Analog Devices, Inc. (ADI)

Over the past six months, Analog Devices' stock (ADI) has seen an increase of 29.57%. The share price as of October 17, 2025, was $242.87, up from $225.67 on October 21, 2024, representing a 7.62% increase over that period. The company's stock closed at $238.01 on October 24, 2025. Key events impacting the stock include exceeding analysts' forecasts and projecting uplifting Q2 numbers in Q1 FY2025, raising the dividend by 8%, increasing the share repurchase plan by $10.0 billion, normalizing inventory levels, and observing improving signals in inventories and bookings. In Q2 FY2025, Analog Devices delivered robust results, exceeding expectations with broad-based, double-digit year-over-year revenue growth across all end markets, expressing increased confidence that revenues bottomed in 2024 and the company is firmly in a cyclical upturn for fiscal year 2025, and setting revenue guidance for Q3 at $2.75 billion. Analysts forecast strong double-digit revenue growth for Q3, with full-year sales and earnings expected to recover from the previous year's slump. Analog Devices announced strategic joint efforts with ASE Technology Holding Co., Ltd. in Penang, Malaysia, with ASE intending to purchase ADI's manufacturing facility in Penang and the companies planning to enter into a long-term supply agreement for manufacturing services. Analog Devices, Inc. is scheduled to report its fourth-quarter fiscal year 2025 financial results on Tuesday, November 25, 2025.

The semiconductor industry, in which Analog Devices operates, is characterized by cyclical demand swings that often follow broader economic trends and inventory cycles. Analog Devices experienced a downturn in 2024, with a 23% decline in revenue due to a market correction in the semiconductor industry. However, the company has shown signs of a strong rebound in 2025. Management expressed confidence that revenues bottomed in 2024 and that the company is returning to growth in fiscal year 2025. Demand for Analog Devices' products is currently being driven by robust trends in its industrial business segment, automotive systems, communications infrastructure, and a renewed strength in consumer demand. The industrial sector, in particular, has been a key driver with strong booking trends and a growing order backlog. Unlike consumer markets that can experience sharp demand swings, industrial applications tend to offer more consistent and recurring growth opportunities. Additionally, the surge in AI-related demand has significantly increased the power content of ADI's products. The company has also noted that inventory levels have largely normalized, contributing to a healthier balance of supply and demand.

Analog Devices, Inc. (ADI) is a global semiconductor company specializing in high-performance analog, mixed-signal, and digital signal processing (DSP) integrated circuits (ICs). The company's technologies are crucial for converting, conditioning, and processing real-world phenomena into electrical signals. Analog Devices operates within the Electronic Technology sector, specifically the Semiconductors industry. Its extensive product portfolio includes data converters, amplifiers, radio frequency (RF) technologies, embedded processors or DSP ICs, power management solutions, and interface products. These products serve a diverse customer base across industries such as communications, computer, instrumentation, military/aerospace, automotive, and consumer electronics. The company's strategic acquisitions, such as Maxim Integrated, have further expanded its market presence and product offerings.

Analog Devices is headquartered in Wilmington, Massachusetts, U.S. The company maintains a significant global presence with regional headquarters in Shanghai, China; Munich, Germany; Limerick, Ireland; and Tokyo, Japan. Fabrication plants are located in the United States and Ireland, while testing facilities are in General Trias, Philippines; Chonburi, Thailand; and Penang, Malaysia. Design centers are spread across Australia, Canada, China, Egypt, England, Germany, India, Italy, Japan, Scotland, Spain, Taiwan, Turkey, and the United States. In fiscal year 2024, the United States was Analog Devices' largest revenue-generating region, accounting for $2.84 billion, followed by China ($2.13 billion) and Europe ($2.11 billion).

In the past year, Analog Devices has maintained a strong brand reputation, evidenced by numerous awards and recognitions in 2024 and 2025, including Forbes America's Best Employers For Company Culture 2025, TIME - World's Most Sustainable Companies 2025, U.S. News & World Report's 2025-2026 Best Company to Work For, 3BL's 100 Best Corporate Citizens for 2024, Newsweek's America's Most Responsible Companies, The Boston Business Journal recognition as one of the most charitable companies in Massachusetts in 2024, Best of Sensors award in the Edge Technology category at Sensors Converge 2024, Forbes America's Best Large Employers 2024, Human Rights Campaign's Corporate Equality Index (CEI) score of 90 out of 100, The Wall Street Journal's Best-Managed Companies of 2023, USA Today - America's Climate Leaders 2025, Forbes America's Best Employers For Diversity 2024, JUST Capital recognition as a Top Performer on Employee Wellness and Workforce Composition, Dave Thomas Foundation for Adoption - 100 Best Adoption-Friendly Workplaces of 2025, and Forbes' Top 25 Smartest CEOs in America. These accolades collectively indicate a strong positive brand reputation for Analog Devices in terms of corporate citizenship, employee satisfaction, sustainability, and leadership.

Analog Devices, Inc. has a mixed ownership structure comprising institutional, retail, and individual investors. Institutional investors hold a significant portion of the company's stock, with approximately 55.34% according to one source and 67% according to another. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., JPMorgan Chase & Co, State Street Corp, and Geode Capital Management, Llc. Vanguard Group Inc. is noted as owning the most shares. Insiders own approximately 0.26% of the company's stock.