Analog Devices, Inc.

NasdaqGS:ADI 주식 리포트

시가총액: US$202.9b

Analog Devices 경영진

경영진 기준 점검 2/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Vince Roche

최고경영자

US$27.5m

총 보수

CEO 급여 비율4.37%
CEO 재임 기간13yrs
CEO 지분 보유율0.03%
경영진 평균 재임 기간4.4yrs
이사회 평균 재임 기간4.3yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 • 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.
Seeking Alpha • Apr 30

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

Summary Analog Devices, Inc. is rated Hold due to strong AI-driven momentum but a stretched valuation, with DCF-implied fair value far below current prices. Recent financials show robust growth in AI/data center and Industrial segments, with Q1 FY2026 revenues up 30% YoY and guidance for further strength. Options market sentiment is optimistic in the short term but shows increased hedging for longer maturities, reflecting elevated risk awareness amid high expectations. I recommend staying invested in ADI with hedges; new positions should wait for a pullback or exceptional AI-driven upside in the next earnings. Read the full article on Seeking Alpha
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
새 내러티브 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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

CEO 보수 분석

Vince Roche의 보수는 Analog Devices의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Vince의 총 보수(USD27.46M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.67M)보다 높습니다.

보상과 수익: Vince의 보상은 지난 1년 동안 20% 이상 증가했습니다.

CEO

Vince Roche (65 yo)

13yrs
재임 기간
US$27,456,265
보수

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...

리더십 팀

이름직위재임 기간보수지분
Vincent Roche
CEO & Chair of the Board of Directors13yrsUS$27.46m0.029%
$ 58.4m
Raymond Stata
Co-Founder & Board Member61.3yrsUS$346.37k0.16%
$ 320.5m
Richard Puccio
Executive VP & CFO2.3yrsUS$7.77m0.0036%
$ 7.2m
Vivek Jain
Executive Vice President of Global Operations & Technology5.3yrsUS$7.75m0.0048%
$ 9.8m
Martin Cotter
Senior Vice President of Vertical Business Units & President of ADI EMEA5.3yrsUS$6.41m0.0087%
$ 17.7m
Katsufumi Nakamura
Senior VP & Chief Customer Officer1.5yrsUS$4.89m0.0011%
$ 2.3m
Michael Sondel
Corporate VP & Chief Accounting Officer7.3yrs데이터 없음0.0025%
$ 5.1m
Jeff Ambrosi
Head of Investor Relations & Senior Director1.3yrs데이터 없음데이터 없음
Janene Asgeirsson
Chief Legal Officer & Corporate Secretary4.8yrs데이터 없음데이터 없음
Mariya Trickett
Senior VP & Chief People Officer4yrs데이터 없음데이터 없음
Rob Oshana
Senior VP of Software & Digital Platforms Group1.5yrs데이터 없음데이터 없음
Stephanie Sidelko
Vice President & Head of Strategy and Chief of Staff to the Chief Executive Officer2.9yrs데이터 없음데이터 없음
4.4yrs
평균 재임 기간
58yo
평균 나이

경험이 풍부한 관리: ADI의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4.4 년).

이사회 구성원

이름직위재임 기간보수지분
Vincent Roche
CEO & Chair of the Board of Directors13yrsUS$27.46m0.029%
$ 58.4m
Raymond Stata
Co-Founder & Board Member61.3yrsUS$346.37k0.16%
$ 320.5m
Mercedes Johnson
Independent Director4.8yrsUS$350.20k0.00062%
$ 1.3m
Stephen Jennings
Lead Independent Director3.3yrsUS$425.20k0.00043%
$ 872.5k
Edward Frank
Independent Director11.9yrsUS$385.62k0.0020%
$ 4.1m
Peter Henry
Independent Director2.4yrsUS$365.20k0.00031%
$ 629.0k
Yoky Matsuoka
Independent Directorless than a year데이터 없음데이터 없음
Karen Golz
Independent Director7.9yrsUS$365.20k0.0023%
$ 4.6m
Andrea Wainer
Independent directorless than a yearUS$375.98k0.00010%
$ 202.9k
Andre Andonian
Independent Director3.9yrsUS$374.91k0.00061%
$ 1.2m
4.3yrs
평균 재임 기간
64.5yo
평균 나이

경험이 풍부한 이사회: ADI의 이사회는 경험이 있음으로 간주됩니다(평균 재임 4.3 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/07 01:38
종가2026/05/07 00:00
수익2026/01/31
연간 수익2025/11/01

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Analog Devices, Inc.는 49명의 분석가가 다루고 있습니다. 이 중 29명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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