Analog Devices, Inc. (NASDAQ:ADI) Receives Average Recommendation of “Moderate Buy” from Analysts

Analog Devices, Inc. (NASDAQ:ADI) has earned a consensus recommendation of “Moderate Buy” from the thirty ratings firms that are currently covering the company, Marketbeat Ratings reports. Five analysts have rated the stock with a hold recommendation, twenty-two have given a buy recommendation and three have given a strong buy recommendation to the company. The average 12-month price objective among analysts that have issued ratings on the stock in the last year is $329.0417.

Several research analysts recently issued reports on the company. Barclays raised Analog Devices from an “equal weight” rating to an “overweight” rating and raised their target price for the stock from $315.00 to $375.00 in a research report on Thursday, February 12th. Oppenheimer restated an “outperform” rating and set a $400.00 price objective on shares of Analog Devices in a research report on Thursday. Morgan Stanley reiterated an “overweight” rating and issued a $314.00 target price on shares of Analog Devices in a report on Friday, January 16th. Cantor Fitzgerald increased their target price on shares of Analog Devices from $350.00 to $400.00 and gave the company an “overweight” rating in a research report on Tuesday. Finally, Zacks Research upgraded shares of Analog Devices from a “hold” rating to a “strong-buy” rating in a research report on Thursday, January 1st.

Insider Activity

In related news, CEO Vincent Roche sold 10,000 shares of the company’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $306.92, for a total transaction of $3,069,200.00. Following the sale, the chief executive officer owned 155,688 shares in the company, valued at $47,783,760.96. This represents a 6.04% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Katsufumi Nakamura sold 500 shares of the firm’s stock in a transaction that occurred on Friday, January 9th. The stock was sold at an average price of $301.46, for a total value of $150,730.00. Following the sale, the senior vice president directly owned 12,710 shares of the company’s stock, valued at $3,831,556.60. This represents a 3.79% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 53,544 shares of company stock worth $15,320,417. 0.36% of the stock is owned by insiders.

Institutional Investors Weigh In On Analog Devices

A number of large investors have recently bought and sold shares of ADI. Howard Hughes Medical Institute acquired a new position in Analog Devices during the 2nd quarter worth approximately $25,000. Hilton Head Capital Partners LLC bought a new stake in shares of Analog Devices during the fourth quarter valued at approximately $26,000. Gordian Capital Singapore Pte Ltd acquired a new position in shares of Analog Devices during the fourth quarter worth approximately $27,000. Clayton Financial Group LLC bought a new position in shares of Analog Devices in the 3rd quarter worth $31,000. Finally, Y.D. More Investments Ltd acquired a new stake in Analog Devices in the 3rd quarter valued at $32,000. 86.81% of the stock is currently owned by institutional investors and hedge funds.

Analog Devices Stock Up 2.6%

NASDAQ:ADI opened at $346.37 on Thursday. Analog Devices has a one year low of $158.65 and a one year high of $355.36. The company has a debt-to-equity ratio of 0.24, a current ratio of 2.19 and a quick ratio of 1.68. The company has a market cap of $169.25 billion, a PE ratio of 75.96, a P/E/G ratio of 1.93 and a beta of 1.03. The firm’s 50 day simple moving average is $299.67 and its 200 day simple moving average is $263.17.

Analog Devices (NASDAQ:ADI) last announced 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. The firm had revenue of $3.16 billion during the quarter, compared to analysts’ expectations of $3.10 billion. Analog Devices had a net margin of 20.58% and a return on equity of 11.23%. The company’s revenue was up 30.4% on a year-over-year basis. During the same period in the prior year, the company posted $1.63 EPS. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. On average, research analysts anticipate that Analog Devices will post 7.14 earnings per share for the current year.

Analog Devices Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd will be issued a $1.10 dividend. The ex-dividend date is Tuesday, March 3rd. This is a positive change from Analog Devices’s previous quarterly dividend of $0.99. This represents a $4.40 annualized dividend and a yield of 1.3%. Analog Devices’s dividend payout ratio (DPR) is presently 86.84%.

More Analog Devices News

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

• Positive Sentiment: Q1 results beat and Q2 guidance materially above consensus — ADI reported adjusted EPS of $2.46 and revenue of $3.16B (both ahead of estimates). Management guided FQ2 EPS to $2.73–3.03 (vs. consensus ~2.36) and revenue to $3.4–3.6B (vs. consensus ~3.1B), which drove the bullish market reaction. Analog Devices sees strong second-quarter as AI boom fuels chip sales
• Positive Sentiment: 11% dividend increase and continued capital returns — the board raised the quarterly dividend to $1.10 (22nd consecutive annual increase) and the company returned ~$1B in buybacks/dividends in the quarter, underscoring strong free cash flow and shareholder-friendly policy. Analog Devices Raises Quarterly Dividend by 11%
• Positive Sentiment: Analyst upgrades and higher price targets — several firms raised targets (Cantor Fitzgerald to $400, Stifel to $360, others), reflecting the stronger guide and AI/data-center exposure; analyst tone is broadly constructive. Can Analog Devices Really Hit $400 This Year?
• Positive Sentiment: Bookings and AI/data-center strength — management highlighted broad bookings strength (industrial and record data center orders), improved margins and robust operating/free cash flow, supporting sustainability of growth and buybacks. Analog Devices Reports Fiscal First Quarter 2026 Financial Results
• Neutral Sentiment: Short-interest data is noisy/odd — reports show a reported short interest anomaly (zero shares / NaN changes), which appears to be a data artifact and is not a meaningful market driver today.
• Negative Sentiment: Insider selling and institutional repositioning noted — reports highlight significant insider sales activity and mixed institutional flows (some large sells from a few institutions), which could be a cautionary signal for longer-term holder behavior. Analog Devices jumps as earnings beat and upbeat outlook signal strengthening demand

About Analog Devices

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.