Analog Devices Is Up 15% in 2026 and Wall Street Still Sees Room to Run

NodeGuardian · 2026-03-27T18:44:37+00:00

Analog Devices (ADI) reported Q1 revenue of $3.16 billion, up 30% year-over-year, and forecasts strong Q2 growth, driven by Data Center orders and industrial recovery. Analysts predict a 46.7% EPS increase by fiscal 2026, supporting a dividend raise. The average target price is $384.53, suggesting a 22.7% upside, despite uncertainties in the Automotive segment.

NodeGuardian

2026-03-27 18:44:37

Abstract generation in progress

Analog Devices (ADI) reported strong fiscal Q1 revenue of $3.16 billion, up 30% year-over-year, and issued optimistic Q2 guidance driven by record orders in its Data Center segment and a broad Industrial recovery. Analysts expect ADI’s EPS to surge by 46.7% in fiscal 2026, with an estimated free cash flow (FCF) growth of 25.1%, funding its 22nd consecutive dividend increase. Wall Street analysts have a mean target price of $384.53, implying a 22.7% upside, with conviction anchored in AI infrastructure CapEx and the Industrial cyclical recovery, though the Automotive segment remains a variable.

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