Analog Devices（ADI）株式概要
アナログ・デバイセズ社は、集積回路（IC）、ソフトウェア、サブシステム製品の設計、製造、テスト、マーケティングを米国、北米、南米、欧州、日本、中国、アジアで行っている。 詳細
報酬
リスク分析
リスクチェックの結果、ADI 、リスクは検出されなかった。
ADI Community Fair Values
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Analyst Price Targets
Analog Devices, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$434.46 |
| 52週高値 | US$439.70 |
| 52週安値 | US$218.37 |
| ベータ | 1.18 |
| 1ヶ月の変化 | 13.08% |
| 3ヶ月変化 | 40.41% |
| 1年変化 | 90.26% |
| 3年間の変化 | 133.66% |
| 5年間の変化 | 159.13% |
| IPOからの変化 | 107,652.17% |
最新ニュース
ナラティブの更新 • 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.
ナラティブの更新 • 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.Recent updates
ナラティブの更新 • 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.ナラティブの更新 • 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ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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 AlphaSeeking 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 AlphaSeeking 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株主還元
| ADI | US Semiconductor | US 市場 | |
|---|---|---|---|
| 7D | 4.0% | 6.1% | 1.4% |
| 1Y | 90.3% | 108.5% | 25.7% |
業界別リターン: ADI過去 1 年間で108.5 % の収益を上げたUS Semiconductor業界を下回りました。
リターン対市場: ADI過去 1 年間で25.7 % の収益を上げたUS市場を上回りました。
価格変動
| ADI volatility | |
|---|---|
| ADI Average Weekly Movement | 6.0% |
| Semiconductor Industry Average Movement | 12.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: ADI 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: ADIの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1965 | 24,500 | Vince Roche | www.analog.com |
アナログ・デバイセズ社は、集積回路（IC）、ソフトウェア、サブシステム製品の設計、製造、テスト、マーケティングを米国、北米、南米、欧州、日本、中国、アジアで行っている。実世界のアナログ信号をデジタルデータに変換し、デジタルデータをアナログ信号に変換するデータ・コンバータ製品、自動車、通信、産業、民生市場向けの電力変換、ドライバ・モニタリング、シーケンス、エネルギー管理アプリケーション向けのパワー・マネージメントおよびリファレンス製品、正確な電源設計のための性能、統合、ソフトウェア設計シミュレーション・ツールを含むパワーICを提供している。また、アナログ信号を調整するアンプ、携帯電話インフラをサポートする無線周波数およびマイクロ波IC、加速度を検知する加速度計、回転を検知するジャイロスコープ、複数の自由度を検知する慣性計測ユニット、無線および計測器システム用の広帯域スイッチ、アイソレータなどの微小電気機械システム技術ソリューションも提供している。また、デジタル信号処理や数値計算用のシステム製品も提供している。同社は、直販部隊、第三者販売代理店、独立系販売代理店、およびオンラインを通じて、産業、自動車、民生、計測機器、航空宇宙、防衛、ヘルスケア、および通信市場の顧客にサービスを提供している。同社は1965年に設立され、マサチューセッツ州ウィルミントンに本社を置いている。
Analog Devices, Inc. 基礎のまとめ
| ADI 基礎統計学 | |
|---|---|
| 時価総額 | US$211.62b |
| 収益（TTM） | US$3.31b |
| 売上高(TTM) | US$12.74b |
63.9x
PER（株価収益率16.6x
P/SレシオADI は割高か？
公正価値と評価分析を参照収益と収入
| ADI 損益計算書（TTM） | |
|---|---|
| 収益 | US$12.74b |
| 売上原価 | US$4.52b |
| 売上総利益 | US$8.22b |
| その他の費用 | US$4.90b |
| 収益 | US$3.31b |
直近の収益報告
May 02, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 6.80 |
| グロス・マージン | 64.49% |
| 純利益率 | 26.01% |
| 有利子負債／自己資本比率 | 25.8% |
ADI の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
1.0%
現在の配当利回り62%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/20 19:47 |
| 終値 | 2026/06/18 00:00 |
| 収益 | 2026/05/02 |
| 年間収益 | 2025/11/01 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Analog Devices, Inc. 28 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。49
| アナリスト | 機関 |
|---|---|
| George Chang | Aletheia Analyst Network Limited |
| Alexi Unger | Arete Research Services LLP |
| Brett Simpson | Arete Research Services LLP |