Analog Devices (ADI)
Designs data converters, power chips, sensors, and RF components for complex electronic systems.
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Designs analog, mixed-signal, power-management, radio-frequency, sensor, and edge-processing semiconductors for industrial, automotive, communications, and consumer systems. Data converters anchor the portfolio, industrial applications form the largest end market, and a hybrid network of internal fabs and outside foundries supplies production.
Designs analog, mixed-signal, power-management, radio-frequency, sensor, and edge-processing chips, plus software and subsystems for sensing, measuring, connecting, and powering real-world systems. Data converters remain the largest product family, while industrial applications form the largest end market; automotive, communications, and consumer systems round out demand.
Serves customers worldwide through direct sales and distributors, combining general-purpose catalogs with application-specific designs and field engineering. Products span industrial automation and instrumentation, healthcare, energy, vehicles, communications infrastructure, data centers, and consumer electronics. The Empower Semiconductor acquisition added high-density power-delivery technology for AI computing.
Manufactures through internal fabs in the United States and Ireland and third-party foundries, which supply more than half of wafer needs. Orders are generally cancelable, demand is cyclical, and export restrictions affect sales in China and elsewhere; more than half of revenue flows through distributors.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 8, 2026 | Piper Sandler | Target | Target: $360 | Target: $460 |
| Aug 24, 2026 | Robert W. Baird | Target | Target: $450 | Target: $675 |
| Aug 20, 2026 | BMO Capital | Initiate | Rating: —Target: $200 | Target: $430 |
| Aug 20, 2026 | Seaport Global | Upgrade | Target: — | Target: $425 |
| Aug 20, 2026 | Needham | Reiterate | Rating: —Target: $400 | Target: $450 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Aug 1, 2026Cash & short-term investments $2.32B · Total debt $9.12B · Total assets $48.42B · Shareholders' equity $33.55B
- Revenue
- $4.02B
- Operating income
- $1.61B
- Net income
- $1.34B
HistoryDividendAnnual yield
| Institutions | 91.90% | 445.32M shares | |
|---|---|---|---|
| 2,376 holders · as of Jun 30, 2026 | |||
| Insiders | 0.11% | 525.4K shares | |
| 18 holders · as of Sep 21, 2026 | |||
| Other | 7.99% | 38.72M shares | |
| remainder | |||
484.57M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 9.67% | 46.86M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.57% | 31.85M | as of Jun 30, 2026 |
State Street CorpInstitution | 4.88% | 23.66M | as of Jun 30, 2026 |
Invesco Ltd.Institution | 3.51% | 17.01M | as of Jun 30, 2026 |
JPMorgan Chase & CoInstitution | 3.49% | 16.89M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 9, 2026 | Ray Stata | director | −1,416 | $363.79 |
| Sep 8, 2026 | Ray Stata | director | −1,416 | $362.85 |
| Sep 8, 2026 | Richard C. Jr Puccio | officer: EVP and CFO | −1,500 | $363.65 |
| Sep 1, 2026 | Vincent Roche | director, officer: Chair & CEO | −10,000 | $356.33 |
| Aug 27, 2026 | Karen Golz | director | −1,000 | $374.50 |
- Texas Instruments
#1 analog IC supplier; head-to-head in signal chain, power, and data converters.
- NXP Semiconductors
Direct rival in automotive BMS, ADAS radar, in-vehicle networking, and analog.
- STMicroelectronics (ADR)
Competes in MEMS sensors, industrial mixed-signal, and automotive power/analog.
- Microchip Technology
Competes in industrial analog, MCU+analog designs, and long-lifecycle markets.
- Monolithic Power Systems
Fast-rising rival in datacenter/AI power management and automotive power ICs.
- Qorvo
Competes in RF/microwave ICs for 5G infrastructure, defense, and SATCOM.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Analog Devices | $386.72 | +0.97% | $186.55B | 45.4 | 24.1 | 13.4 | +39.6% |
| Texas Instruments | $270.45 | −0.16% | $247.37B | 41.2 | 28.4 | 12.7 | +22.8% |
| NXP Semiconductors | $235.34 | +1.26% | $58.61B | 19.8 | 14.1 | 4.4 | +19.5% |
| STMicroelectronics (ADR) | $53.48 | +3.57% | $46.08B | 101.2 | 26.9 | 3.5 | +24.4% |
| Microchip Technology | $75.80 | +1.36% | $40.61B | 103.7 | 19.3 | 7.9 | +38.1% |
| Monolithic Power Systems | $1,379.03 | +7.93% | $62.77B | 78.3 | 42.8 | 19.2 | +47.6% |
| Qorvo | $118.87 | +1.42% | $10.34B | 27.2 | 15.2 | 2.8 | −4.2% |
| Median | 59.7 | 23.1 | 6.2 | +23.6% |