Stifel Nicolaus Boosts Analog Devices (NASDAQ:ADI) Price Target to $330.00

Analog Devices (NASDAQ:ADI) had its price objective boosted by investment analysts at Stifel Nicolaus from $290.00 to $330.00 in a report released on Friday, Marketbeat Ratings reports. The brokerage currently has a “buy” rating on the semiconductor company’s stock. Stifel Nicolaus’ price objective indicates a potential upside of 9.91% from the company’s previous close.

Several other equities research analysts have also weighed in on ADI. Citigroup raised their price objective on Analog Devices from $290.00 to $340.00 and gave the stock a “buy” rating in a research note on Thursday. Piper Sandler set a $290.00 target price on Analog Devices in a report on Tuesday, November 25th. Cantor Fitzgerald reiterated an “overweight” rating and issued a $350.00 price target on shares of Analog Devices in a research report on Tuesday, December 16th. Sanford C. Bernstein restated a “market perform” rating and set a $270.00 price objective on shares of Analog Devices in a report on Wednesday, November 26th. Finally, Evercore ISI reduced their price objective on shares of Analog Devices from $303.00 to $282.00 and set an “outperform” rating for the company in a research note on Tuesday, November 25th. Three research analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $305.52.

Analog Devices Price Performance

Shares of NASDAQ ADI opened at $300.25 on Friday. The firm has a 50-day moving average of $269.25 and a two-hundred day moving average of $250.06. The company has a market capitalization of $147.02 billion, a price-to-earnings ratio of 65.84, a PEG ratio of 1.64 and a beta of 1.03. The company has a current ratio of 2.19, a quick ratio of 1.68 and a debt-to-equity ratio of 0.24. Analog Devices has a twelve month low of $158.65 and a twelve month high of $309.17.

Analog Devices (NASDAQ:ADI) last released its earnings results on Tuesday, November 25th. The semiconductor company reported $2.26 EPS for the quarter, topping analysts’ consensus estimates of $2.22 by $0.04. The business had revenue of $3.08 billion for the quarter, compared to the consensus estimate of $3.02 billion. Analog Devices had a net margin of 20.58% and a return on equity of 11.23%. The business’s revenue for the quarter was up 25.9% on a year-over-year basis. During the same period in the previous year, the firm earned $1.67 EPS. As a group, analysts expect that Analog Devices will post 7.14 earnings per share for the current fiscal year.

Insider Activity at Analog Devices

In other news, CEO Vincent Roche sold 10,000 shares of the company’s stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $275.07, for a total value of $2,750,700.00. Following the transaction, the chief executive officer owned 155,688 shares in the company, valued at $42,825,098.16. This represents a 6.04% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, SVP Katsufumi Nakamura sold 500 shares of the firm’s stock in a transaction that occurred on Friday, January 9th. The stock was sold at an average price of $301.46, for a total transaction of $150,730.00. Following the sale, the senior vice president owned 12,710 shares of the company’s stock, valued at approximately $3,831,556.60. This represents a 3.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 53,544 shares of company stock worth $14,328,561. Company insiders own 0.33% of the company’s stock.

Hedge Funds Weigh In On Analog Devices

A number of hedge funds have recently modified their holdings of the stock. Howard Hughes Medical Institute purchased a new position in Analog Devices in the second quarter valued at about $25,000. RMG Wealth Management LLC bought a new stake in shares of Analog Devices in the 2nd quarter valued at approximately $26,000. Clayton Financial Group LLC acquired a new position in Analog Devices in the third quarter worth approximately $31,000. Y.D. More Investments Ltd bought a new position in Analog Devices during the third quarter valued at approximately $32,000. Finally, LFA Lugano Financial Advisors SA lifted its stake in Analog Devices by 92.9% in the third quarter. LFA Lugano Financial Advisors SA now owns 135 shares of the semiconductor company’s stock valued at $33,000 after acquiring an additional 65 shares during the last quarter. 86.81% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Analog Devices

Here are the key news stories impacting Analog Devices this week:

• Positive Sentiment: Wells Fargo upgraded ADI from “equal weight” to “overweight” and raised its price target to $340 (from $265), signaling stronger buy-side conviction that the stock can rally further. Wells Fargo upgrade / The Fly
• Positive Sentiment: Stifel Nicolaus raised its price target to $330 and reiterated a “buy” stance, adding top-down analyst support for the stock’s near-term upside. Stifel price target raise / The Fly
• Positive Sentiment: KeyCorp remains constructive — issuing an “Overweight” rating, a $375 target and above-consensus multi-year EPS forecasts (FY26/27 and quarterly cadence) that imply stronger earnings growth expectations. That helps justify higher multiples. KeyCorp coverage / MarketBeat ADI page
• Positive Sentiment: Recent fundamentals remain supportive: ADI beat EPS and revenue in its latest quarter with healthy year-over-year revenue growth, underpinning margin and cash-flow confidence. Earnings recap / MarketBeat
• Neutral Sentiment: Market structure: ADI is trading with above-average volume and near its 52‑week high, which amplifies momentum but also raises short-term volatility risk for traders. Trading note / Zacks
• Negative Sentiment: Insider selling: Director Ray Stata reported a 3,125-share sale (Jan. 13) and other small insider disposals were disclosed; while modest relative to total holdings, such sales can be interpreted negatively by some investors. Ray Stata Form 4 / SEC
• Negative Sentiment: Valuation & payout risks: ADI trades at a high P/E and carries an elevated dividend payout ratio (~87%), which could constrict upside if earnings growth slows or capital-return visibility weakens. Valuation note / Yahoo Finance
• Negative Sentiment: Additional insider sale reported: an SVP disclosed a roughly $150k sale, reinforcing the insider-selling narrative (smaller scale but notable to some investors). SVP sale / AmericanBankingNews

About Analog Devices

Analog Devices, Inc (NASDAQ: ADI) is a multinational semiconductor company that designs, manufactures and markets a broad portfolio of analog, mixed-signal and digital signal processing integrated circuits. Founded in 1965 by Ray Stata and Matthew Lorber, the company has grown into a leading supplier of components that convert, condition and process real-world signals for electronic systems. Analog Devices is headquartered in Massachusetts and serves customers around the world across multiple end markets.

The company’s product lineup includes data converters (ADCs and DACs), amplifiers, power management ICs, radio-frequency (RF) and microwave components, sensors and MEMS devices, signal chain and isolation products, timing and clocking solutions, and embedded processors and software for system-level design.