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Analog Devices just saw its modeled fair value price target move to $379.64 from $313.31, a change of roughly 21% in the estimate. Analysts tying their updated targets to recent Q1 and Q4 results, stronger guidance, and exposure to data center and AI trends are generally constructive, while more cautious voices point to valuation discipline, mixed end market signals, and cyclicality. Read on to see how you can track these shifting views and what to watch as the Analog Devices story continues to evolve.
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Firms including TD Cowen, UBS, Barclays, KeyBanc, Jefferies, BofA, Oppenheimer, Citi, Morgan Stanley, Stifel, Goldman Sachs and Cantor Fitzgerald have raised price targets, often by US$50 to US$110, citing Q1 beats, stronger guidance and what they see as benefits from AI plus data center, industrial and data center content, and pricing.
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Baird, Evercore ISI and Oppenheimer highlight what they describe as multiple tailwinds and a cycle recovery, while some, such as BofA, point to what they view as strong pricing power tied to a largely sole sourced product portfolio.
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Several firms, including KeyBanc, Jefferies and TD Cowen, reference upside or momentum in areas such as communications, consumer, aerospace and defense, and data center power and converter content, which they see as supporting their higher valuation frameworks.
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Truist and Piper Sandler, despite lifting targets, keep more cautious or neutral stances, pointing to mixed trends such as softer auto demand and the influence of expected price increases and cyclical factors.
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Earlier, Evercore ISI reduced a prior target while still rating the shares Outperform, reflecting some concern about revenue trend deceleration as results move closer to long term trend lines even as analysts acknowledge ongoing recovery themes.
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Analog Devices issued guidance for fiscal Q1 2026 with forecast revenue of US$3.1b, +/- US$100m, an expected reported operating margin of about 31.0%, +/-130 bps, and planned reported EPS of US$1.60, +/-US$0.10 alongside adjusted EPS of US$2.29, +/-US$0.10.
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The company also provided fiscal Q2 2026 guidance, targeting revenue of US$3.5b, +/-US$100m, an expected reported operating margin of about 36.4%, +/-150 bps, and planned reported EPS of US$2.19, +/-US$0.15.
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The board approved an 11% increase in the quarterly dividend to US$1.10 per share, effective for the dividend payable on March 17, 2026, extending the record to 22 consecutive years of higher dividends.
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Analog Devices reported ongoing activity under its long running share repurchase program and recommended that investors vote against a shareholder proposal on special meeting rights, citing an existing 25% ownership threshold it describes as aligned with common public company practices.