Analog Devices, Inc. (NASDAQ:ADI) Receives $366.96 Average PT from Analysts

Shares of Analog Devices, Inc. (NASDAQ:ADI) have been assigned an average recommendation of “Moderate Buy” from the thirty research firms that are presently covering the company, MarketBeat Ratings reports. Four analysts have rated the stock with a hold recommendation, twenty-three have issued a buy recommendation and three have issued a strong buy recommendation on the company. The average 12-month price target among analysts that have updated their coverage on the stock in the last year is $366.96.

ADI has been the subject of several research reports. Benchmark raised their price objective on shares of Analog Devices from $285.00 to $400.00 and gave the stock a “buy” rating in a research report on Thursday, February 19th. KeyCorp increased their target price on Analog Devices from $375.00 to $430.00 and gave the stock an “overweight” rating in a report on Thursday, February 19th. Morgan Stanley reaffirmed an “overweight” rating and set a $373.00 price objective on shares of Analog Devices in a research report on Thursday, February 19th. Barclays raised their target price on shares of Analog Devices from $375.00 to $430.00 and gave the company an “overweight” rating in a report on Thursday, February 19th. Finally, UBS Group upped their price target on shares of Analog Devices from $400.00 to $430.00 and gave the stock a “buy” rating in a report on Thursday, February 19th.

Insider Buying and Selling

In other news, SVP Martin Cotter sold 10,000 shares of Analog Devices stock in a transaction on Monday, January 5th. The stock was sold at an average price of $278.44, for a total value of $2,784,400.00. Following the transaction, the senior vice president owned 49,664 shares in the company, valued at approximately $13,828,444.16. This trade represents a 16.76% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Ray Stata sold 3,125 shares of the company’s stock in a transaction on Tuesday, December 16th. The stock was sold at an average price of $279.39, for a total value of $873,093.75. Following the sale, the director owned 136,321 shares of the company’s stock, valued at approximately $38,086,724.19. This represents a 2.24% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 49,574 shares of company stock worth $14,565,113. 0.36% of the stock is owned by company insiders.

Institutional Trading of Analog Devices

Institutional investors have recently modified their holdings of the business. Brighton Jones LLC lifted its holdings in Analog Devices by 39.5% in the fourth quarter. Brighton Jones LLC now owns 1,867 shares of the semiconductor company’s stock valued at $397,000 after buying an additional 529 shares during the period. Sivia Capital Partners LLC raised its position in shares of Analog Devices by 36.0% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,752 shares of the semiconductor company’s stock worth $417,000 after acquiring an additional 464 shares in the last quarter. Savant Capital LLC lifted its stake in shares of Analog Devices by 13.3% in the 2nd quarter. Savant Capital LLC now owns 10,849 shares of the semiconductor company’s stock valued at $2,582,000 after purchasing an additional 1,273 shares during the period. Wedbush Securities Inc. boosted its position in shares of Analog Devices by 6.1% during the 2nd quarter. Wedbush Securities Inc. now owns 6,741 shares of the semiconductor company’s stock valued at $1,604,000 after purchasing an additional 390 shares in the last quarter. Finally, AE Wealth Management LLC boosted its position in shares of Analog Devices by 3.7% during the 2nd quarter. AE Wealth Management LLC now owns 34,758 shares of the semiconductor company’s stock valued at $8,273,000 after purchasing an additional 1,244 shares in the last quarter. Institutional investors own 86.81% of the company’s stock.

Analog Devices News Roundup

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

• Positive Sentiment: Sector tailwinds — Global semiconductor sales surged ~46% year‑over‑year in January amid the AI boom, reinforcing demand for chips and components ADI supplies (data converters, mixed‑signal, ATE). This macro backdrop supports upside to ADI’s revenue and pricing leverage. The Zacks Analyst Blog Analog Devices, NXP, Taiwan and NVIDIA
• Positive Sentiment: Momentum and fundamentals — Recent coverage notes ADI has climbed ~14% over three months on AI-driven demand that’s boosting industrial and communications end markets, expanding margins and improving the revenue outlook; that momentum is helping investor sentiment. ADI Climbs 14% in 3 Months: Time to Buy, Sell or Hold the Stock?
• Positive Sentiment: Management commentary — At the Morgan Stanley TMT conference ADI highlighted nine consecutive quarters of above‑seasonal performance across ATE, aerospace and automotive, signaling durable demand beyond just data‑center AI spend. That message supports expectations for continued outperformance. Analog Devices (ADI) Presents at Morgan Stanley’s Conference, Here’s What You Need to Know
• Positive Sentiment: Analyst tone — Multiple Zacks pieces argue ADI has attractive growth characteristics for long‑term investors, reinforcing buyside interest and supporting multiple expansion narratives. Here is Why Growth Investors Should Buy Analog Devices (ADI) Now
• Neutral Sentiment: Short‑interest data appears anomalous (reported totals and changes read as 0/NaN), so there’s no clear short‑covering or build‑up signal to explain intraday moves; treat reported short‑interest figures as unreliable until clarified.
• Neutral Sentiment: Media consolidation — Several stories repeat the same sector/AI thesis (semiconductor sales surge, ADI among beneficiaries), so near‑term price moves may be more momentum driven than the result of new, discrete company catalysts. Semiconductor Sales Continue to Soar: 4 Stocks With Growth Potential

Analog Devices Stock Up 0.1%

ADI opened at $319.22 on Monday. The stock’s fifty day simple moving average is $319.06 and its 200 day simple moving average is $274.64. Analog Devices has a 1-year low of $158.65 and a 1-year high of $363.20. The stock has a market cap of $155.84 billion, a PE ratio of 58.36, a price-to-earnings-growth ratio of 1.47 and a beta of 1.00. The company has a current ratio of 1.76, a quick ratio of 1.35 and a debt-to-equity ratio of 0.21.

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

Analog Devices Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd will be issued a $1.10 dividend. The ex-dividend date of this dividend is Tuesday, March 3rd. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.4%. This is a boost from Analog Devices’s previous quarterly dividend of $0.99. Analog Devices’s dividend payout ratio (DPR) is 80.44%.

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.