Analog Devices (ADI) vs. TXN and ON: Can AI Infrastructure and Acquisitions Drive Its Next Growth Phase?
Is ADI a good stock to buy? We came across a bullish thesis on Analog Devices, Inc. on Astute Optics - US’s Substack.
Analog Devices Inc (ADI)
Market is closed
Sector: Semiconductors & Related Devices
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Lee Munder Capital Group Lee Munder | 20,330 | $8,065,166 | -5% | 0.43% |
| 2. | Bourgeon Capital John Zaro | 13,330 | $5,288,145 | +1% | 0.76% |
| 3. | Katamaran Capital Priya Kodeeswaran | 8,046 | $3,191,929 | -46% | 3.16% |
| 4. | Bailard Inc Thomas Bailard | 804 | $318,955 | +7% | 0.01% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $139.12 | 1 | $139.12 | 27,677 | 2022-10-10 | Filing | |
| $163.98 | 2 | $327.96 | 27,676 | 2022-01-20 | Filing | |
| $187.60 | 2 | $375.19 | 27,676 | 2021-11-16 | Filing | |
| $144.16 | 3,650 | $526,184.00 | 104,008 | 2022-06-17 | Filing | |
| $165.01 | 1 | $157.25 | 100,358 | 2021-10-06 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $389.46 | 1,500 | $584,190.00 | 48,177 | 2026-10-20 | Filing | |
| $406.59 | 3,305 | $1,343,788.63 | 40,428 | 2026-10-08 | Filing | |
| $409.79 | 2,000 | $819,576.00 | 43,733 | 2026-10-07 | Filing | |
| $412.17 | 26 | $10,716.40 | 107,431 | 2026-10-07 | Filing | |
| $411.16 | 65 | $26,725.48 | 107,457 | 2026-10-07 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,564,877 | $1,414,222,354 | 1.2% | |
| 2. | 1,512,294 | $599,942,159 | 0.72% | |
| 3. | 932,897 | $370,089,569 | 0.36% | |
| 4. | 878,833 | $348,641,839 | 2.27% | |
| 5. | 499,100 | $197,997,962 | 3.57% |
News See All
Could Cadence Design (CDNS) and Analog Devices (ADI) Capture More of the Smart-Vehicle Opportunity?
On September 15, Cadence Design Systems, Inc. (NASDAQ:CDNS) and Analog Devices, Inc.
Analog Devices (ADI) Bets $1.35 Billion on Chips that Let Machines Think for Themselves
On September 9, 2026, Analog Devices, Inc. (NASDAQ:ADI) agreed to acquire privately held Alif Semiconductor for $1.35 billion in cash, with up to $200 million in additional contingent payments.
Scale and Longevity of Earnings Inflection Create Compelling Entry Point in Analog Devices (ADI)
MD Sass, a boutique asset management firm, published its second-quarter investor update for its flagship, the "MD Sass Concentrated Value Strategy." The letter can be downloaded here.
FN and ADI – 2 Strong Buy Tech Stocks Wall Street Just Gave a Vote of Confidence To
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BofA Calls These 8 Semiconductor Stocks “Enhanced Buys” Despite 10% Downside Risk
Bank of America (BofA) sees an attractive risk/reward profile for semiconductor stocks despite near-term pressure. The bank’s nalyst Vivek Arya hig...
Market Wrap: U.S. Stocks Post Losing Week Despite Friday Rally
The blue-chip Dow rallied more than 500 points on the day.
ADI Earnings: Analog Devices Stock Pops on Beat-and-Raise Quarter
Demand from AI data centers is surging.
Options Volatility and Implied Earnings Moves Today, August 19, 2026
Today, several major companies are expected to report earnings: Analog Devices (ADI), The Estée Lauder Companies (EL), Lowe’s (LOW), Target (TGT), ...
Analog Devices (ADI)'s Strong Forecast Points to Continued AI-Driven Growth
Analog Devices, Inc. (NASDAQ:ADI) has plenty of momentum heading into the next quarter.
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