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Analog Devices Gains as Bullish Analyst Targets and AI Positioning Support Shares

Investivoq PriceTracker

Analog Devices (ADI) is up 3.3% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to improving sentiment around semiconductor names and continued optimism about Analog Devices’ earnings outlook, rather than a single fresh company-specific catalyst. This could be because investors are leaning on recent target increases, strong quarterly execution, and the company’s expanding AI-related product portfolio ahead of its next earnings report on November 24, 2026.

Details:

  • Analog Devices posted record fiscal third-quarter 2026 results in August, with revenue of about $4.02 billion, and guided for roughly $4.3 billion in fourth-quarter revenue at the midpoint.
  • The company recently scheduled its fiscal fourth-quarter 2026 earnings release for November 24, 2026, which can draw buying interest when investors expect another solid update.
  • Recent analyst actions have remained supportive, including a target increase last week while keeping a bullish rating, reinforcing the view that the business can keep benefiting from industrial, data center, and edge AI demand.
  • Analog Devices also announced an agreement in September to acquire Alif Semiconductor, a deal aimed at strengthening its AI-native processing capabilities for real-world edge systems.

    • Sources:

    Analog Devices, SEC, Reuters

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $ADI Insider Trading Activity

    ADI Insider Trades

    $ADI insiders have traded $ADI stock on the open market 100 times in the past 6 months. Of those trades, 0 have been purchases and 100 have been sales.

    Here’s a breakdown of recent trading of $ADI stock by insiders over the last 6 months:

    • VINCENT ROCHE (Chair & CEO) has made 0 purchases and 10 sales selling 120,000 shares for an estimated $47,440,205.
    • RAY STATA has made 0 purchases and 78 sales selling 12,744 shares for an estimated $4,913,277.
    • RICHARD C JR PUCCIO (Chief Financial Officer) has made 0 purchases and 5 sales selling 8,683 shares for an estimated $3,339,514.
    • VIVEK JAIN (Chief Operations/Tech Officer) has made 0 purchases and 3 sales selling 7,305 shares for an estimated $2,997,326.
    • KAREN GOLZ has made 0 purchases and 3 sales selling 3,000 shares for an estimated $1,176,280.
    • KATSUFUMI NAKAMURA (Chief Customer Officer) sold 1,200 shares for an estimated $498,028

    To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

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    $ADI Hedge Fund Activity

    We have seen 1,109 institutional investors add shares of $ADI stock to their portfolio, and 959 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • JPMORGAN CHASE & CO added 16,890,363 shares (+inf%) to their portfolio in Q2 2026, for an estimated $6,708,345,472
    • INVESCO LTD. added 10,448,151 shares (+159.1%) to their portfolio in Q2 2026, for an estimated $4,149,692,132
    • BLACKROCK, INC. added 3,745,779 shares (+8.7%) to their portfolio in Q2 2026, for an estimated $1,487,711,045
    • SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 2,980,399 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,183,725,070
    • CANTILLON CAPITAL MANAGEMENT LLC removed 1,823,477 shares (-95.4%) from their portfolio in Q2 2026, for an estimated $724,230,360
    • AMERICAN CENTURY COMPANIES INC removed 1,761,690 shares (-55.6%) from their portfolio in Q2 2026, for an estimated $699,690,417
    • VAN ECK ASSOCIATES CORP added 1,670,957 shares (+24.7%) to their portfolio in Q2 2026, for an estimated $663,653,991

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    $ADI Congressional Stock Trading

    Members of Congress have traded $ADI stock 8 times in the past 6 months. Of those trades, 2 have been purchases and 6 have been sales.

    Here’s a breakdown of recent trading of $ADI stock by members of Congress over the last 6 months:

    • REPRESENTATIVE RICK LARSEN purchased up to $15,000 on 10/08.
    • SENATOR SHELDON WHITEHOUSE sold up to $15,000 on 09/04.
    • REPRESENTATIVE RICHARD MCCORMICK has traded it 3 times. They made 0 purchases and 3 sales worth up to $45,000 on 07/30, 06/12.
    • REPRESENTATIVE THOMAS H. KEAN, JR. has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 06/30, 04/29.
    • REPRESENTATIVE JOSH GOTTHEIMER purchased up to $15,000 on 05/19.

    To track congressional stock trading, check out Investivoq's congressional trading dashboard. You can access data on congressional stock trades through the Investivoq API Congress trades endpoint.

    $ADI Analyst Ratings

    Wall Street analysts have issued reports on $ADI in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

    Here are some recent analyst ratings:

    • Needham issued a "Buy" rating on 05/21/2026

    To track analyst ratings and price targets for $ADI, check out Investivoq's $ADI forecast page.

    $ADI Price Targets

    Multiple analysts have issued price targets for $ADI recently. We have seen 16 analysts offer price targets for $ADI in the last 6 months, with a median target of $460.0.

    Here are some recent targets:

    • C.J. Muse from Cantor Fitzgerald set a target price of $550.0 on 06/29/2026
    • Tore Svanberg from Stifel set a target price of $498.0 on 06/24/2026
    • Harlan Sur from JP Morgan set a target price of $450.0 on 05/26/2026
    • John Vinh from Keybanc set a target price of $500.0 on 05/21/2026
    • William Stein from Truist Securities set a target price of $405.0 on 05/21/2026
    • Atif Malik from Citigroup set a target price of $460.0 on 05/21/2026
    • Mark Lipacis from Evercore ISI Group set a target price of $474.0 on 05/21/2026

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.