ADITechnology · SemiconductorsThe 34 Wall Street analysts covering Analog Devices, Inc. hold a median 12-month price target of $468 — +15.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 93 of 100 as at 3 Nov 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
Volatility (98): The share price has been relatively steady.
Accruals (58): 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 systematic trader with 15+ 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 +15.0% from it.
Of the 20 most recent actions, 6 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 19 Oct 2026 | TD Cowen | Maintains | Buy | $460 → $475 |
| 8 Sept 2026 | TD Cowen | Reiterates | Buy | $460 |
| 8 Sept 2026 | TD Cowen | Reiterates | Buy | — |
| 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 | — |
| 20 Aug 2026 | Needham | Maintains | Buy | $440 → $450 |
| 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 | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
ADI appears in the Radar on the weeks it earns a place.
AI cloud capacity
MSFTAMZNGOOGLORCL
AI chips
NVDAAVGOAMDMU
AI networking and serversIn full
ANETDELLLITECRDO
Data centre power
VRTCEGGEVVST
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, Analog Devices, Inc. returned +79.4% against +14.8% 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 14% of US stocks
Cheaper than 10% of US stocks
Cheaper than 15% of US stocks
Cheaper than 8% 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 68% 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 $196.9B and an enterprise value of $210.3B.
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: 48.2×; forward P/E: 24.6× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 1.08%, 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 →
Zacks Investment Research says ADI, TSM, TXN and NVDA stand to benefit from soaring semiconductor sales, robust AI demand and heavy investment in AI infrastructure.
Why it matters — The item links ADI with strong semiconductor sales and AI infrastructure investment, themes relevant to its stock coverage.
The article says semiconductor sales are poised to surge as chip demand rises across multiple applications. It highlights Nvidia, Broadcom, and Micron as leaders in their respective niches and says they are trading attractively.
Why it matters — ADI watchers may find the broader outlook on semiconductor demand relevant, though the excerpt does not discuss ADI specifically.
Analog Devices announced that it completed its acquisition of Alif Semiconductor on November 3, 2026.
Why it matters — ADI watchers may note the completion of the company’s acquisition of Alif Semiconductor.
Zacks Investment Research says Analog Devices has an impressive history of earnings surprises and currently has two key ingredients it considers supportive of a likely beat in its next quarterly report.
Why it matters — ADI watchers may note the report’s positive assessment of the company’s potential to exceed earnings estimates in its upcoming quarterly results.
Analog Devices settled at $433.11 on the latest trading day, up 1.13% from its previous close. The headline notes that the stock rose as the market dipped.
Why it matters — ADI watchers may note the stock's daily gain against the broader market's decline.
The 34 Wall Street analysts covering Analog Devices, Inc. have a median 12-month price target of $468, 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 3 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 3 Nov 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 Volatility (98 of 100).
No one can know that. What the data says: the median 12-month target from 34 analysts implies +15.0% from the last close, and Ticker Nerd's factor model ranks Analog Devices, Inc. 93 out of 100 as at 3 Nov 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 +79.4% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
Analog Devices, Inc. is a high-performance semiconductor company that designs, manufactures, tests, and markets integrated circuits, software, and subsystem products.
The most recent item we track (Zacks Investment Research, 4 Nov 2026): "4 Semiconductor Stocks to Buy as Q3 Sales Soar on Robust AI Demand". Zacks Investment Research says ADI, TSM, TXN and NVDA stand to benefit from soaring semiconductor sales, robust AI demand and heavy investment in AI infrastructure.
Analog Devices, Inc. is a high-performance semiconductor company that designs, manufactures, tests, and markets integrated circuits, software, and subsystem products. Its technologies connect the physical and digital worlds by sensing, measuring, interpreting, and converting real-world signals such as temperature, motion, sound, pressure, and electrical power. The company serves industrial automation, automotive, communications, consumer electronics, healthcare, aerospace, defense, and energy markets. Its portfolio includes analog, mixed-signal, radio-frequency, power-management, and digital signal-processing solutions, along with sensors, embedded processors, data converters, amplifiers, interface products, and related software. These components support applications ranging from factory equipment and battery systems to vehicles, medical devices, wireless infrastructure, and precision instrumentation. Analog Devices, Inc. operates across the Americas, Europe, Japan, China, and other Asian markets, supplying technology manufacturers and system designers that require accurate signal processing, reliable connectivity, and efficient power management. Its role in the financial market reflects the importance of semiconductor suppliers to industrial technology, intelligent infrastructure, and electronic systems worldwide.
CEO Mr. Vincent T. Roche · 24,500 employees · United States · https://www.analog.com
