Analog Devices (ADI) is up 3.2% today. Here is some analysis on what might have caused this price movement. ([analogdevices.gcs-web.com](https://analogdevices.gcs-web.com/news-releases/news-release-details/analog-devices-completes-acquisition-empower-semiconductor))
Analysis: The most likely driver is a mix of company-specific momentum and a better tone across AI-linked semiconductor stocks. ADI recently posted record fiscal second-quarter results with broad-based end-market growth and record bookings, and investors may also be reacting positively to its newly completed Empower Semiconductor deal, which expands its power offerings for AI systems. ([investor.analog.com](https://investor.analog.com/news-releases/news-release-details/analog-devices-reports-record-fiscal-second-quarter-2026/))
Details:
Sources:
Analog Devices Investor Relations, Analog Devices Newsroom, Reuters
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$ADI Insider Trading Activity
$ADI insiders have traded $ADI stock on the open market 93 times in the past 6 months. Of those trades, 0 have been purchases and 93 have been sales.
Here’s a breakdown of recent trading of $ADI stock by insiders over the last 6 months:
- VINCENT ROCHE (Chair & CEO) has made 0 purchases and 9 sales selling 110,000 shares for an estimated $42,958,905.
- RAY STATA has made 0 purchases and 82 sales selling 24,224 shares for an estimated $7,903,316.
- MICHAEL SONDEL (CAO (principal acct. officer)) sold 4,198 shares for an estimated $1,515,925
- KAREN GOLZ sold 1,000 shares for an estimated $411,950
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$ADI Hedge Fund Activity
We have seen 947 institutional investors add shares of $ADI stock to their portfolio, and 822 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MORGAN STANLEY removed 2,191,130 shares (-21.0%) from their portfolio in Q1 2026, for an estimated $697,086,098
- FIRST EAGLE INVESTMENT MANAGEMENT, LLC removed 2,025,781 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $644,481,967
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 1,946,255 shares (+41.3%) to their portfolio in Q1 2026, for an estimated $619,181,565
- FMR LLC added 1,801,734 shares (+36.6%) to their portfolio in Q1 2026, for an estimated $573,203,654
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 1,677,682 shares (-21.3%) from their portfolio in Q1 2026, for an estimated $533,737,751
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO removed 1,029,262 shares (-97.1%) from their portfolio in Q1 2026, for an estimated $327,449,412
- POINT72 ASSET MANAGEMENT, L.P. added 965,811 shares (+574.5%) to their portfolio in Q1 2026, for an estimated $307,263,111
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$ADI Congressional Stock Trading
Members of Congress have traded $ADI stock 7 times in the past 6 months. Of those trades, 1 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $ADI stock by members of Congress over the last 6 months:
- REPRESENTATIVE RICHARD MCCORMICK has traded it 4 times. They made 0 purchases and 4 sales worth up to $60,000 on 06/12, 03/19.
- REPRESENTATIVE JOSH GOTTHEIMER purchased up to $15,000 on 05/19.
- REPRESENTATIVE THOMAS H. KEAN, JR. sold up to $15,000 on 04/29.
- SENATOR SHELLEY MOORE CAPITO sold up to $15,000 on 02/10.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
$ADI Analyst Ratings
Wall Street analysts have issued reports on $ADI in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 05/21/2026
- B of A Securities issued a "Buy" rating on 01/21/2026
To track analyst ratings and price targets for $ADI, check out Quiver Quantitative's $ADI forecast page.
$ADI Price Targets
Multiple analysts have issued price targets for $ADI recently. We have seen 21 analysts offer price targets for $ADI in the last 6 months, with a median target of $450.0.
Here are some recent targets:
- C.J. Muse from Cantor Fitzgerald set a target price of $550.0 on 06/29/2026
- Tore Svanberg from Stifel set a target price of $498.0 on 06/24/2026
- Harlan Sur from JP Morgan set a target price of $450.0 on 05/26/2026
- John Vinh from Keybanc set a target price of $500.0 on 05/21/2026
- N. Quinn Bolton from Needham set a target price of $440.0 on 05/21/2026
- Vivek Arya from B of A Securities set a target price of $460.0 on 05/21/2026
- Tristan Gerra from Baird set a target price of $450.0 on 05/21/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
