Brokerages Set Analog Devices, Inc. (NASDAQ:ADI) PT at $439.79

Shares of Analog Devices, Inc. (NASDAQ:ADI) have earned an average recommendation of “Moderate Buy” from the twenty-nine brokerages that are currently covering the company, MarketBeat Ratings reports. Three analysts have rated the stock with a hold recommendation, twenty-four have given a buy recommendation and two have assigned a strong buy recommendation to the company. The average 12-month price target among brokerages that have updated their coverage on the stock in the last year is $441.00.

Several equities research analysts have recently commented on ADI shares. Needham & Company LLC boosted their target price on shares of Analog Devices from $400.00 to $440.00 and gave the stock a “buy” rating in a research report on Thursday, May 21st. Wolfe Research reaffirmed an “outperform” rating and issued a $475.00 price target on shares of Analog Devices in a research report on Thursday, May 21st. Truist Financial lifted their price target on Analog Devices from $364.00 to $405.00 and gave the company a “hold” rating in a research note on Wednesday, May 20th. Weiss Ratings raised Analog Devices from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, July 8th. Finally, Evercore reissued an “outperform” rating and issued a $474.00 price objective on shares of Analog Devices in a research note on Thursday, May 21st.

Insider Buying and Selling

In related news, CEO Vincent Roche sold 10,000 shares of the stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $389.75, for a total value of $3,897,500.00. Following the completion of the sale, the chief executive officer directly owned 137,538 shares of the company’s stock, valued at approximately $53,605,435.50. This represents a 6.78% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Karen Golz sold 1,000 shares of the firm’s stock in a transaction on Monday, July 13th. The shares were sold at an average price of $389.83, for a total value of $389,830.00. Following the transaction, the director owned 11,019 shares in the company, valued at approximately $4,295,536.77. This trade represents a 8.32% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 103,858 shares of company stock worth $42,062,730. 0.36% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in the company. Riverbend Wealth Management LLC boosted its stake in shares of Analog Devices by 2.2% during the first quarter. Riverbend Wealth Management LLC now owns 1,245 shares of the semiconductor company’s stock valued at $396,000 after purchasing an additional 27 shares in the last quarter. Bridgewater Advisors Inc. increased its stake in shares of Analog Devices by 1.5% in the first quarter. Bridgewater Advisors Inc. now owns 1,805 shares of the semiconductor company’s stock valued at $574,000 after buying an additional 27 shares during the period. Silicon Valley Capital Partners increased its stake in shares of Analog Devices by 4.2% in the first quarter. Silicon Valley Capital Partners now owns 672 shares of the semiconductor company’s stock valued at $214,000 after buying an additional 27 shares during the period. Sound Income Strategies LLC raised its holdings in Analog Devices by 12.0% in the 1st quarter. Sound Income Strategies LLC now owns 281 shares of the semiconductor company’s stock valued at $90,000 after buying an additional 30 shares during the last quarter. Finally, 1620 Investment Advisors Inc. raised its holdings in Analog Devices by 5.0% in the 4th quarter. 1620 Investment Advisors Inc. now owns 671 shares of the semiconductor company’s stock valued at $182,000 after buying an additional 32 shares during the last quarter. 86.81% of the stock is owned by institutional investors.

Key Analog Devices News

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

• Positive Sentiment: KeyCorp lifted its earnings estimates for Analog Devices across FY2026, FY2027 and several interim quarters, signaling stronger expected demand and profitability ahead. Analog Devices analyst estimate update
• Positive Sentiment: KeyCorp reaffirmed an Overweight rating and a $525 target price, which implies meaningful upside versus the current trading range. Analog Devices analyst rating and target
• Positive Sentiment: Earlier coverage highlighted ADI’s expanding liquidity via a new $3 billion credit line and its planned Empower Semiconductor deal, which could help fund growth in industrial and AI data center markets. ADI credit line and AI power deal article
• Neutral Sentiment: Recent articles comparing ADI with other technology peers suggest the stock’s relative performance is being watched closely, but they do not point to a specific new company event. ADI peer performance article
• Negative Sentiment: ADI recently underperformed the broader market in a session cited by market coverage, reflecting some near-term selling pressure in the stock. ADI declines more than market article

Analog Devices Stock Performance

NASDAQ ADI opened at $375.36 on Friday. The company has a market cap of $182.83 billion, a P/E ratio of 55.77, a PEG ratio of 1.05 and a beta of 1.18. The company has a fifty day simple moving average of $406.43 and a 200 day simple moving average of $356.96. The company has a current ratio of 1.75, a quick ratio of 1.34 and a debt-to-equity ratio of 0.21. Analog Devices has a 12-month low of $218.37 and a 12-month high of $445.91.

Analog Devices (NASDAQ:ADI) last released its quarterly earnings data on Wednesday, May 20th. The semiconductor company reported $3.09 earnings per share for the quarter, topping the consensus estimate of $2.89 by $0.20. Analog Devices had a net margin of 26.01% and a return on equity of 14.37%. The firm had revenue of $3.62 billion for the quarter, compared to the consensus estimate of $3.51 billion. During the same quarter in the prior year, the company posted $1.85 earnings per share. The business’s revenue was up 37.2% on a year-over-year basis. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. Sell-side analysts predict that Analog Devices will post 12.43 earnings per share for the current fiscal year.

Analog Devices Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, June 16th. Investors of record on Tuesday, June 2nd were issued a dividend of $1.10 per share. The ex-dividend date was Tuesday, June 2nd. This represents a $4.40 annualized dividend and a yield of 1.2%. Analog Devices’s dividend payout ratio is 65.38%.

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.