$ADI

Analog Devices (ADI) EVP and CFO Richard Puccio sold 2,683 shares at $374.56 each, totaling $1,004,944. He now owns 54,177.376 shares. This follows a year of insider selling, with 40 sales and no buys. GuruFocus values ADI at $326.93, calling it modestly overvalued at current levels. The company has a market cap of $181.48 billion and operates in semiconductor and industrial sectors.

Puccio Richard C Jr (EVP and CFO) sold 2,683 shares of ANALOG DEVICES INC (ADI) at $374.56 ($1.00M total) on 2026-08-26 under a Rule 10b5-1 trading plan.

Analog Devices (ADI) moved €5.4 billion in dividends from its Irish entities to the US in under two years. The company's Irish operations reported $10 billion in revenue and $1.2 billion in operating profits. Analog Devices' effective tax rate increased to 16.4% in the latest fiscal year, with most pretax income generated in Ireland at a 12.5% tax rate.

Analog Devices International UC, the Irish arm of semiconductor manufacturer Analog Devices, reported a 268% increase in pre-tax profits to $1.79 billion for 2025, driven by a 17% revenue rise to $10.02 billion. The company attributed growth to increased demand across all markets and improved gross margins. Dividends paid totaled $4.04 billion, with an additional $200 million declared. The workforce grew by 156 employees, and the company invested in a new facility in Limerick.

Analog Devices (ADI) officer Richard C. Puccio Jr. filed a Rule 144 notice for potential sales of 1,500 shares on 03/15/2025 and 1,183 shares on 08/15/2026, both from restricted stock vesting as compensation. Fidelity Brokerage Services LLC is the broker, with Wade Moss acting as attorney-in-fact.

Analog Devices (ADI) reported Q2 revenue of $4.02B, beating estimates, with strong growth in data center and industrial markets. CEO Vincent Roche cited grid-to-chip strategy and R&D investments. Q3 guidance exceeds estimates, with revenue at $4.3B midpoint. Key analyst questions focused on margins, growth drivers, and supply chain. ADI trades at $373.95, near pre-earnings levels.

Bank of America analyst Vivek Arya identifies eight semiconductor stocks as buying opportunities despite potential 10% downside. The stocks include Nvidia, Marvell, Micron, Lam Research, AMD, Intel, Analog Devices, and ON Semiconductor. Arya cites strong demand and growth prospects but warns of near-term headwinds like rising interest rates and geopolitical tensions.

Analysts made several calls on Tuesday. JPMorgan raised Dell's price target to $565, citing expected revenue growth. Wolfe upgraded Moderna to peer perform, noting its focus on therapeutics. UBS upgraded Fluence to neutral, seeing an earnings trough. Morgan Stanley upgraded Dynatrace to overweight, forecasting growth. Goldman initiated Jersey Mike's as neutral, citing full valuation. Wolfe upgraded Netflix to outperform, raising its price target to $95. Bank of America reiterated Nvidia, Micron,

Analog Devices (ADI) reported a 40% year-over-year revenue increase in Q3 fiscal 2026, driven by demand in data centers and industrial segments. The company expects similar growth in Q4, with a midpoint revenue guidance of $4.3 billion. ADI benefits from AI growth without high capital expenditures, returning $1.7 billion to shareholders and achieving a 33% net profit margin. The stock trades at a forward P/E of 22.5 and a PEG ratio of 0.56, suggesting an attractive valuation.

Analog Devices (ADI) reported Q3 2026 sales of $4.02B, net income of $1.34B, and issued Q4 guidance of $4.3B revenue with a 52% operating margin. The company affirmed a quarterly dividend of $1.10 per share. Analysts expect revenue of $19.2B and earnings of $7.0B by 2029, but geopolitical risks and tech transfer rules could impact future performance.