ADI Earnings
Wednesday, May 20 2026
EPS Estimate
$2.90
$2.88 – $3.02
Revenue Estimate
$3.5B
Current Price
$397.02
Our Position
bullish · highAnalog Devices posts 30% Q1 revenue surge
est. revisions falling
(-18.4pp / 30d)
Robust margin expansion and strong orders across key sectors underscore Analog Devices' competitiveness and resilience amid semiconductor industry growth and AI-driven demand.
Watch: Monitor upcoming quarterly earnings for confirmation of margin sustainability and top-line growth amid ongoing sector tailwinds.
Data Signal Summary
0 bullish
2 bearish
Insider selling cluster
Put/call 6.7 (bearish skew)
Key Context
Analyst Consensus
mixed
Insider Activity
selling
Price Trend
mixed
1-Month Return
+24.7%
From 52w High
-1.7%
P/E Ratio
73.5
Est. Revisions (30d)
+0.1% 1up/0dn
Analyst Target (mean)
$393 $295–$475 -1%
Options P/C Ratio
6.65
Est. Dispersion
5% 27 analysts
Insider Cluster
strong sell
Fund Convergence
strong D.E. Shaw, Citadel, Renaissance, Soros, Bridgewater
Recent Activity
insider trades
118 transactions
Sell
·
ROCHE VINCENT T (Chief Executive Officer)
·10,000 shares
·$3,979,100
Award
·
SONDEL MICHAEL (Officer)
·1,341 shares
Award
·
PUCCIO RICHARD C. JR. (Chief Financial Officer)
·6,513 shares
Award
·
NAKAMURA KATSUFUMI (Officer)
·4,085 shares
Award
·
ROCHE VINCENT T (Chief Executive Officer)
·19,712 shares
113 more
Award
·
JAIN VIVEK
·6,734 shr
Sell
·
ROCHE VINCENT T
·10,000 shr
·$3,181,400
Exercise
·
ROCHE VINCENT T
·10,000 shr
·$944,100
Award
·
COTTER MARTIN
·8,026 shr
Award
·
SONDEL MICHAEL
·958 shr
Award
·
NAKAMURA KATSUFUMI
·399 shr
Award
·
ROCHE VINCENT T
·55,899 shr
Award
·
JAIN VIVEK
·12,576 shr
Award
·
GOLZ KAREN M.
·747 shr
Award
·
MATSUOKA YOKY
·747 shr
Award
·
WAINER ANDREA F
·747 shr
Award
·
ANDONIAN ANDRE
·747 shr
Award
·
HENRY PETER B
·747 shr
Award
·
JENNINGS STEPHEN M
·747 shr
Award
·
STATA RAYMOND S
·747 shr
Sell
·
STATA RAYMOND S
·6,250 shr
·$1,996,231
Award
·
FRANK EDWARD H
·747 shr
Award
·
JOHNSON MERCEDES
·747 shr
Sell
·
ROCHE VINCENT T
·10,000 shr
·$3,500,000
Sell
·
SONDEL MICHAEL
·4,198 shr
·$1,515,926
Award
·
MATSUOKA YOKY
·97 shr
Sell
·
STATA RAYMOND S
·6,250 shr
·$1,996,201
Sell
·
ROCHE VINCENT T
·10,000 shr
·$3,069,200
Sell
·
STATA RAYMOND S
·6,250 shr
·$1,852,754
Sell
·
NAKAMURA KATSUFUMI
·500 shr
·$150,732
Sell
·
NAKAMURA KATSUFUMI
·500 shr
·$144,582
Sell
·
COTTER MARTIN
·10,000 shr
·$2,784,450
Sell
·
ROCHE VINCENT T
·10,000 shr
·$2,750,700
Sell
·
STATA RAYMOND S
·6,250 shr
·$1,727,804
Sell
·
COTTER MARTIN
·5,000 shr
·$1,355,950
Sell
·
ROCHE VINCENT T
·10,000 shr
·$2,824,200
Sell
·
SONDEL MICHAEL
·8,169 shr
·$2,283,235
Exercise
·
SONDEL MICHAEL
·8,169 shr
·$795,021
Award
·
SONDEL MICHAEL
·203 shr
Award
·
NAKAMURA KATSUFUMI
·135 shr
Award
·
ROCHE VINCENT T
·10,848 shr
Award
·
JAIN VIVEK
·2,491 shr
Award
·
COTTER MARTIN
·1,590 shr
Other
·
ROCHE VINCENT T
·18,800 shr
Sell
·
JAIN VIVEK
·5,913 shr
·$1,572,134
Sell
·
STATA RAYMOND S
·6,250 shr
·$1,455,357
Sell
·
ROCHE VINCENT T
·10,000 shr
·$2,349,500
Other
·
ROCHE VINCENT T
·11,306 shr
Sell
·
FRANK EDWARD H
·1,000 shr
·$242,740
Sell
·
STATA RAYMOND S
·6,250 shr
·$1,510,268
Sell
·
ROCHE VINCENT T
·10,000 shr
·$2,437,100
Sell
·
STATA RAYMOND S
·6,250 shr
·$1,551,663
Sell
·
COTTER MARTIN
·12,500 shr
·$3,078,092
Sell
·
ROCHE VINCENT T
·10,000 shr
·$2,465,000
Sell
·
ROCHE VINCENT T
·20,000 shr
·$5,085,818
Sell
·
NAKAMURA KATSUFUMI
·2,490 shr
·$617,595
Exercise
·
NAKAMURA KATSUFUMI
·2,490 shr
·$226,914
Sell
·
STATA RAYMOND S
·6,250 shr
·$1,378,977
Sell
·
STATA RAYMOND S
·6,250 shr
·$1,500,830
Sell
·
STATA RAYMOND S
·6,250 shr
·$1,453,538
Sell
·
STATA RAYMOND S
·6,250 shr
·$1,230,365
Sell
·
ROCHE VINCENT T
·10,000 shr
·$1,968,400
Sell
·
STATA RAYMOND S
·6,250 shr
·$1,109,327
Award
·
COTTER MARTIN
·10,717 shr
Award
·
NAKAMURA KATSUFUMI
·6,698 shr
Award
·
JAIN VIVEK
·12,615 shr
Sell
·
ROCHE VINCENT T
·10,000 shr
·$2,002,600
Sell
·
JAIN VIVEK
·12,684 shr
·$2,663,640
Award
·
SONDEL MICHAEL
·2,256 shr
Sell
·
PUCCIO RICHARD C. JR.
·4,000 shr
·$836,760
Award
·
NAKAMURA KATSUFUMI
·1,553 shr
Award
·
ROCHE VINCENT T
·97,275 shr
Award
·
JAIN VIVEK
·32,425 shr
Award
·
COTTER MARTIN
·19,455 shr
Award
·
GOLZ KAREN M.
·1,160 shr
Award
·
WAINER ANDREA F
·1,160 shr
Award
·
WEE SUSIE
·1,160 shr
Award
·
ANDONIAN ANDRE
·1,160 shr
Sell
·
ROCHE VINCENT T
·10,000 shr
·$2,091,237
Award
·
HENRY PETER B
·1,160 shr
Award
·
JENNINGS STEPHEN M
·1,160 shr
Award
·
STATA RAYMOND S
·1,160 shr
Award
·
FRANK EDWARD H
·1,160 shr
Award
·
JOHNSON MERCEDES
·1,160 shr
Award
·
GLIMCHER LAURIE H
·1,160 shr
Sell
·
ROCHE VINCENT T
·10,000 shr
·$2,104,428
Sell
·
STATA RAYMOND S
·2,093 shr
·$469,920
Exercise
·
STATA RAYMOND S
·8,460 shr
·$484,673
Sell
·
JOHNSON MERCEDES
·6,000 shr
·$1,362,720
Sell
·
ROCHE VINCENT T
·10,000 shr
·$2,326,200
Exercise
·
ROCHE VINCENT T
·10,000 shr
·$944,044
Sell
·
ROCHE VINCENT T
·10,000 shr
·$2,348,200
Exercise
·
ROCHE VINCENT T
·10,000 shr
·$911,300
Other
·
JAIN VIVEK
·2,289 shr
Sell
·
ROCHE VINCENT T
·10,000 shr
·$2,154,900
Sell
·
ROCHE VINCENT T
·10,000 shr
·$2,158,300
Sell
·
BRYANT GREGORY M.
·20,000 shr
·$4,477,400
Sell
·
ROCHE VINCENT T
·10,000 shr
·$2,238,700
Sell
·
BRYANT GREGORY M.
·30,000 shr
·$6,867,900
Sell
·
ROCHE VINCENT T
·10,000 shr
·$2,289,300
Sell
·
BRYANT GREGORY M.
·30,000 shr
·$6,723,000
Other
·
ROCHE VINCENT T
·5,713 shr
Sell
·
ROCHE VINCENT T
·10,000 shr
·$2,286,900
Sell
·
FRANK EDWARD H
·995 shr
·$233,133
Sell
·
FRANK EDWARD H
·500 shr
·$113,618
Sell
·
ROCHE VINCENT T
·10,000 shr
·$2,280,800
Other
·
BRYANT GREGORY M.
·120,069 shr
Sell
·
ROCHE VINCENT T
·10,000 shr
·$2,267,000
Other
·
CHAMPY JAMES A
·1,925 shr
Sell
·
BRYANT GREGORY M.
·17,612 shr
·$4,120,212
Sell
·
ROCHE VINCENT T
·10,000 shr
·$2,350,900
Sell
·
CHAMPY JAMES A
·4,200 shr
·$980,910
Exercise
·
CHAMPY JAMES A
·7,640 shr
·$419,665
Sell
·
SONDEL MICHAEL
·4,830 shr
·$1,142,679
Exercise
·
SONDEL MICHAEL
·4,830 shr
·$272,203
Sell
·
ROCHE VINCENT T
·10,000 shr
·$1,970,600
Exercise
·
ROCHE VINCENT T
·10,000 shr
·$834,800
Award
·
COTTER MARTIN
·5,807 shr
analyst ratings
1 rating
B of A Securities
→Buy
22d ago
Explore more
