Added to YB: 2026-09-01
Pitch date: 2026-08-30
ADI [bullish]
Analog Devices, Inc.
-0.75%
current return
Author Info
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Company Info
Analog Devices, Inc. engages in the design, manufacture, testing, and marketing of integrated circuits (ICs), software, and subsystems products in the United States, rest of North and South America, Europe, Japan, China, and rest of Asia.
Market Cap
$175.3B
Pitch Price
$363.79
Price Target
N/A
Dividend
1.17%
EV/EBITDA
26.11
P/E
42.96
EV/Sales
13.12
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Analog Devices (ADI)
ADI: Analog Devices offers a high-margin cyclical semiconductor recovery at $361.78, with 30% upside to the $470.25 consensus target and the shares 19% below their 52-week high. Trailing free cash flow is ~$4.9B, or 36% of revenue, while above-Street Q4 guidance and broadly strengthening demand suggest recovery is progressing into end-demand expansion. At 22.7x forward earnings, valuation is reasonable, though semiconductor cyclicality and industrial/auto demand remain key risks.
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