Analog Devices, Inc.

NasdaqGS:ADI 株式レポート

時価総額：US$202.3b

Analog Devices 配当と自社株買い

配当金 基準チェック /46

Analog Devices配当を支払う会社であり、現在の利回りは1.11%で、収益によって十分にカバーされています。

主要情報

1.1%

配当利回り

1.5%

バイバック利回り

総株主利回り2.6%
将来の配当利回り1.3%
配当成長9.7%
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向74%

最近の配当と自社株買いの更新

Recent updates

Seeking Alpha • 15h

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.
新しいナラティブ • Mar 29

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.
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...
分析記事 • Jun 14

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

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
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
Seeking Alpha • Dec 16

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

Summary Analog Devices is a leading semiconductor company with a diversified portfolio, well-positioned in high-growth areas like automotive and industrial markets. I believe ADI has navigated end-market downturns, with recovery expected in FY25, driven by automotive and industrial segments. The company’s strong R&D investments and partnerships with distributors support its growth in digitized factories, mobility, digital healthcare, and electrification. I initiate a 'Buy' rating with a one-year target price of $255 per share, anticipating 8% organic revenue growth and margin expansion. Read the full article on Seeking Alpha

決済の安定と成長

配当データの取得

安定した配当: ADIの1株当たり配当金は過去10年間安定しています。

増加する配当: ADIの配当金は過去10年間にわたって増加しています。

配当利回り対市場

Analog Devices 配当利回り対市場
ADI 配当利回りは市場と比べてどうか？
セグメント配当利回り
会社 (ADI)1.1%
市場下位25% (US)1.4%
市場トップ25% (US)4.3%
業界平均 (Semiconductor)0.3%
アナリスト予想 (ADI) (最長3年)1.3%

注目すべき配当: ADIの配当金 ( 1.11% ) はUS市場の配当金支払者の下位 25% ( 1.42% ) と比べると目立ったものではありません。

高配当: ADIの配当金 ( 1.11% ) はUS市場の配当金支払者の上位 25% ( 4.27% ) と比較すると低いです。

株主への利益配当

収益カバレッジ: ADIの配当金は、合理的な 配当性向 ( 74.1% ) により、利益によって賄われています。

株主配当金

キャッシュフローカバレッジ: ADIの 現金配当性向 ( 47.1% ) は比較的低く、配当金の支払いはキャッシュフローによって十分にカバーされています。

高配当企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/20 13:39
終値2026/05/20 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

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. 29 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。50

アナリスト機関
George ChangAletheia Analyst Network Limited
Alexi UngerArete Research Services LLP
Brett SimpsonArete Research Services LLP