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

Analog Devices (NASDAQ:ADI) had its target price lifted by JPMorgan Chase & Co. from $320.00 to $400.00 in a research report report published on Thursday,Benzinga reports. The firm currently has an overweight rating on the semiconductor company’s stock.

A number of other research firms also recently issued reports on ADI. The Goldman Sachs Group lifted their price objective on Analog Devices from $300.00 to $370.00 and gave the stock a “buy” rating in a research note on Wednesday. Needham & Company LLC raised shares of Analog Devices from a “hold” rating to a “buy” rating and set a $400.00 target price for the company in a report on Thursday. Cfra restated a “buy” rating and issued a $280.00 price target on shares of Analog Devices in a research report on Tuesday, November 25th. Susquehanna increased their price objective on shares of Analog Devices from $360.00 to $400.00 and gave the company a “positive” rating in a research report on Thursday. Finally, Piper Sandler lifted their price objective on shares of Analog Devices from $250.00 to $360.00 and gave the stock a “neutral” rating 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 assigned a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $366.96.

Analog Devices Stock Performance

Shares of NASDAQ ADI opened at $355.03 on Thursday. The company has a market cap 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. Analog Devices has a 52-week low of $158.65 and a 52-week high of $355.45. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.68 and a current ratio of 1.76. The firm’s fifty day moving average is $302.42 and its two-hundred day moving average is $264.97.

Analog Devices (NASDAQ:ADI) last released its quarterly earnings data on Wednesday, February 18th. The semiconductor company reported $2.46 EPS for the quarter, beating the consensus estimate of $2.31 by $0.15. Analog Devices had a net margin of 23.02% and a return on equity of 12.49%. The business had revenue of $3.16 billion during the quarter, compared to the consensus estimate of $3.10 billion. During the same quarter in the prior year, the firm earned $1.63 EPS. The business’s 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 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. Stockholders of record on Tuesday, March 3rd will be paid a $1.10 dividend. This is an increase from Analog Devices’s previous quarterly dividend of $0.99. This represents a $4.40 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend is Tuesday, March 3rd. Analog Devices’s payout ratio is currently 80.44%.

Insider Transactions at Analog Devices

In related news, CEO Vincent Roche sold 10,000 shares of the stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $306.92, for a total value of $3,069,200.00. Following the sale, the chief executive officer directly owned 155,688 shares of the company’s stock, valued at $47,783,760.96. This represents a 6.04% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, SVP Katsufumi Nakamura sold 500 shares of the business’s stock in a transaction that occurred on Friday, January 9th. The shares were sold at an average price of $301.46, for a total value of $150,730.00. Following the transaction, the senior vice president owned 12,710 shares of the company’s stock, valued at $3,831,556.60. This trade represents a 3.79% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 53,544 shares of company stock worth $15,320,417. 0.36% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Analog Devices

A number of institutional investors and hedge funds have recently modified their holdings of the business. Vanguard Group Inc. increased its stake in Analog Devices by 1.0% in the fourth quarter. Vanguard Group Inc. now owns 50,893,276 shares of the semiconductor company’s stock worth $13,802,256,000 after purchasing an additional 503,970 shares during the period. State Street Corp grew its holdings in shares of Analog Devices by 0.4% in the fourth quarter. State Street Corp now owns 23,487,584 shares of the semiconductor company’s stock worth $6,369,833,000 after purchasing an additional 88,538 shares during the last quarter. Geode Capital Management LLC increased its stake in Analog Devices by 5.7% in the 2nd quarter. Geode Capital Management LLC now owns 11,687,660 shares of the semiconductor company’s stock worth $2,770,448,000 after buying an additional 633,425 shares during the period. Morgan Stanley increased its stake in Analog Devices by 1.9% in the 4th quarter. Morgan Stanley now owns 10,450,624 shares of the semiconductor company’s stock worth $2,834,210,000 after buying an additional 194,535 shares during the period. Finally, Bank of America Corp DE lifted its holdings in Analog Devices by 42.8% during the 4th quarter. Bank of America Corp DE now owns 9,715,095 shares of the semiconductor company’s stock valued at $2,634,734,000 after buying an additional 2,912,666 shares in the last quarter. 86.81% of the stock is owned by institutional investors.

Trending Headlines about 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.