On Nov 28, major Wall Street analysts update their ratings for $Analog Devices (ADI.US)$, with price targets ranging from $220 to $280.
Morgan Stanley analyst Joseph Moore maintains with a buy rating, and maintains the target price at $248.
Goldman Sachs analyst Toshiya Hari maintains with a buy rating, and adjusts the target price from $254 to $261.
Evercore analyst Mark Lipacis maintains with a buy rating, and maintains the target price at $280.
TD Cowen analyst Joshua Buchalter maintains with a buy rating, and maintains the target price at $260.
Oppenheimer analyst Rick Schafer maintains with a buy rating, and maintains the target price at $245.
Furthermore, according to the comprehensive report, the opinions of $Analog Devices (ADI.US)$'s main analysts recently are as follows:
Analog Devices reported results that aligned with expectations for its October-ending quarter but projected a slightly softer outlook for the January quarter. The company is recognized for its effective management during downturns and is currently positioned past the trough. Future recovery is anticipated to be dependent on end-market conditions.
Analog Devices reported Q4 results that surpassed expectations, driven by a robust performance in the China auto sector and steady consumer demand. The company's forecast for Q1 sales align with prevailing market projections, anticipating a 4% sequential decline. Despite expectations for potent growth in FY25, analysts remain cautious, awaiting more substantial growth in the company's primary industrial segment. Additionally, this scenario poses a somewhat negative implication for peers within the industrial sector, whereas projections are neutral to slightly positive for competitors in the automotive industry.
The firm's assessment suggests that after undergoing seven quarters of inventory correction, the supply chain is seen as cautious heading to below 'normal' levels. It is observed that Analog Devices is shipping approximately 22% below consumption, which implies a potential substantial increase in demand anticipated to commence by the end of January or April.
Investors may face disappointment due to seasonal declines postponing the recovery of Gross Margins and Operating Margins, however, a clean inventory position is expected to be advantageous when demand picks up.
Here are the latest investment ratings and price targets for $Analog Devices (ADI.US)$ from 8 analysts:
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美东时间11月28日，多家华尔街大行更新了$亚德诺 (ADI.US)$的评级，目标价介于220美元至280美元。
摩根士丹利分析师Joseph Moore维持买入评级，维持目标价248美元。
高盛集团分析师Toshiya Hari维持买入评级，并将目标价从254美元上调至261美元。
Evercore分析师Mark Lipacis维持买入评级，维持目标价280美元。
TD Cowen分析师Joshua Buchalter维持买入评级，维持目标价260美元。
奥本海默控股分析师Rick Schafer维持买入评级，维持目标价245美元。
此外，综合报道，$亚德诺 (ADI.US)$近期主要分析师观点如下：
亚德诺报告的结果与其截至十月的季度预期一致，但对于一月的季度展望略显疲软。该公司因在低迷时期的有效管理而受到认可，目前已通过谷底。未来的恢复预计将取决于最终市场的状况。
亚德诺公布的第四季度业绩超出预期，受益于中国汽车板块的强劲表现和稳定的消费需求。该公司对第一季度销售的预测与当前市场预期一致，预计将出现4%的环比下降。尽管预计2025财年将实现强劲增长，分析师们依然保持谨慎，等待公司主要工业板块的更大增长。此外，这种情况对同行的工业行业板块带来了一定的负面影响，而对汽车行业竞争对手的预测则保持中立或略为积极。
该公司的评估表明，在经历了七个季度的库存调整后，供应链在向低于“正常”水平的过程中显得谨慎。观察到亚德诺的运输量约为消费量的22%，这意味着预计需求将于一月底或四月开始显著增加。
投资者可能会由于季节性下降而感到失望，这推迟了毛利率和经营利润率的恢复，然而，当需求回升时，清理的库存状态预计将带来优势。
以下为今日8位分析师对$亚德诺 (ADI.US)$的最新投资评级及目标价：
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