Analog Devices (ADI)
NASDAQInformation TechnologySemiconductorsSnapshot 2026-07-07
$379.03-2.52%
Close 2026-07-07 · 1-day change
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Track ADI free→Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Semiconductors is in supercycle. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, margins, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 2% a day.
View RiskMostly healthy — no soft spokes
Analog Devices (ADI) is positioned to benefit from strong revenue growth in AI. Recent earnings showed revenue growth of 37% year over year and a beat in Q2. ADI trades at 39× P/E, below the peer median of 77×. This suggests the price reflects less growth than expected. A specific risk is the potential for a guidance cut, with a 10% miss probability. Peer multiples imply a price about 3% above where it trades.
Trailing returns as of 2026-07-07. ADI is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 33 analysts currently covering ADI (as of Jul 2026).
Based on 16 Wall Street analysts offering 12-month price targets for ADI in the last 4 months.
A consensus fair price across 12 valuation methods, at three horizons. Current price $379.03. As of 2026-07-08. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Semiconductors — fair value, gap to price, and forward P/E.
Advances: Forecast revenue growth
Strong growth supports revenue growth forecast.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-07-07. EPS is implied from price ÷ P/E. Not investment advice.
Current $379.03
The last 12 months of price, then the range of analyst 12-month targets from today’s $379.03.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Securing credit facility supports dividend increase objective.
Potential regulatory scrutiny could impact revenue growth.
Advances: Forecast revenue growth
AI chip boom accelerates revenue growth forecast.
Advances: Forecast revenue growth
Acquisition deepens AI push, enhancing revenue growth.
Advances: Forecast revenue growth
Improved demand supports revenue growth forecast.
Advances: Forecast revenue growth
AI growth in Ireland aligns with revenue growth objectives.
Advances: Forecast revenue growth
Strong AI data center growth supports revenue forecasts.