ADI stock sentiment todayAnalog Devices, Inc.
Sentiment verdict
Gossip first, financials second — NEUTRAL at 78% confidence.
Last updated · cached analysis, refreshes periodically
ADI
Analog Devices, Inc.A premier analog powerhouse facing a cyclical industrial downturn, currently trading at a premium valuation that factors in a recovery already.
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See exactly how analyst targets, gossip sentiment and momentum are weighted into this 6-month forecast.
Sign in to go Pro →Full model breakdown (analyst / gossip / momentum weights) is a Pro feature. Modelled for ADI. Not financial advice.
Price · last 12 months
Gossip
Market narrative is currently dominated by 'bottoming' talk. While the automotive segment remains a headwind due to EV inventory adjustments, there is growing excitement around ADI's role in the AI data center power management build-out and a recovery in factory automation.
- ·Inventory destocking cycles reaching an inflection point
- ·Increasing silicon content in software-defined vehicles
- ·Expansion into high-performance power management for AI accelerators
Financial
ADI maintains world-class gross margins (approx. 70% non-GAAP) and a robust free cash flow profile. While recent revenue has contracted year-over-year due to the semiconductor cycle, the balance sheet is healthy with disciplined capital allocation toward dividends and buybacks.
- ·Gross Margin: ~70-73% (Target range)
- ·P/E Ratio: ~35x (Elevated vs. historical 5-year average)
- ·Free Cash Flow Margin: ~30%
Conviction
Whose money is actually in the stock — insider open-market trades and the patience of the institutional holder base.
Mixed conviction — no decisive signal from insiders or the holder base.
- ·Insiders sold a net $7.4M on the open market in the last 120 days.
Pro shows every named insider trade in the window (buyer, title, size, price, and whether it was a pre-scheduled 10b5-1 sale) plus the full holder register split into patient capital and fast money.
Unlock with Pro →Source: SEC EDGAR Form 4 + 13F holder register. Option exercises, grants, gifts and tax withholding are excluded — only open-market purchases and sales count. Not financial advice.
Risks
- ·Slower-than-expected recovery in the Industrial end-market
- ·Automotive inventory glut lasting through late 2024
- ·High valuation relative to near-term earnings growth
Peer temperature
How direct competitors stack up against ADI right now.
- NEUTRALTXNTexas Instruments
NEUTRAL — similar industrial exposure but facing higher CapEx headwinds due to aggressive internal fab expansion.
See full analysis → - COLDMCHPMicrochip Technology
COLDER — struggling with more severe inventory corrections and higher debt leverage than ADI.
See full analysis → - HOTMPWRMonolithic Power Systems
HOTTER — trading at a higher multiple but capturing market share faster in the AI power management sub-sector.
See full analysis →
- ADI-4.1%
- TXN-6.9%
- MCHP-4.7%
- MPWR-9.0%
Analyst price target
Consensus average of 24 analysts · median 474.00
Source: StockAnalysis.com · updated 2026-08-24
AI-generated analysis for informational purposes only. Not financial advice.