Analog Devices (NASDAQ:ADI) Updates Q2 2025 Earnings Guidance

Analog Devices (NASDAQ:ADI) issued an update on its second quarter 2025 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 1.580-1.780 for the period, compared to the consensus estimate of 1.660. The company issued revenue guidance of $2.4 billion-$2.6 billion, compared to the consensus revenue estimate of $2.5 billion. Analog Devices also updated its Q2 guidance to $1.58-1.78 EPS.

Analog Devices Trading Up 1.7 %

Analog Devices stock traded up $4.13 during midday trading on Thursday, reaching $245.79. The stock had a trading volume of 843,178 shares, compared to its average volume of 3,582,227. The company has a quick ratio of 1.35, a current ratio of 1.84 and a debt-to-equity ratio of 0.19. The firm has a market cap of $121.94 billion, a price-to-earnings ratio of 74.69, a price-to-earnings-growth ratio of 2.53 and a beta of 1.04. Analog Devices has a 52-week low of $182.57 and a 52-week high of $247.10. The company has a fifty day moving average of $214.54 and a 200 day moving average of $219.80.

Analog Devices (NASDAQ:ADI) last issued its quarterly earnings results on Wednesday, February 19th. The semiconductor company reported $1.63 earnings per share for the quarter, topping the consensus estimate of $1.54 by $0.09. The firm had revenue of $2.42 billion for the quarter, compared to the consensus estimate of $2.36 billion. Analog Devices had a return on equity of 9.01% and a net margin of 17.35%. The company’s revenue for the quarter was down 3.6% on a year-over-year basis. During the same period in the prior year, the business posted $1.73 earnings per share. On average, analysts anticipate that Analog Devices will post 7.09 earnings per share for the current fiscal year.

Analog Devices Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, March 17th. Shareholders of record on Tuesday, March 4th will be issued a dividend of $0.99 per share. This represents a $3.96 annualized dividend and a yield of 1.61%. This is a boost from Analog Devices’s previous quarterly dividend of $0.92. The ex-dividend date is Tuesday, March 4th. Analog Devices’s dividend payout ratio is presently 111.85%.

Analog Devices announced that its board has authorized a share repurchase plan on Tuesday, February 18th that permits the company to repurchase $10.00 billion in outstanding shares. This repurchase authorization permits the semiconductor company to purchase up to 9.2% of its stock through open market purchases. Stock repurchase plans are generally a sign that the company’s board believes its shares are undervalued.

Wall Street Analyst Weigh In

Several equities analysts have issued reports on ADI shares. Morgan Stanley lifted their price target on shares of Analog Devices from $248.00 to $250.00 and gave the stock an “overweight” rating in a report on Thursday. Benchmark increased their price objective on shares of Analog Devices from $245.00 to $275.00 and gave the company a “buy” rating in a research report on Thursday. Barclays dropped their target price on shares of Analog Devices from $250.00 to $210.00 and set an “equal weight” rating on the stock in a research report on Friday, January 17th. Wells Fargo & Company boosted their price objective on shares of Analog Devices from $220.00 to $240.00 and gave the company an “equal weight” rating in a report on Thursday. Finally, Needham & Company LLC reiterated a “hold” rating on shares of Analog Devices in a research note on Thursday. Seven analysts have rated the stock with a hold rating and fifteen have issued a buy rating to the company’s stock. According to MarketBeat.com, Analog Devices currently has a consensus rating of “Moderate Buy” and a consensus target price of $252.19.

Insider Buying and Selling

In related news, CEO Vincent Roche sold 10,000 shares of the firm’s stock in a transaction dated Thursday, January 2nd. The stock was sold at an average price of $215.49, for a total transaction of $2,154,900.00. Following the completion of the transaction, the chief executive officer now directly owns 21,983 shares in the company, valued at $4,737,116.67. This trade represents a 31.27 % decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. 0.33% of the stock is currently owned by corporate insiders.

About Analog Devices

Analog Devices, Inc designs, manufactures, tests, and markets integrated circuits (ICs), software, and subsystems products in the United States, rest of North and South America, Europe, Japan, China, and rest of Asia. The company provides data converter products, which translate real-world analog signals into digital data, as well as translates digital data into analog signals; power management and reference products for power conversion, driver monitoring, sequencing, and energy management applications in the automotive, communications, industrial, and consumer markets; and power ICs that include performance, integration, and software design simulation tools for accurate power supply designs.