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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Elroy who wrote (94431)	5/22/2025 11:12:18 AM
From: Return to Sender	Respond to of 95413

Elroy, there is no logical reason for ADI to be falling except the SOX cannot sustain a continued run higher at this time. I am looking for enough of a sell off to reenter the stock positions I sold earlier this week and last. I will post an article on ADI addressing its sell off that casts no additional light on the sell off in the next post. RtS

To: Elroy who wrote (94431)	5/22/2025 11:13:18 AM
From: Return to Sender	2 Recommendations Recommended By Kirk © Sam Respond to of 95413

DJ Analog Devices Stock Falls Into the Red Despite Solid Earnings Beat and an Upbeat Outlook -- Barrons.com 10:45 AM ET 5/22/25 \| Dow Jones By Mackenzie Tatananni Shares of Analog Devices fell into the red on Thursday after an initial surge. The semiconductor company posted fiscal second-quarter earnings that topped Wall Street's expectations and shared a rosy forecast for the current quarter. Adjusted earnings of $1.85 a share beat the $1.70 that analysts had anticipated, according to FactSet. The company reported $2.64 billion in revenue, surpassing Wall Street's $2.51 billion consensus estimate. Shares were down 4% to $213.14 after rising in premarket trading. The S&P 500 was down 0.2%, while the tech-heavy Nasdaq Composite was up 0.4%. Analog Devices cited "double-digit year-over-year growth across all end markets." The latest results also represented sequential growth, topping earnings of $1.63 a share and revenue of $2.42 billion in the first quarter. "Against a backdrop of global trade volatility, our performance reflects the ongoing cyclical recovery, and the strength and resiliency of our business model," CEO and Chair Vincent Roche said in a statement. Management guided for third-quarter adjusted earnings in the range of $1.82 to $2.02 a share and revenue of $2.75 billion, plus or minus $100 million. Analysts polled by FactSet had forecast earnings of $1.80 a share on revenue of $2.61 billion. The company's chief financial officer, Richard Puccio, noted that second-quarter bookings accelerated across all regions and end markets in the quarter. The company operates in North America, Europe, Africa, and the Middle East. "The improving demand signals we saw throughout our fiscal Q2 support our outlook for continued growth in Q3 and reinforce our view that we are in a cyclical upturn," Puccio added. Write to Mackenzie Tatananni at mackenzie.tatananni@barrons.com This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. > Dow Jones Newswires May 22, 2025 10:45 ET (14:45 GMT) Copyright (c) 2025 Dow Jones & Company, Inc.