Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Your Valuation
Community
/
United States
/
Semiconductors
/
Analog Devices
Create a narrative
Analog Devices Community
NasdaqGS:ADI Community
3
Narratives
written by author
0
Comments
on narratives written by author
78
Fair Values set
on narratives written by author
Community Investing Ideas
Analog Devices
Popular
Undervalued
Overvalued
Analog Devices
AN
AnalystConsensusTarget
Consensus Narrative from 32 Analysts
Advanced Robotics And Edge AI Will Shape Future Markets
Key Takeaways Advanced automation, AI, and robotics adoption are expanding ADI's market opportunity, driving higher margins and revenue growth across industrial, automotive, and high-value technology sectors. Strategic investments in R&D, partnerships, and capacity, combined with electrification trends and green energy, position ADI for resilient earnings and broad-based financial strength.
View narrative
US$267.47
FV
4.4% undervalued
intrinsic discount
11.26%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
35
users have followed this narrative
Updated
narrative
Analog Devices
AN
AnalystLowTarget
Consensus Narrative from 32 Analysts
Geopolitical Tensions And Digital Shift Will Weaken Analog Demand
Key Takeaways Rising geopolitical tensions and OEMs moving to in-house chip development threaten Analog Devices' global demand, competition, and profit margins. Industry shifts toward digital and AI-centric systems, along with price pressures in key markets, undermine the growth and profitability of traditional analog products.
View narrative
US$186.59
FV
37.0% overvalued
intrinsic discount
10.21%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
6 days ago
author updated this narrative
Analog Devices
AN
AnalystHighTarget
Consensus Narrative from 32 Analysts
Automotive Electrification And IoT Will Boost Global Industrial Demand
Key Takeaways Expanding roles in automation, automotive, and IoT drive revenue acceleration, margin improvement, and outperformance through premium content, strategic wins, and customer reliance. Enhanced integration, pricing power, and manufacturing resiliency position the company for sustained top-line and operating margin gains despite ongoing industry supply chain changes.
View narrative
US$300.00
FV
14.8% undervalued
intrinsic discount
16.19%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
6 days ago
author updated this narrative
Your Valuation for
ADI
ADI
Analog Devices
Your Fair Value
US$
Current Price
US$255.63
4.7% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
17b
2015
2018
2021
2024
2025
2027
2030
Revenue US$17.1b
Earnings US$3.2b
Advanced
Set Fair Value