ADI
ACCE-researchedOverview
ACCE thesis
Analog Devices designs and manufactures precision analog, mixed-signal, and digital signal processing semiconductors that convert real-world signals like temperature, pressure, and sound into digital data for electronic systems. The company dominates niche industrial and automotive markets where accuracy and reliability matter more than pure processing power, creating sticky customer relationships with 16-year average design lifecycles. ADI's $75 billion acquisition of Maxim Integrated in 2021 doubled its addressable market in automotive and industrial IoT just as both sectors accelerate their digital transformation. Revenue surged 30% over the past year while maintaining 63% gross margins, but the 72x trailing PE reflects temporary earnings compression from integration costs. The forward PE of 30x suggests synergies are beginning to flow through, making this an inflection point for a company that historically trades at premium multiples to the broader semiconductor sector.
- highInsider selling onlyLast 10 transactions show $39.73M in sales, zero buys, despite 24.3% insider ownership - a clear one-sided distribution signal.
- moderateTrailing P/E extremely elevatedP/E of 58.8x is rich for a cyclical semiconductor; earnings recovery may already be priced in given forward P/E of 27x.
- moderateScore spike raises questionsACCE score jumped +37 points in 90 days (40→77), potentially reflecting a cyclical earnings rebound rather than durable quality improvement.
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Price
Valuation
INVESTORSix independent models converge on one confidence-weighted fair value, with full methodology and editable assumptions.
- +All six models: DCF, P/E and EV/EBITDA comps, Graham, dividend discount, residual income
- +Scenario bands, sensitivity tornado, and the 5-year historical valuation range
- +Editable DCF workbench with saved scenarios
Quality
INVESTORThe full quality picture: conviction breakdown, earnings quality, score history, and backtested returns.
- +Conviction score breakdown and earnings-quality grade
- +Growth / value / quality / momentum component scores
- +90-day score history and score-threshold backtests
Analysts
Wall Street consensus
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
- +Price-target low / average / high vs the current price, with implied upside
- +Forward revenue and EPS consensus by fiscal year
- +ACCE fair-value models lined up against the Street
Smart Money
PROFollow the institutions: 13F position changes, insider trades, and active 13D activist filings.
- +Quarter-over-quarter institutional position changes
- +Recent open-market insider transactions
- +Active 13D activist filings and top holders
Compare
Where it sits vs peers
Algorithmic peers (6)
| Ticker | Company | Mcap | P/E | ROE | D/E | Yield | Quality | |
|---|---|---|---|---|---|---|---|---|
| 285A.T | Kioxia Holdings Corporation | $184.0B | 54.1 | 87.1% | 34.84 | 0.0% | - | Compare |
| QCOM | QUALCOMM Incorporated Common Stock | $189.8B | 20.3 | 33.8% | 0.70 | 2.1% | - | Compare |
| MRVL | Marvell Technology Inc. Common Stock | $219.5B | 80.6 | 16.5% | 0.31 | 10.0% | - | Compare |
| 2454.TW | MediaTek | $235.9B | 77.5 | 23.9% | 0.01 | 0.5% | - | Compare |
| TXN | Texas Instruments Incorporated Common Stock | $243.5B | 40.5 | 35.2% | 0.86 | 2.3% | - | Compare |
| ARM | Arm Holdings plc American Depositary Shares | $294.4B | 278.4 | 13.4% | 0.01 | 0.0% | - | Compare |
Sector report card
Where ADI ranks against its sector peers on each metric.
News and Record
Press releases mentioning this company
- Business Wire•Sep 16, 2026Global Technology Pioneers Emerald AI, Google, and NVIDIA Launch the AI Energy Management Alliance to Advance Flexible AI Data Centers
- Business Wire•Sep 15, 2026Cadence Tensilica IP Powers Analog Devices’ Next-Generation DSP Architecture
- PR Newswire•Sep 15, 2026Analog Devices to Acquire Alif Semiconductor, Adding an AI-Native Processing Platform to Advance Physical Intelligence for the Next Generation of Real-World Systems
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Recent performance
SEC filings
Recent ACCE blog coverage
- $ADI Earnings: Revenue +30.4%, EPS More Than DoublesAnalog Devices reported May 20 earnings showing 30.4% revenue growth and 116.7% EPS growth YoY. ACCE score sits at 77/100. Here's what the numbers say.2026-05-20