Actualización de valormiércoles, 20 de mayo de 2026
$ADI Earnings: Revenue +30.4%, EPS More Than Doubles
Analog Devices reported May 20 earnings showing 30.4% revenue growth and 116.7% EPS growth YoY. ACCE score sits at 77/100. Here's what the numbers say.
Analog Devices ($ADI) reported earnings on May 20, 2026, and the headline numbers are hard to ignore. Revenue grew 30.4% year over year, and earnings per share more than doubled, up 116.7% from the same period last year. For a company with a market cap of $202.27B, that kind of earnings acceleration is a meaningful signal that operating leverage is kicking in — costs are not growing as fast as the top line.
The stock was priced at $420.30 as of May 19, putting it above the average analyst target of $408.03. That gap suggests the market had already priced in a strong print before the report landed.
The trailing P/E sits at 75.7, which looks elevated in isolation. But the forward P/E of 31.3 tells a different story: analysts expect earnings to continue growing sharply, compressing that multiple significantly over the next twelve months. The spread between trailing and forward P/E is wide precisely because of the earnings acceleration showing up in this report.
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$ADI carries a 1.0% dividend yield and an ACCE score of 77 out of 100, which reflects solid but not perfect fundamentals across the factors our model tracks.
What it means
The 116.7% EPS growth is the standout figure here. Revenue growing at 30.4% is strong for a large-cap semiconductor company, but earnings growing at nearly four times that rate points to meaningful margin expansion. $ADI has historically operated in high-margin analog and mixed-signal chips, and this report suggests that pricing power and operating efficiency are both working in its favor right now.
The stock trading above the consensus analyst target of $408.03 at $420.30 is worth noting. It does not mean the stock is overvalued, but it does mean the current price reflects expectations that go beyond what the average analyst had modeled before this print. Whether this quarter's results shift those targets upward is something to watch in the days following the report.
We do not have guidance commentary from management to work with here, so we cannot speak to how $ADI expects the next quarter or full year to develop. That context matters for a stock trading at a trailing P/E of 75.7. The forward P/E of 31.3 implies the market is already betting on continued earnings growth, and management's own outlook would either support or complicate that bet.
For the current price and any updated analyst targets, see the live page at acceinvestments.com/stocks/ADI.
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