BofA Securities analyst Vivek Arya said the U.S. semiconductor sector is moving into a more balanced phase, with supply and demand largely aligned and earnings expectations reset, setting up modest upside rather than a sharp rebound in 2026. • ADU stock is holding steady today. Where is ADU stock headed?Supply and Demand Set Up For Modest Earnings BeatsArya said sentiment around analog semiconductor stocks has improved early in calendar 2026, with shares across his coverage up sharply quarter to date and ro ...