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. | Markel Gayner Asset Management Tom Gayner | 999,671 | $396,579,481 | 3.09% | |
| 2. | Locust Wood Capital Advisers Stephen J. Errico | 132,743 | $52,660,476 | 1.19% | |
| 3. | Lee Munder Capital Group Lee Munder | 20,330 | $8,065,166 | -5% | 0.43% |
| 4. | Bourgeon Capital John Zaro | 13,330 | $5,288,145 | +1% | 0.76% |
| 5. | Katamaran Capital Priya Kodeeswaran | 8,046 | $3,191,929 | -46% | 3.16% |
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 |
|---|---|---|---|---|---|---|
| $423.03 | 8 | $3,384.20 | 106,015 | 2026-11-04 | Filing | |
| $421.03 | 12 | $5,052.36 | 106,023 | 2026-11-04 | Filing | |
| $420.24 | 36 | $15,128.66 | 106,035 | 2026-11-04 | Filing | |
| $418.82 | 12 | $5,025.78 | 106,071 | 2026-11-04 | Filing | |
| $418.11 | 79 | $33,030.80 | 106,083 | 2026-11-04 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 12,703,232 | $5,031,050,352 | 0.26% | |
| 2. | 4,103,980 | $1,628,093,328 | 0.33% | |
| 3. | 3,564,877 | $1,414,222,354 | 1.2% | |
| 4. | 3,302,151 | $1,309,996,367 | 0.22% | |
| 5. | 2,711,502 | $1,075,679,961 | 0.22% |
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 $200 million in additional contingent payments.
Scale and Longevity of Earnings Inflection Create Compelling Entry Point in Analog Devices (ADI)
MD Sass, a boutique asset management firm, published its second-quarter investor update for its flagship, the "MD Sass Concentrated Value Strategy." The letter can be downloaded here.
FN and ADI – 2 Strong Buy Tech Stocks Wall Street Just Gave a Vote of Confidence To
Let’s look at two technology stocks, Fabrinet ($FN) and Analog Devices ($ADI), which both received an upgrade to a Buy rating from Wall Street anal...
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.
Hedge Fund Resource Center