Analog Devices, Inc.

Report azionario NasdaqGS:ADI

Capitalizzazione di mercato: US$193.8b

Analog Devices Crescita futura

Criteri Future verificati 4/6

Analog Devices prevede che gli utili e i ricavi cresceranno rispettivamente di 20.3% e 11.5% all'anno. Si prevede che l'EPS crescerà di 21.7% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 18.2% in 3 anni.

Informazioni chiave

20.3%

Tasso di crescita degli utili

21.67%

Tasso di crescita dell'EPS

Semiconductor crescita degli utili26.0%
Tasso di crescita dei ricavi11.5%
Rendimento futuro del capitale proprio18.19%
Copertura analitica

Good

Ultimo aggiornamento03 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Analog Devices: The AI Narrative Is Strong, But Investors Are Hedging

Apr 30

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.

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.

ADI: Bridging the Physical and Digital in a Cyclical Super-Recovery

Analog Devices, Inc. (ADI) is currently the primary architect of the "real-world" interface, translating physical phenomena like temperature, pressure, and motion into digital data.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

Aug 05
Market Participants Recognise Analog Devices, Inc.'s (NASDAQ:ADI) Earnings

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

Jul 23
What Does Analog Devices, Inc.'s (NASDAQ:ADI) Share Price Indicate?

We Think Analog Devices (NASDAQ:ADI) Can Stay On Top Of Its Debt

Jun 14
We Think Analog Devices (NASDAQ:ADI) Can Stay On Top Of Its Debt

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

Mar 05

Analog Devices: A Signal For Strength - Q1 Earnings Preview

Feb 17

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

Jan 24

Analog Devices: Inventory Digestion Challenges Eased; Initiate With 'Buy'

Dec 16

Previsioni di crescita degli utili e dei ricavi

NasdaqGS:ADI - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
10/31/202817,0725,7436,9727,46614
10/31/202715,4034,8056,1366,73829
10/31/202614,0094,0935,3605,97729
1/31/202611,7572,7074,5605,054N/A
11/1/202511,0202,2674,2794,812N/A
8/2/202510,3871,9583,6784,162N/A
5/3/20259,8191,8313,2943,852N/A
2/1/20259,3381,5643,1843,841N/A
11/2/20249,4271,6353,1223,853N/A
8/3/20249,7001,6562,9483,989N/A
5/4/202410,4652,1403,0644,276N/A
2/3/202411,5692,8163,2424,550N/A
10/28/202312,3063,3153,5564,818N/A
7/29/202312,8373,7523,6904,780N/A
4/29/202312,8703,6243,9554,885N/A
1/28/202312,5793,4304,2615,025N/A
10/29/202212,0142,7493,7764,475N/A
7/30/202211,1061,8883,7414,267N/A
4/30/20229,7551,6423,2023,649N/A
1/29/20228,4441,2822,7763,164N/A
10/30/20217,3181,3902,3912,735N/A
7/31/20216,5051,7012,2242,467N/A
5/1/20216,2021,5612,2172,394N/A
1/30/20215,8581,4051,9092,087N/A
10/31/20205,6031,2211,8432,008N/A
8/1/20205,5201,1111,8071,994N/A
5/2/20205,5441,1101,7651,989N/A
2/1/20205,7541,2101,9922,231N/A
11/2/20195,9911,360N/A2,253N/A
8/3/20196,0841,486N/A2,310N/A
5/4/20196,1621,531N/A2,378N/A
2/2/20196,1991,563N/A2,425N/A
11/3/20186,2251,501N/A2,442N/A
8/4/20186,2301,444N/A2,380N/A
5/5/20186,1051,105N/A1,400N/A
2/3/20185,690800N/A1,220N/A
10/28/20175,246803N/A1,154N/A
7/29/20174,570675N/A989N/A
4/29/20174,006837N/A1,603N/A
1/28/20173,636914N/A1,384N/A
10/29/20163,421862N/A1,291N/A
7/30/20163,397662N/A992N/A
4/30/20163,390648N/A935N/A
1/30/20163,433683N/A959N/A
10/31/20153,435697N/A908N/A
8/1/20153,271709N/A972N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di ADI ( 20.3% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di ADI ( 20.3% all'anno) cresceranno più rapidamente del mercato US ( 16% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di ADI cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di ADI ( 11.5% all'anno) crescerà più rapidamente del mercato US ( 11.2% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di ADI ( 11.5% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di ADI sarà basso tra 3 anni ( 18.2 %).

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/05 22:24
Prezzo dell'azione a fine giornata2026/05/05 00:00
Utili2026/01/31
Utili annuali2025/11/01

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Analog Devices, Inc. è coperta da 50 analisti. 29 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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