The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Analog Devices (NASDAQ:ADI) and the rest of the analog semiconductors stocks fared in Q1.
Demand for analog chips is generally linked to the overall level of economic growth, as analog chips serve as the building blocks of most electronic goods and equipment. Unlike digital chip designers, analog chip makers tend to produce the majority of their own chips, as analog chip production does not require expensive leading edge nodes. Less dependent on major secular growth drivers, analog product cycles are much longer, often 5-7 years.
The 15 analog semiconductors stocks we track reported a strong Q1. As a group, revenues beat analysts’ consensus estimates by 1.5% while next quarter’s revenue guidance was 5.7% above.
Luckily, analog semiconductors stocks have performed well with share prices up 22.4% on average since the latest earnings results.
Analog Devices (NASDAQ:ADI)
Founded by two MIT graduates, Ray Stata and Matthew Lorber in 1965, Analog Devices (NASDAQ:ADI) is one of the largest providers of high performance analog integrated circuits used mainly in industrial end markets, along with communications, autos, and consumer devices.
Analog Devices reported revenues of $3.62 billion, up 37.2% year on year. This print exceeded analysts’ expectations by 3%. Overall, it was an exceptional quarter for the company with revenue guidance for next quarter exceeding analysts’ expectations and an impressive beat of analysts’ operating income estimates.
“ADI’s second quarter revenue and earnings were above the high end of our outlook, reflecting the combination of record demand and sharp operational discipline,” said Vincent Roche, CEO and Chair.
Analog Devices Total Revenue
Analog Devices achieved the fastest revenue growth of the whole group. Unsurprisingly, the stock is up 5.1% since reporting and currently trades at $435.48.
Headquartered in Dallas, Texas since the 1950s, Texas Instruments (NASDAQ:TXN) is the world’s largest producer of analog semiconductors.
Texas Instruments reported revenues of $4.83 billion, up 18.6% year on year, outperforming analysts’ expectations by 6.6%. The business had a stunning quarter with a beat of analysts’ EPS and operating income estimates.
Texas Instruments Total Revenue
Texas Instruments achieved the biggest analyst estimate beat among its peers. The market seems happy with the results as the stock is up 36.7% since reporting. It currently trades at $322.99.
Serving major consumer electronics manufacturers, Universal Display (NASDAQ:OLED) is a provider of organic light emitting diode (OLED) technologies used in display and lighting applications.
Universal Display reported revenues of $142.2 million, down 14.5% year on year, falling short of analysts’ expectations by 11%. It was a disappointing quarter as it posted full-year revenue guidance missing analysts’ expectations.
Universal Display delivered the weakest performance against analyst estimates and slowest revenue growth in the group. Interestingly, the stock is up 2.2% since the results and currently trades at $89.00.
Founded in 1997 by its longtime CEO Michael Hsing, Monolithic Power Systems (NASDAQ:MPWR) is an analog and mixed signal chipmaker that specializes in power management chips meant to minimize total energy consumption.
Monolithic Power Systems reported revenues of $804.2 million, up 26.1% year on year. This print surpassed analysts’ expectations by 2.8%. Overall, it was a very strong quarter as it also produced revenue guidance for next quarter exceeding analysts’ expectations and a solid beat of analysts’ operating income estimates.
The stock is down 3.1% since reporting and currently trades at $1,564.
Spun out from General Instrument in 1987, Microchip Technology (NASDAQ: MCHP) is a leading provider of microcontrollers and integrated circuits used mainly in the automotive world, especially in electric vehicles and their charging devices.
Microchip Technology reported revenues of $1.31 billion, up 35.1% year on year. This result topped analysts’ expectations by 3.8%. It was a stunning quarter as it also recorded a beat of analysts’ EPS estimates and revenue guidance for next quarter exceeding analysts’ expectations.
The stock is down 2% since reporting and currently trades at $99.52.
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