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.
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 11/7/2026, 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 |
Boston Trust Walden Corp trimmed its position in Analog Devices, Inc. (NASDAQ: ADI) by 21.2% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 71,235 shares of the semiconductor company's stock after selling 19,151 shares during the period. Boston Trust
Analog Devices (ADI) reached $406.24 at the closing of the latest trading day, reflecting a -3.23% change compared to its last close.
ADI, TSM, TXN and NVDA stand to benefit from soaring semiconductor sales, robust AI demand and heavy investment in AI infrastructure.
Semiconductor sales are poised to surge, driven by rising demand for chips across multiple applications. Nvidia, Broadcom, and Micron dominate their respective semiconductor niches, and they are trading attractively right now.
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 |
|---|---|---|---|---|---|---|---|
| $363.56 | $177.09B | 79.73 | 16.89% | 20.58% | 6.57% | 1.07% | |
| $277.36 | $253.3B | 50.89 | 13.05% | 34.25% | 40.51% | 1.97% | |
| $58.35 | $31.68B | 224.42 | 7.08% | 8.8% | 6.9% | 3.08% | |
| $248.29 | $62.61B | 31.23 | -2.74% | 23.5% | 28.23% | 1.62% | |
| $41.72 | $37.24B | 231.78 | -10.8% | 3.81% | 2.86% | 0.83% | |
| $63.31 | $24.64B | 218.31 | -15.35% | 10.82% | 9.24% | — |
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 over the trailing twelve months. Revenue was $11.02B in fiscal year 2025. That is 823% more than the $1.19B of fiscal year 1996.
Analog Devices, Inc. (ADI) grew revenue by 16.9% in fiscal year 2025, compared with the prior fiscal year.
Yes. Analog Devices, Inc. (ADI) earned $4.14B in net income over the trailing twelve months (a 29.8% net margin).
Yes. Analog Devices, Inc. (ADI) pays a dividend that yields 1.07% at the current price, a moderate yield.
Analog Devices, Inc. (ADI) had a return on equity (ROE) of 6.6% in fiscal year 2025. That is below the market's typical 10-15%.
Analog Devices, Inc. (ADI) generated $4.94B in free cash flow over the trailing twelve months.
