Analog Devices (ADI)
NASDAQInformation TechnologySemiconductorsSnapshot 2026-10-30
$417.11-3.73%
Close 2026-10-30 · 1-day change
NASDAQInformation TechnologySemiconductorsSnapshot 2026-10-30
Research Workspace
Put ADI beside peers and holdings, graph the same metric, and keep your notes with the evidence.
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 expansion. 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 earnings delivery, 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 1% a day.
View RiskMostly healthy — no soft spokes
ADI’s growth case rests on sustaining double-digit revenue growth across its end markets. Recent revenue growth accelerated, and the latest fiscal quarter beat earnings expectations. Revenue grew 40% year over year in the third quarter of fiscal 2026. ADI trades at 37× P/E versus a 53× peer median. The desk says the price reflects less growth than its forecast. A next-quarter earnings miss has a 14% model probability. The peer multiple gap leaves room for valuation compression if growth does not support the premium. Peer multiples imply a price about 12% below where it trades. Our read remains intact.
Trailing returns as of 2026-10-30. ADI is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 34 analysts currently covering ADI (as of Oct 2026).
Based on 10 Wall Street analysts offering 12-month price targets for ADI in the last 4 months.
Continue this research
Compare ADI with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Compare now without an account. Saving and monitoring require an account.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| ADI Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-10-30. 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.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put ADI next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Drive revenue growth across all end markets
Double-digit growth supports revenue growth objective.
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 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $417.11
The last 12 months of price, then the range of analyst 12-month targets from today’s $417.11.
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.
Around the middle on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Drive revenue growth across all end markets
Double-digit growth supports revenue growth objective.
Advances: Drive revenue growth across all end markets
Grid-to-chip strategy aligns with revenue growth objectives.
Advances: Drive revenue growth across all end markets
Significant profit increase supports revenue growth objective.
Advances: Drive revenue growth across all end markets
Q3 results and Q4 forecast indicate strong revenue growth.
Rating downgrade signals potential revenue growth concerns.
Advances: Maintain and improve operating margin
Margin outlook supports operating margin improvement.
Upgrade indicates positive valuation sentiment.
