NASDAQ:ADI

Analog Devices (ADI)

367.41
+0.74 (0.20%)
as of Jul 31, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconAug 2, 2026, 12:00 am

This summary was created by AI, based on 2 opinions in the last 12 months.

Analog Devices (ADI-Q) is emerging as a significant player in the AI infrastructure industry, primarily due to its components that effectively manage electricity within data centers. This segment is becoming increasingly important, contributing approximately 20% to the company’s revenue and showing strong growth potential. The company's alignment with long-term trends such as automation, electrification, and industrial recovery adds to its appeal. Analysts have noted strong profit margins and predict about a 25% upside with a rank of 10/10 on value. However, there are concerns regarding its exposure to the Internet of Things (IoT) and industrial semiconductors, which have been underperforming recently.

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Consensus
Positive
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Valuation
Undervalued
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Nov 29/22, Up 16.2%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with ADI is progressing well.  We recommend trailing up the stop at this time to $180.

BUY

Better to own this than the semis for decent valuations, strong fundamentals and momentum as semis clearly bottom. The same with MCHP-Q and ON Semi.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Nov 29/22, Up 17.1%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with ADI has achieved its $192 target.  To remain disciplined, we recommend covering half the position now and trailing up the stop (from $140) to $165.  

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly At a time when the outlook for semiconductors has been in question, ADI has continued to see strong fundamentals. Revenues were up over 38% last year, soundly beating market expectations. Sales reached a record high, including the industrial, automotive and communication divisions -- all sector growth areas. The company has prudently been using some cash reserves to buy back shares and retire debt. Its dividend is backed by a payout ratio under 60% of cash flow. We recommend placing a stop-loss at $140, looking to achieve $192 -- upside potential over 16%. Yield 1.8% (Analysts’ price target is $191.95)
WAIT
His preference in the space. You want to buy analog chips that favour low-grade, industrial applications. The massive flow of funds into semis is now unwinding significantly. Primary trade on semis is a long-term short. A buy could be 18 months away at least.
PAST TOP PICK
(A Top Pick Mar 29/21, Up 8%) Company hasn't preformed as well as expected. Problems with supply chain issues. Financial metrics very strong (balance sheet etc.). Will continue to hold and buy more shares.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Aug 20/20, Up 32.8%)Stockchase Research Editor: Michael O’Reilly Our PAST TOP PICK with ADI has triggered its stop at $156. To remain disciplined, we recommend covering the position at this time.
PAST TOP PICK
(A Top Pick Aug 25/20, Up 44%) Future of company is based on 5G telecommunications and micro chips in driver-less vehicles. Growing profitability at a fast speed. Divided yield at 10% compared to average of 6%.
BUY
They report Tuesday. It's one of the great internet of things companies. We'll see what they see about the semi shortage. They're in the catbird seat now.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Aug 20/20, Up 45%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with ADI is progressing well. We recommend trailing up the stop (from $145) to $156. Along with the previous recommendation to cover half the position, this would all but guarantee a net investment return of 24% if triggered.
PAST TOP PICK
(A Top Pick Aug 25/20, Up 40%) He is very happy with what it is doing. They are involved with all of the telecom 4-G/5-G chips that are taking hold as well as autonomous vehicles. It has done well simply because of a chip shortage. They will expand from North America to global sales. He would buy it now.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Aug 20/20, Up 40.5%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with ADI is progressing well. We are now recommending to trail up the stop (from $116) to $145. If triggered, this would all but insure a total investment return over 19%, including the previous recommendation to cover 50% of the position,
BUY
It's the best of the everyday semiconductors. Today, they announced a super quarter and raised their forecast. Lately, the semis have been decimated, but this is good news.
BUY
They report Wednesday. He expects a good quarter. Analog makes thousands of chips for end-market users everywhere.
DON'T BUY

An analog based semiconductor maker. This space has significant applications from lights to phones. Analog Devices has grown through acquisition. There were semi-shortages and so they are extremely over valued. With a normalization, it could be a good buy. Great company with good balance sheet and management team. Too expensive.

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