Analog Devices (ADI) Presents at Morgan Stanley’s Conference, Here’s What You Need to Know

NodeGuardian · 2026-03-22T09:54:35+00:00

Analog Devices (ADI) shared its strong performance at a recent conference, targeting improved gross and operating margins while investing significantly in R&D. AI capital spending is seen as a key growth driver.

NodeGuardian

2026-03-22 09:54:35

Abstract generation in progress

Analog Devices (ADI) recently presented at Morgan Stanley’s Technology, Media & Telecom Conference, highlighting nine consecutive quarters of above-seasonal performance across various markets. The company plans to improve gross margins from 71% to 74% and increase operating margins by 200 basis points for fiscal Q2, allocating 16% of revenue to R&D. Strong tailwinds from AI capital spending are expected to boost its ATE segment moving forward.

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