Analog Devices (ADI) News Today

Analog Devices, Inc. (NASDAQ:ADI) shares climbed as investors reacted to a slew of positive earnings results, upbeat guidance, dividend news and bullish analyst moves. Below is a breakdown of today’s key drivers impacting the stock.

• Positive Sentiment: Reported Q3 adjusted EPS of $2.05, beating the $1.93 consensus by $0.12, with revenue of $2.88 billion up 24.6% year-over-year. Earnings Beat Details
• Positive Sentiment: Raised Q4 2025 EPS guidance to $2.120–$2.320 (vs. $2.029 consensus) and revenue outlook of $2.9–$3.1 billion (vs. $2.8 billion consensus). Guidance Update
• Positive Sentiment: Shares gapped up following the earnings beat, reflecting strong investor demand. Gap Up Alert
• Positive Sentiment: Declared a quarterly dividend of $0.99 per share (1.7% yield), reinforcing its capital return policy. Dividend Announcement
• Positive Sentiment: Analysts at Morgan Stanley, JPMorgan, Evercore ISI, KeyCorp and Benchmark raised price targets—some as high as $310—on the back of strong fundamentals. Price Target Raises
• Positive Sentiment: Unusually high options volume suggests elevated trading interest and bullish positioning. Options Volume Alert
• Neutral Sentiment: Some analysts (Wells Fargo, Truist, Piper Sandler, Barclays) maintained or raised targets that still imply modest downside, reflecting mixed near-term views. Analyst Ratings Roundup
• Neutral Sentiment: Q3 2025 earnings call transcript highlighted strong revenue growth amid supply-chain challenges. Earnings Call Transcript
• Neutral Sentiment: MarketBeat analysis points to a long-term AI-driven semiconductor supercycle as a growth driver, underpinning structural demand for ADI’s analog-to-digital technology. Supercycle Analysis