ADITechnology · SemiconductorsThe 34 Wall Street analysts covering Analog Devices, Inc. hold a median 12-month price target of $464 — +14.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 93 of 100 as at 14 Oct 2026 — among the strongest tenth. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Analog Devices, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (98): Analysts have, on balance, been raising their forecasts.
Accruals (57): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (1): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on ADI, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +14.8% from it.
Of the 20 most recent actions, 5 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 8 Sept 2026 | TD Cowen | Reiterates | Buy | $460 |
| 24 Aug 2026 | Baird | Maintains | Outperform | $450 → $675 |
| 24 Aug 2026 | Baird | Maintains | Outperform | — |
| 21 Aug 2026 | BMO Capital | Initiates | Outperform | $430 |
| 21 Aug 2026 | BMO Capital | Initiates | Outperform | — |
| 20 Aug 2026 | Bernstein | Upgrade | Outperform | — |
| 20 Aug 2026 | Bernstein | Upgrade | Outperform | $430 → $465 |
| 20 Aug 2026 | JP Morgan | Maintains | Overweight | $450 → $500 |
| 20 Aug 2026 | JP Morgan | Maintains | Overweight | — |
| 20 Aug 2026 | Morgan Stanley | Maintains | Overweight | — |
| 20 Aug 2026 | Morgan Stanley | Maintains | Overweight | $428 → $458 |
| 20 Aug 2026 | Needham | Maintains | Buy | $440 → $450 |
| 20 Aug 2026 | Needham | Maintains | Buy | — |
| 20 Aug 2026 | Seaport Global | Upgrade | Buy | $425 |
| 20 Aug 2026 | Seaport Global | Upgrade | Buy | — |
| 20 Aug 2026 | TD Cowen | Reiterates | Buy | $460 |
| 20 Aug 2026 | TD Cowen | Reiterates | Buy | — |
| 20 Aug 2026 | Wells Fargo | Maintains | Overweight | — |
| 20 Aug 2026 | Wells Fargo | Maintains | Overweight | $515 → $500 |
| 17 Aug 2026 | Cantor Fitzgerald | Reiterates | Overweight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. ADI appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 14 Oct 2026, Analog Devices, Inc. returned +73.6% against +17.5% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 15% of US stocks
Cheaper than 11% of US stocks
Cheaper than 16% of US stocks
Cheaper than 9% of US stocks
Higher than 83% of US stocks
Higher than 88% of US stocks
Higher than 80% of US stocks
Higher than 91% of US stocks
Higher than 89% of US stocks
Higher than 69% of US stocks
Higher than 83% of US stocks
Higher than 71% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Analog Devices, Inc. has a market value of $195.6B and an enterprise value of $202.4B.
Revenue in the twelve months to 31 July 2026: $13.9B. The latest quarter grew 39.6% year on year.
Net income over the same four quarters: $4.1B, a 29.8% net margin.
Diluted earnings per share, trailing twelve months: $8.43.
Free cash flow in the twelve months to 31 July 2026: $4.9B.
Analog Devices, Inc. spent $3.1B on share buybacks and $2.0B on dividends in the twelve months to 31 July 2026.
Trailing P/E: 47.9×; forward P/E: 24.7× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 1.09%, paying out 50% of earnings.
Analog Devices, Inc. employs 24,500 people — $567K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Analog Devices, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Analog Devices (ADI) finished the recent trading session at $414.70, up 2.08% from the prior day's close. The headline notes that the stock rose while the broader market fell.
Why it matters — ADI watchers may note the stock's positive session move relative to the market, as described in the item.
Analog Devices (ADI) was upgraded to Zacks Rank #1 (Strong Buy), reflecting increased optimism about its earnings prospects. The excerpt says this might drive the stock higher in the near term.
Why it matters — ADI watchers may note the rating change as an indication of growing optimism about the company’s earnings prospects.
Semiconductor equipment stocks gave back ground after a strong year driven by AI spending. Applied Materials fell 7%, while Lam Research and KLA dropped 4%.
Why it matters — ADI watchers may note the pullback in semiconductor equipment stocks, though the excerpt does not describe a specific impact on ADI.
The Motley Fool compared the iShares Semiconductor ETF and Roundhill Generative AI & Technology ETF. The semiconductor ETF reported a 93.4% 1-year total return and 0.33% expense ratio, while the generative AI ETF reported a 45.1% return, a 0.75% expense ratio, and a higher 1.9% dividend yield versus 0.2%.
Why it matters — ADI watchers may find the comparison relevant as it describes recent returns and costs for a semiconductor-focused ETF, though it makes no company-specific claims about ADI.
Schwab Network reports that Jason Bodner sees significant upside in the robotics trade and names NVDA and ADI among stocks to own. He notes that compelling growth stories extend beyond investing in physical robots.
Why it matters — ADI is specifically named as a stock Bodner associates with the robotics trade.
The 34 Wall Street analysts covering Analog Devices, Inc. have a median 12-month price target of $464, with estimates ranging from $365 to $675. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 34 analysts covering Analog Devices, Inc., 30 rate it a Buy, 4 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Analog Devices, Inc. 93 out of 100 across roughly 4,600 US stocks as at 14 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 14 Oct 2026, Analog Devices, Inc. ranks 93 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (98 of 100).
No one can know that. What the data says: the median 12-month target from 34 analysts implies +14.8% from the last close, and Ticker Nerd's factor model ranks Analog Devices, Inc. 93 out of 100 as at 14 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Analog Devices, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for ADI are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $365 to $675 over the next 12 months.
Analog Devices, Inc. returned +73.6% over the 12 months to 14 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Analog Devices Inc. is a global semiconductor company that designs, manufactures, tests, and markets analog, mixed-signal, and digital signal processing products.
The most recent item we track (Zacks Investment Research, 13 Oct 2026): "Analog Devices (ADI) Ascends While Market Falls: Some Facts to Note". Analog Devices (ADI) finished the recent trading session at $414.70, up 2.08% from the prior day's close. The headline notes that the stock rose while the broader market fell.
Analog Devices Inc. is a global semiconductor company that designs, manufactures, tests, and markets analog, mixed-signal, and digital signal processing products. Its portfolio includes data converters, amplifiers, power management devices, radio frequency components, sensors, isolators, and embedded software that help translate real-world signals into digital information. Analog Devices Inc. serves a broad range of markets, including industrial automation, automotive, communications, healthcare, consumer electronics, aerospace, defense, instrumentation, energy, and data centers. The company’s solutions are widely used in applications that require precise measurement, efficient power handling, reliable connectivity, and high-performance signal processing. Headquartered in Wilmington, Massachusetts, Analog Devices Inc. is a key supplier of technologies that bridge the physical and digital worlds across modern electronic systems.
CEO Mr. Vincent T. Roche · 24,500 employees · United States · https://www.analog.com
