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→Analog Devices grows revenue about 37% yearly. Profit margin is near 38%. Dividends rise steadily. AI and industrial demand boost growth.
Revenue growth could slow below 20%. Profit margin might fall under 30%. Rising costs or weak demand could hurt results.
The price is about 3% below our fair value near $395. Analysts expect about 37% revenue growth. Our fair value is 15% below the Street median.
Breaks if: Dividend does not increase or falls next quarter
ADI aims to consistently increase its quarterly dividend, reflecting a commitment to returning value to shareholders.
Stated in 6 of last 6 quarters. Dividend increased from $0.99 to $1.10 per share, reflecting a consistent commitment to shareholder returns. The trajectory is delivering on management's stated priority of increasing dividends.
Breaks if: Operating margin falls below 30% next quarter
ADI is focused on maintaining a strong operating margin through disciplined cost management and strategic investments.
Stated in 6 of last 6 quarters. Operating margin increased from 25.7% in 2025-Q2 to 38.1% in 2026-Q2, reflecting effective cost management and strategic investments. The company is delivering on its commitment to maintain strong margins.
Breaks if: YoY revenue growth falls below 20% next year
ADI continues to forecast revenue growth, leveraging strong market demand and strategic positioning.
Stated in 6 of last 6 quarters. Revenue grew from $2.64B in 2025-Q2 to $3.62B in 2026-Q2, indicating a positive trajectory in line with management's growth forecasts. The company continues to project revenue increases, supported by strong market demand.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Raised quarterly dividend 11% to $1.10, marking twenty-two consecutive years of increases.”
“Declared a quarterly cash dividend of $0.99 per outstanding share.”
“Declared a quarterly cash dividend of $0.99 per outstanding share.”
“Declared a quarterly cash dividend of $0.99 per outstanding share.”
“Raised quarterly dividend 8% to $0.99, marking twenty-one consecutive years of increases.”
“Declared a quarterly cash dividend of $0.92 per outstanding share.”
“We expect reported operating margin of approximately 39.0%, +/-150 bps.”
“We expect reported operating margin of approximately 36.4%, +/-150 bps.”
“We expect reported operating margin of approximately 31.0%, +/- 130 bps.”
“We expect reported operating margin of approximately 30.5%, +/-150 bps.”
“We expect reported operating margin of approximately 27.2%, +/-150 bps.”
“We expect reported operating margin of approximately 24.2%, +/-160 bps.”
“For the third quarter of fiscal 2026, we are forecasting revenue of $3.9 billion, +/- $100 million.”
“For the second quarter of fiscal 2026, we are forecasting revenue of $3.5 billion, +/- $100 million.”
“For the first quarter of fiscal 2026, we are forecasting revenue of $3.1 billion, +/- $100 million.”
“For the fourth quarter of fiscal 2025, we are forecasting revenue of $3.0 billion, +/- $100 million.”
“For the third quarter of fiscal 2025, we are forecasting revenue of $2.75 billion, +/- $100 million.”
“For the second quarter of fiscal 2025, we are forecasting revenue of $2.50 billion, +/- $100 million.”