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

Analog Devices, Inc. (NASDAQ:ADI) is one of the Best Technology Stocks to Buy for the Long Term. On March 3, Analog Devices, Inc. (NASDAQ:ADI) presented at Morgan Stanley’s Technology, Media & Telecom Conference.

During the conference, the company highlighted nine consecutive quarters of above-seasonal performance across ATE, aerospace, and automotive markets. Management noted that they are targeting to improve the current gross margins of 71% to 74%, driven by increase in prices and enhancements.

The company is also targeting a 200 basis point increase in operating margins for fiscal Q2 and has allocated 16% of its revenue for research and development. Operationally, the Analog Devices, Inc. (NASDAQ:ADI)’s ATE segment grew over 40% year-over-year in 2025, while the data center business expanded, driven by increased CapEx. Looking ahead, management expects strong tailwinds from AI capital spending to boost the ATE segment.

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

A semiconductor. Photo by Tima Miroshnichenko on Pexels

Analog Devices, Inc. (NASDAQ:ADI) is a U.S. semiconductor company specializing in high‑performance chips that power industrial, automotive, communications, and defense applications.

While we acknowledge the risk and potential of ADI as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than ADI and that has 10,000% upside potential, check out our report about this cheapest AI stock.

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