Analysts Set Expectations for Analog Devices FY2025 Earnings

Key Points

• Cantor Fitzgerald has raised its FY2025 EPS estimate for Analog Devices to $7.75 from $7.34, maintaining an "Overweight" rating and a $270 price target.
• Analog Devices reported quarterly earnings of $2.05 per share, surpassing the consensus estimate of $1.95, with revenue increasing by 24.6% year-over-year to $2.88 billion.
• The company announced a quarterly dividend of $0.99 per share, reflecting a 1.6% yield and a payout ratio of 101.02%.

Analog Devices, Inc. (NASDAQ:ADI - Free Report) - Investment analysts at Cantor Fitzgerald raised their FY2025 earnings per share estimates for shares of Analog Devices in a research note issued on Friday, August 22nd. Cantor Fitzgerald analyst M. Prisco now expects that the semiconductor company will earn $7.75 per share for the year, up from their prior estimate of $7.34. Cantor Fitzgerald currently has a "Overweight" rating and a $270.00 target price on the stock. The consensus estimate for Analog Devices' current full-year earnings is $7.14 per share.

ADI has been the subject of a number of other research reports. Piper Sandler upped their price target on shares of Analog Devices from $215.00 to $245.00 and gave the stock a "neutral" rating in a report on Thursday, August 21st. Barclays upped their price target on shares of Analog Devices from $185.00 to $240.00 and gave the stock an "equal weight" rating in a report on Thursday, August 21st. Wall Street Zen raised shares of Analog Devices from a "hold" rating to a "buy" rating in a report on Saturday, May 24th. Keefe, Bruyette & Woods raised shares of Analog Devices to an "outperform" rating in a research note on Wednesday, June 18th. Finally, TD Cowen increased their price objective on shares of Analog Devices from $200.00 to $250.00 and gave the company a "buy" rating in a research note on Friday, May 23rd. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $273.53.

Analog Devices Price Performance

Shares of Analog Devices stock traded up $0.48 on Monday, reaching $255.98. 1,195,011 shares of the stock were exchanged, compared to its average volume of 3,969,702. The firm's 50 day moving average is $236.34 and its 200-day moving average is $218.33. Analog Devices has a one year low of $158.65 and a one year high of $258.13. The company has a debt-to-equity ratio of 0.24, a quick ratio of 1.79 and a current ratio of 2.32. The firm has a market cap of $125.93 billion, a PE ratio of 65.34, a P/E/G ratio of 2.17 and a beta of 1.05.

Analog Devices (NASDAQ:ADI - Get Free Report) last released its earnings results on Wednesday, August 20th. The semiconductor company reported $2.05 earnings per share for the quarter, beating analysts' consensus estimates of $1.95 by $0.10. The firm had revenue of $2.88 billion during the quarter, compared to the consensus estimate of $2.76 billion. Analog Devices had a return on equity of 10.32% and a net margin of 18.85%.The company's revenue was up 24.6% compared to the same quarter last year. During the same period in the prior year, the company posted $1.58 EPS. Analog Devices has set its Q4 2025 guidance at 2.120-2.320 EPS.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in the company. Thrivent Financial for Lutherans lifted its position in shares of Analog Devices by 132.8% during the second quarter. Thrivent Financial for Lutherans now owns 62,560 shares of the semiconductor company's stock valued at $14,887,000 after purchasing an additional 35,682 shares in the last quarter. MASTERINVEST Kapitalanlage GmbH bought a new stake in Analog Devices in the second quarter worth about $1,661,000. Stance Capital LLC purchased a new position in shares of Analog Devices in the second quarter worth about $1,361,000. B. Riley Wealth Advisors Inc. purchased a new position in shares of Analog Devices in the second quarter worth about $889,000. Finally, Advisory Services Network LLC increased its stake in shares of Analog Devices by 46.4% in the second quarter. Advisory Services Network LLC now owns 39,949 shares of the semiconductor company's stock worth $8,974,000 after purchasing an additional 12,659 shares in the last quarter. 86.81% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other Analog Devices news, Director Ray Stata sold 3,125 shares of the firm's stock in a transaction on Wednesday, July 16th. The shares were sold at an average price of $239.23, for a total value of $747,593.75. Following the completion of the sale, the director directly owned 167,571 shares in the company, valued at approximately $40,088,010.33. This trade represents a 1.83% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, SVP Katsufumi Nakamura sold 2,490 shares of the firm's stock in a transaction on Thursday, August 21st. The stock was sold at an average price of $248.03, for a total transaction of $617,594.70. Following the completion of the sale, the senior vice president owned 13,549 shares of the company's stock, valued at $3,360,558.47. The trade was a 15.52% decrease in their ownership of the stock. The disclosure for this sale can be found here. Company insiders own 0.33% of the company's stock.

Analog Devices Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 16th. Shareholders of record on Tuesday, September 2nd will be issued a $0.99 dividend. This represents a $3.96 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date is Tuesday, September 2nd. Analog Devices's dividend payout ratio (DPR) is presently 101.02%.

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.