Analog Devices (ADI)

• Market cap: $123B
• 1 day: 1.11%
• 5 days: 0.58%
• 1 month: 7.56%
• 3 months: 8.45%
• 6 months: 19.07%
• Year to date: 17.84%
• 1 year: 11.86%
• 5 years: 116.73%
• 10 years: 339.47%
• Sector: Technology
• Industry: Semiconductors

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

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

56% more funds holding in top 10

Funds holding in top 10: 34 [Q1] → 53 (+19) [Q2]

44% more first-time investments, than exits

New positions opened: 186 | Existing positions closed: 129

23% more capital invested

Capital invested by funds: $86B [Q1] → $105B (+$19.4B) [Q2]

3.12% more ownership

Funds ownership: 86.16% [Q1] → 89.28% (+3.12%) [Q2]

2% more funds holding

Funds holding: 1,727 [Q1] → 1,754 (+27) [Q2]

4% more call options, than puts

Call options by funds: $1.47B | Put options by funds: $1.41B

4% less repeat investments, than reductions

Existing positions increased: 646 | Existing positions reduced: 673

Research analyst outlook

14 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $240
• Avg. target: $277
• High target: $310

14 analyst ratings

• positive: 10 71%
• neutral: 4 29%
• negative: 0 0%

Wells Fargo Joe Quatrochi	$250	Equal-Weight Maintained	21 Aug 2025
Morgan Stanley Joseph Moore	$288	Overweight Maintained	21 Aug 2025
Truist Securities William Stein	$249	Hold Maintained	21 Aug 2025
JP Morgan Harlan Sur	$310	Overweight Maintained	21 Aug 2025
Piper Sandler Harsh Kumar	$245	Neutral Maintained	21 Aug 2025