Advanced Robotics And Edge AI Will Shape Future Markets

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

18 Jul 24

Updated

27 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

19.4%

7D

11.3%

Loading

1Y

19.4%

7D

11.3%

You can edit this narrative until Nov 28 6:10 AM. Then, changes will post as Updates.

Author's Valuation

US$280.314.9% undervalued

AnalystConsensusTarget Fair Value

Shared on 27 Nov 25

Fair value Increased 4.80%

ADI: Future Revenue Outlook Will Balance AI Momentum And Cyclical Risks

Analog Devices' fair value estimate has increased from $267.47 to $280.31 per share. Analysts cite secular tailwinds, stronger automotive and AI demand, and improved future revenue forecasts following positive earnings and guidance updates.

Shared on 23 Aug 25

Fair value Increased 5.24%

Analog Devices' consensus price target has been raised to $267.47, reflecting analyst confidence in stronger-than-expected earnings and guidance—particularly driven by industrial strength, above-trend growth expectations, and superior operational execution—despite some valuation caution. Analyst Commentary Stronger-than-expected quarterly results and guidance, with particular outperformance in the industrial segment and above-industry growth projections.

Shared on 07 May 25

Fair value Increased 3.69%

Shared on 30 Apr 25

Fair value Increased 0.36%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 2.91%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Decreased 2.83%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 0.62%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 0.20%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 3.93%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 7.78%

AnalystConsensusTarget Fair Value

US$280.31

4.9% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

10.06%

Semiconductors revenue growth rate

0.92%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

10.68%

Calculation

US$5.15b

Earnings '28

x

34.71x

PE Ratio '28

=

US$178.85b

Market Cap '28

US$178.85b

Market Cap '28

/

470.25m

No. shares '28

=

US$380.33

Share Price '28

US$380.33 Share Price '28

Discounted to 2025 @ 10.73% p.a.

=

US$280.16

Fair Value '25