Should I Buy ADI? ADI 2026 Analysis

Should You Buy Analog Devices Inc (ADI) Today? Analysis, Price Targets, and 2026 Outlook.

Conclusion

Hold

Latest Price

320.450

1 Day change

-0.52%

52 Week Range

327.750

Analysis Updated At

2026/02/04

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Not a good buy right now for an impatient entry: the setup is bullish longer-term, but short-term edge is weak (no proprietary buy signals, momentum cooling, and near-term downside odds slightly favor sellers).
Better stance today: Hold / wait for a cleaner dip toward ~$301 (S1) or a breakout acceptance above ~$319 (R1) before adding.
Intellectia Proprietary Trading Signals
AI Stock Picker: no signal on given stock today.
SwingMax: No signal on given stock recently.

Technical Analysis

Trend bias: Bullish (SMA_5 > SMA_20 > SMA_200), indicating the broader uptrend is intact.
Momentum: MACD histogram positive but contracting (0.0466) → upside momentum is slowing, increasing risk of chop/pullback.
RSI(6)=54.5: Neutral (no clear overbought/oversold edge).
Levels: Pivot ~309.95 (price ~311.94 just above). Key support: ~301.23 then ~295.84. Key resistance: ~318.67 then ~324.06.
Pattern-based forward view provided: modest bearish drift (next day/week/month probabilities skew slightly negative).

Options Data

Bullish

Open Interest Put-Call Ratio

Bearish

Option Volume Put-Call Ratio

Positioning: OI put/call 0.85 is mildly constructive (more calls outstanding than puts).
Flow today: volume put/call 1.85 is bearish short-term (puts leading in traded volume).
Volatility: IV30 ~41.6 vs historical vol ~32; IV percentile 91.2 → options are priced for elevated uncertainty (often seen into major events like earnings).

Technical Summary

Sell

Buy

Positive Catalysts

- Analysts broadly expect a steadying upcycle / cyclical recovery in analog and strength tied to AI infrastructure.

Neutral/Negative Catalysts

- No fresh news catalysts in the last week to provide immediate upside fuel.
- Options tape is put-heavy on volume (near-term caution/hedging).
- Congress trading (last 90 days): 4 sales, 0 buys → influential-flow sentiment skewing cautious.
- End-market note from analysts: auto remains somewhat challenged, which can temper near-term upside expectations.

Financial Performance

Latest quarter: 2025/Q4.
Revenue: $3.076B, +25.9% YoY (clear top-line re-acceleration).
Net income: $787.7M, +64.8% YoY (operating leverage / profitability improving).
EPS: $1.60, +66.7% YoY.
Gross margin: 57.03%, +13.42% YoY (strong margin expansion trend).

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

Recent trend: a wave of price-target increases and reaffirmed bullish ratings (Buy/Overweight/Outperform/Positive) from BofA, Oppenheimer, Stifel, Morgan Stanley, Susquehanna, Cantor, UBS, Baird.
PTs clustered mostly $314–$360, implying Street sees further upside from current ~$312, but not necessarily immediate.
Wall St pros: positioned for cyclical recovery, improving industrial demand, and AI-related tailwinds.
Wall St cons: recovery not uniform (auto softer), and near-term choppiness possible as expectations rise into earnings.

23 Analyst Rating

Wall Street analysts forecast ADI stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for ADI is 290.38 USD with a low forecast of 240 USD and a high forecast of 350 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

19 Buy

4 Hold

0 Sell

Strong Buy

Current: 322.120

Low

240

Averages

290.38

High

350

Current: 322.120

Low

240

Averages

290.38

High

350

Susquehanna

Positive

maintain

$350 -> $360

AI Analysis

2026-01-22

Reason

Susquehanna

Price Target

$350 -> $360

AI Analysis

2026-01-22

maintain

Positive

Reason

Susquehanna raised the firm's price target on Analog Devices to $360 from $350 and keeps a Positive rating on the shares. The firm updated targets in the semiconductor group as a part of an earnings preview. Susquehanna generally expects in-line results to modest upside in Q4, amid a "steadying upcycle" and a broadening of the artificial intelligence infrastructure supply chain. While the industrial end market is improving, auto remains somewhat challenged, the analyst tells investors in a research note.

BofA

Buy

upgrade

$320 -> $350

2026-01-21

Reason

BofA

Price Target

$320 -> $350

2026-01-21

upgrade

Buy

Reason

BofA raised the firm's price target on Analog Devices to $350 from $320 and keeps a Buy rating on the shares. The firm raised price targets for most of its diversified analog semi stock coverage, noting that it expects modest calendar Q4 beats and Q1 raises across the board led by industrial semis given ongoing rebounds across most subsegments, favorable pricing, and robust growth in strategic AI businesses.

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ADI Should I Buy

ADI Should I Buy

Should You Buy Analog Devices Inc (ADI) Today? Analysis, Price Targets, and 2026 Outlook.

Technical Analysis

Options Data

Technical Summary

Positive Catalysts

Neutral/Negative Catalysts

Financial Performance

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

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