Analog Devices (NASDAQ:ADI) Reaches New 12-Month High Following Analyst Upgrade

Shares of Analog Devices, Inc. (NASDAQ:ADI) hit a new 52-week high on Thursday after Susquehanna raised their price target on the stock from $350.00 to $360.00. Susquehanna currently has a positive rating on the stock. Analog Devices traded as high as $313.19 and last traded at $310.3180, with a volume of 759533 shares traded. The stock had previously closed at $304.97.

A number of other equities research analysts have also weighed in on ADI. Benchmark reaffirmed a “buy” rating and set a $285.00 target price on shares of Analog Devices in a research note on Wednesday, November 26th. Stifel Nicolaus increased their price target on shares of Analog Devices from $290.00 to $330.00 and gave the stock a “buy” rating in a research note on Friday, January 16th. Evercore ISI lowered their price target on shares of Analog Devices from $303.00 to $282.00 and set an “outperform” rating for the company in a research report on Tuesday, November 25th. KeyCorp upped their price objective on shares of Analog Devices from $330.00 to $375.00 and gave the stock an “overweight” rating in a report on Tuesday, January 13th. Finally, The Goldman Sachs Group reiterated a “buy” rating and set a $300.00 target price on shares of Analog Devices in a report on Tuesday, November 25th. Three research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat.com, Analog Devices presently has an average rating of “Moderate Buy” and a consensus target price of $312.04.

Insider Buying and Selling at Analog Devices

In other Analog Devices news, CAO Michael Sondel sold 8,169 shares of the business’s stock in a transaction dated Wednesday, December 10th. The stock was sold at an average price of $278.03, for a total transaction of $2,271,227.07. Following the completion of the sale, the chief accounting officer owned 18,913 shares of the company’s stock, valued at approximately $5,258,381.39. The trade was a 30.16% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Ray Stata sold 3,125 shares of the company’s stock in a transaction dated Tuesday, November 4th. The stock was sold at an average price of $230.21, for a total value of $719,406.25. Following the completion of the sale, the director owned 142,571 shares of the company’s stock, valued at approximately $32,821,269.91. The trade was a 2.14% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 53,544 shares of company stock worth $14,328,561. Insiders own 0.33% of the company’s stock.

Key Stories Impacting Analog Devices

Here are the key news stories impacting Analog Devices this week:

• Positive Sentiment: ADI added Dr. Yoky Matsuoka to its board, bringing deep AI/robotics expertise that supports the company’s edge-AI and industrial growth story. Analog Devices Appoints Yoky Matsuoka to its Board of Directors
• Positive Sentiment: Another board update highlights AI expertise addition (Susie Wee update), reinforcing ADI’s push into AI and edge compute markets which underpin revenue/margin upside expectations. Analog Devices Adds AI Veteran to Board of Directors
• Positive Sentiment: Bank of America (covered in media) issued a bullish forecast for ADI, signaling institutional confidence in further price appreciation. That support can drive demand ahead of results. Bank of America Forecasts Strong Price Appreciation for Analog Devices (NASDAQ:ADI) Stock
• Positive Sentiment: Analysts see room to run — some models project a $375 target for 2026, citing durable industrial demand and edge-AI adoption that justify a premium multiple. Why Analysts Think Analog Devices Stock Can Hit $375 in 2026
• Positive Sentiment: ADI appears on screens and articles highlighting long-term outperformance and efficiency metrics — helpful for momentum and investor sentiment. Analog Devices (ADI) outpaces stock market gains: What you should know
• Positive Sentiment: Long-term performance pieces (e.g., 10-year investment return illustrations) reinforce ADI’s track record, which can attract buy-and-hold investors. If you invested $1000 in Analog Devices 10 years ago, this is how much you’d have now
• Positive Sentiment: Inclusion on analyst screens (Zacks feature on high-efficiency stocks) supports the narrative that ADI is outperforming peers on key metrics. 4 High-Efficiency Stocks Poised to Deliver Superior Returns
• Neutral Sentiment: ADI confirmed it will report Q1 FY2026 results on Feb. 18 — a key near-term catalyst; guidance and margin commentary will likely move the shares. Analog Devices to Report First Quarter Fiscal Year 2026 Financial Results on Wednesday, February 18, 2026
• Negative Sentiment: A Yahoo Finance piece highlights debates over board shake-ups and shareholder rights — potential activism or governance disputes can create volatility and distract management. Investors should monitor developments closely. Should Board Shake-Up and Shareholder Rights Debate Require Action From Analog Devices (ADI) Investors?

Institutional Investors Weigh In On Analog Devices

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. JFS Wealth Advisors LLC increased its stake in shares of Analog Devices by 9.9% in the fourth quarter. JFS Wealth Advisors LLC now owns 390 shares of the semiconductor company’s stock worth $106,000 after purchasing an additional 35 shares in the last quarter. Albion Financial Group UT boosted its holdings in Analog Devices by 41.4% in the 4th quarter. Albion Financial Group UT now owns 123 shares of the semiconductor company’s stock worth $33,000 after buying an additional 36 shares during the period. Town & Country Bank & Trust CO dba First Bankers Trust CO increased its stake in Analog Devices by 0.5% in the 4th quarter. Town & Country Bank & Trust CO dba First Bankers Trust CO now owns 8,369 shares of the semiconductor company’s stock worth $2,270,000 after buying an additional 38 shares in the last quarter. Regent Peak Wealth Advisors LLC raised its holdings in Analog Devices by 3.7% during the fourth quarter. Regent Peak Wealth Advisors LLC now owns 1,088 shares of the semiconductor company’s stock valued at $295,000 after acquiring an additional 39 shares during the period. Finally, Fragasso Financial Advisors Inc raised its holdings in Analog Devices by 2.9% during the fourth quarter. Fragasso Financial Advisors Inc now owns 1,372 shares of the semiconductor company’s stock valued at $372,000 after acquiring an additional 39 shares during the period. Institutional investors own 86.81% of the company’s stock.

Analog Devices Stock Down 0.9%

The firm has a market capitalization of $149.64 billion, a PE ratio of 67.02, a P/E/G ratio of 1.66 and a beta of 1.03. The company has a debt-to-equity ratio of 0.24, a current ratio of 2.19 and a quick ratio of 1.68. The company has a 50-day moving average price of $275.97 and a 200 day moving average price of $252.05.

Analog Devices (NASDAQ:ADI) last released its earnings results on Tuesday, November 25th. The semiconductor company reported $2.26 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.22 by $0.04. Analog Devices had a return on equity of 11.23% and a net margin of 20.58%.The firm had revenue of $3.08 billion during the quarter, compared to analysts’ expectations of $3.02 billion. During the same quarter last year, the business posted $1.67 earnings per share. The firm’s revenue was up 25.9% on a year-over-year basis. Analysts forecast that Analog Devices, Inc. will post 7.14 earnings per share for the current year.

Analog Devices Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, December 22nd. Stockholders of record on Monday, December 8th were issued a $0.99 dividend. This represents a $3.96 annualized dividend and a dividend yield of 1.3%. The ex-dividend date of this dividend was Monday, December 8th. Analog Devices’s payout ratio is 86.84%.

About Analog Devices

Analog Devices, Inc (NASDAQ: ADI) is a multinational semiconductor company that designs, manufactures and markets a broad portfolio of analog, mixed-signal and digital signal processing integrated circuits. Founded in 1965 by Ray Stata and Matthew Lorber, the company has grown into a leading supplier of components that convert, condition and process real-world signals for electronic systems. Analog Devices is headquartered in Massachusetts and serves customers around the world across multiple end markets.

The company’s product lineup includes data converters (ADCs and DACs), amplifiers, power management ICs, radio-frequency (RF) and microwave components, sensors and MEMS devices, signal chain and isolation products, timing and clocking solutions, and embedded processors and software for system-level design.