Analog Devices (ADI)
NASDAQInformation TechnologySemiconductorsSnapshot 2026-07-07
$379.03-2.52%
Close 2026-07-07 · 1-day change
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Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
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 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.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $379 ADI trades at 38× p/e, below its 73× p/e peer median. Our $391 fair value sits above the price. We hold it with medium confidence: the peer anchor overstates how cheap it looks. Analysts target $405–$550. Note: our $391 fair value sits below the entire analyst range ($405–$550). Not investment advice.
$405.00 – $550.00 (median $465.00) · 20 analysts · as of 2026-06-29
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Only weak execution quality — not the full expensive x weak x turbulent stack. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
At today's price you pay about 168% over what the business is worth with no growth; closing that gap needs roughly 3.6 years of the forecast growth to come through. These describe the expectations embedded in the price, not a forecast of the move. Reverse-DCF base: $7.56/sh owner earnings.
Looks cheaper than most peers in the same business.
Richer than its own typical valuation.
Trailing four: 2025-Q2, 2025-Q3, 2026-Q1, 2026-Q2
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $465.00 | — | — | Analyst | high |
| dcf fcfe | 12M | $188.16 | — | — | Hist. CAGR | high |
| dcf fcff | 12M | $180.70 | — | — | Hist. CAGR | high |
| ddm gordon | 12M | $74.11 | — | — | TTM | high |
| graham number | 12M | $123.54 | — | — | TTM | high |
| Peer P/FCF | 12M | $468.18 | 50.3 | 9.31 | TTM | high |
| Peer P/E | 12M | $1084.51 | 73.4 | 14.78 | TTM | high |
| Peer P/S | 12M | $238.30 | 10.5 | 22.73 | TTM | high |
| PEG | 12M | $338.78 | 22.9 | 14.78 | TTM | high |
| residual income | 12M | $85.59 | — | — | TTM | high |
| Own P/E history | 12M | $510.44 | 34.5 | 14.78 | TTM | high |
| triangulated | 12M | $746.00 | 73.4 | 10.17 | Triangulated | high |
| Peer P/FCF | 3Y | $540.39 | 50.3 | 10.74 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $1434.26 | 73.4 | 19.55 | Analyst | medium |
| Peer P/S | 3Y | $462.32 | 10.5 | 44.10 | Analyst | medium |
| PEG | 3Y | $448.04 | 22.9 | 19.55 | Analyst | medium |
| Own P/E history | 3Y | $675.05 | 34.5 | 19.55 | Analyst | medium |
| Peer P/FCF | 5Y | $594.61 | 50.3 | 11.82 | Hist. CAGR(prov.) | high |
| Peer P/E | 5Y | $1896.81 | 73.4 | 25.85 | Analyst | high |
| Peer P/S | 5Y | $611.42 | 10.5 | 58.32 | Analyst | high |
| PEG | 5Y | $592.53 | 22.9 | 25.85 | Analyst | high |
| Own P/E history | 5Y | $892.76 | 34.5 | 25.85 | Analyst | high |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.