Analog Devices Sees 50% Growth in AI Data Center Sales, $2B Run-Rate
Analog Devices’ fiscal 2026 EPS consensus rose 4.9% to $11.10 per share, implying 42.5% annual growth and following a 58% share gain over 12 months. Its AI-based data center products are growing over 50% and approaching a $2 billion revenue run-rate.
1. Earnings Estimate Revision
Analog Devices’ fiscal 2026 EPS consensus climbed 4.9% to $11.10 per share, implying 42.5% year-over-year growth after upward analyst revisions over the past week.
2. Share Performance Rally
The stock has gained 58% over the past 12 months, driven by investor optimism around the company’s expanding AI and data center portfolio.
3. AI Data Center Product Traction
AI-based data center products delivered over 50% unit growth and are nearing a $2 billion annualized revenue run-rate, fueled by demand from hyperscale and enterprise customers.
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Sources
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