Analog Devices Inc (ADI) FY2025Q2 Earning Prediction

05/22 04:00:00

Pre-Market

Analog Devices Inc (ADI) is set to release its FY2025Q2 earnings performance on 05/22 04:00:00 in Pre-Market trading. Consensus forecasts predict a revenue of 2.51B and an earnings per share (EPS) of 1.69 for the FY2025Q2. With Intellectia's exclusive AI algorithms, users can predict whether the earnings will beat or miss expectations before the report drops. Leverage this powerful tool to strategize and position your trades ahead of the earnings release!

Estimate

Actual

Surprise

RevenueBEAT

2.51B

2.64B

+5.35%

EPSBEAT

1.69

1.85

+9.47%

AI Summary

Attend Webcast

AI Earnings Prediction

Prediction for FY2025Q2

Earnings Date: May 22, 2025

The analysis predicts a Beat scenario for earnings due to cyclical recovery and strong demand trends.

Beat

Last 0 quarters:

5 beats0 misses

Scenario Analysis

The AI analyzes the probability of each scenario occurring and identifies the triggering conditions.

Scenario

Prob.

Stock Reaction

Trigger Condition

Strong Beat

20%

+8–10%

Revenue growth >5% YoY, EPS >$1.80, and raised FY25 guidance.

Beat

40%

+3–5%

Revenue $2.51B–$2.53B (+1–2% beat), EPS $1.70–$1.75.

Neutral

20%

Flat

In-line results with muted Q3 guidance due to tariff uncertainty.

Miss

15%

-4–6%

Revenue <$2.49B, EPS <$1.65, citing tariff-driven demand destruction.

Strong Miss

-10–12%

Gross margin contraction + FY25 guidance cut >5% on recession fears.

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Key Indicators Forecast

The AI provides itemized forecasts for key indicators, potentially including revenue, EPS, gross margin, and free cash flow.

Revenue

EPS

Currency:

No data

Actual

Estimate

Metric

Prediction

Justification

Revenue

Beat

Cyclical recovery in auto/industrial markets (Oppenheimer) and tariff pull-ins (BofA) drive stronger-than-expected demand. March sales beat (SIA) supports momentum.

EPS

Beat

Revenue upside + gross margin stability (product mix) offset operating expense pressures. Defensive margins (Citi) mitigate recessionary risks.

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Prediction Logic & Rational

Revenue Growth: Fact data highlights stronger-than-expected March semiconductor sales (+16% MoM) and analyst expectations of cyclical recovery in auto/industrial markets (Oppenheimer, Citi). Tariff-related pull-ins and inventory restocking likely boosted Q2 demand. However, muted second-half seasonality and recession risks temper upside potential.

Gross Margin: Improved product mix and conservative original guidance (BofA) favor sequential margin expansion. High-margin analog products (Citi) and defensive positioning in a downturn support stable profitability.

EPS: Revenue upside and margin discipline likely offset tariff risks, enabling EPS to beat slightly lowered consensus estimates.

Risks: Analyst downgrades (Seaport, Barclays) reflect concerns about prolonged cyclical weakness and tariff impacts, but recent demand trends and ADI’s historical resilience (Citi) tilt the balance toward a Beat.

Prediction Logic & Rational

Tactical Strategy Recommendations

Stock: Buy ADI ahead of earnings. Positive risk/reward given lowered expectations (stock -7% vs. S&P -3%) and defensive positioning.
Options:
- Bullish: Long $230 calls (June expiry) to capitalize on cyclical recovery narrative.
- Hedge: Pair with out-of-the-money puts ($210 strike) as recession risks remain.
Post-Earnings: Sell covered calls if Neutral/Miss scenarios materialize; hold through Strong Beat.

Key Risk: Tariff escalation or guidance cuts could reverse gains. Monitor Citi’s recession indicators.

Tactical Strategy Recommendations

Earnings Surprise Analysis

The chart displays the extent of earnings surprises and corresponding stock price movements for each earnings event.

Revenue

EPS

ADI Transcript

Analog Devices, Inc. (ADI) Presents at UBS Global Technology and AI Conference 2025 Transcript

Neutral12-2

Analog Devices, Inc. (ADI) Q4 2025 Earnings Call Transcript

Positive11-25

The earnings call summary and Q&A indicate strong financial performance with a 35% YoY EPS increase, margin expansion, and double-digit growth in key segments like communications and consumer. Despite some uncertainties in the macro environment and limited visibility, the overall guidance remains optimistic with expectations of broad-based growth in fiscal '26. Positive factors like strong content gains and design wins in auto, alongside promising AI and defense sectors, contribute to a positive outlook. The lack of specific guidance for Q2 is a minor concern but doesn't overshadow the overall positive sentiment.

Analog Devices, Inc. (ADI) Presents at JPMorgan U.S. All Stars Conference Transcript

Neutral9-16

Analog Devices, Inc. (ADI) Presents At Citi's 2025 Global Technology, Media And Telecommunications Conference Transcript

Neutral9-4

ADI Report

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Frequently Asked Questions

What is the Analog Devices Inc FY2025Q2 Earnings Release Date and Time?

Analog Devices Inc (ADI) is scheduled to release its FY2025Q2 earnings report onMay 22, 2025, Pre-Market(approximately 4:00 PM ET). This timing allows investors to react during after-hours trading, with a conference call typically following shortly after.

What Are the Consensus Forecasts for Analog Devices Inc FY2025Q2 Revenue and EPS?

Analysts' consensus predicts 2.51B in revenue and an EPS of 1.69 for Analog Devices Inc's FY2025Q2.

What Does Intellectia's AI Predict for Analog Devices Inc FY2025Q2 Earnings?

Intellectia's exclusive AI algorithms forecast a Beat forAnalog Devices Inc's FY2025Q2 earnings, with a prediction date of May 22, 2025. Analog Devices Inc The analysis predicts a Beat scenario for earnings due to cyclical recovery and strong demand trends.

How Can I Use This Earnings Prediction to Trade ADI Stock?

Leverage Intellectia's AI forecast to position trades ahead of theMay 22, 2025 release—consider calls for a beat scenario or protective puts for misses. Focus on pre-market volatility, and use the scenario probabilities to build strategies around revenue and guidance updates.

How Accurate Is Intellectia's AI for Earnings Predictions Like Analog Devices Inc FY2025Q2?

Intellectia's predictions are backed by rigorous backtesting, showing a high hit rate for Beat and Miss calls compared to traditional analysis. While no forecast is 100% certain, we provide probability-based scenarios (e.g., 50% chance of a *Beat*) and detailed rationales to help you make informed decisions. Combine our insights with your strategy for the best results—it's like having a co-pilot for earnings season! Empowering users to strategize trades before reports drop.

How does AI Earnings Prediction generate its forecasts?

AI Earnings Prediction uses advanced Large Language Models (LLMs) to analyze a wealth of data, including past earnings transcripts, real-time market sentiment, analyst insights, and company news from the last three months. It focuses on key indicators like revenue, EPS, and margins to predict whether a company will *Beat*, *Miss*, or remain Neutral relative to market expectations. Think of it as a super-smart analyst crunching numbers and news 24/7 to give you a trading edge!

When are the predictions available, and how often are they updated?

Predictions are generated two days before a company’s earnings release (e.g., 5:00 PM ET on Feb 13 for a Feb 15 report) to capture the latest market and company data. They’re updated in real-time if significant news breaks, ensuring you get fresh insights.

Can I use AI Earnings Prediction for all types of stocks?

Currently, AI Earnings Prediction focuses on companies with market caps above $40 billion, covering major players like SPG, AAPL, MSFT, and NVDA for the 2024-2025 earnings seasons. We prioritize high-impact stocks with robust data to ensure reliable forecasts. Stay tuned as we expand coverage to more companies based on user demand!