Gunderson Capital Management Inc. Acquires Shares of 7,750 Analog Devices, Inc. $ADI

Gunderson Capital Management Inc. bought a new stake in shares of Analog Devices, Inc. (NASDAQ:ADI) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm bought 7,750 shares of the semiconductor company’s stock, valued at approximately $2,102,000.

A number of other hedge funds and other institutional investors have also modified their holdings of ADI. JFS Wealth Advisors LLC boosted its holdings in Analog Devices by 9.9% in the fourth quarter. JFS Wealth Advisors LLC now owns 390 shares of the semiconductor company’s stock valued at $106,000 after purchasing an additional 35 shares during the last quarter. Regent Peak Wealth Advisors LLC increased its holdings in Analog Devices by 3.7% during the 4th quarter. Regent Peak Wealth Advisors LLC now owns 1,088 shares of the semiconductor company’s stock worth $295,000 after purchasing an additional 39 shares during the last quarter. Fragasso Financial Advisors Inc raised its position in shares of Analog Devices by 2.9% in the 4th quarter. Fragasso Financial Advisors Inc now owns 1,372 shares of the semiconductor company’s stock valued at $372,000 after purchasing an additional 39 shares in the last quarter. Quent Capital LLC raised its position in shares of Analog Devices by 2.4% in the 3rd quarter. Quent Capital LLC now owns 1,810 shares of the semiconductor company’s stock valued at $445,000 after purchasing an additional 42 shares in the last quarter. Finally, Carson Advisory Inc. boosted its stake in shares of Analog Devices by 3.1% during the 3rd quarter. Carson Advisory Inc. now owns 1,441 shares of the semiconductor company’s stock valued at $354,000 after buying an additional 43 shares during the last quarter. 86.81% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of analysts have recently weighed in on ADI shares. Truist Financial raised their price target on shares of Analog Devices from $291.00 to $364.00 and gave the stock a “hold” rating in a research report on Thursday, February 19th. Weiss Ratings raised shares of Analog Devices from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, March 18th. Needham & Company LLC raised shares of Analog Devices from a “hold” rating to a “buy” rating and set a $400.00 price objective for the company in a report on Thursday, February 19th. Cantor Fitzgerald boosted their target price on shares of Analog Devices from $350.00 to $400.00 and gave the stock an “overweight” rating in a research report on Tuesday, February 17th. Finally, UBS Group upped their target price on shares of Analog Devices from $400.00 to $430.00 and gave the company a “buy” rating in a research note on Thursday, February 19th. Three analysts have rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Buy” and an average price target of $367.81.

Insider Buying and Selling

In related news, Director Ray Stata sold 3,125 shares of the stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $317.30, for a total transaction of $991,562.50. Following the sale, the director owned 123,821 shares in the company, valued at $39,288,403.30. This represents a 2.46% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CAO Michael Sondel sold 4,199 shares of the firm’s stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $361.02, for a total transaction of $1,515,922.98. Following the completion of the transaction, the chief accounting officer directly owned 14,740 shares in the company, valued at $5,321,434.80. This represents a 22.17% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 41,449 shares of company stock worth $12,336,069. Company insiders own 0.36% of the company’s stock.

Analog Devices Price Performance

Shares of ADI opened at $318.14 on Wednesday. Analog Devices, Inc. has a 52 week low of $158.65 and a 52 week high of $363.20. The company has a current ratio of 1.76, a quick ratio of 1.35 and a debt-to-equity ratio of 0.21. The firm has a market cap of $155.32 billion, a price-to-earnings ratio of 58.16, a PEG ratio of 1.39 and a beta of 1.00. The stock has a 50 day moving average of $324.45 and a 200-day moving average of $280.92.

Analog Devices (NASDAQ:ADI) last posted its quarterly earnings results on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.31 by $0.15. Analog Devices had a return on equity of 12.49% and a net margin of 23.02%.The business had revenue of $3.16 billion for the quarter, compared to analyst estimates of $3.10 billion. During the same period in the prior year, the company posted $1.63 EPS. The business’s revenue was up 30.4% compared to the same quarter last year. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. As a group, analysts forecast that Analog Devices, Inc. will post 7.14 EPS for the current year.

Analog Devices Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd were given a $1.10 dividend. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date was Tuesday, March 3rd. This is an increase from Analog Devices’s previous quarterly dividend of $0.99. Analog Devices’s payout ratio is 80.44%.

More Analog Devices News

Here are the key news stories impacting Analog Devices this week:

• Positive Sentiment: Arete Research upgraded ADI from “neutral” to “buy” and set a $389 price target, citing upside vs. the stock’s current level — a clear catalyst for positive sentiment among growth/value investors. Analog Devices upgraded at Aretes
• Positive Sentiment: Analysts remain bullish on top tech names and highlight ADI among favored semiconductor stories, supporting demand from fund managers and momentum traders. Analysts Are Bullish on Top Technology Stocks: Analog Devices (ADI), TSS (TSSI)
• Positive Sentiment: Fundamentals: Zacks notes ADI’s industrial segment grew ~38% and led revenues, driven by AI-related, automation and energy end-markets — evidence of durable growth that supports analyst upgrades and higher earnings expectations. Analog Devices’ Industrial Segment Picks Up Pace: What Lies Ahead?
• Positive Sentiment: Product/tech visibility: An ADI Fellow will present at ICDT 2026 on display-related semiconductors — a signal of continued R&D/product depth across consumer, automotive and industrial displays that can support medium-term revenue expansion. Analog Devices Fellow To Spotlight Display Technology Role At ICDT 2026
• Neutral Sentiment: Market attention: ADI is appearing on watchlists and “stocks to watch” roundups, which can increase intraday trading volume but don’t necessarily change fundamentals. 4 stocks to watch on Monday: ADI, KO, UPS, SYY
• Neutral Sentiment: Longer-term cash/quality discussions: coverage pieces highlighting cash generation keep ADI on the radar for income/quality-focused investors but are not immediate price drivers. 1 Cash-Producing Stock with Solid Fundamentals and 2 We Brush Off
• Negative Sentiment: Near-term pressure from “AI jitters”: trade write-ups note ADI (and peers) have recently pulled back amid short-term concerns about AI-related demand dynamics and positioning, which can amplify volatility even as fundamentals improve. Buy 2 AI Memory Giants at Lucrative Valuations Amid Solid Price Upside
• Negative Sentiment: Analyst/estimate noise: some headlines highlight recent slumps in ADI share price despite upgrades, underscoring that momentum and sentiment swings (rather than earnings misses) are currently the main sources of downside risk. Buy 2 AI Memory Giants at Lucrative Valuations Amid Solid Price Upside (Zacks)

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.