Analog Devices
About: Analog Devices is a leading analog, mixed-signal, and digital-signal processing chipmaker. The firm has a significant market share lead in converter chips, which are used to translate analog signals to digital and vice versa. The company serves tens of thousands of customers; more than half of its chip sales are to industrial and automotive end markets. ADI's chips are also incorporated into wireless infrastructure equipment.
Employees: 24,000
0
Funds holding %
of 7,407 funds
0
Analysts bullish %
of 9 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
71% more first-time investments, than exits
New positions opened: 190 | Existing positions closed: 111
2% more funds holding
Funds holding: 1,637 [Q3] → 1,674 (+37) [Q4]
1.69% more ownership
Funds ownership: 86.47% [Q3] → 88.16% (+1.69%) [Q4]
6% more repeat investments, than reductions
Existing positions increased: 630 | Existing positions reduced: 595
5% less capital invested
Capital invested by funds: $98.6B [Q3] → $93.8B (-$4.84B) [Q4]
14% less call options, than puts
Call options by funds: $918M | Put options by funds: $1.06B
23% less funds holding in top 10
Funds holding in top 10: 48 [Q3] → 37 (-11) [Q4]
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$225
28%
upside
Avg. target
$260
48%
upside
High target
$300
70%
upside
9 analyst ratings
7 positive
78%
2 neutral
22%
0 negative
0%
Stifel Tore Svanberg 36% 1-year accuracy 20 / 55 met price target | 28%upside $225 | Buy Maintained | 17 Apr 2025 |
Citigroup Christopher Danely 48% 1-year accuracy 24 / 50 met price target | 33%upside $235 | Buy Maintained | 11 Apr 2025 |
Oppenheimer Rick Schafer 17% 1-year accuracy 4 / 23 met price target | 53%upside $270 | Outperform Reiterated | 20 Feb 2025 |
Truist Securities William Stein 22% 1-year accuracy 8 / 37 met price target | 41%upside $248 | Hold Maintained | 20 Feb 2025 |
JP Morgan Harlan Sur 21% 1-year accuracy 6 / 29 met price target | 70%upside $300 | Overweight Maintained | 20 Feb 2025 |
Financial journalist opinion
Based on 7 articles about ADI published over the past 30 days
Negative
Zacks Investment Research
1 week ago
Analog Devices (ADI) Advances But Underperforms Market: Key Facts
Analog Devices (ADI) reachead $179.16 at the closing of the latest trading day, reflecting a +0.45% change compared to its last close.
Neutral
Zacks Investment Research
1 week ago
Wall Street Bulls Look Optimistic About Analog Devices (ADI): Should You Buy?
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Positive
Zacks Investment Research
1 week ago
Analog Devices (ADI) Stock Jumps 4.1%: Will It Continue to Soar?
Analog Devices (ADI) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock suggests that there could be more strength down the road.
Negative
Benzinga
1 week ago
Broadcom, Analog Devices Could Slide ~10%, Analyst Warns, But A Bottom Could Be Near
Semiconductors may power everything from Tesla Inc‘s TSLA cars to toothbrushes, but they can't outrun geopolitics.
Negative
Seeking Alpha
1 week ago
The Impact Of Tariffs On Chipmakers
Trump's announced tariffs have caused market turbulence, particularly impacting semiconductor stocks. I will analyze how these tariffs might affect different semiconductor companies, considering potential cost increases and other factors. The situation remains uncertain due to possible exemptions and rule changes, and I plan to update this analysis after the next earnings reports.
Negative
WSJ
2 weeks ago
Exempt or Not, the Chip Industry Won't Escape Tariffs
Higher prices for the many products that contain chips threatens to hit demand.
Neutral
Zacks Investment Research
3 weeks ago
Is ADI Stock Still Worth Holding Despite Falling 8% in a Month?
Analog Devices' recovery in the key end markets makes the stock worth holding amid the global macroeconomic uncertainties.
Neutral
PRNewsWire
1 month ago
Analog Devices Introduces Expanded CodeFusion Studio™ Solution to Accelerate Product Development and Ensure Data Security
CodeFusion Studio System Planner enables easy-to-use resource allocation in heterogeneous architectures and optimizes code generation for improved efficiency The Data Provenance Software Development solution ensures data trust and traceability for customers across the stack WILMINGTON, Mass. , March 10, 2025 /PRNewswire/ -- Analog Devices, Inc. (Nasdaq: ADI), a global semiconductor leader, today unveiled an expanded version of its developer-centric offerings with new solutions to drive more efficiency and security for developers and provide increased customer value.
Neutral
Business Wire
1 month ago
Arduino at Embedded World 2025: 20 Years Building Partnerships and Disrupting Tech
NUREMBERG, Germany--(BUSINESS WIRE)-- #AGV--Arduino unveils next-gen IoT, AI, and automotive solutions at EW 2025, celebrating 20 years of innovation with groundbreaking demos and partnerships.
Positive
Seeking Alpha
1 month ago
Analog Devices: Remain Buy-Rated As ADI Moves Along The Upcycle Phase
I recommend a buy rating for Analog Devices due to expected growth from industrial and automotive demand recovery and AI-driven data center opportunities. ADI's Q1 2025 earnings showed improving industrial and automotive segments, with normalized inventory levels and healthy margins, supporting a positive growth outlook. With well-managed inventory, ADI could see a growth upside if underlying demand gets better.
Charts implemented using Lightweight Charts™