Analog Devices stock gains 2.00 percent at EUR 352.35

Published on 09/29/2026 at 14:45 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Analog Devices stock follows fiscal Q3 revenue of USD 4.02 billion, up 40.00 percent year over year on August 1, 2026. Q4 guidance centers on USD 4.3 billion and a 52.00 percent adjusted operating margin.

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Analog Devices stock (ISIN US0326541051) was trading at EUR 352.35 at Lang & Schwarz on September 29, 2026, up 2.00 percent from the prior close of EUR 345.45. The semiconductor maker's latest fiscal report showed revenue growth of 40.00 percent and a first quarterly sales figure above USD 4.00 billion.

Revenue reaches USD 4.02 billion

According to StockTitan on August 19, 2026, Analog Devices reported record fiscal third-quarter revenue of USD 4.02 billion for the period ended August 1, 2026. GAAP diluted EPS reached USD 2.74, up 163.00 percent year over year, while operating margin was 40.10 percent.

The adjusted figures add another comparison point. Yahoo Finance reported from the August 19, 2026 earnings call that adjusted EPS was USD 3.45, up 68.00 percent year over year, and adjusted operating margin reached 50.00 percent.

AI demand drives the mix

Industrial revenue totaled USD 1.97 billion in fiscal Q3, equal to 49.00 percent of sales and up 53.00 percent year over year. Communications revenue reached USD 654.5 million, up 84.00 percent, with data center sales accounting for 80.00 percent of that business.

The mix matters because it links Analog Devices to higher-value power, optical and control components used in AI infrastructure. The company also generated USD 4.9 billion in trailing twelve-month free cash flow, equal to 36.00 percent of revenue, according to Yahoo Finance.

Fourth-quarter guide sets checkpoint

For fiscal Q4 2026, management guided to revenue of USD 4.3 billion plus or minus USD 100 million, reported operating margin of 42.60 percent and adjusted operating margin of 52.00 percent. Adjusted EPS guidance is USD 3.86 plus or minus USD 0.15.

That outlook places execution against AI data center demand alongside the broader industrial recovery. The market capitalization was USD 192.6 billion as of September 28, 2026, while the 52-week NASDAQ range was USD 223.47 to USD 445.91.

Analog Devices stock advances in Europe

Analog Devices stock was trading at EUR 352.35 at Lang & Schwarz on September 29, 2026, at 2:36 p.m. CEST, up 2.00 percent versus the Lang & Schwarz prior close of EUR 345.45 on September 28, 2026. The next market test is whether the USD 4.3 billion fiscal Q4 guide converts the AI demand narrative into another year-over-year revenue comparison.