Zacks Investment Research·1d ago
Analog Devices (ADI) Surpasses Market Returns: Some Facts Worth KnowingThe latest trading day saw Analog Devices (ADI) settling at $405.03, representing a +2.1% change from its previous close.
Analog Devices has successfully pivoted from a period of cyclical contraction to robust growth, evidenced by a 37.2% year-over-year revenue increase in 2026Q2. The company's ability to scale operating income to $1.4 billion while maintaining a conservative 0.2...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth momentum has accelerated sharply to 37.2% in 2026Q2, while gross margins have expanded significantly from 54.7% in 2024Q2 to 67.3% in 2026Q2.
Data center revenue surged 50% in fiscal 2025, driven by AI infrastructure needs, indicating sustained growth for ADI.
Q1 FY2026 revenues increased by 30% year-over-year, with Q2 FY2026 projected revenues around $3.5 billion.
A majority of analysts maintain a 'Strong Buy' rating with a median price target of $400.00, suggesting a 2.7% upside from $389.31.
The stock's forward P/E is 33.94, considered high, with some analyses suggesting it may be overvalued.
After significant price surges, there is a risk of profit-taking leading to consolidation or correction.
Risks include geopolitical factors, cyclical downturns in demand, and increased competition affecting margins.
Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 19, 2026 | $3.45+3.3% vs $3.34 | $4.0B+2.6% vs $3.9B |
Q2 2026 May 20, 2026 | $3.09+6.9% vs $2.89 | $3.6B+3.1% vs $3.5B |
Q1 2026 Feb 18, 2026 | $2.46+6.5% vs $2.31 | $3.2B+1.4% vs $3.1B |
Q4 2025 Nov 25, 2025 | $2.26+0.9% vs $2.24 | $3.1B+2.4% vs $3.0B |
The latest trading day saw Analog Devices (ADI) settling at $405.03, representing a +2.1% change from its previous close.
Integration brings Securitize's institutional tokenization infrastructure to ADI Chain, creating a new pathway for regulated assets to move onchain ABU DHABI, UAE and MIAMI, Sept. 30, 2026 /PRNewswire/ -- ADI Foundation today announced that Securitize, a global leader in tokenized assets, is integrating with ADI Chain, expanding the network's institutional tokenization capabilities and creating new infrastructure for regulated financial assets to move onchain.
Shares of Navitas Semiconductor (NASDAQ:NVTS) were surging premarket, though the stock has since pared gains, last seen up 2% to trade at $11.96, after the company was selected to produce chips for the U.S. Army's ALATTIS (Accelerated, Large-Area, 10 kV SiC IGBT) program.
Analog Devices' data center revenue, now 80% of Communications, is forecast to reach 26.7% of total revenue by 2029, with a 3-year forward average segment growth of 42.9%. Industrial growth remains strong, supported by Instrumentation & Measurement (notably ATE) and Aerospace & Defense, with a 3-year forward average of 13% from 2027 to 2029. Automotive and Consumer segments face headwinds, but ADI's 5-year forward average revenue growth is revised up to 15% and net margin to 30.7%.
Benchmark ADI against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Analog Devices, Inc. (ADI)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $417.15 | $203.19B | 91.48 | 16.89% | 20.58% | 6.57% | 0.93% | |
| $293.80 | $268.31B | 53.91 | 13.05% | 31.11% | 35.77% | — | |
| $81.32 | $44.16B | 312.77 | 7.08% | 8.8% | 6.9% | — | |
| $243.66 | $61.44B | 30.65 | -2.74% | 22.56% | 27.1% | — | |
| $57.26 | $51.11B | 318.11 | -10.8% | 3.55% | 2.56% | — | |
| $84.89 | $33.04B | 292.72 | -15.35% | 10.17% | 8.35% | — |
Analog Devices, Inc. (ADI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Analog Devices, Inc. (ADI) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 19, 2026·SEC
Jul 29, 2026·SEC
Jul 2, 2026·SEC
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Analog Devices, Inc. (ADI) stock FAQ — growth, dividends, profitability & financials explained
Analog Devices, Inc. (ADI) reported $13.88B in revenue for fiscal year 2025. This represents a 1063% increase from $1.19B in 1996.
Analog Devices, Inc. (ADI) grew revenue by 16.9% over the past year. This is strong growth.
Yes, Analog Devices, Inc. (ADI) is profitable, generating $4.14B in net income for fiscal year 2025 (20.6% net margin).
Yes, Analog Devices, Inc. (ADI) pays a dividend with a yield of 0.93%. This makes it attractive for income-focused investors.
Analog Devices, Inc. (ADI) has a return on equity (ROE) of 6.6%. This is below average, suggesting room for improvement.
Analog Devices, Inc. (ADI) generated $4.94B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
