expecting. Its non-GAAP profit of $3.45 per share was 3.3% above analysts’ consensus estimates.

VICR's AI-driven demand, surging backlog and rising royalties support growth, but its premium valuation leaves little room for execution missteps.

Cirrus Logic's low valuation and strong smartphone execution offer support, but weaker earnings expectations and customer concentration favor patience.

AMAT posts record Q3 results as AI-driven demand lifts revenues, advanced packaging and memory growth, while Q4 guidance points to further gains.

Walmart, Target and other retail earnings take center stage this coming week. Alibaba and Viking Holdings also are on tap.

Analog Devices' industrial and data center growth, strong margins and AI exposure may justify its premium valuation despite near-term volatility.