Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$183.5B
485M shares
52-week range
$223.47 – $445.91
62% from low
Sector
SEMICONDUCTORS & RELATED DEVICES
Exchange
NASDAQ
CS
P/S (TTM)
12.8
EV / FCF (TTM)
37.4
Analog Devices is a leading analog, mixed-signal, and digital-signal processing chipmaker. The firm has a significant market share lead in converter chips, which are used to translate analog signals to digital and vice versa. The company serves tens of thousands of customers; more than half of its chip sales are to industrial and automotive end markets. ADI's chips are also incorporated into wireless infrastructure equipment.
www.analog.comNo one on the platform currently holds ADI.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 74,395 | $23.7M |
| Bridgewater Associatesas of 2026-03-31 | 55,073 | $17.5M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-09-01 | $1.1000 | 2026-09-15 |
| 2026-06-02 | $1.1000 | 2026-06-16 |
| 2026-03-03 | $1.1000 | 2026-03-17 |
| 2025-12-08 | $0.9900 | 2025-12-22 |
| 2025-09-02 | $0.9900 | 2025-09-16 |
| 2025-06-04 | $0.9900 | 2025-06-18 |
| 2025-03-04 | $0.9900 | 2025-03-17 |
| 2024-12-09 | $0.9200 | 2024-12-20 |
| 2024-09-03 | $0.9200 | 2024-09-17 |
| 2024-06-04 | $0.9200 | 2024-06-17 |
| 2024-03-04 | $0.9200 | 2024-03-15 |
| 2023-12-01 | $0.8600 | 2023-12-14 |
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 6.1% | 6.1% | 8.0% | — | — | — |
| Rev. Growth % | 16.9% | 14.5% | ||||
| Profit Margin % | 20.6% | 21.3% | 21.6% | |||
| Free Cash Flow Margin % | 38.8% | 33.0% | 31.7% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +7.6% on the P/E track.
At today's price, your expected annual return is +13.8% on the P/E track.
At today's price, your expected annual return is +21.6% on the P/E track.
Also held through funds
2 more books hold ADI indirectly · VTI 0.2% of fund
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $15.1B | +37.8% | $12.87 | $12.53–$14.09 | 28.1× | 19 |
| 2027 | $18.4B | +22.1% | $16.66 | $15.00–$17.35 | 21.7× | 19 |
| 2028 | $20.6B | +11.6% | $19.66 | $16.49–$21.77 | 18.4× | 9 |
| 2029 | $21.9B | +6.2% | $20.49 | $19.13–$24.00 | 17.7× | 3 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-19 | $3.34 | $3.45 | +3.3% |
| 2026-05-20 | $2.89 | $3.09 | +6.9% |
| 2026-02-18 | $2.31 | $2.46 | +6.5% |
| 2025-11-25 | $2.24 | $2.26 | +0.9% |
| 2025-08-20 | $1.95 | $2.05 | +5.1% |
| 2025-05-22 | $1.70 | $1.85 | +8.8% |
| 2025-02-19 | $1.54 | $1.63 | +5.8% |
| 2024-11-26 | $1.64 |
| $1.67 |
| +1.8% |
| $56.2B |
| — |
| MRVLMarvell Technology, Inc. | $218.82 | -7.32% | $191.6B | — |
| MSTRStrategy Inc | $136.94 | +4.56% | $45.3B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
Added chips on the dips $LRCX $ADI $AMAT $AVGO free money
View on StockTwits ↗
Analog Devices To Acquire Alif Semiconductor For $1.35B – CEO Says ‘This Is Physical Intelligence In Action’ $ADI https://stocktwits.com/news/equity/markets/analog-devices-to-acquire-alif-semiconductor-for-1-35-b-ceo-says-this-is-physical-intelligence-in-action/cZt75CARJzh
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$ADI will buy Alif Semiconductor for $1.35B plus up to $200M. The deal adds on-device AI to ADI’s analog chips for robots, sensors and wearables. https://notreload.xyz/adi-adds-on-device-ai-with-1-35b-alif-deal/
View on StockTwits ↗
TD Cowen Reiterates Buy on Analog Devices, $460 PT — PT $ADI https://price-target.com/2026/09/08/173819/
View on StockTwits ↗Cantor Reiterates Overweight on Analog Devices, $550 PT — PT $ADI https://price-target.com/2026/09/08/173818/
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$ADI outlined that its CFO will speak at the J.P. Morgan U.S. All Stars Conference in London on Sep 22.
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$ADI this shit has an awful spred after hours @cubie Whybds fuk you like this shit called ADI
View on StockTwits ↗$ADI Look like it is moving to 374-380 this week, it can not go lower than 355 which is good news of this shit stock.
View on StockTwits ↗
$ADI $QCOM $WDC 🔥 Massive earnings update! Core AI Holdings posts +56% YoY revenue growth for Q2. Sentiment bullish 🐂📈
View on StockTwits ↗$ADI @CapitalMonk STFU once again never and comeback. Target price adjusted to 410$ 1month.
View on StockTwits ↗
$ADI Price: $373.91 (+0.74%) Trend: Bullish Market Bias (7D): Bearish Bias 📉 Expected Range: ±1.71% RSI: 46.9 | Momentum: Moderate Volume: -66.6% vs avg Volatility: 2.16% Support: $352.73 | Resistance: $396.95 Data and analytics sourced from Thescanner educational research https://www.thescanner.ai
View on StockTwits ↗
$ADI https://anachart.com/wp-content/uploads/2026/08/1787572873_soc-img.jpg
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.