http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Wed, 21 Oct 2026 16:41:00 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/SEC+Filings/Form++4++++++++++CIRRUS+LOGIC%2C+INC.++++++++For%3A+Oct+20++Filed+by%3A+Baumgartner+Jeffrey+W/27217033.html si-local-file:///var/storage/secattach/20261021/27217033.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++CIRRUS+LOGIC%2C+INC.++++++++For%3A+Oct+20++Filed+by%3A+Baumgartner+Jeffrey+W/27217033.html Wed, 21 Oct 2026 16:41:00 -0400 CRUS http://www.streetinsider.com/Analyst+PT+Change/Barclays+cuts+Cirrus+Logic+price+target+to+%2495+from+%24130%2C+cuts+to+Underweight/27210950.html <p>(Updated - October 21, 2026 9:19 AM EDT)</p><p>Barclays analyst Tom O'Malley downgraded Cirrus Logic (NASDAQ: CRUS) from Equalweight to Underweight, cutting the price target to $95 from $130.</p><p>O'Malley cited several factors in the downgrade, including expectations of no content uplift in calendar year 2027 and what he described as incorrect Street modeling for December due to a change in the launch calendar. The analyst also noted pricing resets in January, expecting the entire Apple supply chain to face increased pressure, with Barclays modeling 50 basis points of headwind.</p><p>Barclays projects Cirrus Logic's CY27 revenue at $2.10B, approximately $20M above the Street http://www.streetinsider.com/Analyst+PT+Change/Barclays+cuts+Cirrus+Logic+price+target+to+%2495+from+%24130%2C+cuts+to+Underweight/27210950.html Wed, 21 Oct 2026 09:20:11 -0400 CRUS http://www.streetinsider.com/Downgrades/Barclays+cuts+Cirrus+Logic+price+target+to+%2495+from+%24130%2C+cuts+to+Underweight/27210950.html <p>(Updated - October 21, 2026 9:19 AM EDT)</p><p>Barclays analyst Tom O'Malley downgraded Cirrus Logic (NASDAQ: CRUS) from Equalweight to Underweight, cutting the price target to $95 from $130.</p><p>O'Malley cited several factors in the downgrade, including expectations of no content uplift in calendar year 2027 and what he described as incorrect Street modeling for December due to a change in the launch calendar. The analyst also noted pricing resets in January, expecting the entire Apple supply chain to face increased pressure, with Barclays modeling 50 basis points of headwind.</p><p>Barclays projects Cirrus Logic's CY27 revenue at $2.10B, approximately $20M above the Street http://www.streetinsider.com/Downgrades/Barclays+cuts+Cirrus+Logic+price+target+to+%2495+from+%24130%2C+cuts+to+Underweight/27210950.html Wed, 21 Oct 2026 09:20:11 -0400 CRUS http://www.streetinsider.com/Hot+Downgrades/Barclays+cuts+Cirrus+Logic+price+target+to+%2495+from+%24130%2C+cuts+to+Underweight/27210950.html <p>(Updated - October 21, 2026 9:19 AM EDT)</p><p>Barclays analyst Tom O'Malley downgraded Cirrus Logic (NASDAQ: CRUS) from Equalweight to Underweight, cutting the price target to $95 from $130.</p><p>O'Malley cited several factors in the downgrade, including expectations of no content uplift in calendar year 2027 and what he described as incorrect Street modeling for December due to a change in the launch calendar. The analyst also noted pricing resets in January, expecting the entire Apple supply chain to face increased pressure, with Barclays modeling 50 basis points of headwind.</p><p>Barclays projects Cirrus Logic's CY27 revenue at $2.10B, approximately $20M above the Street http://www.streetinsider.com/Hot+Downgrades/Barclays+cuts+Cirrus+Logic+price+target+to+%2495+from+%24130%2C+cuts+to+Underweight/27210950.html Wed, 21 Oct 2026 09:20:11 -0400 CRUS http://www.streetinsider.com/Analyst+PT+Change/Cirrus+Logic+%28CRUS%29+PT+Lowered+to+%24170+at+Susquehanna/27213141.html Susquehanna analyst Christopher Rolland lowered the price target on Cirrus Logic (NASDAQ: CRUS) to $170.00 (from $200.00) while maintaining a Positive rating. http://www.streetinsider.com/Analyst+PT+Change/Cirrus+Logic+%28CRUS%29+PT+Lowered+to+%24170+at+Susquehanna/27213141.html Wed, 21 Oct 2026 07:40:22 -0400 CRUS http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN