GET DAILY SIGNALSAnalog Devices (ADI) Stock: Can It Reach the $470 Target for +29% Upside?
Key Takeaways
- The central stock price target used here is $470, the arithmetic mean of current analyst price targets, rounded from roughly $472 across aggregators tracking 32 to 34 sell-side analysts.
- At a latest close of $363.56, reaching $470 implies upside of about 29%, a substantial move from current levels.
- Analyst targets span a wide range, from roughly $365 to $675, reflecting genuine disagreement about how far the AI and industrial recovery can carry the stock.
- The strongest supports are accelerating earnings growth, record data-center and AI-related demand, and a broad cyclical recovery across end markets.
- The biggest risks are an elevated valuation, recent insider selling, concerns about industry capital-expenditure spending, and semiconductor cyclicality.
- For additional detail on this ticker, explore Major News, Today's Price Move, the Forecast page, and Earnings.
- For a broader view of market opportunities, explore Trending AI Robots.
Analyst Price Targets and Consensus View
The $470 central target is the average of a broad set of verified analyst price targets, with independent aggregators reporting averages near $470 to $472 and a low-to-high range of approximately $365 to $675. The consensus rating is generally a "Strong Buy" or "Moderate Buy," though the unusually wide range signals sharp differences in how analysts model the durability of current growth.
Recent revisions have skewed higher. Bernstein upgraded the shares to Outperform with a $465 target in late October 2026, while Susquehanna reiterated a Buy at $475 and KeyBanc set a $525 target. Earlier in the year, J.P. Morgan raised its target to $500, Morgan Stanley to $458, and Cantor Fitzgerald to $510, while Baird moved to a notably bullish $675. On the more cautious side, some firms carry targets near the low $400s to $430, reflecting a belief that valuation has gotten ahead of the near-term cycle. 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 at $363.56, reaching $470 requires a gain of roughly 29%, which is a substantial move. The path is not without turbulence: after peaking near $445.91 in mid-2026, the stock dropped sharply in early November, sliding more than 11% in a single session on profit-taking, a modest insider share sale, and broad concerns about semiconductor capital-expenditure spending.
Fundamentally, however, the company has been delivering. In its most recent quarter, earnings per share (EPS) of $2.74 rose about 163% year over year, while revenue of roughly $4.02 billion grew about 40%, with a net margin near 33%. Whether the stock can retrace toward $470 depends heavily on whether this momentum is sustained into fiscal 2027 rather than being a cyclical peak.
What Could Support a Move Toward the Target
Several verified factors could underpin a move higher. Analog Devices reported a record data-center year driven by AI capital spending, and its industrial segment has been recovering as inventory destocking unwinds. The company has also been executing on cost and revenue synergies from the Maxim Integrated acquisition, and it closed the purchase of Alif Semiconductor, expanding into edge-AI microcontrollers. Record free cash flow above $4 billion and a growing dividend add fundamental support. If AI-related demand and the industrial upturn persist, earnings revisions could continue to lift targets. From what I see, this combination of growth drivers stands out as a key reason to stay constructive.
What Could Prevent the Target From Being Reached
The obstacles are equally real. The stock trades at a price-to-earnings (P/E) ratio in the low-to-mid 40s on trailing earnings, leaving limited room for error if growth slows. Analog Devices remains a cyclical business, and any pullback in customer capital expenditure, a slowdown in the industrial or automotive recovery, or renewed inventory buildup could compress the multiple. Geopolitical and trade risks also matter: reports that some Analog Devices chips were allegedly re-sold into China through intermediaries highlight ongoing export-control exposure. Recent insider selling, though modest in size, has also weighed on sentiment.
Technical Levels and Market Structure
The 52-week range spans from $223.47 to $445.91. After the November decline, the stock broke below its 20-day and 60-day moving averages and traded roughly 19% below its 52-week high. The prior peak near $446 now stands as a meaningful resistance zone, while the psychological $350 level and the area near $360 represent near-term support. A sustained push toward $470 would first require reclaiming the low-to-mid $400s, a region that recently acted as a ceiling.
Time Horizon and What Investors Should Monitor
Analyst price targets typically reflect a research horizon of about 12 months, though individual firms vary. The next key catalyst is the company's fiscal fourth-quarter report, scheduled for November 24, 2026, along with any guidance commentary. Investors should also monitor AI and data-center capital-spending trends, industrial and automotive order patterns, further analyst target revisions, semiconductor-sector sentiment, and any regulatory or export-control developments affecting the chip supply chain. I'm watching this closely ahead of the upcoming print.
AI Daily Buy/Sell Signals
For traders seeking a more dynamic, data-driven view, Tickeron's AI Daily Buy/Sell Signals use artificial intelligence to continuously monitor thousands of stocks and ETFs and generate Buy, Sell, or Hold signals based on changing market conditions, technical behavior, and AI-driven analysis. The tool is designed to help traders discover opportunities, track positions, and spot shifting trends more efficiently than manual review allows. In my experience, exploring these AI-generated signals has been a useful addition to a disciplined routine when complementing fundamental research with real-time technical perspective.
Final Assessment
Whether ADI can reach $470 ultimately hinges on whether the current earnings acceleration proves durable. The roughly $470 average analyst target implies about 29% upside, but the wide $365-to-$675 range shows that the Street is far from unanimous about how to value a cyclical chipmaker riding an AI-driven upswing. Strong data-center demand, an industrial recovery, and margin execution argue for continued progress, while an elevated valuation, capex uncertainty, and cyclical and geopolitical risks argue for caution. Investors should weigh these factors against the upcoming earnings report and evolving analyst revisions rather than treating any single price target as a forecast of what will happen.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
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.
ADI in upward trend: price expected to rise as it breaks its lower Bollinger Band on November 05, 2026
ADI may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options. In 26 of 32 cases where ADI's price broke its lower Bollinger Band, its price rose further in the following month. The odds of a continued upward trend are 81%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Stochastic Oscillator is in the oversold zone. Keep an eye out for a move up in the foreseeable future.
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 127 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 57%.
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 34 similar instances where the indicator moved out of overbought territory. In 22 of the 34 cases, the stock moved lower in the following days. This puts the odds of a move lower at 65%.
The Momentum Indicator moved below the 0 level on November 05, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on ADI as a result. In 68 of 105 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 65%.
The Moving Average Convergence Divergence Histogram (MACD) for ADI turned negative on November 04, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 51 similar instances when the indicator turned negative. In 35 of the 51 cases the stock turned lower in the days that followed. This puts the odds of success at 69%.
ADI moved below its 50-day moving average on November 05, 2026 date and that indicates a change from an upward trend to a downward trend.
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%.
Fundamental Analysis (Ratings)
The Tickeron Profit vs. Risk Rating rating for this company is 14 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 80, placing this stock better than average.
The Tickeron Price Growth Rating for this company is 56 (best 1 - 100 worst), indicating steady 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 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 Valuation Rating of 71 (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 (5.251) is normal, around the industry mean (5.443). P/E Ratio (42.923) is within average values for comparable stocks, (15.640). Projected Growth (PEG Ratio) (0.591) is also within normal values, averaging (3.803). Dividend Yield (0.012) settles around the average of (0.014) among similar stocks. P/S Ratio (12.804) is also within normal values, averaging (46.468).
The Tickeron Seasonality Score of 75 (best 1 - 100 worst) indicates that the company is slightly overvalued 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 PE Growth Rating for this company is 79 (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.
Notable companies
Industry description
Market Cap
High and low price notable news
Volume
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Advertisement
General Information
a manufacturer of integrated circuits used in analog and digital signal process
Industry Semiconductors
Advertisement