Analog Devices (NASDAQ:ADI) Issues Q3 2025 Earnings Guidance

Analog Devices (NASDAQ:ADI - Get Free Report) updated its third quarter 2025 earnings guidance on Thursday. The company provided earnings per share guidance of 1.820-2.020 for the period, compared to the consensus earnings per share estimate of 1.820. The company issued revenue guidance of $2.7 billion-$2.9 billion, compared to the consensus revenue estimate of $2.6 billion.

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on ADI. JPMorgan Chase & Co. upped their target price on Analog Devices from $280.00 to $300.00 and gave the company an "overweight" rating in a research report on Thursday, February 20th. Cantor Fitzgerald boosted their target price on Analog Devices from $230.00 to $250.00 and gave the stock a "neutral" rating in a report on Monday, May 19th. Williams Trading set a $260.00 target price on Analog Devices in a research report on Friday. Piper Sandler lowered their target price on shares of Analog Devices from $240.00 to $215.00 and set a "neutral" rating for the company in a research note on Friday. Finally, Stifel Nicolaus upped their price objective on shares of Analog Devices from $225.00 to $248.00 and gave the company a "buy" rating in a research note on Tuesday, May 20th. One equities research analyst has rated the stock with a sell rating, five have given a hold rating and sixteen have given a buy rating to the company. Based on data from MarketBeat, Analog Devices has a consensus rating of "Moderate Buy" and an average target price of $248.63.

Analog Devices Price Performance

Shares of ADI stock traded up $6.30 during trading hours on Tuesday, hitting $216.77. The company's stock had a trading volume of 1,422,287 shares, compared to its average volume of 3,509,128. The business has a fifty day moving average of $197.67 and a 200-day moving average of $210.03. The stock has a market cap of $107.51 billion, a price-to-earnings ratio of 69.04, a P/E/G ratio of 2.85 and a beta of 0.98. Analog Devices has a twelve month low of $158.65 and a twelve month high of $247.10. The company has a current ratio of 1.93, a quick ratio of 1.43 and a debt-to-equity ratio of 0.19.

Analog Devices (NASDAQ:ADI - Get Free Report) last announced its earnings results on Thursday, May 22nd. The semiconductor company reported $1.85 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.70 by $0.15. The firm had revenue of $2.64 billion for the quarter, compared to analyst estimates of $2.50 billion. Analog Devices had a net margin of 16.75% and a return on equity of 8.91%. Analog Devices's revenue was up 22.3% compared to the same quarter last year. During the same quarter last year, the business earned $1.40 earnings per share. As a group, equities research analysts anticipate that Analog Devices will post 7.14 EPS for the current year.

Analog Devices Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, June 18th. Stockholders of record on Wednesday, June 4th will be paid a $0.99 dividend. This represents a $3.96 dividend on an annualized basis and a dividend yield of 1.83%. The ex-dividend date of this dividend is Wednesday, June 4th. Analog Devices's dividend payout ratio is presently 107.90%.

Analog Devices declared that its Board of Directors has approved a share buyback plan on Tuesday, February 18th that allows the company to repurchase $10.00 billion in outstanding shares. This repurchase authorization allows the semiconductor company to reacquire up to 9.2% of its shares through open market purchases. Shares repurchase plans are often an indication that the company's management believes its stock is undervalued.

Insider Activity at Analog Devices

In other news, Director Ray Stata sold 3,125 shares of Analog Devices stock in a transaction that occurred on Tuesday, April 15th. The shares were sold at an average price of $180.21, for a total value of $563,156.25. Following the transaction, the director now directly owns 186,321 shares of the company's stock, valued at $33,576,907.41. This trade represents a 1.65% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Vivek Jain sold 12,684 shares of Analog Devices stock in a transaction that occurred on Monday, March 24th. The stock was sold at an average price of $210.00, for a total transaction of $2,663,640.00. Following the completion of the transaction, the executive vice president now directly owns 43,175 shares in the company, valued at approximately $9,066,750. This trade represents a 22.71% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders sold 42,934 shares of company stock valued at $8,735,156. Corporate insiders own 0.33% of the company's stock.

Institutional Inflows and Outflows

An institutional investor recently raised its position in Analog Devices stock. Brighton Jones LLC raised its holdings in Analog Devices, Inc. (NASDAQ:ADI - Free Report) by 39.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,867 shares of the semiconductor company's stock after acquiring an additional 529 shares during the quarter. Brighton Jones LLC's holdings in Analog Devices were worth $397,000 at the end of the most recent quarter. Hedge funds and other institutional investors own 86.81% of the company's stock.

Analog Devices Company Profile

Analog Devices, Inc designs, manufactures, tests, and markets integrated circuits (ICs), software, and subsystems products in the United States, rest of North and South America, Europe, Japan, China, and rest of Asia. The company provides data converter products, which translate real-world analog signals into digital data, as well as translates digital data into analog signals; power management and reference products for power conversion, driver monitoring, sequencing, and energy management applications in the automotive, communications, industrial, and consumer markets; and power ICs that include performance, integration, and software design simulation tools for accurate power supply designs.