Analog Devices Gestione
Criteri Gestione verificati 2/4
Analog Devices Il CEO è Vince Roche, nominato in May2013, e ha un mandato di 13.17 anni. la retribuzione annua totale è $ 27.46M, composta da 4.4% di stipendio e 95.6% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.029% delle azioni della società, per un valore di $ 53.00M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 4.5 anni e 4.5 anni.
Informazioni chiave
Vince Roche
Amministratore delegato
US$27.5m
Compenso totale
| Percentuale dello stipendio del CEO | 4.37% |
| Mandato del CEO | 13.2yrs |
| Proprietà del CEO | 0.03% |
| Durata media del management | 4.5yrs |
| Durata media del Consiglio di amministrazione | 4.5yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • Jun 29
ADI: AI Data Center Power And Cyclical Recovery Will Shape Balanced Returns
Analog Devices' updated narrative price target moves to $377.78 from $314.76, reflecting analysts' use of higher revenue growth and profit margin assumptions, along with continued confidence in the company's exposure to AI infrastructure, data center power, industrial recovery and autos, as highlighted across recent beat and raise quarters and price target hikes from multiple firms. Analyst Commentary Street research on Analog Devices has been broadly constructive, with many firms lifting their price targets after recent beat and raise quarters and stronger guidance tied to AI infrastructure, data center power and industrial recovery.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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 AlphaAggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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 AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| May 02 2026 | n/a | n/a | US$3b |
| Jan 31 2026 | n/a | n/a | US$3b |
| Nov 01 2025 | US$27m | US$1m | US$2b |
| Aug 02 2025 | n/a | n/a | US$2b |
| May 03 2025 | n/a | n/a | US$2b |
| Feb 01 2025 | n/a | n/a | US$2b |
| Nov 02 2024 | US$22m | US$1m | US$2b |
| Aug 03 2024 | n/a | n/a | US$2b |
| May 04 2024 | n/a | n/a | US$2b |
| Feb 03 2024 | n/a | n/a | US$3b |
| Oct 28 2023 | US$26m | US$1m | US$3b |
| Jul 29 2023 | n/a | n/a | US$4b |
| Apr 29 2023 | n/a | n/a | US$4b |
| Jan 28 2023 | n/a | n/a | US$3b |
| Oct 29 2022 | US$22m | US$1m | US$3b |
| Jul 30 2022 | n/a | n/a | US$2b |
| Apr 30 2022 | n/a | n/a | US$2b |
| Jan 29 2022 | n/a | n/a | US$1b |
| Oct 30 2021 | US$31m | US$1m | US$1b |
| Jul 31 2021 | n/a | n/a | US$2b |
| May 01 2021 | n/a | n/a | US$2b |
| Jan 30 2021 | n/a | n/a | US$1b |
| Oct 31 2020 | US$12m | US$1m | US$1b |
| Aug 01 2020 | n/a | n/a | US$1b |
| May 02 2020 | n/a | n/a | US$1b |
| Feb 01 2020 | n/a | n/a | US$1b |
| Nov 02 2019 | US$12m | US$1m | US$1b |
Compensazione vs Mercato: La retribuzione totale di Vince ($USD 27.46M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.46M ).
Compensazione vs guadagni: La retribuzione di Vince è aumentata di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
Vince Roche (66 yo)
13.2yrs
Mandato
US$27,456,265
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Chair of the Board of Directors | 13.2yrs | US$27.46m | 0.029% $ 53.0m | |
| Co-Founder & Board Member | 61.5yrs | US$346.37k | 0.16% $ 290.5m | |
| Executive VP & CFO | 2.4yrs | US$7.77m | 0.0036% $ 6.6m | |
| Executive Vice President of Global Operations & Technology | 5.5yrs | US$7.75m | 0.0049% $ 8.9m | |
| Senior Vice President of Vertical Business Units & President of ADI EMEA | 5.4yrs | US$6.41m | 0.0087% $ 16.0m | |
| Senior VP & Chief Customer Officer | 1.7yrs | US$4.89m | 0.0011% $ 2.0m | |
| Corporate VP & Chief Accounting Officer | 7.4yrs | Nessun dato | 0.0025% $ 4.6m | |
| Head of Investor Relations & Senior Director | 1.5yrs | Nessun dato | Nessun dato | |
| Senior VP | 4.9yrs | Nessun dato | Nessun dato | |
| Senior VP & Chief People Officer | 4.2yrs | Nessun dato | Nessun dato | |
| Senior VP of Software & Digital Platforms Group | 1.7yrs | Nessun dato | Nessun dato | |
| Vice President & Head of Strategy and Chief of Staff to the Chief Executive Officer | 3.1yrs | Nessun dato | Nessun dato |
4.5yrs
Durata media
60yo
Età media
Gestione esperta: Il team dirigenziale di ADI è considerato esperto (durata media dell'incarico 4.5 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Chair of the Board of Directors | 13.2yrs | US$27.46m | 0.029% $ 53.0m | |
| Co-Founder & Board Member | 61.5yrs | US$346.37k | 0.16% $ 290.5m | |
| Independent Director | 4.9yrs | US$350.20k | 0.00062% $ 1.1m | |
| Lead Independent Director | 3.5yrs | US$425.20k | 0.00043% $ 790.0k | |
| Independent Director | 12.1yrs | US$385.62k | 0.0020% $ 3.7m | |
| Independent Director | 2.6yrs | US$365.20k | 0.00031% $ 569.5k | |
| Independent Director | less than a year | Nessun dato | Nessun dato | |
| Independent Director | 8.1yrs | US$365.20k | 0.0023% $ 4.2m | |
| Independent director | less than a year | US$375.98k | 0.00010% $ 183.7k | |
| Independent Director | 4.1yrs | US$374.91k | 0.00061% $ 1.1m |
4.5yrs
Durata media
65.5yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di ADI sono considerati esperti (durata media dell'incarico 4.5 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/05 03:04 |
| Prezzo dell'azione a fine giornata | 2026/07/02 00:00 |
| Utili | 2026/05/02 |
| Utili annuali | 2025/11/01 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* 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; disponiamo inoltre di guide su come utilizzare i nostri report e di 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 49 analisti. 28 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.
| Analista | Istituzione |
|---|---|
| George Chang | Aletheia Analyst Network Limited |
| Alexi Unger | Arete Research Services LLP |
| Brett Simpson | Arete Research Services LLP |