Analog DevicesADI
ADI
About: Analog Devices is a leading analog, mixed-signal, and digital-signal processing chipmaker. The firm has a significant market share lead in converter chips, which are used to translate analog signals to digital and vice versa. The company serves tens of thousands of customers; more than half of its chip sales are to industrial and automotive end markets. ADI's chips are also incorporated into wireless infrastructure equipment.
Employees: 24,000
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 14 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
55% more first-time investments, than exits
New positions opened: 175 | Existing positions closed: 113
2% more funds holding
Funds holding: 1,688 [Q4 2024] → 1,714 (+26) [Q1 2025]
4% less repeat investments, than reductions
Existing positions increased: 639 | Existing positions reduced: 668
2.82% less ownership
Funds ownership: 88.27% [Q4 2024] → 85.45% (-2.82%) [Q1 2025]
8% less funds holding in top 10
Funds holding in top 10: 37 [Q4 2024] → 34 (-3) [Q1 2025]
9% less capital invested
Capital invested by funds: $93.9B [Q4 2024] → $85.3B (-$8.58B) [Q1 2025]
16% less call options, than puts
Call options by funds: $888M | Put options by funds: $1.06B
Research analyst outlook
14 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$155
31%
downside
Avg. target
$236
5%
upside
High target
$285
27%
upside
14 analyst ratings
8 positive
57%
5 neutral
36%
1 negative
7%
UBS Timothy Arcuri | 27%upside $285 | Buy Maintained | 23 May 2025 |
Wells Fargo Joe Quatrochi | 9%downside $205 | Equal-Weight Maintained | 23 May 2025 |
Cantor Fitzgerald Matthew Prisco | 11%upside $250 | Neutral Reiterated | 23 May 2025 |
Barclays Tom O'Malley | 18%downside $185 | Equal-Weight Maintained | 23 May 2025 |
Morgan Stanley Joseph Moore | 6%downside $212 | Overweight Maintained | 23 May 2025 |
Financial journalist opinion
Based on 25 articles about ADI published over the past 30 days
Positive
The Motley Fool
4 days ago
Why Analog Devices Stock Cranked More than 2% Higher Today
A positive note from an analyst on Analog Devices' (ADI 2.41%) niche in the chip sector sent the company's stock skyward on Tuesday. With that wind under its feet, Analog Devices floated to a more than 2% gain that trading session, easily topping the 0.6% bump of the S&P 500 (^GSPC 0.55%).
Positive
The Motley Fool
1 week ago
Why Analog Devices Stock Topped the Market Today
Sprawling semiconductor company Analog Devices (ADI 1.93%) notched a win on the stock exchange Friday, with its shares closing the trading session nearly 2% higher. It was one of two stocks flagged by a major bank as top picks in their sector, which the bank believes will thrive across this year.
Positive
MarketBeat
1 week ago
Analog Devices' Cyclical Recovery Story Has Just Begun
Analog Devices' NASDAQ: ADI FQ2 2025 earnings report and guidance update reads like a textbook example of a bull-case scenario for semiconductor stocks. The company's CEO cited strength in all markets when discussing the ongoing cyclical recovery.
Neutral
Seeking Alpha
2 weeks ago
Analog Devices, Inc. (ADI) Bernstein 41st Annual Strategic Decisions Conference (Transcript)
Analog Devices, Inc. (NASDAQ:ADI ) Bernstein 41st Annual Strategic Decisions Conference May 29, 2025 11:00 AM ET Company Participants Rich Puccio - CFO Conference Call Participants Stacy Rasgon - Bernstein Stacy Rasgon I'm Stacy Rasgon. I cover the US semiconductor sector here at Bernstein.
Positive
Seeking Alpha
2 weeks ago
Analog Devices: High-Performance Analog Leader Poised For A Rebound
Analog Devices excels in high-performance analog and mixed-signal ICs, boasting strong R&D, diversified markets, and industry-leading profitability. Despite a 2024 downturn, ADI maintained high margins, robust free cash flow, and raised its dividend, signaling management confidence in future growth. My DCF analysis values ADI at $304.12 per share, highlighting significant undervaluation and strong long-term upside for patient investors.
Positive
Zacks Investment Research
2 weeks ago
Has Analog Devices (ADI) Outpaced Other Computer and Technology Stocks This Year?
Here is how Analog Devices (ADI) and American Superconductor (AMSC) have performed compared to their sector so far this year.
Positive
Zacks Investment Research
2 weeks ago
Analog Devices (ADI) Upgraded to Buy: What Does It Mean for the Stock?
Analog Devices (ADI) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Positive
Seeking Alpha
3 weeks ago
Analog Devices: Don't Jump On Conclusions From Recent Earnings (Rating Upgrade)
Analog Devices just reported its Q2 2025 results and the negative share price reaction might seem counterintuitive to the positive earnings surprise. However, we should keep in mind market expectations over the past year when evaluating its reaction to this earnings release. I take a closer look at revenue growth drivers and ADI's relative pricing to peers and what this means for future returns.
Neutral
PRNewsWire
3 weeks ago
Analog Devices to Participate in Bernstein Strategic Decisions Conference
WILMINGTON, Mass. , May 23, 2025 /PRNewswire/ -- Analog Devices, Inc. (Nasdaq: ADI) today announced that the Company's Executive Vice President & Chief Financial Officer, Richard Puccio, will discuss business topics and trends at the Bernstein 41st Annual Strategic Decisions Conference, taking place at New York Marriott Marquis Hotel, located in New York, New York, Thursday, May 29, 2025 at 11:00 a.m.
Positive
Benzinga
3 weeks ago
Analog Devices Powers Past Estimates, But Shares Cool As Q2 Beat Masks Margin Pressure
Wall Street analysts rerated Analog Devices, Inc ADI after reporting fiscal second-quarter results on Thursday.
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