Analog Devices, Inc.

Informe acción NasdaqGS:ADI

Capitalización de mercado: US$203.6b

Analog Devices Dirección

Dirección controles de criterios 2/4

El CEO de Analog Devices es Vince Roche , nombrado en May 2013, tiene una permanencia de 13.08 años. compensación anual total es $27.46M, compuesta por 4.4% salario y 95.6% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.029% de las acciones de la empresa, por valor de $58.73M. La antigüedad media del equipo directivo y de la junta directiva es de 4.5 años y 4.4 años, respectivamente.

Información clave

Vince Roche

Chief Executive Officer (CEO)

US$27.5m

Compensación total

Porcentaje del salario del CEO4.37%
Permanencia del CEO13.1yrs
Participación del CEO0.03%
Permanencia media de la dirección4.5yrs
Promedio de permanencia en la Junta Directiva4.4yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa Jun 15

ADI: AI Data Center Power Expansion And Cyclical Recovery Will Support Multi Year Returns

Analog Devices' analyst price target has shifted higher by about $58, with analysts pointing to repeated beat-and-raise quarters, stronger AI-driven data center and communications demand, and expanding exposure to industrial, auto, and power markets as key supports for the updated view. Analyst Commentary Recent research updates on Analog Devices cluster around a broadly constructive view on growth and execution, with price targets moving higher across the board.
Actualización de narrativa Jun 01

ADI: AI Data Center Power Exposure Will Drive Multi Year Repricing

Analog Devices' analyst fair value estimate has been raised from $450 to $515 as analysts point to a series of beat and raise quarters, broad-based strength in industrial, auto and data center demand, and the Empower Semiconductor acquisition, which expands the company's AI and power exposure. Analyst Commentary Recent research points to a clear shift toward more constructive views on Analog Devices, with a series of higher price targets following stronger than expected quarterly results and updated guidance.
Seeking Alpha May 20

Analog Devices Earnings: The Market Reaction Is Irrelevant

Summary Analog Devices delivered strong Q2 results and robust guidance, but shares fell over 5% as short-term expectations adjust. Expected margin improvements have been gradually priced in, even though there were some early signs from a year ago. Management expects continued tailwinds from Industrial and Data Center demand which will continue to support the share price. Investors, however, should be cautious when it comes to future share price returns, as ADI's valuation is stretched. Read the full article on Seeking Alpha
Actualización de narrativa May 05

ADI: AI Data Center Upside And Cyclical Recovery Will Support Multi Year Returns

Analog Devices' updated analyst price target edges higher by about $13 to reflect analysts' use of slightly stronger revenue growth and higher future P/E assumptions, partly offset by more conservative profit margin estimates and an essentially unchanged discount rate. Analyst Commentary Recent research updates on Analog Devices largely point to a constructive stance, with several firms lifting price targets across a wide range, from about US$250 on the low end of prior models to as high as US$430.
Actualización de narrativa Apr 20

ADI: Data Center And AI Demand Will Drive Multi Year Repricing

The analyst fair value estimate for Analog Devices has been updated to $450 from $430. Analysts broadly attribute higher price targets to recent earnings beats, raised guidance, and sector-specific tailwinds in data center, AI, industrial, and communications demand.
Actualización de narrativa Apr 06

ADI: Data Center And AI Demand Will Drive Multi Year Repricing

Analog Devices' analyst price target is anchored at $430. Many analysts point to recent earnings beats, raised guidance, and strength in data center, AI, and industrial exposure to support their updated models.
Actualización de narrativa Mar 23

ADI: Data Center And AI Upswing Will Drive Multi Year Earnings Repricing

Analog Devices' analyst price target has been revised from $375 to $430, as analysts point to broad-based target increases across the Street following recent earnings beats, stronger margins, and ongoing benefits from data center, AI, and industrial recovery themes. Analyst Commentary Bullish analysts are clustering around higher price targets for Analog Devices, with many moving into a US$360 to US$430 range after recent quarterly updates.
Actualización de narrativa Mar 08

ADI: Cyclical Recovery And AI Data Center Demand Will Drive Mixed Outcomes

Our updated price target for Analog Devices rises from $204.70 to $314.76, reflecting analysts' higher modeled revenue growth, a richer assumed future P/E multiple, and commentary pointing to upside from data center, AI, industrial exposure, and pricing power, alongside an ongoing cyclical recovery. Analyst Commentary Recent Street research on Analog Devices is broadly constructive, with many firms lifting their price targets after the latest quarterly results and guidance updates.
Actualización de narrativa Feb 22

ADI: Autos And AI Will Support A Disciplined Multi Year Cyclical Recovery

The updated analyst price target for Analog Devices has increased to $379.64 from $313.31. Analysts cite stronger modeled revenue growth, higher profit margins, and supportive trends in data center, AI, and cyclical recovery as key factors for the revised target.
Actualización de narrativa Feb 08

ADI: Autos And AI Are Expected To Support A Measured Cyclical Recovery

Analysts have nudged their price target framework higher for Analog Devices, with fair value moving from US$285.56 to US$313.31 as they factor in Street research pointing to stronger revenue growth assumptions, slightly higher profit margins, a modestly lower discount rate, and a richer future P/E outlook following multiple recent target hikes across major firms. Analyst Commentary Recent Street research on Analog Devices clusters around a broadly positive view, with most firms lifting price targets and a minority trimming theirs while keeping constructive ratings.
Actualización de narrativa Jan 25

ADI: Autos And AI Cyclical Recovery Will Drive Multi Year Earnings Upswing

Our analyst price target for Analog Devices has been raised from US$343.65 to US$375.00. This reflects analysts' updated views on slightly higher revenue growth, profit margins, and future P/E assumptions, supported by a broad wave of recent price target increases across the Street.
Actualización de narrativa Jan 11

ADI: Autos And AI Are Expected To Sustain A Balanced Cyclical Recovery

Our updated narrative price target for Analog Devices moves modestly higher to US$285.56 from US$282.03, reflecting analysts' higher targets tied to upside driven by autos, expanding AI related demand, and an improving cyclical recovery outlook into 2026. Analyst Commentary Recent research updates show a wide range of views, but with a generally constructive tilt around Analog Devices' execution, exposure to autos and AI related demand, and the path into 2026.
Actualización de narrativa Dec 25

ADI: Autos And AI Upside Will Drive Multi Year Earnings Upswing

We are raising our Analog Devices fair value estimate from $310 to approximately $344 per share, as analysts lift price targets on the back of autos and AI driven upside, a stronger cyclical recovery into 2026, and improving confidence in the company’s long term growth and earnings power. Analyst Commentary Recent Street research skewed strongly positive, with bullish analysts lifting price targets across the board and reinforcing the view that Analog Devices is entering a multi year upcycle supported by both cyclical recovery and secular growth drivers.
Actualización de narrativa Dec 11

ADI: AI And Autos Are Expected To Drive Balanced Cyclical Recovery

We modestly lift our Analog Devices fair value estimate to $282.03 from $280.31, as analysts point to autos and AI driven upside, a strengthening cyclical recovery into 2026, and higher long term earnings power despite slightly lower near term margin assumptions. Analyst Commentary Street research remains broadly constructive on Analog Devices, with multiple firms lifting price targets on the back of autos strength, rising AI exposure, and confidence in a multi year cyclical recovery into 2026 and beyond.
Actualización de narrativa Nov 27

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.
Actualización de narrativa Aug 23

Advanced Robotics And Edge AI Will Shape Future Markets

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.
Artículo de análisis Aug 05

Market Participants Recognise Analog Devices, Inc.'s (NASDAQ:ADI) Earnings

NasdaqGS:ADI 1 Year Share Price vs Fair Value Explore Analog Devices's Fair Values from the Community and select yours...
Artículo de análisis Jul 23

What Does Analog Devices, Inc.'s (NASDAQ:ADI) Share Price Indicate?

Analog Devices, Inc. ( NASDAQ:ADI ) led the NASDAQGS gainers with a relatively large price hike in the past couple of...
Seeking Alpha Mar 05

Analog Devices: Remain Buy-Rated As ADI Moves Along The Upcycle Phase

Summary I recommend a buy rating for Analog Devices due to expected growth from industrial and automotive demand recovery and AI-driven data center opportunities. ADI's Q1 2025 earnings showed improving industrial and automotive segments, with normalized inventory levels and healthy margins, supporting a positive growth outlook. With well-managed inventory, ADI could see a growth upside if underlying demand gets better. Read the full article on Seeking Alpha
Seeking Alpha Feb 17

Analog Devices: A Signal For Strength - Q1 Earnings Preview

Summary Analog Devices, Inc. is a key player in the semiconductor industry, excelling in data conversion, signal processing, and power management technologies. Despite industry challenges, ADI has shown resilience with sequential revenue growth and strong performance in automotive and high-performance analog segments. ADI's valuation is high at 33.64x earnings, but future earnings growth, particularly in AI and EV battery management, could justify this. ADI faces risks from China's push for homegrown chipmakers and competition in the automotive market, but remains a "Hold" for long-term investors. Read the full article on Seeking Alpha
Seeking Alpha Jan 24

Analog Devices: There's No Need To Take Unnecessary Risks

Summary Analog Devices share price has remained resilient in recent months as net income fell off a cliff. Broader sector tailwinds alongside optimistic investors' expectations have been the two main driving factors. Although this might sound as good news for ADI shareholders, I believe that investors buying at current levels are taking too much risk. Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Vince Roche en comparación con los beneficios de Analog Devices?
FechaCompensación totalSalarioIngresos de la empresa
May 02 2026n/an/a

US$3b

Jan 31 2026n/an/a

US$3b

Nov 01 2025US$27mUS$1m

US$2b

Aug 02 2025n/an/a

US$2b

May 03 2025n/an/a

US$2b

Feb 01 2025n/an/a

US$2b

Nov 02 2024US$22mUS$1m

US$2b

Aug 03 2024n/an/a

US$2b

May 04 2024n/an/a

US$2b

Feb 03 2024n/an/a

US$3b

Oct 28 2023US$26mUS$1m

US$3b

Jul 29 2023n/an/a

US$4b

Apr 29 2023n/an/a

US$4b

Jan 28 2023n/an/a

US$3b

Oct 29 2022US$22mUS$1m

US$3b

Jul 30 2022n/an/a

US$2b

Apr 30 2022n/an/a

US$2b

Jan 29 2022n/an/a

US$1b

Oct 30 2021US$31mUS$1m

US$1b

Jul 31 2021n/an/a

US$2b

May 01 2021n/an/a

US$2b

Jan 30 2021n/an/a

US$1b

Oct 31 2020US$12mUS$1m

US$1b

Aug 01 2020n/an/a

US$1b

May 02 2020n/an/a

US$1b

Feb 01 2020n/an/a

US$1b

Nov 02 2019US$12mUS$1m

US$1b

Compensación vs. Mercado: La compensación total de Vince($USD27.46M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD14.41M).

Compensación vs. Ingresos: La compensación de Vince ha aumentado más de un 20% en el último año.


CEO

Vince Roche (66 yo)

13.1yrs
Permanencia
US$27,456,265
Compensación

Mr. Vincent T. Roche, also known as Vince, serves as Chairman of the Board of Directors at Analog Devices, Inc. since March 9, 2022. He served as the President of Analog Devices, Inc. since November 5, 201...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Vincent Roche
CEO & Chair of the Board of Directors13.1yrsUS$27.46m0.029%
$ 58.7m
Raymond Stata
Co-Founder & Board Member61.4yrsUS$346.37k0.16%
$ 321.9m
Richard Puccio
Executive VP & CFO2.3yrsUS$7.77m0.0036%
$ 7.3m
Vivek Jain
Executive Vice President of Global Operations & Technology5.4yrsUS$7.75m0.0049%
$ 9.9m
Martin Cotter
Senior Vice President of Vertical Business Units & President of ADI EMEA5.3yrsUS$6.41m0.0087%
$ 17.8m
Katsufumi Nakamura
Senior VP & Chief Customer Officer1.6yrsUS$4.89m0.0011%
$ 2.3m
Michael Sondel
Corporate VP & Chief Accounting Officer7.3yrssin datos0.0025%
$ 5.2m
Jeff Ambrosi
Head of Investor Relations & Senior Director1.4yrssin datossin datos
Janene Asgeirsson
Senior VP4.8yrssin datossin datos
Mariya Trickett
Senior VP & Chief People Officer4.1yrssin datossin datos
Rob Oshana
Senior VP of Software & Digital Platforms Group1.6yrssin datossin datos
Stephanie Sidelko
Vice President & Head of Strategy and Chief of Staff to the Chief Executive Officer3yrssin datossin datos
4.5yrs
Permanencia media
60yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de ADI se considera experimentado (4.5 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Vincent Roche
CEO & Chair of the Board of Directors13.1yrsUS$27.46m0.029%
$ 58.7m
Raymond Stata
Co-Founder & Board Member61.4yrsUS$346.37k0.16%
$ 321.9m
Mercedes Johnson
Independent Director4.8yrsUS$350.20k0.00062%
$ 1.3m
Stephen Jennings
Lead Independent Director3.4yrsUS$425.20k0.00043%
$ 875.3k
Edward Frank
Independent Director12yrsUS$385.62k0.0020%
$ 4.2m
Peter Henry
Independent Director2.5yrsUS$365.20k0.00031%
$ 631.1k
Yoky Matsuoka
Independent Directorless than a yearsin datossin datos
Karen Golz
Independent Director8yrsUS$365.20k0.0023%
$ 4.7m
Andrea Wainer
Independent directorless than a yearUS$375.98k0.00010%
$ 203.6k
Andre Andonian
Independent Director4yrsUS$374.91k0.00061%
$ 1.2m
4.4yrs
Permanencia media
65.5yo
Promedio de edad

Junta con experiencia: La junta directiva de ADI se considera experimentada (4.4 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/26 21:59
Precio de las acciones al final del día2026/06/26 00:00
Beneficios2026/05/02
Ingresos anuales2025/11/01

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Analog Devices, Inc. está cubierta por 49 analistas. 28 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
George ChangAletheia Analyst Network Limited
Alexi UngerArete Research Services LLP
Brett SimpsonArete Research Services LLP