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Analog Devices (ADI) Q4 Earnings to Ride on End Market Growth

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Analog Devices, Inc. (ADI - Free Report) , one of the world leaders in the design, manufacture and marketing of high-performance analog, mixed-signal and digital signal processing integrated circuits, will report fourth-quarter fiscal 2017 results on Nov 21, before the bell.

In the quarter, we expect strength across all end markets — consumer, communications, automotive and industrial to contribute significantly to the company’s top line.

Notably, Analog Devices shares have gained 24.6% year to date, underperforming the industry’s 27.2% rally.

What to Expect This Time Around?

Consumer

This segment is likely to improve both sequentially and year over year in the to-be-reported quarter driven by strength across prosumer and portable consumer applications. The Zacks Consensus Estimate for revenues from this end market is pegged at $306 million. In the fiscal third quarter, the segment increased 19% sequentially and 36% year over year.

Communications

It is also expected to perform well both sequentially as well as year over year as Analog Devices continues to see strength in wireline. The Zacks Consensus Estimate for communications revenues is pegged at $256 million. This segment’s fiscal third-quarter revenues were up 20% sequentially and 45% year over year.

Automotive

Carrying on the momentum of the fiscal third quarter (up 25% sequentially and a massive 69% year over year), the segment is expected to record further improvement in the soon-to-be reported quarter. Growth will be driven by emerging super trends like autonomous driving and the electrification of the powertrain.  The Zacks Consensus Estimate for automotive revenues is pegged at $241 million.

Industrial

This segment was up a massive 87% year over year in the fiscal third quarter and we expect the momentum to continue driven by broad-based strength in this highly diverse market. The Zacks Consensus Estimate for this segment’s revenues stands at $696 million.

Analog Devices, Inc. Price and EPS Surprise

What Our Model States?

Analog Devices has a Zacks Rank #2 (Buy) and an Earnings ESP of -0.49%, a combination that makes surprise prediction difficult. This is because, per our proven model, a stock needs to have both a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 or 3 (Hold) to beat estimates. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

We don’t recommend Sell-rated stocks (Zacks Rank #4 or #5) going into the earnings announcement.

You can see the complete list of today’s Zacks #1 Rank stocks here.

Other Stocks to Consider

Other stocks worth considering in the broader technology sector include Activision Blizzard, , Applied Materials (AMAT - Free Report) and Alibaba (BABA - Free Report) , each carrying Zacks Rank 2.

Long-term earnings per share growth rate for Activision, Applied Materials and Alibaba is projected to be 13.8%, 17.1% and 30.7%, respectively.

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