Yahoo · Sep 18, 2026
Analog Devices (ADI) Down 2.1% Since Last Earnings Report: Can It Rebound?
Analog Devices (ADI) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
AD
NASDAQ · ADI
Analog Devices, Inc.
Technology · Semiconductors
$375.72
Up+$13.07 (+3.60%)
Updated Sep 20, 2026, 11:25 AM
SID Score
6.7/10
Composite research score
Smart Money
52/100
Neutral
- Market cap
- 174.21B
- P/E ratio
- 64.26
- Dividend yield
- 1.05%
- 52-week range
- $270.14 – $445.91
- Volume
- 7.71M
- Avg. volume
- 4.09M
Price performance
ADI price history
1M range · 0 trading sessions · Daily adjusted prices
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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 |
|---|---|---|---|
| Sep 8, 2026 | TD Cowen | Buy | — |
| Aug 24, 2026 | Baird | Outperform | — |
| Aug 21, 2026 | BMO Capital | Outperform | — |
| Aug 20, 2026 | Wells Fargo | Overweight | — |
| Aug 20, 2026 | Bernstein | Outperform | — |
News briefing
Generated Sep 19, 2026, 9:01 PM
Why Is ADI Up Today?
Analog Devices gained 3.60% today, rebounding from recent weakness as investors reassess the chipmaker's growth prospects. The momentum appears driven by positive sentiment around ADI's industrial segment and broader semiconductor recovery expectations, despite lingering concerns from the company's post-earnings decline.
Bottom line: Analog Devices' 3.60% gain reflects cautious optimism around its industrial segment strength and potential recovery in the semiconductor space, though the post-earnings 2.1% decline signals investors remain selective. Investors should monitor industrial segment performance through 2026 and watch for signs of sustained demand versus cyclical volatility, with the stock presenting a balanced risk-reward at current levels.
Yahoo · Sep 18, 2026
ON Semiconductor Has Cratered for 3 Months: This Wall Street Pro Remains Bullish, Citing 120% Returns for Buyers
ON Semiconductor shed nearly half its value in three months while its peers barely flinched, yet one Wall Street analyst just doubled down with the most aggressive price target on the Street. The disconnect between the selloff and the operating data raises a question worth asking.
Yahoo · Sep 17, 2026
ON Semiconductor Stock Is Already Half Off Its High, So How Low Could A Market Shock Take It?
ON Semiconductor (ON) stock trades near $67, about 50% below its 52-week high. It lost 43.7% over the trailing three months, ending with a 9.0% fall on September 16. Yet it is still up 38.4% over the trailing twelve months, against 15.5% for the S&P 500. The company's latest results show a business still shrinking but recovering, not one in trouble.
Yahoo · Sep 17, 2026
Can ADI's Industrial Segment Sustain Its Momentum Through 2026?
Analog Devices' Industrial segment surges 53% year over year in fiscal Q3 2026, but intense competition and inventory trends could shape its next phase.
AI research layers
Interpretive context generated from the platform’s current data sources.
Analog Devices Stock Performance
Analog Devices shares traded at $375.72, reflecting a modest daily gain of 0.30% per SID market data. Over the trailing twelve months, ADI has delivered a strong 34.51% return, though the stock has experienced near-term weakness with a three-month decline of 13.52%. The one-month change stands at a marginal 0.66%, suggesting recent stabilization after the quarterly pullback. From a technical perspective, the stock trades above both its 50-day moving average of $373.41 and its 200-day moving average of $361.59, according to SID market data. The 14-day relative strength index registers at 59.6, positioning ADI in neutral territory below overbought thresholds. Average daily trading volume stands at approximately 4.09 million shares. The company maintains a market capitalization of $174.2 billion, and its beta of 1.031 indicates volatility closely aligned with the broader market.
Analog Devices Valuation Analysis
Analog Devices currently trades at a price-to-earnings ratio of 64.26, reflecting a premium valuation relative to the broader Technology sector, per SID market data. The PEG ratio stands at 3.24, indicating that the stock's earnings multiple significantly exceeds its anticipated growth rate, according to SEC filings. ADI's price-to-book ratio of 5.15 further underscores the premium investors are assigning to the company's asset base, which includes significant intangible assets from past acquisitions. The company offers a dividend yield of 1.11%, providing a modest income component for shareholders. These elevated valuation metrics reflect the market's pricing of ADI's positioning in the high-performance analog semiconductor space, where the company benefits from diversified end-market exposure across industrial, automotive, and communications segments. The current valuation profile places ADI at a notable premium compared to historical semiconductor industry averages.
Smart Money Activity for ADI
Analog Devices registers a smart money score of 52 with a neutral overall signal, per SID market data. The institutional component scores a perfect 25 out of 25, reflecting robust positioning by major fund managers in their 13F institutional filings. In contrast, insider activity scores a low 2.9 out of 25, driven by a notable imbalance in executive transactions — SEC Form 4 filings reveal 20 insider trades over the past 90 days, all of which were sales with zero insider purchases recorded during the period. This selling pattern warrants monitoring, though insider sales can reflect routine diversification or pre-scheduled trading plans. Dark pool activity scores 12.0 out of 25, suggesting moderate institutional block trading in off-exchange venues. Congressional trading activity registers at 12.4 out of 25, indicating middling interest from members of Congress. The divergence between strong institutional ownership conviction and persistent insider selling creates a mixed directional signal for ADI shares.
Analog Devices Earnings Outlook
Analog Devices has demonstrated a consistent pattern of exceeding analyst expectations across its recent quarterly results, per company earnings reports. In the most recent reported quarter, ADI posted earnings per share of $3.45 against a consensus estimate of $3.34, representing a $0.11 positive surprise. The prior quarter delivered EPS of $3.09 versus the $2.90 estimate, a $0.19 beat that marked the largest surprise in the trailing three-quarter period. The quarter before that saw EPS of $2.46 exceed the $2.31 estimate by $0.15. This sequential EPS progression from $2.46 to $3.09 to $3.45 illustrates a clear upward earnings trajectory. Looking ahead, analyst estimates project $2.89 EPS for the upcoming quarter, per analyst estimates. The sustained beat trend across three consecutive quarters, with surprises ranging from $0.11 to $0.19, indicates management has consistently delivered results above consensus forecasts.
Wall Street Analyst Ratings for ADI
Wall Street consensus on Analog Devices remains decidedly positive, with recent analyst actions uniformly reflecting bullish sentiment, per Wall Street analyst reports. On September 8, 2026, TD Cowen reiterated its Buy rating on ADI shares. Baird maintained its Outperform rating on August 24, while BMO Capital initiated coverage with an Outperform rating on August 21. Wells Fargo maintained its Overweight designation on August 20, reinforcing the prevailing bullish thesis. Notably, Bernstein upgraded ADI from Market Perform to Outperform on the same date, the sole rating change among the five most recent actions, according to SID consensus data. This upgrade is particularly significant as it represents the conversion of a previously neutral analyst to a bullish stance. Across all five recent analyst actions, not a single firm holds a negative or underweight position, with the collective coverage skewing entirely toward outperformance expectations. The clustering of positive ratings in August 2026 coincides with the company's strong earnings beat.
