Analog Devices (ADI) Aandelenoverzicht
Analog Devices, Inc. houdt zich bezig met het ontwerpen, produceren, testen en op de markt brengen van geïntegreerde schakelingen (IC's), software en subsysteemproducten in de Verenigde Staten, de rest van Noord- en Zuid-Amerika, Europa, Japan, China en de rest van Azië. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 0/6 |
| Toekomstige groei | 4/6 |
| Prestaties in het verleden | 5/6 |
| Financiële gezondheid | 5/6 |
| Dividenden | 4/6 |
ADI Community Fair Values
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Analyst Price Targets
Analog Devices, Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$415.63 |
| 52 Week Hoogtepunt | US$416.00 |
| 52 Week Laag | US$200.96 |
| Bèta | 1.19 |
| 1 maand verandering | 26.94% |
| 3 maanden verandering | 29.70% |
| 1 Jaar Verandering | 104.97% |
| 3 jaar verandering | 130.15% |
| 5 jaar verandering | 183.45% |
| Verandering sinds IPO | 102,982.07% |
Recent nieuws en updates
Analyse-update • 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
Analyse-update • 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.Recent updates
Analyse-update • 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 AlphaAnalyse-update • 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.Analyse-update • 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.
Nieuwe analyse • 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.Analyse-update • 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.
Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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 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 AlphaSeeking 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 AlphaRendement voor aandeelhouders
| ADI | US Semiconductor | US Markt | |
|---|---|---|---|
| 7D | 3.3% | 8.4% | 3.2% |
| 1Y | 105.0% | 119.7% | 31.0% |
Rendement versus industrie: ADI presteerde slechter dan de US Semiconductor -sector, die het afgelopen jaar een rendement van 119.7 % opleverde.
Rendement versus markt: ADI overtrof de US markt, die het afgelopen jaar een rendement opleverde van 31 %.
Prijsvolatiliteit
| ADI volatility | |
|---|---|
| ADI Average Weekly Movement | 5.0% |
| Semiconductor Industry Average Movement | 10.5% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Stabiele aandelenkoers: ADI heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 5% ) van ADI is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1965 | 24,500 | Vince Roche | www.analog.com |
Analog Devices, Inc. houdt zich bezig met het ontwerpen, produceren, testen en op de markt brengen van geïntegreerde schakelingen (IC's), software en subsysteemproducten in de Verenigde Staten, de rest van Noord- en Zuid-Amerika, Europa, Japan, China en de rest van Azië. Het bedrijf levert dataconverterproducten, die analoge signalen uit de echte wereld omzetten in digitale gegevens en digitale gegevens omzetten in analoge signalen; energiebeheer- en referentieproducten voor energieomzetting, driverbewaking, sequencing en energiebeheertoepassingen in de auto-, communicatie-, industriële en consumentenmarkten; en energie-IC's die prestatie-, integratie- en softwareontwerpsimulatietools bevatten voor nauwkeurige ontwerpen voor voeding. Het bedrijf biedt ook versterkers om analoge signalen te conditioneren; en IC's voor radiofrequentie en microgolven om cellulaire infrastructuur te ondersteunen; en technologische oplossingen voor micro-elektromechanische systemen, waaronder versnellingsmeters voor het meten van versnelling, gyroscopen voor het meten van rotatie, traagheidsmeeteenheden voor het meten van meerdere vrijheidsgraden, en breedbandschakelaars voor radio- en instrumentsystemen, evenals isolatoren.
Analog Devices, Inc. Samenvatting
| ADI fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$202.93b |
| Inkomsten(TTM) | US$2.71b |
| Inkomsten(TTM) | US$11.76b |
75.0x
Koers/Winstverhouding17.3x
P/S-verhoudingIs ADI overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| ADI resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$11.76b |
| Kosten van inkomsten | US$4.37b |
| Brutowinst | US$7.39b |
| Overige uitgaven | US$4.68b |
| Inkomsten | US$2.71b |
Laatst gerapporteerde inkomsten
Jan 31, 2026
Volgende inkomensdatum
May 20, 2026
| Winst per aandeel (EPS) | 5.54 |
| Brutomarge | 62.84% |
| Nettowinstmarge | 23.02% |
| Schuld/Eigen Vermogen Verhouding | 25.8% |
Hoe presteerde ADI op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
1.1%
Huidig dividendrendement74%
UitbetalingsratioBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/07 12:47 |
| Aandelenkoers aan het einde van de dag | 2026/05/06 00:00 |
| Inkomsten | 2026/01/31 |
| Jaarlijkse inkomsten | 2025/11/01 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Analog Devices, Inc. wordt gevolgd door 50 analisten. 29 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| George Chang | Aletheia Analyst Network Limited |
| Alexi Unger | Arete Research Services LLP |
| Brett Simpson | Arete Research Services LLP |