Cantor Fitzgerald Forecasts Strong Price Appreciation for Analog Devices (NASDAQ:ADI) Stock

Analog Devices (NASDAQ:ADI) had its price target increased by investment analysts at Cantor Fitzgerald from $350.00 to $400.00 in a research report issued on Tuesday, MarketBeat.com reports. The brokerage currently has an “overweight” rating on the semiconductor company’s stock. Cantor Fitzgerald’s price objective indicates a potential upside of 15.48% from the company’s current price.

A number of other equities research analysts have also recently weighed in on the company. Cfra reaffirmed a “buy” rating and issued a $280.00 price objective on shares of Analog Devices in a research note on Tuesday, November 25th. Stifel Nicolaus lifted their target price on Analog Devices from $330.00 to $360.00 and gave the company a “buy” rating in a research report on Tuesday. Wells Fargo & Company set a $340.00 price target on shares of Analog Devices and gave the stock an “overweight” rating in a research report on Thursday, January 15th. Weiss Ratings cut shares of Analog Devices from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, January 20th. Finally, JPMorgan Chase & Co. upped their target price on shares of Analog Devices from $310.00 to $320.00 and gave the stock an “overweight” rating in a research note on Wednesday, November 26th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $329.04.

Analog Devices Price Performance

Shares of ADI opened at $346.37 on Tuesday. The firm has a 50-day simple moving average of $299.67 and a two-hundred day simple moving average of $263.17. The stock has a market cap of $169.25 billion, a PE ratio of 75.96, a P/E/G ratio of 1.93 and a beta of 1.03. Analog Devices has a 1-year low of $158.65 and a 1-year high of $355.36. The company has a debt-to-equity ratio of 0.24, a current ratio of 2.19 and a quick ratio of 1.68.

Analog Devices (NASDAQ:ADI) last posted its quarterly earnings data on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share for the quarter, topping analysts’ consensus estimates of $2.31 by $0.15. Analog Devices had a net margin of 20.58% and a return on equity of 11.23%. The firm had revenue of $3.16 billion during the quarter, compared to analysts’ expectations of $3.10 billion. During the same quarter last year, the company posted $1.63 EPS. The firm’s quarterly revenue was up 30.4% on a year-over-year basis. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. As a group, analysts forecast that Analog Devices will post 7.14 EPS for the current year.

Insider Buying and Selling at Analog Devices

In related news, CAO Michael Sondel sold 8,169 shares of the stock in a transaction on Wednesday, December 10th. The stock was sold at an average price of $278.03, for a total value of $2,271,227.07. Following the transaction, the chief accounting officer owned 18,913 shares of the company’s stock, valued at $5,258,381.39. This represents a 30.16% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, SVP Katsufumi Nakamura sold 500 shares of Analog Devices stock in a transaction dated Friday, January 9th. The stock was sold at an average price of $301.46, for a total value of $150,730.00. Following the sale, the senior vice president directly owned 12,710 shares of the company’s stock, valued at $3,831,556.60. This trade represents a 3.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 53,544 shares of company stock worth $15,320,417. 0.36% of the stock is currently owned by company insiders.

Institutional Trading of Analog Devices

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in ADI. Howard Hughes Medical Institute acquired a new position in shares of Analog Devices in the 2nd quarter valued at $25,000. Hilton Head Capital Partners LLC acquired a new position in Analog Devices in the fourth quarter valued at $26,000. Gordian Capital Singapore Pte Ltd purchased a new position in shares of Analog Devices during the fourth quarter worth about $27,000. Clayton Financial Group LLC acquired a new stake in shares of Analog Devices during the third quarter worth about $31,000. Finally, Y.D. More Investments Ltd purchased a new stake in shares of Analog Devices in the 3rd quarter valued at about $32,000. Institutional investors and hedge funds own 86.81% of the company’s stock.

Trending Headlines about Analog Devices

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

• Positive Sentiment: Q1 results beat and Q2 guidance materially above consensus — ADI reported adjusted EPS of $2.46 and revenue of $3.16B (both ahead of estimates). Management guided FQ2 EPS to $2.73–3.03 (vs. consensus ~2.36) and revenue to $3.4–3.6B (vs. consensus ~3.1B), which drove the bullish market reaction. Analog Devices sees strong second-quarter as AI boom fuels chip sales
• Positive Sentiment: 11% dividend increase and continued capital returns — the board raised the quarterly dividend to $1.10 (22nd consecutive annual increase) and the company returned ~$1B in buybacks/dividends in the quarter, underscoring strong free cash flow and shareholder-friendly policy. Analog Devices Raises Quarterly Dividend by 11%
• Positive Sentiment: Analyst upgrades and higher price targets — several firms raised targets (Cantor Fitzgerald to $400, Stifel to $360, others), reflecting the stronger guide and AI/data-center exposure; analyst tone is broadly constructive. Can Analog Devices Really Hit $400 This Year?
• Positive Sentiment: Bookings and AI/data-center strength — management highlighted broad bookings strength (industrial and record data center orders), improved margins and robust operating/free cash flow, supporting sustainability of growth and buybacks. Analog Devices Reports Fiscal First Quarter 2026 Financial Results
• Neutral Sentiment: Short-interest data is noisy/odd — reports show a reported short interest anomaly (zero shares / NaN changes), which appears to be a data artifact and is not a meaningful market driver today.
• Negative Sentiment: Insider selling and institutional repositioning noted — reports highlight significant insider sales activity and mixed institutional flows (some large sells from a few institutions), which could be a cautionary signal for longer-term holder behavior. Analog Devices jumps as earnings beat and upbeat outlook signal strengthening demand

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.