Update shared on23 Aug 2025
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.
- Bullish analysts see improving near-term trends in both industrial and automotive end markets, asserting that Analog Devices is well-positioned as the cycle recovers.
- Continued above-seasonal demand visibility into fiscal 2026, reinforcing confidence in ongoing above-trend revenue growth.
- Structural advantages highlighted by significant industrial exposure, asset quality, and supply chain management, making the company a favored pick versus peers and attractive in uncertain macro environments.
- Some caution remains regarding full valuation and skepticism over the durability of industrial demand, but most recent updates focus on sustained operational momentum and trendline shipment recovery over the next 12–18 months.
What's in the News
- Repurchased 4,643,772 shares for $1,057.14 million, bringing total buybacks to 127,784,791 shares (34.28%) for $13,254.67 million under the June 2007 program.
- Issued Q4 FY25 guidance: revenue of $3.0 billion (+/- $100 million) and reported EPS of $1.53 (+/- $0.10).
Valuation Changes
Summary of Valuation Changes for Analog Devices
- The Consensus Analyst Price Target has risen from $254.16 to $267.47.
- The Future P/E for Analog Devices has significantly fallen from 39.42x to 34.76x.
- The Net Profit Margin for Analog Devices has significantly risen from 31.20% to 34.59%.
Disclaimer
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