Analog Devices (NASDAQ:ADI) Upgraded at Barclays

Barclays upgraded shares of Analog Devices (NASDAQ:ADI) from an equal weight rating to an overweight rating in a research report report published on Thursday morning, Marketbeat.com reports. They currently have $375.00 target price on the semiconductor company’s stock, up from their prior target price of $315.00.

Other research analysts also recently issued reports about the company. Wall Street Zen raised Analog Devices from a “hold” rating to a “buy” rating in a report on Saturday, January 17th. KeyCorp boosted their price objective on Analog Devices from $330.00 to $375.00 and gave the stock an “overweight” rating in a research note on Tuesday, January 13th. Weiss Ratings lowered Analog Devices from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Tuesday, January 20th. Bank of America upped their price target on shares of Analog Devices from $320.00 to $350.00 and gave the stock a “buy” rating in a research report on Wednesday, January 21st. Finally, Oppenheimer increased 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. Three investment analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and five have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $314.87.

Analog Devices Stock Performance

Shares of NASDAQ ADI opened at $337.10 on Thursday. The company has a current ratio of 2.19, a quick ratio of 1.68 and a debt-to-equity ratio of 0.24. The business has a fifty day simple moving average of $295.98 and a 200 day simple moving average of $260.77. Analog Devices has a one year low of $158.65 and a one year high of $343.96. 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 (NASDAQ:ADI) last released its quarterly earnings data on Tuesday, November 25th. The semiconductor company reported $2.26 earnings per share for the quarter, beating the consensus estimate of $2.22 by $0.04. The company had revenue of $3.08 billion for the quarter, compared to analyst estimates of $3.02 billion. Analog Devices had a return on equity of 11.23% and a net margin of 20.58%.The company’s revenue was up 25.9% compared to the same quarter last year. During the same period in the prior year, the company posted $1.67 EPS. Sell-side analysts expect that Analog Devices will post 7.14 EPS for the current year.

Analog Devices Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, December 22nd. Stockholders of record on Monday, December 8th were paid a $0.99 dividend. 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 86.84%.

Insiders Place Their Bets

In other Analog Devices news, SVP Katsufumi Nakamura sold 500 shares of the stock in a transaction on Friday, January 9th. The shares were sold at an average price of $301.46, for a total value of $150,730.00. Following the sale, the senior vice president directly owned 12,710 shares in the company, 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 document filed with the SEC, which is accessible through the SEC website. Also, SVP Martin Cotter sold 10,000 shares of the business’s stock in a transaction on 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 completion of the transaction, the senior vice president directly owned 49,664 shares of the company’s stock, valued at $13,828,444.16. This trade represents a 16.76% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 53,544 shares of company stock worth $15,320,417 over the last ninety days. Company insiders own 0.36% of the company’s stock.

Hedge Funds Weigh In On Analog Devices

Large investors have recently bought and sold shares of the company. Hilton Head Capital Partners LLC bought a new stake in Analog Devices during the 4th quarter worth about $26,000. Gordian Capital Singapore Pte Ltd bought a new position in shares of Analog Devices in the fourth quarter valued at $27,000. Howard Hughes Medical Institute acquired a new position in Analog Devices during the second quarter worth $25,000. Entrust Financial LLC acquired a new stake in Analog Devices in the fourth quarter valued at $33,000. Finally, Albion Financial Group UT grew its position in shares of Analog Devices by 41.4% in the 4th quarter. Albion Financial Group UT now owns 123 shares of the semiconductor company’s stock valued at $33,000 after acquiring an additional 36 shares during the period. Institutional investors and hedge funds 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 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 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.