Analog Devices (NASDAQ:ADI) Given New $510.00 Price Target at Cantor Fitzgerald

Analog Devices (NASDAQ:ADI) had its price target raised by Cantor Fitzgerald from $400.00 to $510.00 in a research note released on Wednesday, Marketbeat Ratings reports. They currently have an overweight rating on the semiconductor company’s stock.

A number of other analysts have also commented on the company. Citigroup reissued a “buy” rating on shares of Analog Devices in a research note on Thursday, February 19th. Jefferies Financial Group reissued a “buy” rating and set a $410.00 price target on shares of Analog Devices in a research note on Thursday, February 19th. KeyCorp lifted their price target on Analog Devices from $375.00 to $430.00 and gave the company an “overweight” rating in a research note on Thursday, February 19th. TD Cowen reissued a “buy” rating on shares of Analog Devices in a research note on Thursday, February 19th. Finally, Needham & Company LLC raised Analog Devices from a “hold” rating to a “buy” rating and set a $400.00 price target on the stock in a research note on Thursday, February 19th. Three research analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat.com, Analog Devices presently has a consensus rating of “Moderate Buy” and a consensus price target of $379.54.

Analog Devices Trading Up 3.0%

Shares of Analog Devices stock opened at $432.39 on Wednesday. The firm has a market capitalization of $211.09 billion, a PE ratio of 79.05, a price-to-earnings-growth ratio of 1.69 and a beta of 1.19. The company has a current ratio of 1.76, a quick ratio of 1.35 and a debt-to-equity ratio of 0.21. The firm’s 50 day moving average is $350.16 and its 200 day moving average is $307.92. Analog Devices has a 1 year low of $206.00 and a 1 year high of $435.72.

Analog Devices (NASDAQ:ADI) last announced its quarterly earnings results on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.31 by $0.15. The company had revenue of $3.16 billion for the quarter, compared to analyst estimates of $3.10 billion. Analog Devices had a net margin of 23.02% and a return on equity of 12.49%. The firm’s revenue was up 30.4% on a year-over-year basis. During the same period in the previous year, the firm posted $1.63 EPS. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. Equities research analysts forecast that Analog Devices will post 11.35 earnings per share for the current fiscal year.

Analog Devices Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd were paid a $1.10 dividend. This is an increase from Analog Devices’s previous quarterly dividend of $0.99. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date of this dividend was Tuesday, March 3rd. Analog Devices’s payout ratio is presently 80.44%.

Insider Buying and Selling

In related news, CAO Michael Sondel sold 4,199 shares of Analog Devices stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $361.02, for a total value of $1,515,922.98. Following the transaction, the chief accounting officer directly owned 14,740 shares of the company’s stock, valued at $5,321,434.80. The trade was a 22.17% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Vincent Roche sold 10,000 shares of Analog Devices stock in a transaction that occurred on Friday, May 1st. The stock was sold at an average price of $397.91, for a total value of $3,979,100.00. Following the completion of the transaction, the chief executive officer directly owned 187,538 shares in the company, valued at approximately $74,623,245.58. This represents a 5.06% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 24,199 shares of company stock worth $8,676,423. 0.36% of the stock is owned by insiders.

Hedge Funds Weigh In On Analog Devices

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Banque Transatlantique SA acquired a new position in shares of Analog Devices in the fourth quarter worth approximately $25,000. Evolution Wealth Management Inc. acquired a new position in shares of Analog Devices in the first quarter worth approximately $30,000. Hilton Head Capital Partners LLC acquired a new position in shares of Analog Devices in the fourth quarter worth approximately $26,000. Gordian Capital Singapore Pte Ltd acquired a new position in shares of Analog Devices in the fourth quarter worth approximately $27,000. Finally, Entrust Financial LLC acquired a new position in shares of Analog Devices in the fourth quarter worth approximately $33,000. 86.81% of the stock is owned by institutional investors and hedge funds.

Analog Devices News Roundup

Here are the key news stories impacting Analog Devices this week:

• Positive Sentiment: Cantor Fitzgerald raised its price target on Analog Devices to $510 from $400 and kept an overweight rating, signaling confidence in further upside after the stock’s recent strength.
• Positive Sentiment: Several articles highlight that semiconductor stocks are broadly outperforming, with Analog Devices cited as one of the names benefiting from a strong industry rally that is being driven by more than just AI demand.
• Positive Sentiment: Analysts remain broadly optimistic on ADI’s outlook, and recent coverage points to strong year-to-date and multi-month share price momentum, which can keep buying interest elevated. Analog Devices Stock: Analyst Estimates & Ratings
• Positive Sentiment: Recent valuation commentary notes that the stock’s strong performance has put Analog Devices back on investors’ radar, reflecting improved sentiment around the company’s earnings power and growth profile. Assessing Analog Devices (ADI) Valuation After Strong Recent Share Price Momentum
• Neutral Sentiment: Coverage comparing ADI with other technology stocks suggests it has outperformed many peers this year, reinforcing the view that the move is part of a broader rotation into semiconductor names rather than a company-specific catalyst. Are Computer and Technology Stocks Lagging Analog Devices (ADI) This Year?
• Neutral Sentiment: One market note said hotter-than-expected U.S. producer prices added inflation concerns, but it did not single out ADI as a negative driver.

Analog Devices Company Profile

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.