Analog Devices, Inc. (ADI) Analyst Ratings & Price Targets

Analog Devices, Inc.

ADI · Nasdaq

Analyst Consensus

Buy

29 analysts

$361

Current

$400

Low

$464

Average

$400

High

Average target implies +28.39% versus the current price.

Analyst Ratings Synthesis

ADI carries a Buy consensus from 29 analysts. The supplied consensus lists a low target of $400, a mean of $462, and a high of $400, an internally inconsistent range that prevents a reliable assessment of target dispersion; other published figures range from Needham’s $400 to Baird’s $675. Baird analyst Tristan Gerra is the most bullish among the named analysts, raising the target to $675 from $450, while Needham is least bullish at $400. Wells Fargo lowered its target to $500 from $515 but kept Overweight, whereas BofA analyst Vivek Arya raised the target to $500 from $460 and maintained Buy. No revision is explicitly dated during this week. The disagreement centers on AI and edge-computing growth versus valuation and execution risk.

Rating Actions

1 firm captured

Firm	Analyst	Rating	Price Target	Upside	Date	Source
Needham	—	Upgrade Raised price target	$400	+10.8%	Feb 19, 2026	Open the report this row came from
Needham	—	Unrated Raised price target	$400	+10.8%	Feb 19, 2026	Open the report this row came from
Needham	—	Not stated; previously Hold Raised price target	$400	+10.8%	Feb 19, 2026	Open the report this row came from

Rating actions are extracted from published reporting. Each row links to its source.

Research Reports

Links to freely available third-party research. Outlook labels are our classification of each article's stance, not a rating of our own.

Covering Firms

B OF A GLBL RES

BAIRD R W

BARCLAYS CAPITA

BMO CAPITAL MKT

CANTOR FITZGERA

CITIGROUP

CO FORECST

DEUTSCHE BK SEC

EDWARD JONES

EVERCORE ISI

GOLDMAN SACHS

JEFFERIES & CO.

JP MORGAN SECUR

KEYBANC CAP MKT

LOOP CAPITAL MK

MORGAN STANLEY

NEEDHAM & CO.

OPPENHEIMER HLD

PIPER SANDLER

RAYMOND JAMES

SANFORD BERNSTE

STIFEL NICOLAUS

SUSQUEHANNA

TD COWEN

TRUIST SECURITI

UBS

WELLS FARGO SEC

WOLFE RESEARCH

ZACKS RESEARCH

Symbol: ADI
Type: Stock
Sector: Technology
Industry: Semiconductors & Related Devices
Exchange: Nasdaq

Analog Devices, Inc. (NASDAQ: ADI ) is a global semiconductor leader that bridges the physical and digital worlds to enable breakthroughs at the Intelligent Edge. ADI combines analog, digital, AI, and software technologies into solutions that combat climate change, reliably connect humans and the world, and help drive advancements in automation and robotics, mobility, healthcare, energy and data centers. With revenue of more than $11 billion in FY25, ADI ensures today's innovators stay Ahead of What's Possible.

Key Issues

Bullish view

ADI’s analog and edge-computing exposure could benefit from AI data-center demand, robotics, and physical-intelligence applications. Reports specifically identify AI data centers and edge AI as potential growth drivers.

Bearish view

AI may not be the only or dominant source of chip demand, and the evidence does not establish the size or timing of ADI’s AI-related revenue opportunity. The $1.35 billion Alif transaction could also take time to contribute materially.

Analyst Consensus

See all

Buy

29 analysts

$361

Current

$400

Low

$464

Average

$400

High

Average target implies +28.39% versus the current price.

Earnings History

BeatMissNo estimate

Analog Devices, Inc.

Analyst Consensus

Analyst Ratings Synthesis

Rating Actions

Research Reports

Covering Firms

Peers