Analog Devices, Inc. (NASDAQ:ADI) Receives Consensus Recommendation of "Moderate Buy" from Analysts

Key Points

• Thirty-one analysts give ADI a consensus "Moderate Buy" (24 buys, 3 strong buys, 4 holds) with an average one‑year price target of about $370.69.
• Analog Devices beat Q1 estimates with EPS of $2.46 vs. $2.31 and revenue of $3.16B (up 30.4% YoY), and set Q2 guidance of $2.730–3.030 EPS.
• Insiders have sold 27,324 shares worth roughly $8.76M in the last 90 days — including CEO Vincent Roche (10,000 shares) and director Ray Stata — while insiders own 0.36% of the company.

Analog Devices, Inc. (NASDAQ:ADI - Get Free Report) has received a consensus rating of "Moderate Buy" from the thirty-one research firms that are presently covering the stock, Marketbeat reports. Four equities research analysts have rated the stock with a hold recommendation, twenty-four have given a buy recommendation and three have issued a strong buy recommendation on the company. The average 1 year price objective among analysts that have updated their coverage on the stock in the last year is $370.6923.

A number of research firms have issued reports on ADI. Wall Street Zen upgraded Analog Devices from a "hold" rating to a "buy" rating in a research note on Saturday, January 17th. Morgan Stanley reiterated an "overweight" rating and set a $373.00 price target on shares of Analog Devices in a research note on Thursday, February 19th. The Goldman Sachs Group lifted their price target on Analog Devices from $300.00 to $370.00 and gave the company a "buy" rating in a research note on Wednesday, February 18th. Benchmark lifted their price target on Analog Devices from $285.00 to $400.00 and gave the company a "buy" rating in a research note on Thursday, February 19th. Finally, Barclays lifted their price target on Analog Devices from $375.00 to $430.00 and gave the company an "overweight" rating in a research note on Thursday, February 19th.

Insider Transactions at Analog Devices

In other news, CEO Vincent Roche sold 10,000 shares of the business'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 $47,783,760.96. The trade was a 6.04% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Ray Stata sold 3,125 shares of the business's stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $317.30, for a total value of $991,562.50. Following the completion of the transaction, the director owned 123,821 shares in the company, valued at $39,288,403.30. The trade was a 2.46% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 27,324 shares of company stock worth $8,758,085 in the last 90 days. Insiders own 0.36% of the company's stock.

Hedge Funds Weigh In On Analog Devices

A number of hedge funds and other institutional investors have recently modified their holdings of the business. HB Wealth Management LLC boosted its stake in shares of Analog Devices by 15.5% in the 1st quarter. HB Wealth Management LLC now owns 18,479 shares of the semiconductor company's stock worth $5,879,000 after buying an additional 2,474 shares during the last quarter. Moran Wealth Management LLC purchased a new position in Analog Devices in the first quarter valued at approximately $534,000. PFG Investments LLC lifted its stake in Analog Devices by 3.5% in the first quarter. PFG Investments LLC now owns 2,021 shares of the semiconductor company's stock valued at $643,000 after purchasing an additional 69 shares during the last quarter. Turtle Creek Wealth Advisors LLC lifted its stake in Analog Devices by 36.3% in the first quarter. Turtle Creek Wealth Advisors LLC now owns 2,575 shares of the semiconductor company's stock valued at $819,000 after purchasing an additional 686 shares during the last quarter. Finally, New York State Teachers Retirement System lifted its stake in Analog Devices by 0.5% in the first quarter. New York State Teachers Retirement System now owns 369,164 shares of the semiconductor company's stock valued at $117,446,000 after purchasing an additional 1,820 shares during the last quarter. Hedge funds and other institutional investors own 86.81% of the company's stock.

Analog Devices Price Performance

ADI stock opened at $392.59 on Tuesday. The company has a market capitalization of $191.66 billion, a P/E ratio of 71.77, a price-to-earnings-growth ratio of 1.60 and a beta of 1.05. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.35 and a current ratio of 1.76. Analog Devices has a 52-week low of $186.73 and a 52-week high of $408.37. The business has a 50-day simple moving average of $338.64 and a two-hundred day simple moving average of $295.94.

Analog Devices (NASDAQ:ADI - Get Free Report) last released its quarterly 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. The business had revenue of $3.16 billion during the quarter, compared to the consensus estimate of $3.10 billion. Analog Devices had a return on equity of 12.49% and a net margin of 23.02%.The company's quarterly revenue was up 30.4% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.63 EPS. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. Research analysts expect that Analog Devices will post 11.38 EPS for the current fiscal year.

Analog Devices Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd were paid a $1.10 dividend. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date was Tuesday, March 3rd. This is a boost from Analog Devices's previous quarterly dividend of $0.99. Analog Devices's dividend payout ratio (DPR) is presently 80.44%.

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.

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