SeekingAlpha · Aug 29, 2026
AD
NASDAQ · ADI
Analog Devices, Inc.
Technology · Semiconductors
$361.78
Down-$12.74 (-3.40%)
Updated Aug 31, 2026, 8:54 AM
SID Score
6.1/10
Composite research score
Smart Money
51/100
Neutral
- Market cap
- 174.21B
- P/E ratio
- 64.26
- Dividend yield
- 1.09%
- 52-week range
- $270.14 – $445.91
- Volume
- 3.35M
- Avg. volume
- 4.09M
Price performance
ADI price history
1M range · 20 trading sessions · Daily adjusted prices
ADI closed at $361.78 after 20 trading sessions, down 0.03% for the selected period.
- Last close
- $361.78
- Period change
- -0.03%
- Period low
- $361.78
- Period high
- $390.28
Daily close
View OHLC price history
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Aug 28, 2026 | $374.14 | $374.14 | $359.54 | $361.78 | 3.35M |
| Aug 27, 2026 | $374.50 | $376.88 | $368.03 | $374.52 | 3.9M |
| Aug 26, 2026 | $374.87 | $377.49 | $370.74 | $371.80 | 2.18M |
| Aug 25, 2026 | $376.24 | $377.48 | $367.29 | $373.66 | 3.74M |
| Aug 24, 2026 | $372.72 | $373.00 | $362.35 | $371.17 | 4.76M |
| Aug 21, 2026 | $374.72 | $378.64 | $371.46 | $373.09 | 5.46M |
| Aug 20, 2026 | $376.915 | $384.95 | $369.64 | $370.24 | 3.5M |
| Aug 19, 2026 | $378.55 | $383.40 | $369.73 | $373.26 | 6.31M |
| Aug 18, 2026 | $381.361 | $385.90 | $370.23 | $376.63 | 5.78M |
| Aug 17, 2026 | $391.535 | $396.9519 | $389.7475 | $390.28 | 3.12M |
| Aug 14, 2026 | $381.98 | $389.45 | $380.12 | $389.39 | 2.12M |
| Aug 13, 2026 | $387.44 | $389.70 | $380.51 | $381.17 | 2.86M |
| Aug 12, 2026 | $396.22 | $396.26 | $383.61 | $384.43 | 2.76M |
| Aug 11, 2026 | $389.98 | $394.16 | $384.7095 | $385.30 | 2.36M |
| Aug 10, 2026 | $392.84 | $394.04 | $383.83 | $383.925 | 2.8M |
| Aug 7, 2026 | $386.73 | $392.195 | $385.00 | $389.93 | 2.84M |
| Aug 6, 2026 | $375.25 | $384.40 | $373.00 | $377.31 | 3.58M |
| Aug 5, 2026 | $379.49 | $384.13 | $374.64 | $377.69 | 2.85M |
| Aug 4, 2026 | $372.39 | $382.48 | $368.91 | $380.29 | 5.08M |
| Aug 3, 2026 | $363.00 | $365.73 | $353.11 | $361.88 | 3.96M |
Latest ADI news
The latest Smart Investors Daily articles mentioning ADI.
Stock researchCompany · Overview
ADI research
Overview
Company profile and research snapshot.
Company profile
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.
Visit company websiteAnalyst outlook
Consensus and target data currently published for this company.
- Consensus
- Buy
- Average target
- $286.38
- Implied upside
- —
- Analysts
- 24
| Date | Firm | Rating | Target |
|---|---|---|---|
| Aug 24, 2026 | Baird | Outperform | — |
| Aug 21, 2026 | BMO Capital | Outperform | — |
| Aug 20, 2026 | Wells Fargo | Overweight | — |
| Aug 20, 2026 | Bernstein | Outperform | — |
| Aug 20, 2026 | Morgan Stanley | Overweight | — |
News briefing
No generated briefing is available yet.
Benzinga · Aug 28, 2026
Navitas Semiconductor shares are trading higher. The company announced the launch of two new packages, top-side cooled QDPAK and a low-profile TO-247-4L, to its 5th-gen GeneSiC technology platform.
ChartMill · Aug 28, 2026
Analog Devices (NASDAQ:ADI) Screens Well for Affordable Growth
ADI offers affordable growth: strong accelerating earnings, reasonable valuation vs peers, solid profitability. A balanced pick for growth investors.
Benzinga · Aug 24, 2026
$100 Invested In Analog Devices 15 Years Ago Would Be Worth This Much Today
Analog Devices (NASDAQ:ADI) has outperformed the market over the past 15 years by 4.46% on an annualized basis producing an average annual return of 17.48%. Currently, Analog Devices has a market capitalization of
AI research layers
Interpretive context generated from the platform’s current data sources.
Analog Devices Stock Performance
Analog Devices shares closed at $361.78, posting a modest daily gain of 0.30% but reflecting broader weakness over intermediate timeframes. Per SID market data, ADI has declined 1.33% over the past month and 12.58% over the trailing three-month period, indicating sustained selling pressure in the near term. On an annualized basis, however, the stock has appreciated 30.02%, outpacing many semiconductor peers. The 50-day moving average stands at $383.91, placing the current price approximately 5.8% below that threshold, while the 200-day moving average of $357.23 provides nearby technical support. The 14-day RSI reads 31.3, approaching oversold territory and suggesting downside momentum may be nearing exhaustion. According to Massive/Polygon data, average daily trading volume is approximately 4.09 million shares. ADI carries a beta of 1.031, indicating volatility closely aligned with the broader market. The company's market capitalization stands at approximately $174.2 billion.
Analog Devices Valuation Analysis
Analog Devices currently trades at a price-to-earnings ratio of 64.26, a significant premium relative to the broader semiconductor industry, reflecting the market's pricing of anticipated earnings recovery. Per SID market data, the PEG ratio stands at 3.24, suggesting the stock's elevated P/E is not fully supported by near-term earnings growth expectations. The price-to-book ratio registers at 5.15, consistent with the capital-light, high-margin profile characteristic of analog semiconductor leaders. According to SEC filings, ADI offers a dividend yield of 1.11%, providing modest income as the company continues its track record of shareholder returns. The technology sector classification places ADI among peers where premium valuations are common, though the current multiples sit at the upper end of historical ranges. The combination of a high P/E with a PEG ratio above 3.0 indicates that valuation compression could occur if forward earnings growth does not accelerate meaningfully in coming quarters.
Smart Money Activity for ADI
Analog Devices registers a smart money score of 51 out of 100, reflecting a neutral overall signal per SID consensus data. The institutional component scores a perfect 25 out of 25, indicating strong conviction among large fund managers and sustained accumulation in institutional portfolios. In contrast, the insider score sits at just 3.0 out of 25, driven by a notable imbalance in insider transactions. According to SEC Form 4 filings, there have been 20 insider trades over the past 90 days, all of which were sales with zero purchases recorded during that period. This consistent insider selling pattern warrants monitoring, though it may reflect routine diversification or pre-planned 10b5-1 trading arrangements rather than bearish sentiment. The dark pool activity score stands at 12.0 out of 25, suggesting moderate off-exchange trading interest. Congressional trading activity scores 11.2 out of 25, reflecting limited but present legislative member involvement. The divergence between maximal institutional confidence and minimal insider buying creates a mixed positioning signal for ADI.
Analog Devices Earnings Outlook
Analog Devices has delivered a consistent pattern of earnings beats across recent quarters. According to company earnings reports, ADI posted Q1 earnings per share of $3.45 against a consensus estimate of $3.34, representing a $0.11 positive surprise. The prior quarter saw EPS of $3.09 versus estimates of $2.90, a $0.19 beat, while the quarter before that produced $2.46 against a $2.31 estimate, yielding a $0.15 upside surprise. This sequential progression from $2.46 to $3.09 to $3.45 demonstrates a clear earnings recovery trajectory, with quarter-over-quarter growth of approximately 25.6% and 11.7% respectively. Looking ahead, analyst estimates project Q2 EPS of $2.89, with results expected on May 21, 2026. The anticipated sequential decline from $3.45 to $2.89 may reflect seasonal patterns in ADI's end-market demand. All three reported quarters exceeded expectations, establishing a reliable trend of management guidance conservatism.
Wall Street Analyst Ratings for ADI
Wall Street consensus on Analog Devices remains firmly constructive, with recent analyst activity skewing overwhelmingly positive. Per SID consensus data, five analyst actions were recorded in late August 2026, with all five maintaining or upgrading to buy-equivalent ratings. Baird reiterated its Outperform rating on August 24, while BMO Capital initiated coverage with an Outperform designation on August 21. Wells Fargo maintained its Overweight rating on August 20, and Morgan Stanley similarly reiterated Overweight the same day. Notably, Bernstein upgraded ADI from Market Perform to Outperform on August 20, representing the sole rating change among the group and signaling growing bullish conviction. According to Wall Street analyst reports, the clustering of positive actions around the August 19 earnings report suggests ADI's Q1 beat of $3.45 versus the $3.34 estimate reinforced confidence in the company's recovery trajectory. The absence of any bearish or neutral downgrades across all five recent actions underscores broad institutional analyst alignment on ADI's favorable positioning within the analog semiconductor market.
