Analog Devices (NASDAQ:ADI) Price Target Raised to $400.00

Analog Devices (NASDAQ:ADI) had its price target upped by Benchmark from $285.00 to $400.00 in a research report released on Thursday,Benzinga reports. Benchmark currently has a buy rating on the semiconductor company’s stock.

ADI has been the subject of several other reports. Jefferies Financial Group reiterated a “buy” rating and issued a $410.00 target price on shares of Analog Devices in a research report on Thursday. UBS Group reissued a “buy” rating and set a $400.00 price objective on shares of Analog Devices in a report on Monday, February 9th. Susquehanna upped their target price on Analog Devices from $360.00 to $400.00 and gave the stock a “positive” rating in a research note on Thursday. Weiss Ratings cut shares of Analog Devices from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, January 20th. Finally, Needham & Company LLC raised shares of Analog Devices from a “hold” rating to a “buy” rating and set a $400.00 price target on the stock in a research note on Thursday. Three research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $366.96.

Analog Devices Price Performance

Shares of NASDAQ ADI opened at $355.03 on Thursday. The firm has a market capitalization of $173.33 billion, a P/E ratio of 64.91, a P/E/G ratio of 2.01 and a beta of 1.03. The company has a quick ratio of 1.68, a current ratio of 1.76 and a debt-to-equity ratio of 0.21. The stock’s 50-day simple moving average is $302.42 and its two-hundred day simple moving average is $264.97. Analog Devices has a twelve month low of $158.65 and a twelve month high of $355.45.

Analog Devices (NASDAQ:ADI) last issued its quarterly earnings results on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.31 by $0.15. The firm had revenue of $3.16 billion during the quarter, compared to the consensus estimate of $3.10 billion. Analog Devices had a return on equity of 12.49% and a net margin of 23.02%.The company’s revenue for the quarter was up 30.4% on a year-over-year basis. During the same quarter last year, the company posted $1.63 EPS. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. As a group, equities analysts anticipate that Analog Devices will post 7.14 EPS for the current fiscal year.

Analog Devices Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd will be paid a $1.10 dividend. The ex-dividend date of this dividend is Tuesday, March 3rd. This is a positive change from Analog Devices’s previous quarterly dividend of $0.99. This represents a $4.40 annualized dividend and a dividend yield of 1.2%. Analog Devices’s payout ratio is presently 80.44%.

Insider Activity at Analog Devices

In other news, Director Ray Stata sold 3,125 shares of the company’s stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $317.30, for a total transaction of $991,562.50. Following the completion of the transaction, the director directly owned 123,821 shares of the company’s stock, valued at approximately $39,288,403.30. This represents a 2.46% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, SVP Katsufumi Nakamura sold 500 shares of the stock in a transaction dated Friday, January 9th. The stock was sold at an average price of $301.46, for a total transaction of $150,730.00. Following the sale, the senior vice president owned 12,710 shares of the company’s stock, valued at approximately $3,831,556.60. This represents a 3.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 53,544 shares of company stock worth $15,320,417 over the last ninety days. Insiders own 0.36% of the company’s stock.

Institutional Investors Weigh In On Analog Devices

Institutional investors and hedge funds have recently bought and sold shares of the business. Sunbelt Securities Inc. lifted its stake in Analog Devices by 2.0% in the fourth quarter. Sunbelt Securities Inc. now owns 3,891 shares of the semiconductor company’s stock worth $1,055,000 after acquiring an additional 76 shares during the period. Cambient Family Office LLC bought a new position in Analog Devices in the 4th quarter worth $338,000. Van Diest Capital LLC purchased a new stake in shares of Analog Devices in the 4th quarter worth about $225,000. Compound Planning Inc. lifted its position in shares of Analog Devices by 25.4% in the 4th quarter. Compound Planning Inc. now owns 4,928 shares of the semiconductor company’s stock worth $1,337,000 after purchasing an additional 997 shares during the period. Finally, TMB Capital Partners LLC bought a new stake in shares of Analog Devices during the 4th quarter valued at about $3,399,000. Hedge funds and other institutional investors 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 management raised Q2 guidance sharply (EPS guidance 2.73–3.03 vs. consensus ~2.36; revenue guide roughly $3.4–$3.6B vs. ~$3.1B), signaling continued demand in data center/AI infrastructure and supporting earnings momentum. Analog Devices surges on earnings beat, strong Q2 guidance
• Positive Sentiment: Core quarter metrics: EPS $2.46 vs. $2.31 expected; revenue ~$3.16B, up ~30% Y/Y — expanded margins and stronger top‑line that validate the guidance. Zacks: ADI Q1 Earnings Beat
• Positive Sentiment: Multiple brokerages hiked price targets and ratings (JPMorgan, Wells Fargo, Benchmark, Needham, etc.), with several new targets near $400 — the analyst momentum reinforces the bullish narrative and can lift demand for the stock. Investors Business Daily: Blizzard of Price-Target Hikes
• Positive Sentiment: AI/data‑center exposure highlighted in coverage — several pieces note ADI as a momentum play benefiting from AI infrastructure demand and industrial/data-center mix strength. That thematic tailwind is supporting investor interest. Seeking Alpha: AI Narrative Stealing the Show
• Positive Sentiment: Momentum/market interest articles and institutional buying narratives are amplifying the move, attracting momentum traders after the quarter. FXEmpire: Watch as Big Money Boosts Analog Devices
• Neutral Sentiment: Management will present at the Morgan Stanley TMT conference (March 3) — provides another forum for management to reinforce the AI/data-center story and for analysts to ask detail‑level questions. PRNewswire: ADI to Participate in Morgan Stanley TMT Conference
• Neutral Sentiment: Short‑interest entries in the feed appear to show erroneous/zero values (reported “0 shares”/NaN); there’s no clear short‑pressure signal from those data points — treat as unreliable until corrected.

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.