Analog Devices, Inc.

(NASDAQ Global Select)

Top News rankings and signal summaries are processed using AI and may contain errors.

1
Very Bullish +85

Analog Devices stock trades at EUR 350.40, minus 0.42 percent versus EUR 351.88

Analog Devices reported a robust fiscal third quarter in 2026, delivering record revenue of USD 4.02 billion, which represents a 40% year-over-year increase and an 11% sequential gain. The company's financial performance was driven by strong demand across industrial and communications segments, with data center...

Bullish Signals

  • Q3 revenue hit $4.02B, up 40% year over year.
2
Very Bullish +85

Analog Devices stock gains 2.00 percent at EUR 352.35

Analog Devices Inc. reported record fiscal third-quarter revenue of USD 4.02 billion, representing a significant 40% year-over-year increase ending August 1, 2026. The company delivered robust financial performance with GAAP diluted EPS reaching USD 2.74 and an operating margin of 40.10%. Adjusted figures further highlighted...

Bullish Signals

  • Revenue hit record USD 4.02B, up 40% YoY.
3
Very Bullish +85

2 stocks to reach $200 billion market cap by 2027 - Finbold

Analog Devices (ADI) is highlighted as a semiconductor firm well-positioned to reach a $200 billion market capitalization by 2027, currently trading at approximately $182.06 billion. The company has demonstrated robust financial performance in its latest fiscal third quarter, reporting record revenue of $4.02 billion driven...

Bullish Signals

  • Q3 revenue hit record $4.02B driven by data center demand.
4
Very Bullish +85

Analog Devices to Acquire Alif Semiconductor, Adding an AI-Native ...

Analog Devices, Inc. (NASDAQ: ADI) announced a definitive agreement to acquire Alif Semiconductor in an all-cash transaction valued at $1.35 billion, with the potential for up to $200 million in contingent consideration. The deal is expected to close before the end of calendar year 2026,...

Bullish Signals

  • Acquiring Alif for $1.35B to accelerate Physical Intelligence strategy.
  • Combines analog leadership with AI-native microcontrollers from Alif.
  • Enables scalable platform integrating digital capabilities with analog portfolio.
  • Expands market in industrial, data center, defense, and robotics.

Bearish Signals

  • Deal faces HSR Act waiting periods.
  • Closing depends on customary regulatory conditions.
5
Bullish +65

Analog Devices (NASDAQ:ADI) Stock: Insider Vincent Roche Sells 10,000 ...

Analog Devices, Inc. (NASDAQ: ADI) CEO Vincent Roche executed a pre-arranged Rule 10b5-1 trading plan to sell 10,000 shares of the company's stock on November 2nd. The transaction averaged $425.46 per share, totaling approximately $4.25 million. Following this sale, Roche retains direct ownership of 125,670...

Bullish Signals

  • EPS beat estimates at $3.45 vs $3.34 consensus.
  • Revenue surged 39.2% to $4.02 billion in Q3.
  • Net margin reached 29.79% with 16.39% ROE.
  • JPMorgan raised target to $500 on 'overweight' rating.
  • Seaport upgraded to 'buy' with $425 price target.

Bearish Signals

  • CEO Roche sold 10,000 shares for $4.25M via Rule 10b5-1 plan.
6
Bullish +75

KeyCorp lifts Analog Devices forecast for Analog Devices stock

Analyst firm KeyCorp has raised its full-year 2026 earnings-per-share (EPS) forecast for Analog Devices from USD 12.62 to USD 13.06, citing a continuation of substantial recent growth. This revision positions the company's expected performance above the broader market consensus of USD 12.99, validating the semiconductor...

Bullish Signals

  • Revenue beat consensus at USD 4.02 billion vs USD 3.92 billion forecast.
7
Bullish +75

KeyBanc keeps USD 525 target for Analog Devices stock

KeyBanc Capital Markets maintained a Buy rating and a USD 525 price target for Analog Devices Inc. (ADI) on October 15, 2026. The analyst cited strong third-quarter financial performance as the primary driver for the continued bullish stance, noting that the company significantly exceeded revenue...

Bullish Signals

  • KeyBanc maintained Buy rating with USD 525 price target.
8
Bullish +72

Analog Devices stock trades 7.1 percent below its 52-week high

Analog Devices Inc. reported robust fiscal third-quarter results, generating USD 4.02 billion in revenue, a significant 40 percent year-over-year increase. The company delivered GAAP diluted earnings per share of USD 2.74, representing a 163 percent surge compared to the prior year, while adjusted operating margins...

Bullish Signals

  • Q3 revenue hit $4.02B, up 40% year-over-year.
  • GAAP EPS surged to $2.74, a 163% jump.
  • Adjusted operating margins expanded to 50.0%.
  • Beat consensus estimates for revenue and adjusted EPS.
  • Q4 guidance set between $4.2B and $4.4B.
9
Bullish +75

Analog Devices stock trades 14.20 percent below its 52-week high

Analog Devices Inc. reported robust fiscal third-quarter performance, with revenue surging 40 percent year over year to reach $4.02 billion for the three months ended August 1, 2026. This significant growth was accompanied by a substantial increase in profitability, as gross margins expanded to 67.3...

Bullish Signals

  • Revenue surged 40% YoY to $4.02B in Q3 2026.

Bearish Signals

  • Stock trades 14.20% below 52-week high of $445.91.
  • Trading volume on Sept 24, 2026, was significantly lower.
10
Bullish +65

Richard Puccio, Jr. Sells 1,500 Shares of Analog Devices (NASDAQ:ADI) Stock

Analog Devices, Inc. (ADI) CFO Richard Puccio, Jr. sold 1,500 shares of the company's stock on September 22nd for a total transaction value of $573,285. The sale was executed under a pre-arranged Rule 10b5-1 trading plan, representing a 2.85% decrease in his personal position. Following...

Bullish Signals

  • Revenue hit $4.02B, up 39.2% YoY.
  • EPS reached $3.45, beating estimates.
  • Bernstein upgraded to 'outperform' with $465 target.
  • Stifel raised target to $498 on 'buy'.
  • Institutional ownership stands at 86.81%.

Bearish Signals

  • CFO sold $573k shares, reducing personal stake by 2.85%.
  • Stock trades at high PE of 45.70 vs historical averages.
11
Bullish +72

Analog Devices stock gains after earnings beat and $3 billion notes offering

Analog Devices Inc. (ADI) shares closed at $375.72 on September 18, 2026, following a strong fiscal Q3 2026 earnings beat and the successful completion of a $3 billion senior notes offering. The company reported non-GAAP earnings per share of $3.45, surpassing the consensus estimate of...

Bullish Signals

  • EPS beat estimates at $3.45 vs $3.34 consensus.
12
Bullish +75

Analog Devices koopt Alif Semiconductor voor 1.350 miljoen om AI aan de ...

Analog Devices (ADI) heeft overeenstemming bereikt over de overname van Alif Semiconductor voor een initiΓ«le prijs van 1,35 miljard dollar in contanten, met een mogelijke extra vergoeding van tot wel 200 miljoen dollar afhankelijk van bepaalde voorwaarden. De transactie, die is goedgekeurd door de raden...

Bullish Signals

  • Agrees to acquire Alif Semiconductor for $1.35 billion in cash.
13
Bullish +72

Analog Devices Wants Robots to Think Without Nvidia | Is ADI the Next Big AI Stock?

Analog Devices (ADI) announced the acquisition of Alif Semiconductor for up to $200 million in cash and performance-based payments, aiming to integrate on-device AI inference capabilities into its existing sensor stack. This strategic move targets billions of low-power embedded devices, including robots, medical devices, and...

Bullish Signals

  • Communications revenue surged 84% year over year in July quarter.

Bearish Signals

  • Alif acquisition impact delayed 2-4 years due to qualification cycles.
  • Integration risks elevated with $1.5B Empower deal absorption.
  • Faces stiff competition in edge AI MCU market from rivals.
14
Bullish +72

Raiffeisen Bank International AG Boosts Stock Position in Analog Devices, Inc. $ADI - MarketBeat

Analog Devices, Inc. (ADI) reported strong quarterly financial results that significantly exceeded Wall Street expectations. The company posted earnings per share of $3.45, beating the consensus estimate of $3.34, and generated revenue of $4.02 billion, representing a 39.2% year-over-year increase. These robust performance metrics highlight...

Bullish Signals

  • Analog Devices exceeded quarterly expectations with EPS of $3.45 versus the consensus estimate of $3.34, demonstrating strong operational execution.
  • Revenue reached $4.02 billion, a 39.2% year-over-year increase that significantly surpassed analyst estimates of $3.92 billion.
  • Raiffeisen Bank International AG increased its stake by 25.8% in Q2, adding 3,093 shares to its position valued at approximately $5.9 million.
  • Major institutional investors including BlackRock, State Street, Morgan Stanley, and Bank of America all added to their ADI holdings during the second quarter.
  • The company declared a quarterly dividend of $1.10 per share, providing shareholders with an annualized yield of 1.2%.
  • Analyst consensus price target is $454.63, with recent upgrades from Morgan Stanley to $458 and Evercore to $474 reflecting strong buy sentiment.
  • The company achieved a net margin of 29.79% and a return on equity of 16.39%, highlighting robust profitability and capital efficiency.
  • Institutional ownership remains high at 86.81%, indicating sustained confidence from major asset managers in the company's strategic direction.

Bearish Signals

  • CFO Richard Puccio Jr. sold 2,683 shares worth $1 million under a pre-arranged Rule 10b5-1 trading plan, reducing his personal stake by 4.72%.
  • Director Karen Golz sold 1,000 shares worth $374,500 in a pre-arranged transaction, further contributing to the recent insider selling activity.
  • Total insider sales over the last three months reached 41,363 shares valued at $15.5 million, though this represents only 0.36% of total outstanding shares.
15
Bullish +75

Ardmore Road Asset Management LP Buys New Holdings in Analog Devices ...

Ardmore Road Asset Management LP acquired a new position in Analog Devices, Inc. (ADI) during the first quarter, purchasing 52,000 shares valued at approximately $16.5 million. This move joins several other institutional investors who increased their stakes in the semiconductor firm during the fourth quarter,...

Bullish Signals

  • Ardmore Road added $16.5M position.
  • ING increased stake by 45.1%.
  • Beat earnings by $0.20/share.
  • Revenue grew 37.2% year-over-year.
  • 26 of 29 analysts rate Buy.

Bearish Signals

  • CEO sold 10,000 shares ($3.9M), dropping ownership by 6.78%.
  • Director sold 1,416 shares ($533K), reducing holdings by 1.19%.
  • Insiders sold 103,858 shares ($42M) in 90 days via plans.
16
Bullish +65

Analog Devices, Inc. $ADI Shares Sold by Dimensional Fund Advisors LP

Analog Devices, Inc. (ADI) saw mixed institutional activity in the first quarter of 2026, with Dimensional Fund Advisors LP trimming its stake by 1.6% to hold approximately $740.9 million worth of shares. Conversely, major investors including Vanguard Group, State Street Corp, Morgan Stanley, Bank of...

Bullish Signals

  • Revenue surged 37.2% to $3.62 billion.
  • Earnings per share beat estimates by $0.20.
  • Net margin expanded to 26.01% and ROE reached 14.37%.
  • Institutional investors increased holdings significantly.
  • Analyst target price is $441.00 with targets up to $515.
  • Stock trades above 200-day moving average of $357.54.
  • Debt-to-equity ratio is low at 0.21.

Bearish Signals

  • CEO sold 17.91% of shares; SVP sold 23.80%.
  • Insiders sold $42M in stock over last three months.
17
Bullish +65

KeyCorp Comments on Analog Devices' Q3 Earnings (NASDAQ:ADI)

Equities researchers at KeyCorp have raised their Q3 2026 earnings per share (EPS) estimate for Analog Devices, Inc. (NASDAQ:ADI) to $3.41, up from a previous forecast of $3.02. The analyst maintains an 'Overweight' rating with a price objective of $525.00. This update comes alongside a...

Bullish Signals

  • EPS estimate raised to $3.41 for Q3 2026.
  • Q2 EPS beat at $3.09 versus $2.89 forecast.
  • Revenue surged 37.2% year-over-year to $3.62 billion.
  • Net margin stands healthy at 26.01%.
  • Institutional investors increased stakes significantly.
  • Analysts upgraded ratings to 'Buy' across multiple firms.
  • Price target raised to $440 with 'Buy' rating.
  • Low debt-to-equity ratio of 0.21 indicates strength.

Bearish Signals

  • CEO sold $12.45M shares, reducing personal stake significantly.
  • Director sold $389,830 stock, dropping position over 8%.
  • Insider selling exceeded $42M in last 90 days.
  • High P/E ratio of 55.77 limits upside potential.
18
Bullish +65

Aspire Private Capital LLC Trims Stake in Analog Devices, Inc. $ADI

Institutional ownership of Analog Devices, Inc. (ADI) saw mixed activity in the first quarter, led by Aspire Private Capital LLC reducing its stake by 24.8% to 4,643 shares. Conversely, several other funds including Banque Transatlantique SA and Albion Financial Group UT initiated or increased positions,...

Bullish Signals

  • Q1 EPS beat consensus by $0.20 at $3.09.
  • Revenue surged 37.2% YoY to $3.62 billion.
  • Net margin reached 26.01% with ROE of 14.37%.
  • Analyst price target stands at $434.43, up to $474.
  • Majority buy ratings and 1.1% annualized dividend yield.

Bearish Signals

  • Aspire Private Capital reduced stake by 24.8% in Q1.
  • CEO Roche sold 30,000 shares for $12.45 million.
19
Very Bullish +85

ADI Achieves Record Demand and Revenue as It Explores New Growth Horizons

Analog Devices Inc. (ADI) reported record demand and revenue for its second quarter of fiscal year 2026, finishing above the high end of its guidance with new highs in both revenue and earnings per share. CEO Vincent Roche attributed this performance to a dynamic hybrid...

Bullish Signals

  • ADI fiscal 2026 revenue and EPS hit record highs above guidance.
  • Hybrid manufacturing model captures upside amidst macroeconomic challenges.
  • R&D investments strengthen foundation in analog, digital, and AI segments.
  • Data center and ATE businesses grow steeply into 2027.
  • Aerospace and defense reached new revenue high with 15-20 year cycles.
  • Automation business grew over 40% driven by onshoring trends.
  • Sensing solutions unlock opportunities in fabs, biopharma, and data centers.

Bearish Signals

  • Geopolitical tensions and macro challenges persist despite record demand.
  • Exceeded FY26 guidance hints at unsustainable growth risks.
  • Industrial sectors remain below cycle highs with lean inventories.
  • Heavy AI reliance exposes company to bubble or slowdown risks.
  • CEO's 2027 growth confidence may be overly optimistic.
20
Bullish +72

Rick Larsen bought Analog Devices stock in IRA trade

Analog Devices Inc. (ADI) reported strong third-quarter financial results, exceeding analyst expectations with revenue of USD 4.02 billion and earnings per share of USD 3.45. The company's revenue grew significantly by 39.20% year-over-year, surpassing the consensus estimate of USD 3.92 billion. Additionally, ADI provided forward...

Bullish Signals

  • Revenue hit $4.02B, beating estimates by $0.10B.