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ADIBullishEarningsnews
High materiality8/10

Analog Devices Delivers Record Q3 2026 with AI-Driven Demand Backing Upside

Aug 19, 2026, 7:03 AM EDT1 sourcesAI-analyzed
Why it may matterVerify against the original reporting

Strong beat versus outlook and robust FCF generation historically catalyze multiple expansion for cap-experienced semis. Similar past episodes include ADI achieving higher revenue mix from AI/enterprise compute cycles, where Q3 beats and clear Q4 guidance supported near-term stock upside and multiple uplift. The combination of record cash flow, dividend, and a favorable Q4 guide suggests a positive price reaction in the near term, barring macro shifts.

AI summary

What happened, with direct paths to the underlying reporting

Analog Devices posted a record Q3 2026 with revenue of $4.02B, led by Data Center and Industrial segments. The company generated $5.5B in operating cash flow and $4.9B in trailing free cash flow, returning $1.7B to shareholders. Strong cash generation underpins a robust Q4 outlook and ongoing dividend support amid AI infrastructure growth.

  • Q3 2026 revenue was $4.02B; Data Center and Industrial led growth.
  • TTM free cash flow is $4.9B (40% of revenue); OCF is $5.5B.
  • Returned $1.7B to shareholders in Q3; dividend $1.10/share.
  • Guidance for Q4 2026: revenue $4.3B ±$100M; solid margins.
  • Empower acquisition-related costs influence non-GAAP metrics; AI tailwinds support upside.

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StockNews.AI groups source reporting, classifies the event, and measures subsequent price movement. This is informational research, not investment advice. Prices may be delayed or unavailable.

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