GET DAILY SIGNALSAnalog Devices (ADI) Price Targets Point to +13% Upside to $470
Key Takeaways
- The central stock price target of $470 is the rounded arithmetic mean of roughly 33 to 34 current sell-side analyst price targets, and it sits about 13% above the latest verified price near $417.
- The analyst range is unusually wide, spanning roughly $365 to $675, reflecting genuine disagreement over how much of an AI and industrial recovery is already priced in.
- The Street consensus remains Strong Buy, with recent actions dominated by target increases and upgrades following a strong quarterly report.
- The strongest supports are earnings beats, accelerating revenue growth, and exposure to data center, artificial intelligence (AI), industrial, and automotive demand.
- The biggest risks are an elevated valuation, the semiconductor sector's cyclicality, notable insider selling, and rising short interest.
- Readers can explore this ticker's Major News, Today's Price Move, Forecast, and Earnings on dedicated pages for additional context.
- For automated, continuously updated market ideas, consider exploring Trending AI Robots.
Analyst Price Targets and Consensus View
Analog Devices, Inc. (ADI), the analog, mixed-signal, and digital-signal processing chipmaker, is widely covered on Wall Street. Reviewing the current field of roughly 33 to 34 individual 12-month price targets, the arithmetic mean lands near $470, which I round to $470 as the central target. Independent aggregators report similar figures, ranging from about $460 (MarketBeat) to about $472 (S&P Global and MarketScreener), supporting the use of $470 as a fair representation.
The spread is striking: the low end sits near $365, while Baird's $675 target is the most bullish and reflects a multi-year upcycle thesis. Most targets cluster between roughly $425 and $550. Recent activity has been broadly constructive. TD Cowen lifted its target from $460 to $475 in October, Bernstein upgraded the stock to Outperform with a $465 target, Morgan Stanley raised its target to $458, Wells Fargo moved to $500, Cantor Fitzgerald reiterated at $550, and Baird raised its target from $450 to $675. Cautious voices remain, however, with some Hold-rated targets well below the mean. I also checked this using Tickeron’s AI Screener to see how the stock compares to others in the industry.
Current Market Position and Path Toward the Target
With shares near $417 as of the latest close, reaching $470 would require a gain of roughly 12.7%, a modest-to-moderate move by historical standards. The stock trades about 6% below its 52-week and all-time high of $445.91, so the first leg of the journey is simply reclaiming that prior peak before attempting a fresh breakout toward $470.
The path is plausible but not assured. ADI's most recent quarterly results showed EPS (earnings per share) of $3.45, ahead of the $3.34 consensus, on revenue of $4.02 billion, up about 39% year over year. Guidance pointed to continued momentum. However, the stock already trades at a trailing P/E (price-to-earnings ratio) near 48 to 50 times, meaning much of the near-term growth is already reflected in the price. Progress toward $470 therefore depends less on a simple valuation re-rating and more on sustained earnings delivery.
What Could Support a Move Toward the Target
- Earnings momentum: Recent results beat expectations on both revenue and EPS, with management guiding to sequential growth in the following quarter.
- AI and data center demand: Analysts cite rising content in AI infrastructure, converters, and power management as a durable secular driver.
- Cyclical recovery: Industrial and automotive end markets, which account for more than half of chip sales, are recovering from a multi-quarter downturn.
- Rising analyst targets: A wave of post-earnings target increases signals improving conviction across the Street.
- Income support: A forward dividend near 1% yield with a manageable payout ratio offers a modest cushion.
What Could Prevent the Target From Being Reached
- Valuation compression: A trailing P/E near 48 to 50 times leaves little room for error if growth slows or expectations reset.
- Cyclical risk: Analog semiconductors remain sensitive to industrial and automotive demand cycles, which can reverse quickly.
- Insider selling and short interest: Recent executive share sales and rising short interest suggest some near-term skepticism.
- Technical resistance: The $445.91 prior high and the psychological $450 level must be cleared before $470 comes into play.
- Guidance risk: Any disappointment in the upcoming quarterly outlook could prompt target cuts and multiple compression.
Technical Levels and Market Structure
The chart shows a durable resistance level at the all-time high of $445.91, followed by the round-number $450 area. On the downside, the $390 to $400 zone has acted as support after recent pullbacks, with the 60-day moving average near $385 and a deeper floor around $365, matching the low end of the analyst range. ADI's advance from below $250 in early 2026 to above $417 reflects a strong long-term uptrend, but the wide target range indicates the next leg higher is contested. From what I see in the patterns, the stock's behavior here is worth monitoring closely with tools like Tickeron’s AI Real Time Patterns.
Time Horizon and What Investors Should Monitor
Analyst price targets generally reflect a roughly 12-month research horizon, though individual firms differ in their assumptions about the duration and scale of the AI and industrial recovery. The next fiscal-quarter report, scheduled around late November, is the nearest catalyst, with focus on revenue growth, gross margin, and forward guidance. Investors should also monitor data center and industrial demand indicators, semiconductor-sector pricing, analyst revisions, and macroeconomic and interest-rate signals that influence high-multiple technology valuations.
Final Assessment
The question of whether ADI can reach $470 is best framed as one of execution rather than direction. The $470 central target, derived from the mean of roughly 33 to 34 analyst price targets, implies a roughly 13% advance from current levels. Support comes from accelerating earnings, AI and data center exposure, and a recovering industrial and automotive backdrop. The principal obstacles are a demanding valuation, cyclicality, insider selling, and the need to break decisively above the $445.91 prior high. With the analyst range spanning $365 to $675, the honest conclusion is that $470 is a credible but not guaranteed objective, and the next earnings report will be the clearest test of whether the bull case remains intact.
AI Daily Buy/Sell Signals
In my own analysis workflow, I frequently review Tickeron's AI Daily Buy/Sell Signals to get an additional layer of systematic insight. The tool applies artificial intelligence to scan thousands of stocks and ETFs, producing Buy, Sell, or Hold signals based on technical behavior and market conditions. It complements fundamental work like the analyst targets discussed here without replacing it, helping identify momentum shifts more efficiently.
Disclaimer
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Contributor
Sergey Savastiouk, Ph.D. has a degree in Applied Mathematics from Moscow University and has extensive experience as an entrepreneur, investor, manager, and mathematician. His professional expertise is in applied mathematics, mathematical modeling, system and pattern analysis, and software and hardware system integration. He has served as the CEO of several hi-tech start-up companies and nonprofit organizations, which has given him proven capabilities in business strategy for high-tech start-up companies, market assessment, company formation, team building, product development, marketing, and sales. He has published numerous articles in journals and magazines on related fields. As a retail investor, he spent 15 years developing his proprietary trading and quantitative algorithms (now Tickeron’s A.I.), which brought him significant returns in trading the stock market. His current work and goal in founding Tickeron is to bring professional, sophisticated stock market analysis capabilities to retail investors via an easy-to-use interface.
Momentum Indicator for ADI turns positive, indicating new upward trend
ADI saw its Momentum Indicator move above the 0 level on October 26, 2026. This is an indication that the stock could be shifting in to a new upward move. Traders may want to consider buying the stock or buying call options. Tickeron's A.I.dvisor looked at 105 similar instances where the indicator turned positive. In 76 of the 105 cases, the stock moved higher in the following days. The odds of a move higher are at 72%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Moving Average Convergence Divergence (MACD) for ADI just turned positive on October 28, 2026. Looking at past instances where ADI's MACD turned positive, the stock continued to rise in 36 of 53 cases over the following month. The odds of a continued upward trend are 68%.
The 10-day moving average for ADI crossed bullishly above the 50-day moving average on September 24, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 7 of 16 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 44%.
Following a +1.86% 3-day Advance, the price is estimated to grow further. Considering data from situations where ADI advanced for three days, in 203 of 324 cases, the price rose further within the following month. The odds of a continued upward trend are 63%.
The Aroon Indicator entered an Uptrend today. In 135 of 224 cases where ADI Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 60%.
Bearish Trend Analysis
The 10-day RSI Indicator for ADI moved out of overbought territory on October 07, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 35 similar instances where the indicator moved out of overbought territory. In 25 of the 35 cases, the stock moved lower in the following days. This puts the odds of a move lower at 71%.
The Stochastic Oscillator has been in the overbought zone for 2 days. Expect a price pull-back in the near future.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where ADI declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 57%.
ADI broke above its upper Bollinger Band on October 27, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Fundamental Analysis (Ratings)
The Tickeron Profit vs. Risk Rating rating for this company is 8 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 76, placing this stock better than average.
The Tickeron Price Growth Rating for this company is 19 (best 1 - 100 worst), indicating outstanding price growth. ADI’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Seasonality Score of 41 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron SMR rating for this company is 63 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron PE Growth Rating for this company is 68 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Valuation Rating of 73 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (6.024) is normal, around the industry mean (6.106). P/E Ratio (49.246) is within average values for comparable stocks, (17.186). Projected Growth (PEG Ratio) (0.591) is also within normal values, averaging (3.803). Dividend Yield (0.011) settles around the average of (0.012) among similar stocks. P/S Ratio (12.804) is also within normal values, averaging (46.468).
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General Information
a manufacturer of integrated circuits used in analog and digital signal process
Industry Semiconductors
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