Analysts Set Analog Devices, Inc. (NASDAQ:ADI) PT at $312.26

Shares of Analog Devices, Inc. (NASDAQ:ADI) have been assigned a consensus rating of “Moderate Buy” from the twenty-nine analysts that are covering the stock, Marketbeat Ratings reports. Five analysts have rated the stock with a hold recommendation, twenty-one have issued a buy recommendation and three have assigned a strong buy recommendation to the company. The average 1-year target price among analysts that have covered the stock in the last year is $314.8696.

A number of equities analysts have recently issued reports on the company. Cfra reiterated a “buy” rating and issued a $280.00 price objective on shares of Analog Devices in a report on Tuesday, November 25th. Zacks Research raised Analog Devices from a “hold” rating to a “strong-buy” rating in a research note on Thursday, January 1st. Weiss Ratings downgraded shares of Analog Devices from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Tuesday, January 20th. Oppenheimer boosted their price objective on shares of Analog Devices from $265.00 to $350.00 and gave the stock an “outperform” rating in a report on Friday, January 16th. Finally, Truist Financial increased their target price on shares of Analog Devices from $258.00 to $291.00 and gave the company a “hold” rating in a report on Friday, December 19th.

More Analog Devices News

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

• Positive Sentiment: Barclays upgraded ADI from “equal weight” to “overweight” and raised its price target to $375, citing an industrial recovery that should lift demand and signaling meaningful upside versus prior targets. Barclays upgrade
• Positive Sentiment: Analyst and media write-ups highlight ADI’s consistent earnings beats and upgraded guidance, improving valuation narratives and supporting investor confidence in continued margin and revenue strength. Valuation after earnings beats
• Positive Sentiment: Fund commentary (Carillon Tower) and other coverage point to Q4 strength for ADI, reinforcing the view that recent results and market positioning contributed to upside in recent sessions. Q4 performance explanation
• Neutral Sentiment: Zacks and other outlets published pieces summarizing Wall Street’s bullish consensus and Q1 metric estimates — useful for context but not single-handed catalysts. Zacks analyst overview
• Neutral Sentiment: Pre-earnings Q1 outlook pieces and broader analyst notes provide estimates for key metrics; these shape expectations but are forward-looking rather than immediate market drivers. Q1 outlook
• Neutral Sentiment: Short-interest reports in recent feeds show anomalous zeros/NaN values, which appear to be reporting errors and should not be treated as a real increase in bearish positioning. (Monitor for corrected data.)
• Negative Sentiment: A note explaining why ADI fell more than the market in a recent session points to near-term profit-taking and market rotation pressures that can create short-term volatility despite the bullish analyst backdrop. Recent pullback explanation

Analog Devices Price Performance

Shares of NASDAQ:ADI opened at $337.10 on Thursday. The company’s fifty day moving average price is $295.98 and its 200-day moving average price is $260.77. The company has a debt-to-equity ratio of 0.24, a current ratio of 2.19 and a quick ratio of 1.68. The firm has a market capitalization of $164.72 billion, a price-to-earnings ratio of 73.93, a PEG ratio of 1.93 and a beta of 1.03. Analog Devices has a one year low of $158.65 and a one year high of $343.96.

Analog Devices (NASDAQ:ADI) last posted its quarterly earnings data on Tuesday, November 25th. The semiconductor company reported $2.26 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.22 by $0.04. The company had revenue of $3.08 billion during 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 firm’s revenue was up 25.9% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.67 EPS. On average, equities research analysts anticipate that Analog Devices will post 7.14 earnings per share for the current fiscal year.

Analog Devices Announces Dividend

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

Insider Buying and Selling

In related news, Director Ray Stata sold 3,125 shares of the stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $317.30, for a total transaction of $991,562.50. Following the completion of the sale, the director directly owned 123,821 shares in the company, valued at $39,288,403.30. This represents a 2.46% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Vincent Roche sold 10,000 shares of the firm’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $306.92, for a total value of $3,069,200.00. Following the transaction, the chief executive officer owned 155,688 shares in the company, valued at approximately $47,783,760.96. The trade was a 6.04% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 53,544 shares of company stock worth $15,320,417 in the last 90 days. 0.36% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Analog Devices

Institutional investors have recently added to or reduced their stakes in the company. Jacobi Capital Management LLC increased its position in shares of Analog Devices by 4.5% in the fourth quarter. Jacobi Capital Management LLC now owns 1,002 shares of the semiconductor company’s stock valued at $272,000 after acquiring an additional 43 shares during the period. FORA Capital LLC bought a new stake in shares of Analog Devices in the fourth quarter worth about $6,382,000. CreativeOne Wealth LLC increased its holdings in Analog Devices by 85.4% during the 4th quarter. CreativeOne Wealth LLC now owns 2,184 shares of the semiconductor company’s stock valued at $592,000 after purchasing an additional 1,006 shares during the period. Kestra Advisory Services LLC raised its position in Analog Devices by 9.0% during the 4th quarter. Kestra Advisory Services LLC now owns 28,145 shares of the semiconductor company’s stock valued at $7,633,000 after purchasing an additional 2,318 shares during the last quarter. Finally, Parkside Financial Bank & Trust lifted its holdings in Analog Devices by 11.3% in the 4th quarter. Parkside Financial Bank & Trust now owns 2,385 shares of the semiconductor company’s stock worth $647,000 after buying an additional 243 shares during the period. Hedge funds and other institutional investors own 86.81% of the company’s stock.

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.