Analog Devices, Inc.

NasdaqGS:ADI Stok Raporu

Piyasa değeri: US$202.9b

Analog Devices Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 5/6

Analog Devices yıllık ortalama 5.1% oranında kazançlarını artırırken, Semiconductor sektöründe kazançlar growing at 3% annual. Gelirler growing yılda ortalama 7.3% oranında artmaktadır. Analog Devices'in özkaynak karlılığı 8% ve net marjı 23%'dir.

Anahtar bilgiler

5.09%

Kazanç büyüme oranı

1.05%

EPS büyüme oranı

Semiconductor Sektör Büyümesi27.66%
Gelir büyüme oranı7.28%
Özkaynak getirisi8.01%
Net Marj23.02%
Sonraki Kazanç Güncellemesi20 May 2026

Yakın geçmiş performans güncellemeleri

Recent updates

Analiz Güncellemesi • 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
Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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.
Yeni Analiz • 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.
Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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.
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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

Gelir ve Gider Dağılımı

Analog Devices nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.

Kazanç ve Gelir Geçmişi

NasdaqGS:ADI Gelir, gider ve kazançlar (USD Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
31 Jan 2611,7572,7071,3231,831
01 Nov 2511,0202,2671,2621,766
02 Aug 2510,3871,9581,1971,678
03 May 259,8191,8311,1291,586
01 Feb 259,3381,5641,0701,499
02 Nov 249,4271,6351,0751,488
03 Aug 249,7001,6561,0851,516
04 May 2410,4652,1401,1621,577
03 Feb 2411,5692,8161,2421,638
28 Oct 2312,3063,3151,2781,660
29 Jul 2312,8373,7521,3251,675
29 Apr 2312,8703,6241,3181,683
28 Jan 2312,5793,4301,2991,688
29 Oct 2212,0142,7491,2701,701
30 Jul 2211,1061,8881,2501,679
30 Apr 229,7551,6421,1291,553
29 Jan 228,4441,2821,0311,435
30 Oct 217,3181,3909191,296
31 Jul 216,5051,7017641,177
01 May 216,2021,5617121,131
30 Jan 215,8581,4056471,082
31 Oct 205,6031,2216611,051
01 Aug 205,5201,1116491,047
02 May 205,5441,1106581,067
01 Feb 205,7541,2106801,100
02 Nov 195,9911,3606481,130
03 Aug 196,0841,4866691,149
04 May 196,1621,5316781,160
02 Feb 196,1991,5636871,164
03 Nov 186,2251,5016971,165
04 Aug 186,2301,4446591,143
05 May 186,1051,1056711,127
03 Feb 185,6908006901,073
28 Oct 175,246803644968
29 Jul 174,570675624869
29 Apr 174,006837563756
28 Jan 173,636914485681
29 Oct 163,421862461654
30 Jul 163,397662454652
30 Apr 163,390648451649
30 Jan 163,433683457643
31 Oct 153,435697479637
01 Aug 153,271709446621

Kaliteli Kazançlar: ADI yüksek kaliteli kazançlar sağlıyor.

Büyüyen Kar Marjı: ADI 'nin mevcut net kar marjları (23%) geçen yılın (16.8%) sinden daha yüksektir.

Serbest Nakit Akışı ve Kazanç Analizi

Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: ADI şirketinin kazancı son 5 yılda yılda 5.1% oranında arttı.

Büyüme Hızlandırma: ADI 'un son bir yıldaki kazanç büyümesi ( 73% ) 5 yıllık ortalamasını (yıllık 5.1% ) aşıyor.

Kazançlar vs. Sektör: ADI geçen yılki kazanç büyümesi ( 73% ) Semiconductor sektörünün 10.6% değerini aştı.

Özkaynak Getirisi

Yüksek ROE: ADI 'nin Özsermaye Getirisi ( 8% ) düşük olarak değerlendiriliyor.

Varlık Getirisi

Kullanılan Sermaye Getirisi

Geçmişte güçlü performans gösteren şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/07 08:58
Gün Sonu Hisse Fiyatı2026/05/07 00:00
Kazançlar2026/01/31
Yıllık Kazançlar2025/11/01

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Analog Devices, Inc. 49 Bu analistlerden 29, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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