SecBot

SecBot
Nasdaq· Semiconductors & Related Devices· Inc. MA· CIK 0000006281

ADI

ANALOG DEVICES INC
$416.21 ▲ +2.87%
Prev close $404.60
Market cap$192.2B
ConsensusStrong Buy
12-mo target$470.72 (+13.1%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (4 insiders)High Impact Filing (7/10)33 New Institutional Positions17 Institutional ExitsCongressional Activity (1) Semiconductors
Snapshot
The big-picture read on ADI right now — valuation, ownership and activity at a glance.
Market Cap
$192.2B
Cap Size
Large Cap
Analyst Consensus
Strong Buy (90%)
Inst. Holders
50 funds
Inst. Value
$125.5B
Inst. Activity
33 buys / 17 sells
Insider Activity
$0.00 buy / $12.3M sell
Insider Net $
-$12.3M
Social Sentiment
54° Neutral
SEC Reports
16
Congressional
10 trades
Price chart 30d +17.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: ADI — 55.1% short (0.7M / 1.3M)
Short: 689,388 | Exempt: 1,073 | TRF Vol: 1,251,749 | Short Ratio: 55.1% | Off-exchange volume (dark
Sep 22, 2026 Insider
Puccio Richard C Jr sold 1,500 shares
Chief Financial Officer @ $382.19 ($573.3K)
Sep 18, 2026 Insider
ROCHE VINCENT gifted 19,200 shares
Chair & CEO
Sep 11, 2026 SEC
A cluster of insider selling at Analog Devices over a 7-day window, led by CEO Vincent Roche selling $3.56M in open-mark
CLUSTER — Impact 2/10
Sep 9, 2026 SEC
Two top executives at Analog Devices — CEO Vincent Roche and CFO Richard Puccio — sold a combined $4.11M in shares over
CLUSTER — Impact 3/10
Sep 9, 2026 SEC
Analog Devices (ADI) announced a definitive agreement to acquire Alif Semiconductor for $1.35 billion in cash, with up t
8-K — Impact 7/10
Sep 9, 2026 Insider
STATA RAY sold 369 shares
Director @ $362.94 ($133.9K)
Jul 30, 2026 Congress
Rich McCormick sell
$1,001 - $15,000 — House
Analyst ratings buy % +23.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Strong Buy 90% rate it Buy or better · 39 analysts
Strong Buy 13 33% Buy 22 56% Hold 4 10% Sell 0 0% Strong Sell 0 0%
Recent analyst actions
DateFirmActionRatingFirm rating
Sep 8, 2026TD CowenREITERATEBuy 56%
Aug 24, 2026BairdMAINTAINOutperform 54%
Aug 21, 2026BMO CapitalINITIATEOutperform 53%
Aug 20, 2026JP MorganMAINTAINOverweight 55%
Aug 20, 2026Morgan StanleyMAINTAINOverweight 55%
Aug 20, 2026BernsteinUPGRADEOutperform 51%
Aug 20, 2026Wells FargoMAINTAINOverweight 54%
Aug 20, 2026TD CowenREITERATEBuy 56%
Aug 20, 2026Seaport GlobalUPGRADEBuy 51%
Aug 20, 2026NeedhamMAINTAINBuy 50%
Monthly consensus history
PeriodStr. BuyBuyHoldSellStr. SellBuy %Distribution
Sep 1, 2026132240090%
Aug 1, 2026122050086%
Jul 1, 2026122060084%
Jun 1, 2026122160085%
May 1, 2026122270083%
Apr 1, 2026122180080%
Mar 1, 20261220110074%
Feb 1, 20261218130070%
Price targets
Where 32 covering analysts think ADI trades over the next 12 months.
$470.72 +13.1% upside Buy
Current$416.21 Low$365.00 Median$463.50 High$675.00 32 analysts
$365.00$675.00
Analyst rating Strong Buy· 1.4/5 as of Oct 2, 2026
Social media sentiment mood +20.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
54°
Neutral
BearishNeutralBullish
10 mentions 3 bullish 2 bearish 5 neutral
Recent posts
wallstreetbets Bullish 1mo ago
$ADI - The Earnings Setup For Aug 19
▲ 1 · 💬 0· ⚡ 0.5
options Neutral 4mo ago
Analog Devices $ADI could be the next Micron $MU
▲ 1 · 💬 0· ⚡ 0.5
stocks Bullish 4mo ago
Why not ADI and Texas Instruments?
▲ 1 · 💬 0· ⚡ 0.5
options Neutral 4mo ago
$ADI Analog Devices options could easily 4x this year.
▲ 1 · 💬 0· ⚡ 0.3
wallstreetbets Bearish 4mo ago
Why $ADI (Analog Devices) will crush earnings in 12 days
▲ 1 · 💬 1· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
16 SEC filing reports analyzed · 3 bullish, 1 bearish, 3 mixed, 9 neutral · avg impact 4.0/10.
NEUTRALCLUSTER2/10
A cluster of insider selling at Analog Devices over a 7-day window, led by CEO Vincent Roche selling
Sep 11, 2026
NEUTRALCLUSTER3/10
Two top executives at Analog Devices — CEO Vincent Roche and CFO Richard Puccio — sold a combined $4
Sep 9, 2026
BULLISH8-K7/10
Analog Devices (ADI) announced a definitive agreement to acquire Alif Semiconductor for $1.35 billio
Sep 9, 2026
NEUTRALCLUSTER2/10
Three ADI insiders (CEO, CFO, and a director) sold shares totaling $4.94M over a 7-day window. The C
Sep 3, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: ADI — 55.1% short (0.7M / 1.3M)
Short: 689,388 | Exempt: 1,073 | TRF Vol: 1,251,749 | Short Ratio: 55.1% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: ADI — 62.0% short (0.5M / 0.8M)
Short: 517,378 | Exempt: 322 | TRF Vol: 834,297 | Short Ratio: 62.0% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: ADI — 55.6% short (0.4M / 0.7M)
Short: 408,091 | Exempt: 262 | TRF Vol: 733,344 | Short Ratio: 55.6% | Off-exchange volume (dark pool + OTC)
Sep 22, 2026
short_volume
Short Volume: ADI — 58.7% short (0.5M / 0.8M)
Short: 459,046 | Exempt: 114 | TRF Vol: 782,083 | Short Ratio: 58.7% | Off-exchange volume (dark pool + OTC)
Sep 17, 2026
short_volume
Short Volume: ADI — 56.5% short (0.5M / 0.8M)
Short: 450,550 | Exempt: 21 | TRF Vol: 797,548 | Short Ratio: 56.5% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
PeriodEPS Est.RangeGrowth30d RevUp/DnRevenue#
Current Q$3.85$3.42–$4.0070.3%+8.6%21↑ 1↓$4.3B26
Next Q$3.79$3.31–$4.2254.0%+9.3%21↑ 0↓$4.3B25
Current FY$12.89$12.35–$14.3165.5%+0.4%23↑ 1↓$15.1B29
Next FY$16.35$14.34–$18.0026.8%+0.1%23↑ 0↓$18.2B30
Current-quarter EPS estimate — revision history
WhenEPS estimateChange vs now
Current$3.849—
7d ago$3.850-0.000
30d ago$3.546+0.304
60d ago$3.521+0.329
90d ago$3.492+0.357
Institutional ownership
Which big funds own ADI (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $125.5B total value (316,129,584 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 33 institutions added/increased vs 17 reduced.
Top holders — 2026-Q2
FundSharesValue% TrackedLast move
BlackRock, Inc.46,858,696$18.6B14.8%—
VANGUARD CAPITAL MANAGEMENT LLC31,850,408$12.7B10.1%—
STATE STREET CORP23,660,999$9.4B7.5%—
Invesco Ltd.17,014,597$6.8B5.4%—
JPMORGAN CHASE & CO16,890,363$6.6B5.3%—
VANGUARD PORTFOLIO MANAGEMENT LLC14,657,807$5.8B4.6%—
GEODE CAPITAL MANAGEMENT, LLC12,422,798$4.9B3.9%—
BANK OF AMERICA CORP /DE/8,996,351$3.6B2.8%—
VAN ECK ASSOCIATES CORP8,422,883$3.3B2.7%—
MORGAN STANLEY8,254,604$3.3B2.6%—
Recent position changes
FundActionPrevCurrentChangeValue
NORGES BANKNEW—8,169,137—$3.2B
AmundiTRIM5,044,2713,592,957-28.8%$1.4B
Nuveen, LLCADD1,995,5883,057,653+53.2%$1.2B
Rafferty Asset Management, LLCADD1,099,2061,975,036+79.7%$784.4M
CANADA PENSION PLAN INVESTMENT BOARDADD1,131,2141,708,879+51.1%$678.7M
BNP PARIBAS FINANCIAL MARKETSTRIM2,474,7371,520,388-38.6%$603.9M
AMERICAN CENTURY COMPANIES INCTRIM3,167,3951,405,705-55.6%$558.3M
SCHRODER INVESTMENT MANAGEMENT GROUPADD602,3281,200,567+99.3%$476.8M
FIL LtdDOUBLED214,1921,181,792+451.7%$469.4M
WELLINGTON MANAGEMENT GROUP LLPTRIM2,291,1301,094,217-52.2%$434.6M
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
8 insiders, 50 transactions. Net -$12.3M — $0.00 bought, $12.3M sold.
DateInsiderTitleTypeSharesPriceValue
Sep 22, 2026Puccio Richard C JrChief Financial OfficerSELL1,500$382.19$573.3K
Sep 18, 2026ROCHE VINCENTChair & CEOGIFT19,200——
Sep 9, 2026STATA RAYDirectorSELL369$362.94$133.9K
Sep 9, 2026STATA RAYDirectorSELL461$363.90$167.8K
Sep 9, 2026STATA RAYDirectorSELL158$361.93$57.2K
Sep 9, 2026STATA RAYDirectorSELL72$365.97$26.4K
Sep 9, 2026STATA RAYDirectorSELL356$364.90$129.9K
Sep 8, 2026Puccio Richard C JrEVP and CFOSELL1,500$363.65$545.5K
Sep 8, 2026STATA RAYDirectorSELL12$366.05$4.4K
Sep 8, 2026STATA RAYDirectorSELL462$362.20$167.3K
Congressional trades
ADI trades disclosed by members of Congress, with disclosure delay.
5 members · 2 buys / 8 sells
DateMemberPartyChamberTypeAmountAssetDisclosed
Jul 30, 2026Rich McCormickRHOUSESELL$1,001 - $15,000Analog Devices IncAug 17, 2026(19d)
Jun 30, 2026Thomas Kean JrRHOUSESELL$1,001 - $15,000Analog Devices IncJul 16, 2026(17d)
Jun 12, 2026Rich McCormickRHOUSESELL$1,001 - $15,000Analog Devices IncJul 10, 2026(29d)
Jun 12, 2026Rich McCormickRHOUSESELL$1,001 - $15,000Analog Devices IncJul 10, 2026(29d)
May 19, 2026Josh GottheimerDHOUSEBUY$1,001 - $15,000Analog Devices IncJun 4, 2026(17d)
Apr 29, 2026Thomas Kean JrRHOUSESELL$1,001 - $15,000Analog Devices IncMay 25, 2026(27d)
Apr 13, 2026Ro KhannaDHOUSEBUY$1,001 - $15,000Analog Devices IncMay 13, 2026(31d)
Mar 19, 2026Rich McCormickRHOUSESELL$1,001 - $15,000Analog Devices IncApr 8, 2026(21d)
Mar 19, 2026Rich McCormickRHOUSESELL$1,001 - $15,000Analog Devices IncApr 8, 2026(21d)
Feb 10, 2026Shelley Moore CapitoRSENATESELL$1,001 - $15,000Analog Devices IncMar 4, 2026(23d)
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ADI.
Shares short
8,621,427
Settlement Sep 15, 2026
Change vs prior
-1.5%
Semi-monthly cycle
Days to cover
2.7
At avg daily volume
Of shares outstanding
≈1.8%
Estimate — not % of float
All ADI filing & press-release reports (16)