ADI Earnings

ADI reported its FY2026Q1 earnings on 2026-02-18, showcasing a revenue of 0.00 against an estimate of 3.00B, resulting in a 0% surprise. The EPS was 0, surpassing the expected 2.33 by 0% . The stock experienced a 0% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following ADI's FY2026Q1 earnings announcement on 2026-02-18, the stock price moved by % on the day of the release. Over the subsequent five days, it saw a % change. Historically, ADI's stock price tends to shift by an average of -6.69% in the 10 days leading up to earnings and +0.65% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate ADI’s annual revenue to reach 3.00B, while the EPS is projected at 2.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Upward by 4.47% and EPS estimates Revise Upward by 3.85% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between ADI's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2026 were Revise Upward by 4.47%, while EPS estimates moved Revise Upward by 3.85% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, ADI's stock price typically moves by -6.69% in the 10 days before its earnings and +0.65% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 2.00 and revenue of 3.00B.

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.