Stifel Nicolaus Increases Analog Devices (NASDAQ:ADI) Price Target to $360.00

Analog Devices (NASDAQ:ADI) had its target price raised by equities researchers at Stifel Nicolaus from $330.00 to $360.00 in a research report issued on Tuesday, Marketbeat.com reports. The brokerage presently has a “buy” rating on the semiconductor company’s stock. Stifel Nicolaus’ price objective would suggest a potential upside of 3.94% from the company’s previous close.

Other research analysts have also issued research reports about the company. Cfra reaffirmed a “buy” rating and set a $280.00 price objective on shares of Analog Devices in a report on Tuesday, November 25th. The Goldman Sachs Group reiterated a “buy” rating and issued a $300.00 price target on shares of Analog Devices in a report on Tuesday, November 25th. Susquehanna boosted their price objective on shares of Analog Devices from $350.00 to $360.00 and gave the stock a “positive” rating in a report on Thursday, January 22nd. 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, Wells Fargo & Company set a $340.00 price target on shares of Analog Devices and gave the company an “overweight” rating in a research report on Thursday, January 15th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat, Analog Devices presently has an average rating of “Moderate Buy” and a consensus target price of $329.04.

Analog Devices Trading Up 2.6%

Shares of Analog Devices stock opened at $346.37 on Tuesday. The firm has a market cap of $169.25 billion, a price-to-earnings ratio of 75.96, a price-to-earnings-growth ratio of 1.93 and a beta of 1.03. Analog Devices has a 52-week low of $158.65 and a 52-week high of $355.36. The company’s 50-day simple moving average is $299.67 and its 200-day simple moving average is $263.17. The company has a quick ratio of 1.68, a current ratio of 2.19 and a debt-to-equity ratio of 0.24.

Analog Devices (NASDAQ:ADI) last announced its quarterly earnings data on Wednesday, February 18th. The semiconductor company reported $2.46 EPS for the quarter, beating 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 the consensus estimate of $3.10 billion. During the same quarter last year, the firm earned $1.63 earnings per share. The firm’s revenue was up 30.4% compared to the same quarter last year. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. As a group, equities research analysts anticipate that Analog Devices will post 7.14 earnings per share for the current year.

Insider Buying and Selling at Analog Devices

In other news, SVP Martin Cotter sold 10,000 shares of the business’s stock in a transaction dated Monday, January 5th. The shares were sold at an average price of $278.44, for a total transaction of $2,784,400.00. Following the transaction, the senior vice president owned 49,664 shares in the company, valued at approximately $13,828,444.16. The trade was a 16.76% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CAO Michael Sondel sold 8,169 shares of the stock in a transaction on Wednesday, December 10th. The shares were sold at an average price of $278.03, for a total transaction of $2,271,227.07. Following the completion of the transaction, the chief accounting officer owned 18,913 shares of the company’s stock, valued at approximately $5,258,381.39. This represents a 30.16% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 53,544 shares of company stock valued at $15,320,417 in the last three months. 0.36% of the stock is owned by insiders.

Institutional Investors Weigh In On Analog Devices

A number of hedge funds have recently modified their holdings of ADI. Brighton Jones LLC lifted its stake in shares of Analog Devices by 39.5% in the 4th quarter. Brighton Jones LLC now owns 1,867 shares of the semiconductor company’s stock valued at $397,000 after acquiring an additional 529 shares during the last quarter. Sivia Capital Partners LLC boosted its stake in shares of Analog Devices by 36.0% during the second quarter. Sivia Capital Partners LLC now owns 1,752 shares of the semiconductor company’s stock valued at $417,000 after purchasing an additional 464 shares in the last quarter. Mutual Advisors LLC grew its holdings in shares of Analog Devices by 18.5% during the second quarter. Mutual Advisors LLC now owns 1,653 shares of the semiconductor company’s stock worth $377,000 after purchasing an additional 258 shares during the last quarter. Stratos Wealth Partners LTD. boosted its position in Analog Devices by 3.3% during the 2nd quarter. Stratos Wealth Partners LTD. now owns 6,382 shares of the semiconductor company’s stock worth $1,519,000 after buying an additional 202 shares during the period. Finally, Chicago Partners Investment Group LLC bought a new stake in Analog Devices during the 2nd quarter worth approximately $419,000. Institutional investors and hedge funds own 86.81% of the company’s stock.

Key Stories Impacting 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

Analog Devices Company Profile

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.