Список проголосовавших за комментарий " <table class="BriefingDataTable" border="0" cellspacing="0" cellpadding="0"><tr> <td class="tickerColumn"> </td> <td class="articleColumn">Analog Devices: Color on Quarter (81.60)<ul><li>Drexel Hamilton raises their ADI tgt to $93 from $90. ADI delivered a very strong January quarter, with the largest upside coming from a much better than expected Consumer segment, which supplies Apple's Force Touch technology, while its B2B segments also outperformed, seeing broad strength consistent with what they've heard from most peers. They believe the Consumer outperformance is a result of stronger global Apple volumes that drove higher turns business during the quarter, plus about a 30% increase in ADI dollar content in current generation products. With a focus on expanding and diversifying its engagements into additional functionality, they believe ADI has the potential to see further dollar content increases in next-generation platforms.</li><li>RBC raises tgt to $90 from $85. They see the ADI/LLTC transaction as complementary, and see the combined co sustaining higher margins/FCF with potential for revenue acceleration given ability to cross-sell solutions across their customer stack.</li><li>Stifel raises tgt to $90 from $86.after ADI announced substantial upside to F1Q17 results and F2Q17 guidance, as it continues to see healthy, broad-based demand in its B2B businesses, even as Consumer has performed well above seasonal trends. With the impending close of its LLTC acquisition, ADI will achieve top two market share positions in all key analog building blocks—data converters, power management, amplifiers, interface, RF and microwave. Over the intermediate and longer term, they believe the combined company could generate significant revenue synergies not only through greater cross-selling opportunities, but by leveraging their individual technological strengths to bring unique solutions to market. As such, they remain constructive and reiterate Buy rating on ADI shares.</li><li><strong>Wells Fargo downgraded to Market Perform</strong></li><li><strong>ADI indicated slightly lower premarket.</strong></li></ul></td> </tr></table>"