Analog Devices (NASDAQ:ADI) Upgraded to “Overweight” at Barclays

Barclays upgraded shares of Analog Devices (NASDAQ:ADI) from an equal weight rating to an overweight rating in a report published on Thursday, Marketbeat reports. Barclays currently has $375.00 price target on the semiconductor company’s stock.

ADI has been the topic of several other reports. BNP Paribas Exane started coverage on shares of Analog Devices in a research note on Tuesday, November 4th. They set an “outperform” rating and a $300.00 target price on the stock. Benchmark reissued a “buy” rating and issued a $285.00 price objective on shares of Analog Devices in a report on Wednesday, November 26th. Morgan Stanley restated an “overweight” rating and issued a $314.00 price objective on shares of Analog Devices in a research report on Friday, January 16th. Robert W. Baird increased their target price on Analog Devices from $250.00 to $275.00 and gave the company an “outperform” rating in a research report on Wednesday, November 26th. Finally, Cantor Fitzgerald reissued an “overweight” rating and issued a $350.00 price target on shares of Analog Devices in a research note on Tuesday, December 16th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, Analog Devices has an average rating of “Moderate Buy” and a consensus price target of $314.87.

Analog Devices Stock Down 1.7%

Shares of ADI opened at $331.36 on Thursday. The company has a market capitalization of $161.91 billion, a price-to-earnings ratio of 72.67, a PEG ratio of 1.83 and a beta of 1.03. Analog Devices has a 52 week low of $158.65 and a 52 week high of $343.96. The stock’s 50-day moving average price is $294.87 and its 200-day moving average price is $259.82. The company has a quick ratio of 1.68, a current ratio of 2.19 and a debt-to-equity ratio of 0.24.

Analog Devices (NASDAQ:ADI) last announced its quarterly earnings results on Tuesday, November 25th. The semiconductor company reported $2.26 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.22 by $0.04. Analog Devices had a return on equity of 11.23% and a net margin of 20.58%.The company had revenue of $3.08 billion during the quarter, compared to the consensus estimate of $3.02 billion. During the same period in the previous year, the company posted $1.67 earnings per share. Analog Devices’s revenue for the quarter was up 25.9% on a year-over-year basis. On average, sell-side analysts predict that Analog Devices will post 7.14 EPS for the current year.

Analog Devices Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Monday, December 22nd. Stockholders of record on Monday, December 8th were issued a dividend of $0.99 per share. The ex-dividend date of this dividend was Monday, December 8th. This represents a $3.96 dividend on an annualized basis and a dividend yield of 1.2%. Analog Devices’s dividend payout ratio is presently 86.84%.

Insiders Place Their Bets

In other news, SVP Katsufumi Nakamura sold 500 shares of the firm’s stock in a transaction dated Friday, January 9th. The shares were sold at an average price of $301.46, for a total value of $150,730.00. Following the transaction, the senior vice president directly owned 12,710 shares of the company’s stock, valued at approximately $3,831,556.60. This trade represents a 3.79% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, SVP Martin Cotter sold 10,000 shares of the company’s stock in a transaction dated Monday, January 5th. The shares were sold at an average price of $278.44, for a total transaction of $2,784,400.00. Following the sale, the senior vice president directly owned 49,664 shares of the company’s stock, valued at approximately $13,828,444.16. This represents a 16.76% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 53,544 shares of company stock valued at $15,320,417. Corporate insiders own 0.36% of the company’s stock.

Hedge Funds Weigh In On Analog Devices

A number of institutional investors have recently added to or reduced their stakes in the stock. 1620 Investment Advisors Inc. increased its stake in shares of Analog Devices by 5.0% in the 4th quarter. 1620 Investment Advisors Inc. now owns 671 shares of the semiconductor company’s stock worth $182,000 after acquiring an additional 32 shares during the last quarter. Covestor Ltd grew its holdings in shares of Analog Devices by 14.1% in the fourth quarter. Covestor Ltd now owns 275 shares of the semiconductor company’s stock valued at $75,000 after purchasing an additional 34 shares during the period. JFS Wealth Advisors LLC increased its position in Analog Devices by 9.9% during the fourth quarter. JFS Wealth Advisors LLC now owns 390 shares of the semiconductor company’s stock worth $106,000 after purchasing an additional 35 shares during the last quarter. Albion Financial Group UT raised its stake in Analog Devices by 41.4% during the fourth quarter. Albion Financial Group UT now owns 123 shares of the semiconductor company’s stock worth $33,000 after purchasing an additional 36 shares during the period. Finally, Prestige Wealth Management Group LLC raised its stake in Analog Devices by 2.6% during the fourth quarter. Prestige Wealth Management Group LLC now owns 1,435 shares of the semiconductor company’s stock worth $389,000 after purchasing an additional 36 shares during the period. Hedge funds and other institutional investors own 86.81% of the company’s stock.

Key Headlines Impacting Analog Devices

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

• Positive Sentiment: Barclays upgraded ADI from “equal weight” to “overweight” and set a $375 price target, signaling stronger analyst conviction and a material upside to consensus. Barclays upgrades Analog Devices as industrial recovery takes shape
• Positive Sentiment: Analysts and coverage pieces highlight ADI’s string of earnings beats and upgraded guidance, supporting a re-rating vs. peers and underpinning valuation discussions for long-term growth investors. A Look At Analog Devices (ADI) Valuation After Consistent Earnings Beats And Upgraded Guidance
• Positive Sentiment: Investor letters (e.g., Carillon Tower Advisers) and sector commentary point to ADI contributing to Q4 strength — reinforcing demand narratives tied to semiconductors and AI-driven end markets. Here’s Why Analog Devices (ADI) Rose in Q4
• Positive Sentiment: Wall Street is positioned for earnings growth into the next release, with previews and metric-level estimates suggesting another potential beat that could support the stock if realized. Analog Devices (ADI) Reports Next Week: Wall Street Expects Earnings Growth
• Neutral Sentiment: Recent short‑interest posts in the feed show anomalous/zero values that provide no clear signal (reports list 0 shares and NaN increases). Treat short‑interest data as unreliable until clarified by accurate filings.
• Neutral Sentiment: Coverage exploring ADI’s competitive dynamics and analyst insight pieces maintain interest but don’t point to immediate negative surprises; useful for medium‑term positioning. Inquiry Into Analog Devices’s Competitor Dynamics In…
• Neutral Sentiment: Governance and investor‑meeting coverage is drawing attention (special meeting commentary); this could matter for long‑term holders but has limited immediate price impact absent a surprise outcome. Will Analog Devices’ (ADI) Special Meeting Stance Reveal Its True Governance and Accountability Priorities?
• Negative Sentiment: An article noted ADI fell more than the broader market in the latest session, citing intraday weakness and higher trading volume—indicative of profit‑taking or short‑term rotation despite the positive fundamental backdrop. Here’s Why Analog Devices (ADI) Fell More Than Broader Market

Analog Devices Company Profile

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.