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15min DelayClose Nov 29 13:00 ET

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Analog Devices Stock Discussion

joe black8

Nov 26 10:21

So let's get this straight

$Analog Devices (ADI.US)$ earnings are below last year's, Trump announces tariff wars on day one and this trades at 60 p/e.
Okkkk. Sure

Movers and Shakers

Nov 26 07:03

Columns Today's Pre-Market Movers and Top Ratings | PSTX, LLY, KSS, BBY and More

Morning Movers
Gapping up
$Poseida Therapeutics (PSTX.US)$' stock jumped over 200%. This happened because Roche, a Swiss company, is buying Poseida for up to $1.5 billion in cash.
Shares of weight-loss drug maker $Novo-Nordisk A/S (NVO.US)$ and $Eli Lilly and Co (LLY.US)$ rose 2.1% and 4.9% respectively on Tuesday as U.S. President Jo Biden proposed expanding coverage of anti-obesity drugs for millions on Medicare and Medicaid...

Bull X Bear

Oct 16 09:41

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Oct 13 15:48

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Analysts Notebook

Sep 5 06:06

Columns 'Trump Trade' vs. 'Harris Trade': How They Could Shape Your Portfolio

The 2024 U.S. presidential race between former President Donald Trump and current Vice President Kamala Harris is still "incredibly close," according to the latest New York Times survey. As investors await the outcome of the November election, equity analysts are busy parsing through the candidates' pronouncements for clues on which stocks could benefit from their policies.
Jefferies analysts cited 10 possible policies that Tr...

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CHFANTA

Aug 23 08:35

$Analog Devices (ADI.US)$ It should go up

Brianjh

Jul 24 08:44

Semiconductors Companies Ranked by Market Cap

1) The scale of the industry is incredible. Many public companies larger than $10B aren’t listed here.
2) Nvidia performance over the last two years has to be one of the best tech stories ever. Incredible how they built their accelerated computing ecosystem for over a decade before the current infrastructure boom
$NVIDIA (NVDA.US)$ $Broadcom (AVGO.US)$ $Advanced Micro Devices (AMD.US)$ $ASML Holding (ASML.US)$ $Qualcomm (QCOM.US)$ $Applied Materials (AMAT.US)$ $Texas Instruments (TXN.US)$ $Intel (INTC.US)$ $Micron Technology (MU.US)$ $Lam Research (LRCX.US)$ $Analog Devices (ADI.US)$ $KLA Corp (KLAC.US)$ $Tokyo Electron (ADR) (TOELY.US)$ $Synopsys (SNPS.US)$ $Cadence Design Systems (CDNS.US)$ $Marvell Technology (MRVL.US)$

Semiconductor stocks swing: What's next?

PREMOSULTRAA

Jul 10 02:36

Why semis could be due for a breather:

1) $PHLX Semiconductor Index (.SOX.US)$ is up 40% YTD and while not all semis look expensive, many large-caps have become richly-valued, if not frothy. $Arm Holdings (ARM.US)$ trades for 118x forward EPS and 48x forward EV/sales (nuts even if estimates look conservative), a bunch of major semicaps trade for 30-50x forward EPS (they have gen-AI tailwinds across leading-edge and memory, but China’s mature-node spend is a potential headwind) and $Texas Instruments (TXN.US)$ and ...

Britney88

May 27 11:25

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Movers and Shakers

May 22 07:04

Columns Today's Morning Movers and Top Ratings: TGT, LULU, PDD, ADI and More

Morning Movers
Gapping up
$Urban Outfitters (URBN.US)$ stock rose over 1.7% after the clothing retailer beat expectations on the top and bottom line in its latest quarter.
$Toll Brothers (TOL.US)$ stock rose 1.1% after the housebuilder raised its full-year delivery guidance, as it reported stronger-than-expected orders with buyers flocking to newly built homes.
$PDD Holdings (PDD.US)$ stock rose 7.3% after the company beat first...

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