Analog Devices (NASDAQ:ADI) Given New $400.00 Price Target at Benchmark

Analog Devices (NASDAQ:ADI) had its price target raised by Benchmark from $285.00 to $400.00 in a report published on Thursday,Benzinga reports. The firm currently has a buy rating on the semiconductor company’s stock.

A number of other analysts also recently commented on ADI. Morgan Stanley restated an “overweight” rating and issued a $373.00 target price on shares of Analog Devices in a research note on Thursday. Weiss Ratings lowered Analog Devices from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, January 20th. Susquehanna raised their price objective on shares of Analog Devices from $360.00 to $400.00 and gave the stock a “positive” rating in a research note on Thursday. UBS Group reiterated a “buy” rating and issued a $400.00 target price on shares of Analog Devices in a research note on Monday, February 9th. Finally, Wall Street Zen raised shares of Analog Devices from a “hold” rating to a “buy” rating in a report on Saturday, January 17th. Three research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $366.96.

Analog Devices Stock Performance

Shares of NASDAQ ADI opened at $345.30 on Thursday. The company has a 50 day simple moving average of $300.90 and a two-hundred day simple moving average of $263.74. The stock has a market cap of $168.72 billion, a price-to-earnings ratio of 63.13, a PEG ratio of 1.99 and a beta of 1.03. The company has a current ratio of 1.76, a quick ratio of 1.68 and a debt-to-equity ratio of 0.21. Analog Devices has a 12 month low of $158.65 and a 12 month high of $355.36.

Analog Devices (NASDAQ:ADI) last posted its earnings results on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.31 by $0.15. Analog Devices had a net margin of 23.02% and a return on equity of 12.49%. The company had revenue of $3.16 billion during the quarter, compared to the consensus estimate of $3.10 billion. During the same period in the previous year, the firm posted $1.63 earnings per share. The firm’s quarterly revenue was up 30.4% on a year-over-year basis. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. As a group, analysts predict that Analog Devices will post 7.14 earnings per share for the current year.

Analog Devices Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd will be given a dividend of $1.10 per share. This is a boost from Analog Devices’s previous quarterly dividend of $0.99. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date of this dividend is Tuesday, March 3rd. Analog Devices’s dividend payout ratio is presently 86.84%.

Insider Transactions at Analog Devices

In related news, SVP Katsufumi Nakamura sold 500 shares of Analog Devices stock in a transaction that occurred 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 completion of the transaction, the senior vice president owned 12,710 shares in the company, valued at $3,831,556.60. The trade was a 3.79% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Martin Cotter sold 10,000 shares of the business’s stock in a transaction that occurred on Monday, January 5th. The stock was sold at an average price of $278.44, for a total transaction of $2,784,400.00. Following the transaction, the senior vice president 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. The disclosure for this sale is available in the SEC filing. Insiders have sold 53,544 shares of company stock valued at $15,320,417 over the last quarter. Insiders own 0.36% of the company’s stock.

Institutional Trading of Analog Devices

A number of institutional investors have recently bought and sold shares of ADI. Jones Financial Companies Lllp grew its position in shares of Analog Devices by 12.9% during the 3rd quarter. Jones Financial Companies Lllp now owns 169,572 shares of the semiconductor company’s stock valued at $41,907,000 after buying an additional 19,383 shares during the last quarter. Solstein Capital LLC boosted its stake in Analog Devices by 2.0% in the second quarter. Solstein Capital LLC now owns 2,307 shares of the semiconductor company’s stock valued at $549,000 after acquiring an additional 46 shares during the period. SG Americas Securities LLC grew its holdings in shares of Analog Devices by 684.6% during the third quarter. SG Americas Securities LLC now owns 862,314 shares of the semiconductor company’s stock valued at $211,871,000 after purchasing an additional 752,411 shares during the last quarter. Voya Investment Management LLC grew its holdings in shares of Analog Devices by 22.3% during the third quarter. Voya Investment Management LLC now owns 1,293,403 shares of the semiconductor company’s stock valued at $317,789,000 after purchasing an additional 236,211 shares during the last quarter. Finally, AE Wealth Management LLC raised its position in shares of Analog Devices by 26.4% during the 3rd quarter. AE Wealth Management LLC now owns 43,932 shares of the semiconductor company’s stock worth $10,795,000 after purchasing an additional 9,174 shares during the period. 86.81% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Analog Devices

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

• Positive Sentiment: Q1 results beat and guidance materially above Street expectations — ADI reported $2.46 adj. EPS vs. $2.31 expected and $3.16B revenue (up ~30% YoY); management issued Q2 EPS guidance well above consensus and cited record data-center orders and broad industrial strength. This is the primary bullish driver behind recent analyst upgrades. PR Newswire: ADI Q1 Results
• Positive Sentiment: AI and data-center momentum underpin the outlook — multiple write-ups highlight AI infrastructure and data-center demand as key drivers for accelerating revenue and margins into Q2 and beyond. Investors are treating ADI as an AI-infrastructure beneficiary, not just a legacy analog supplier. Yahoo Finance: ADI Q4 Deep Dive
• Positive Sentiment: Capital returns and cash flow are strong — ADI raised its quarterly dividend 11% to $1.10, reported robust operating/free cash flow and resumed meaningful buybacks, supporting shareholder-return narratives. That reinforces buy-side conviction. PR Newswire: Dividend & Cash Flow
• Positive Sentiment: Analysts responded with a flurry of upgrades and price-target raises — firms including JPMorgan, Wells Fargo, Needham, Benchmark and Cantor (many to ~$400) raised ratings/targets after the print, creating a tailwind for sentiment and potential inflows. Investor’s Business Daily: Price-Target Hikes
• Neutral Sentiment: Short-interest data in public feeds shows anomalies (zeros / NaN) and is not signaling material bearish pressure; short interest appears negligible. No clear short-squeeze risk or headwind from shorts based on available data.
• Neutral Sentiment: Corporate governance debate noted — a special-meeting/rights discussion is in the background; worth monitoring but not an immediate earnings-related threat. Yahoo Finance: Governance Debate
• Negative Sentiment: Valuation and profit-taking risk — ADI now trades at a stretched multiple (high P/E) after the rally; some intraday weakness likely reflects investors locking gains and digesting lofty expectations, which can cap near-term upside.
• Negative Sentiment: Muted or mixed price reaction in some channels — a few commentators noted the stock’s response was “muted” despite strong results, suggesting some investors are skeptical about sustainability or are awaiting more confirmation from subsequent quarters. Seeking Alpha: Muted Market Reaction

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.