ADI

ANALOG DEVICES INC

Nasdaq · Semiconductors & Related Devices · Inc. MA · CIK 0000006281
$403.89 +0.62% $197.1B
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)3 New Institutional PositionsCongressional Activity (5)
Vol
Market Cap$197.1B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (85%)
Inst. Holders11 funds
Inst. Value$26.1B
Inst. Activity3 buys / 2 sells
Insider Activity0B / 7S
Insider Net $-$38.6M
Reddit Sentiment50° Neutral
SEC Reports2
Congressional6 trades
Exchange Nasdaq·Sector Semiconductors & Related Devices·Inc. MA·CIK 0000006281·Prev Close $401.39

Recent Activity

Jun 5, 2026 short_volume
Short Volume: ADI — 57.9% short (1.0M / 1.6M)
Short: 953,922 | Exempt: 830 | TRF Vol: 1,648,528 | Short Ratio: 57.9% | Off-exchange volume (dark p
Jun 2, 2026 Insider
Cotter Martin sold 17,594 shares
SVP, Vertical Business Units @ $418.00 ($7.4M)
Jun 2, 2026 Insider
Cotter Martin sold 17,594 shares
SVP, Vertical Business Units @ $83.48 ($1.5M)
Jun 2, 2026 Insider
Cotter Martin sold 17,594 shares
SVP, Vertical Business Units @ $83.48 ($1.5M)
May 20, 2026 SEC
ADI reported record Q2 FY2026 revenue of $3.62B (up 37% YoY) and adjusted EPS of $3.09 (up 67% YoY), beating consensus e
8-K — Impact 7/10
Apr 29, 2026 Congress
Thomas Kean Jr sell
$1,001 - $15,000 — House
Feb 28, 2026 SEC
Three major institutions, including sovereign wealth fund Norges Bank and passive giant BofA, significantly increased po
INST-CLUSTER — Impact 6/10
Inst.
BANK OF AMERICA CORP — ADD
9,715,095 shares ($2.6B)

Price Targets

$451.03 +11.5% upside Buy
Current $404.62 Low $363.00 Median $450.00 High $515.00 31 analysts
$363.00 $515.00

Analyst Ratings

Strong Buy85% buy · 39 analysts
12Strong Buy
21Buy
6Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 26, 2026 JP Morgan MAINTAIN Overweight → Overweight
May 21, 2026 Evercore ISI Group MAINTAIN Outperform → Outperform
May 21, 2026 Citigroup MAINTAIN Buy → Buy
May 21, 2026 Truist Securities MAINTAIN Hold → Hold
May 21, 2026 Wells Fargo MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $3.32 ▲ +10.9% $3.07 — $3.42 62% YoY 26
Next Q $3.49 ▲ +12.0% $3.16 — $3.78 55% YoY 25
Current FY $12.34 ▲ +7.7% $11.58 — $12.75 58% YoY 28
Next FY $14.77 ▲ +12.4% $12.13 — $17.00 20% YoY 29

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$13.8B
MORGAN STANLEY$2.8B
BANK OF AMERICA CORP$2.6BADD
WELLS FARGO & COMPANY/MN$2.3B
NORGES BANK$2.2BNEW

Recent Insider Trades

DateInsiderTypeValue
Jun 2, 2026Cotter MartinSELL$7.4M
Jun 2, 2026Cotter MartinM$1.5M
Jun 2, 2026Cotter MartinM$1.5M
Jun 1, 2026ROCHE VINCENTM$1.1M
Jun 1, 2026ROCHE VINCENTSELL$4.0M

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
9 mentions 2 bullish 2 bearish

Congressional Trades

5 members: 2 buys, 4 sells
MemberPartyTypeAmount
Josh GottheimerDBUY$1,001 - $15,000
Thomas KeanRSELL$1,001 - $15,000
Ro KhannaDBUY$1,001 - $15,000
11 institutional holders with $26.1B total value (96,294,744 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, BANK. Net buying activity: 3 institutions added/increased vs 2 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC50,893,276$13.8B52.9%
2MORGAN STANLEY10,450,624$2.8B10.9%
3BANK OF AMERICA CORP /DE/9,715,095$2.6B10.1%ADD +39.4%
4WELLS FARGO & COMPANY/MN8,544,341$2.3B8.9%
5NORGES BANK8,169,308$2.2B8.5%NEW
6FMR LLC4,928,953$1.3B5.1%
7CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,932,370$795.3M3.0%NEW
8RENAISSANCE TECHNOLOGIES LLC349,595$94.8M0.4%TRIM -43.0%
9CAUSEWAY CAPITAL MANAGEMENT LLC263,030$71.3M0.3%
10TWO SIGMA INVESTMENTS, LP27,377$7.4M0.0%ADD +28.1%
11DODGE & COX20,775$5.6M0.0%TRIM -32.6%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
BANK OF AMERICA CORP /DE/ADD6,969,4299,715,095+39.4%$2.6B2025-Q4
NORGES BANKNEW8,169,308$2.2B2025-Q4
RENAISSANCE TECHNOLOGIES LLCTRIM613,695349,595-43.0%$94.8M2025-Q4
TWO SIGMA INVESTMENTS, LPADD21,37727,377+28.1%$7.4M2025-Q4
DODGE & COXTRIM30,80520,775-32.6%$5.6M2025-Q4
UBS Group AGTRIM6,714,3423,611,143-46.2%$887.3M2025-Q3
RENAISSANCE TECHNOLOGIES LLCNEW613,695$150.8M2025-Q3
NORGES BANKEXIT7,576,5790-100.0%$0.002025-Q3
BANK OF AMERICA CORP /DE/ADD6,042,1738,276,681+37.0%$2.0B2025-Q2
NORGES BANKNEW7,576,579$1.8B2025-Q2
TWO SIGMA INVESTMENTS, LPDOUBLED4,26217,925+320.6%$3.6M2025-Q1
NORGES BANKEXIT8,264,8870-100.0%$0.002025-Q1
CITADEL ADVISORS LLCADD1,005,9441,637,204+62.8%$347.8M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW2,708,427$623.4M2024-Q3
15 unique insiders with 7 transactions. Net insider value: -$38.6M ($0.00 bought, $38.6M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 2, 2026Cotter MartinSVP, Vertical Business UnitsSELL17,594$418.00$7.4M
Jun 2, 2026Cotter MartinSVP, Vertical Business UnitsM17,594$83.48$1.5M
Jun 2, 2026Cotter MartinSVP, Vertical Business UnitsM17,594$83.48$1.5M
Jun 1, 2026ROCHE VINCENTChair & CEOM10,000$108.08$1.1M
Jun 1, 2026ROCHE VINCENTChair & CEOSELL10,000$404.25$4.0M
Jun 1, 2026ROCHE VINCENTChair & CEOM10,000$108.08$1.1M
May 26, 2026ROCHE VINCENTChair & CEOSELL20,038$414.83$8.3M
May 26, 2026ROCHE VINCENTChair & CEOM30,000$144.06$4.3M
May 26, 2026ROCHE VINCENTChair & CEOM30,000$144.06$4.3M
May 22, 2026ROCHE VINCENTChair & CEOM30,000$144.06$4.3M
May 22, 2026ROCHE VINCENTChair & CEOSELL29,335$396.80$11.6M
May 22, 2026ROCHE VINCENTChair & CEOM30,000$144.06$4.3M
May 1, 2026ROCHE VINCENTChair & CEOM10,000$94.41$944.1K
May 1, 2026ROCHE VINCENTChair & CEOSELL10,000$397.91$4.0M
May 1, 2026ROCHE VINCENTChair & CEOM10,000$94.41$944.1K
Apr 7, 2026Cotter MartinSVP, Vertical Business UnitsA5,807$0.00$0.00
Apr 7, 2026Jain VivekEVP, Global OperationsA6,734$0.00$0.00
Apr 7, 2026Nakamura KatsufumiSVP, Chief Customer OfficerA4,085$0.00$0.00
Apr 7, 2026Puccio Richard C JrEVP and CFOA6,513$0.00$0.00
Apr 7, 2026ROCHE VINCENTChair & CEOA19,712$0.00$0.00
Apr 7, 2026Sondel MichaelCAO (principal acct. officer)A1,341$0.00$0.00
Apr 1, 2026ROCHE VINCENTChair & CEOM10,000$94.41$944.1K
Apr 1, 2026ROCHE VINCENTChair & CEOM10,000$94.41$944.1K
Apr 1, 2026ROCHE VINCENTChair & CEOSELL10,000$318.14$3.2M
Mar 30, 2026ROCHE VINCENTChair & CEOF27,027.168$303.10$8.2M
Mar 30, 2026Nakamura KatsufumiSVP, Chief Customer OfficerF120.901$303.10$36.6K
Mar 30, 2026Sondel MichaelCAO (principal acct. officer)F405.712$303.10$123.0K
Mar 30, 2026Cotter MartinSVP, Vertical Business UnitsF3,880.571$303.10$1.2M
Mar 30, 2026Jain VivekEVP, Global OperationsF6,386.093$303.10$1.9M
Mar 18, 2026Jain VivekEVP, Global OperationsA12,576$0.00$0.00
Mar 18, 2026Sondel MichaelCAO (principal acct. officer)A958$0.00$0.00
Mar 18, 2026ROCHE VINCENTChair & CEOA55,899$0.00$0.00
Mar 18, 2026Nakamura KatsufumiSVP, Chief Customer OfficerA399$0.00$0.00
Mar 18, 2026Cotter MartinSVP, Vertical Business UnitsA8,026$0.00$0.00
Mar 16, 2026Jain VivekEVP, Global OperationsF5,521.559$310.92$1.7M
Mar 16, 2026Sondel MichaelCAO (principal acct. officer)F778.289$310.92$242.0K
Mar 16, 2026ROCHE VINCENTChair & CEOF16,734.419$310.92$5.2M
Mar 16, 2026Puccio Richard C JrEVP and CFOF9,967.53$310.92$3.1M
Mar 16, 2026Nakamura KatsufumiSVP, Chief Customer OfficerF842.757$310.92$262.0K
Mar 16, 2026Cotter MartinSVP, Vertical Business UnitsF3,284.229$310.92$1.0M
Mar 11, 2026JENNINGS STEPHEN MDirectorA747$0.00$0.00
Mar 11, 2026Henry Peter B.DirectorA747$0.00$0.00
Mar 11, 2026Golz KarenDirectorA747$0.00$0.00
Mar 11, 2026Matsuoka YokyDirectorA747$0.00$0.00
Mar 11, 2026Wainer Andrea FDirectorA747$0.00$0.00
Mar 11, 2026JOHNSON MERCEDESDirectorA747$0.00$0.00
Mar 11, 2026STATA RAYDirectorSELL372$317.38$118.1K
Mar 11, 2026Andonian Andre'DirectorA747$0.00$0.00
Mar 11, 2026Frank Edward H.DirectorA747$0.00$0.00
Mar 11, 2026STATA RAYDirectorA747$0.00$0.00

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (85% buy). Based on 39 analysts: 12 strong buy, 21 buy, 6 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$451.03 mean target +11.5% upside Buy (1.56)
$363.00 Low $515.00 High
MetricValue
Current Price$404.62
Target Low$363.00
Target Mean$451.03
Target Median$450.00
Target High$515.00
# Analysts31
RecommendationBuy (1.56)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-07-31
$3.32 $3.07 $3.42 61.7% +10.9% 24↑ 0↓ $3.9B 35.7% 26
Next Q
2026-10-31
$3.49 $3.16 $3.78 54.5% +12.0% 23↑ 0↓ $4.0B 31.6% 25
Current FY
2026-10-31
$12.34 $11.58 $12.75 58.4% +7.7% 27↑ 0↓ $14.7B 33.7% 28
Next FY
2027-10-31
$14.77 $12.13 $17.00 19.7% +12.4% 27↑ 0↓ $16.9B 14.9% 29

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$3.315
7d ago$3.315
30d ago$2.988+0.327
60d ago$2.969+0.346
90d ago$2.969+0.346
20 analyst firms have rated this stock: 3 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 26, 2026 JP Morgan MAINTAIN Overweight Overweight
May 21, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
May 21, 2026 Citigroup MAINTAIN Buy Buy
May 21, 2026 Truist Securities MAINTAIN Hold Hold
May 21, 2026 Wells Fargo MAINTAIN Overweight Overweight
May 21, 2026 Keybanc MAINTAIN Overweight Overweight
May 21, 2026 Barclays MAINTAIN Overweight Overweight
May 21, 2026 TD Cowen MAINTAIN Buy Buy
May 21, 2026 Jefferies MAINTAIN Buy Buy
May 21, 2026 B of A Securities MAINTAIN Buy Buy
May 21, 2026 Baird MAINTAIN Outperform Outperform
May 21, 2026 Needham MAINTAIN Buy Buy
May 18, 2026 Stifel MAINTAIN Buy Buy
May 13, 2026 Wells Fargo MAINTAIN Overweight Overweight
May 13, 2026 Cantor Fitzgerald MAINTAIN Overweight Overweight
May 12, 2026 Oppenheimer MAINTAIN Outperform Outperform
Apr 13, 2026 B of A Securities MAINTAIN Buy Buy
Feb 19, 2026 UBS MAINTAIN Buy Buy
Feb 19, 2026 Truist Securities MAINTAIN Hold Hold
Feb 19, 2026 Goldman Sachs MAINTAIN Buy Buy
Feb 19, 2026 Piper Sandler MAINTAIN Neutral Neutral
Feb 19, 2026 Oppenheimer REITERATE Outperform Outperform
Feb 19, 2026 JP Morgan MAINTAIN Overweight Overweight
Feb 19, 2026 Barclays MAINTAIN Overweight Overweight
Feb 19, 2026 Wells Fargo MAINTAIN Overweight Overweight
Feb 19, 2026 Stifel MAINTAIN Buy Buy
Feb 19, 2026 Benchmark MAINTAIN Buy Buy
Feb 19, 2026 Keybanc MAINTAIN Overweight Overweight
Feb 19, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Feb 19, 2026 Cantor Fitzgerald REITERATE Overweight Overweight
Feb 19, 2026 Susquehanna MAINTAIN Positive Positive
Feb 19, 2026 Needham UPGRADE Hold Buy
Feb 17, 2026 Stifel MAINTAIN Buy Buy
Feb 17, 2026 Cantor Fitzgerald MAINTAIN Overweight Overweight
Feb 13, 2026 Barclays UPGRADE Equal-Weight Overweight
Jan 22, 2026 Susquehanna MAINTAIN Positive Positive
Jan 21, 2026 B of A Securities MAINTAIN Buy Buy
Jan 16, 2026 Stifel MAINTAIN Buy Buy
Jan 16, 2026 Oppenheimer MAINTAIN Outperform Outperform
Jan 15, 2026 Citigroup MAINTAIN Buy Buy
Jan 15, 2026 Wells Fargo UPGRADE Equal-Weight Overweight
Jan 13, 2026 Keybanc MAINTAIN Overweight Overweight
Dec 19, 2025 Truist Securities MAINTAIN Hold Hold

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026122160085%
May 1, 2026122270083%
Apr 1, 2026122180080%
Mar 1, 20261220110074%
Feb 1, 20261218130070%
Jan 1, 20261218110073%
Strong BuyBuyHoldSellStrong Sell
5 members of Congress traded this stock: 2 buys, 4 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
May 19, 2026Josh GottheimerDHOUSEBUY$1,001 - $15,000Analog Devices IncJun 4, 2026 (17d)
Apr 29, 2026Thomas Kean JrRHOUSESELL$1,001 - $15,000Analog Devices IncMay 25, 2026 (27d)
Apr 13, 2026Ro KhannaDHOUSEBUY$1,001 - $15,000Analog Devices IncMay 13, 2026 (31d)
Mar 19, 2026Rich McCormickRHOUSESELL$1,001 - $15,000Analog Devices IncApr 8, 2026 (21d)
Mar 19, 2026Rich McCormickRHOUSESELL$1,001 - $15,000Analog Devices IncApr 8, 2026 (21d)
Feb 10, 2026Shelley Moore CapitoRSENATESELL$1,001 - $15,000Analog Devices IncMar 4, 2026 (23d)
50°
Neutral
Bearish Neutral Bullish
9 mentions 2 bullish 2 bearish 9 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 4, 2026144° Neutral001
Jun 4, 2026144° Neutral001
Jun 3, 2026160° Warm101
Jun 3, 2026160° Warm101
Jun 1, 2026150° Neutral001
Jun 1, 2026150° Neutral001
May 8, 2026140° Cool011
May 8, 2026140° Cool011
Feb 17, 2026150° Neutral001

Recent Reddit Threads

r/options Neutral 6d 3h ago
Analog Devices $ADI could be the next Micron $MU
▲ 1 💬 0 ⚡ 0.5
r/stocks Bullish 6d 18h ago
Why not ADI and Texas Instruments?
▲ 1 💬 0 ⚡ 0.5
r/options Neutral 8d 11h ago
$ADI Analog Devices options could easily 4x this year.
▲ 1 💬 0 ⚡ 0.3
r/wallstreetbets Bearish 1mo ago
Why $ADI (Analog Devices) will crush earnings in 12 days
▲ 1 💬 1 ⚡ 0.5
r/stockmarket Neutral 3mo ago
Weekly Market Map: SPY 681 Decision Zone, QQQ 600 Line in Sand
▲ 8 💬 1 ⚡ 0.0
Jun 5, 2026
short_volume
Short Volume: ADI — 57.9% short (1.0M / 1.6M)
Short: 953,922 | Exempt: 830 | TRF Vol: 1,648,528 | Short Ratio: 57.9% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: ADI — 56.5% short (0.8M / 1.4M)
Short: 796,287 | Exempt: 4,398 | TRF Vol: 1,408,646 | Short Ratio: 56.5% | Off-exchange volume (dark pool + OTC)
May 20, 2026
earnings_calendar
ADI Q2 2026 Earnings Before Market Open — 2026-05-20
May 18, 2026
dark_pool
Dark Pool: ADI — 8.4M shares, 198,514 trades
Week starting 2026-05-18. Total ATS volume: 8,427,862 shares across 198,514 trades.
May 14, 2026
short_interest
FTD: ADI — 6,675 shares ($2.9M) failed to deliver
Settlement: 20260514, Price: $432.39, FTD Value: $2,886,203.25, ANALOG DEVICES INC
May 13, 2026
short_interest
FTD: ADI — 19,675 shares ($8.3M) failed to deliver
Settlement: 20260513, Price: $419.65, FTD Value: $8,256,613.75, ANALOG DEVICES INC
May 11, 2026
dark_pool
Dark Pool: ADI — 5.1M shares, 133,754 trades
Week starting 2026-05-11. Total ATS volume: 5,114,044 shares across 133,754 trades.
May 4, 2026
dark_pool
Dark Pool: ADI — 3.8M shares, 122,751 trades
Week starting 2026-05-04. Total ATS volume: 3,827,845 shares across 122,751 trades.
Apr 27, 2026
dark_pool
Dark Pool: ADI — 3.4M shares, 98,628 trades
Week starting 2026-04-27. Total ATS volume: 3,398,885 shares across 98,628 trades.
Apr 27, 2026
short_interest
FTD: ADI — 10,760 shares ($4.3M) failed to deliver
Settlement: 20260427, Price: $399.57, FTD Value: $4,299,373.2, ANALOG DEVICES INC
Apr 23, 2026
short_volume
Short Volume: ADI — 58.9% short (1.0M / 1.7M)
Short: 1,004,197 | Exempt: 4,044 | TRF Vol: 1,704,545 | Short Ratio: 58.9% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
dark_pool
Dark Pool: ADI — 5.3M shares, 118,211 trades
Week starting 2026-04-20. Total ATS volume: 5,311,422 shares across 118,211 trades.
Apr 17, 2026
short_volume
Short Volume: ADI — 63.1% short (1.1M / 1.8M)
Short: 1,106,223 | Exempt: 324 | TRF Vol: 1,753,360 | Short Ratio: 63.1% | Off-exchange volume (dark pool + OTC)
Apr 16, 2026
short_volume
Short Volume: ADI — 58.3% short (0.4M / 0.8M)
Short: 442,156 | Exempt: 1,108 | TRF Vol: 758,923 | Short Ratio: 58.3% | Off-exchange volume (dark pool + OTC)
Apr 15, 2026
short_volume
Short Volume: ADI — 57.7% short (0.5M / 0.8M)
Short: 489,208 | Exempt: 1,419 | TRF Vol: 847,793 | Short Ratio: 57.7% | Off-exchange volume (dark pool + OTC)