NASDAQ:ADI

Analog Devices (ADI)

401.39
-27.37 (6.38%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 5, 2026, 12:00 am

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

Analog Devices (ADI-Q) is carving out a significant position in AI infrastructure, focusing on components that facilitate the management of electricity in data centers. These data centers now contribute approximately 20% of the company’s revenue, showcasing strong growth potential. Moreover, Analog Devices is well-positioned to benefit from long-term trends in automation, electrification, and industrial recovery, boasting solid margins and a unique market presence as this is not a crowded investment option. Analysts forecast a considerable upside of around 25%, and the stock rates highly on value with a 10/10 ranking. Additionally, the company provides a yield of 1.42%, with an average price target set at $390.39, indicating optimism among market experts.

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Consensus
Positive
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Valuation
Undervalued
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Similar
INVN
WEAK BUY

Fine company. Merging with a competitor, so this brings uncertainty. Not beholden to any one customer. He owns TXN instead, which does digital and analog chips. One of the most profitable of all of the chip manufacturers, and this is why he owns TXN.

TOP PICK
This is the name he likes in the space. It is up significantly. They are focused on growing their cash flow from operations. They are the biggest makers of analogue circuits. Particularly they are in robots. In the next 5 years the use of robots is expected to grow by 60%. It is a high quality company. The forward PE is only 26. (Analysts’ price target is $177.32)
BUY

ADI vs. TXN Likes ADI because of chips for driverless vehicles, and involved in 4G and 5G with telecoms. Aerospace and military applications. Fundamentals are better, dividend growth better. Over the next 5-10 years, better runway to grow, and with it earnings, profits, share price, and dividends.

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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 15.8%)Stockchase Research Editor: Michael O'Reilly ADI has achieved our first objective, we want to remain disciplined, so we are recommending taking 50% of the position off. We also recommend raising the trailing stop closer to the original recommended buy level at $116 (previously was $110).
TOP PICK
A leader in its field, they make things like road noise cancelling in cars and self-driving cars engineering. They just bought into digital healthcare. They've been sluggish vs. peers, but have raised their dividend 15% for this year and raised profit expecatation. (Analysts’ price target is $136.93)
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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 ADI designs and manufactures integrated circuits and chips that go into 5G network gear and has sales globally. The company just released earnings and the EPS was $0.97 per share versus expectations of $0.86. The company increased earnings guidance to $1.22-$1.42 per share, while analysts are projecting $1.25 -- this should make it relatively easy to meet next quarter's earnings expectations. It also pays a reasonable dividend. We like the entry level here with a $110 stop loss and a target over $136 -- 16% upside. Yield 2.1% (Analysts’ price target is $136.30)
PAST TOP PICK
(A Top Pick Oct 16/18, Up 30%) They're chipmakers. He expects more demand for techonology from companies of various industries around the world--more automation. Happy to hold this.
PAST TOP PICK
(A Top Pick Oct 16/18, Up 33%) It had a great run and got oversold. He bought it at the right time.
TOP PICK
Bridges digital and analog worlds, so you can't do a lot of "smart" things without it. Made a really good acquisition. Paid down that debt, started increasing the dividend. Tailwind in that space. Yield is 1.99%. (Analysts’ price target is $114.21)
TOP PICK

This is part of his plan to invest more in four U.S. sectors including tech. He expects growth in cell phones; management predicts high-single-digit growth. (2.2% dividend yield, Analysts' price target: $106.76)

PAST TOP PICK

(A Top Pick Dec 5/14. Up 9.4%.) He still likes this. They just bought another company, which means that their cash positions are great and that they are expanding.

TOP PICK

This is right in the middle of the technology space, and he thinks there is money flowing into technology. Feels there is pretty reasonable growth here. Very good balance sheet with minimal debt. Growing cash flow. Dividend yield of 2.57%.

COMMENT

Effectively a play on automobiles and industrial production. If you believe that the economy is starting to improve, particularly the US economy, this is probably an interesting area to look at.

TOP PICK
An interesting turn around situation. One of the larger suppliers of digital signal processing circuits and analogue semiconductor components. Broad customer base.
PAST TOP PICK
(Was a top pick on Mar 11. Up 30%.) Still likes. Don't buy at these prices. Wait for pull backs.
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