During Analog Devices’ fiscal third quarter of 2026, data centers made up about 80% of Communications, which grew 84% year over year.
Roth assigned Analog Devices a Buy rating.
Both Optical and Power increased by more than 100% during the quarter.
Investing / Technology
Add as a preferred source on GoogleAnalog Devices’ Communications Business Grew 84% in Fiscal Third Quarter
Roth assigned the chipmaker a Buy rating. Data centers made up about 80% of Communications in F3Q26A.
Updated 1 min read
Related articles
Business
Modine Data Center Sales Rise 95% in Latest Quarter
Bloomberg reported the discussions could produce a deal within weeks, but could also fall apart. Modine reported $439.7 million in quarterly data center sales.
Economy
AI Infrastructure Scenario Would Top Past U.S. Investment Booms by GDP Share
The paper's $10.3 trillion central case covers 2025 through 2032 and includes data centers, power systems and specialized computing equipment.
Business
Siemens Posts Record Industrial Profit, Sees 9% to 11% Revenue Growth
Smart Infrastructure orders rose 40% to €8.665 billion, amid larger data-center deals in the United States and Europe.