Analog Devices’ Strong Q2 Outlook Signals AI Infrastructure Chip Demand Surge

Breaking News To Trading Moves · Feb 19, 2026 · 11m

Analog Devices flags a stronger Q2 as AI infrastructure demand lifts chip sales

Analog Devices just raised the bar for next quarter, pointing to AI-driven infrastructure demand and resilient industrial momentum. Let’s map the ripple effects across semis — with 3 winner categories and 3 loser categories.

What happened

Analog Devices ($ADI) guided fiscal Q2 revenue to about $3.5B (+/- $100M) and adjusted EPS to about $2.88 (+/- $0.15), both above Street expectations, citing strength tied to industrial and data-centre AI infrastructure demand. Shares jumped on the update.

Winners

Analog and…