Carillon Tower Advisers’ fourth-quarter 2025 investor letter reflects a positive year for the equity market, with the S&P 500 Index returning 2.7% in Q4 and finishing the year up 17.9%. The market saw growth driven by earnings, AI investment, and Fed interest rate cuts. The Fund holds $493.06 million in net assets across 48 holdings.

Analog Devices, Inc. (NASDAQ:ADI) was highlighted in the investor letter, closing at $337.00 per share on February 11, 2026. The stock had a one-month return of 13.30% and is up 63.50% over the past twelve months. Analog Devices, Inc. (NASDAQ:ADI) has a market cap of $167.508 billion.

Semtech Corp (SMTC) is expanding its optical portfolio to power future 800G and 1.6T AI data centers, catering to the increasing demand for high-speed data processing.

Analog Devices, Inc. (NASDAQ:ADI) is not on the list of 30 Most Popular Stocks Among Hedge Funds, with 84 hedge fund portfolios holding the stock at the end of Q3 2025. While acknowledging its potential, some AI stocks are seen as offering greater upside potential with less downside risk.

Read more at Yahoo Finance: Here’s Why Analog Devices (ADI) Rose in Q4