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Smart Investors Daily
AD

NYSE · ADI

Analog Devices, Inc.

Technology · Semiconductors

$414.70

Down-$10.31 (-2.49%)

Updated Oct 14, 2026, 7:11 PM

SID Score

7.1/10

Composite research score

Smart Money

43/100

Neutral

Market cap
174.21B
P/E ratio
64.26
Dividend yield
0.95%
52-week range
$270.46 – $445.91
Volume
2.7M
Avg. volume
4.09M

Price performance · ADI

ADI price history

1M range · 21 trading sessions · Daily adjusted prices

Prices through Oct 13, 2026

ADI closed at $414.70 after 21 trading sessions, up 14.76% for the selected period.

Last close
$414.70
Period change
+14.76%
Period low
$361.35
Period high
$420.55
Daily close
View OHLC price history
ADI OHLC price history, latest 40 sessions
DateOpenHighLowCloseVolume
Oct 13, 2026$401.97$415.175$400.5087$414.702.7M
Oct 12, 2026$403.08$408.01$398.965$406.2452.62M
Oct 9, 2026$410.31$411.34$399.86$406.192M
Oct 8, 2026$402.30$410.78$399.54$405.933.7M
Oct 7, 2026$411.495$413.5876$404.60$410.082.39M
Oct 6, 2026$421.08$422.67$417.19$420.552.26M
Oct 5, 2026$417.85$419.34$409.645$419.102.13M
Oct 2, 2026$415.61$421.6999$414.00$417.152.63M
Oct 1, 2026$396.94$406.19$393.92$404.603.16M
Sep 30, 2026$397.495$399.475$393.06$396.712.36M
Sep 29, 2026$401.62$405.38$395.74$398.222.48M
Sep 28, 2026$395.45$396.07$388.13$395.433.22M
Sep 25, 2026$381.53$395.92$381.53$393.602.46M
Sep 24, 2026$381.21$384.34$377.40$382.612.37M
Sep 23, 2026$388.95$390.06$379.00$385.233.2M
Sep 22, 2026$382.19$390.545$380.58$390.372.98M
Sep 21, 2026$377.045$384.12$370.97$383.004.05M
Sep 18, 2026$363.125$376.01$363.125$375.727.71M
Sep 17, 2026$369.955$372.27$360.575$362.652.85M
Sep 16, 2026$365.78$367.49$358.662$362.043.06M
Sep 15, 2026$362.48$366.87$359.4516$361.352.4M

Latest ADI news

The latest Smart Investors Daily articles mentioning ADI.

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.

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Analyst outlook

Consensus and target data currently published for this company.

Consensus
Buy
Average target
$286.38
Implied upside
—
Analysts
24
ADI recent ratings
DateFirmRatingTarget
Sep 8, 2026TD CowenBuy—
Aug 24, 2026BairdOutperform—
Aug 21, 2026BMO CapitalOutperform—
Aug 20, 2026Wells FargoOverweight—
Aug 20, 2026BernsteinOutperform—
Open full forecast

News briefing

Generated Oct 14, 2026, 3:01 PM

Why Is ADI Down Today?

Analog Devices fell 1.49% today despite broader market weakness and a recent rating upgrade to Strong Buy, suggesting profit-taking or sector-specific headwinds in semiconductor stocks. While ADI demonstrated relative strength against the falling market, investor sentiment appears cautious as the company faces competition and execution risks in the AI infrastructure space.

    Bottom line: ADI's 1.49% decline appears tactical rather than fundamental, as the company maintains strong positioning in AI infrastructure with a recent Strong Buy upgrade and attractive dividend profile. Investors should monitor execution on acquisitions and competitive dynamics with TXN and ON Semiconductor, as these will ultimately determine whether ADI can sustain its growth narrative in the data center cycle.

    AI research layers

    Interpretive context generated from the platform’s current data sources.

    Analog Devices Stock Performance

    Analog Devices, Inc. has demonstrated strong momentum across multiple timeframes, with shares trading at $214.70 and posting a one-year gain of 49.8%, per SID market data. Over the trailing one-month period, ADI has advanced 14.87%, while the three-month return stands at 6.07%, indicating accelerating near-term momentum. The stock currently trades well above both its 50-day moving average of $211.96 and its 200-day moving average of $209.24, according to Massive/Polygon technical data. The 14-day relative strength index registers at 72.0, placing ADI in overbought territory and signaling elevated buying pressure. Average daily trading volume stands at approximately 4.09 million shares, supporting adequate liquidity. With a market capitalization of $174.2 billion and a beta of 1.031, Analog Devices exhibits volatility closely aligned with the broader market while delivering outsized returns over the past twelve months.

    Analog Devices Valuation Analysis

    Analog Devices currently trades at a price-to-earnings ratio of 64.26, reflecting a significant premium relative to the broader Technology sector, according to SID market data. The PEG ratio stands at 3.24, indicating that the stock's valuation exceeds its expected earnings growth rate by a considerable margin, per SEC filings and consensus estimates. The price-to-book ratio of 5.15 further underscores the premium investors are assigning to ADI's asset base. The company offers a dividend yield of 1.11%, providing a modest income component for shareholders. These elevated valuation multiples suggest that the market is pricing in substantial future earnings recovery, as Analog Devices has been navigating a cyclical downturn in semiconductor demand. Investors appear willing to pay a forward-looking premium based on the company's leadership position in analog and mixed-signal semiconductors, though current metrics place ADI at stretched levels relative to historical norms.

    Smart Money Activity for ADI

    Analog Devices registers a composite smart money score of 43 out of 100 with a neutral overall signal, per SID market data. Institutional ownership receives a perfect score of 25 out of 25, reflecting strong conviction among large fund managers and pension funds. However, insider activity paints a notably bearish picture, scoring just 2.4 out of 25. According to SEC Form 4 filings, there have been 20 insider transactions over the past 90 days, comprising 19 sells against only 1 buy—a ratio that indicates persistent distribution by company executives and directors. Dark pool activity scores 8.5 out of 25, suggesting below-average institutional accumulation through off-exchange venues. Congressional trading activity registers at 7.0 out of 25, indicating limited legislative interest. The stark divergence between institutional enthusiasm and insider selling activity represents a notable signal, as corporate insiders have been consistently reducing their personal holdings despite strong share price appreciation over the trailing twelve-month period.

    Analog Devices Earnings Outlook

    Analog Devices has delivered three consecutive quarters of earnings beats, according to company earnings reports. In the most recent quarter reported on August 19, ADI posted earnings per share of $3.45 against analyst estimates of $3.34, representing a $0.11 positive surprise. The prior quarter saw EPS of $3.09 versus the $2.90 consensus estimate, a $0.19 beat that marked the strongest surprise in the trailing three-period window. The February quarter produced EPS of $2.46 against estimates of $2.31, a $0.15 upside surprise. The sequential earnings trajectory from $2.46 to $3.09 to $3.45 demonstrates meaningful acceleration, reflecting improving end-market demand. Looking ahead, analysts project EPS of $2.89 for the upcoming quarter scheduled for May 21, per consensus analyst estimates. This sequential step-down from $3.45 may reflect anticipated seasonal patterns in ADI's industrial and automotive end markets.

    Wall Street Analyst Ratings for ADI

    Wall Street consensus remains decidedly bullish on Analog Devices, with recent analyst actions uniformly reflecting positive positioning, per SID consensus data. On September 8, TD Cowen reiterated its Buy rating on ADI. Baird maintained its Outperform rating on August 24, while BMO Capital initiated coverage with an Outperform rating on August 21, according to Wall Street analyst reports. Wells Fargo maintained its Overweight rating on August 20, reinforcing confidence in ADI's growth trajectory. Notably, Bernstein upgraded ADI from Market Perform to Outperform on August 20, representing the sole rating change among the five most recent actions and signaling growing conviction from a previously neutral firm. Across all five recent analyst actions, no downgrades or negative revisions have been issued. The unanimous positive sentiment from major sell-side institutions—including upgrades, initiations, and reiterations—reflects broad agreement on Analog Devices' favorable competitive positioning and earnings recovery prospects within the semiconductor industry.