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:
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
美東時間11月28日，多家華爾街大行更新了$亞德諾 (ADI.US)$的評級，目標價介於220美元至280美元。
摩根士丹利分析師Joseph Moore維持買入評級，維持目標價248美元。
高盛集團分析師Toshiya Hari維持買入評級，並將目標價從254美元上調至261美元。
Evercore分析師Mark Lipacis維持買入評級，維持目標價280美元。
TD Cowen分析師Joshua Buchalter維持買入評級，維持目標價260美元。
奧本海默控股分析師Rick Schafer維持買入評級，維持目標價245美元。
此外，綜合報道，$亞德諾 (ADI.US)$近期主要分析師觀點如下：
亞德諾報告顯示，其截至十月的季度業績符合預期，但對一月季度的前景稍顯疲軟。該公司以其在經濟低迷期間的有效管理而聞名，並目前已經度過低谷。未來的復甦預計將依賴於終端市場的狀況。
亞德諾報道顯示，Q4業績超出預期，得益於中國汽車行業和穩定的消費者需求的強勁表現。該公司對Q1銷售的預測與市場預期一致，預計順勢下降4%。儘管分析師對FY25年的潛在增長持謹慎態度，但仍在等待該公司主要工業領域更實質性的增長。此外，這種情況對工業部門的同行可能存在一定負面影響，而對汽車行業競爭對手的預測中性至稍爲積極。
公司的評估表明，在經歷了七個季度的庫存調整之後，供應鏈被視爲謹慎向下走向"正常"水平以下。觀察到，亞德諾的出貨量約低於消費量22%，這意味着預計將在一月底或四月初開始的需求大幅增長。
投資者可能會因季節性下降推遲毛利和營業利潤的復甦而感到失望，然而，在需求增長時，清潔的庫存狀況預計將具有優勢。
以下爲今日8位分析師對$亞德諾 (ADI.US)$的最新投資評級及目標價：
提示:
TipRanks為獨立第三方，提供金融分析師的分析數據，並計算分析師推薦的平均回報率和勝率。提供的信息並非投資建議，僅供参考。本文不對評級數據和報告的完整性與準確性做出認可、聲明或保證。
TipRanks提供每位分析師的星級，分析師星級代表分析師所有推薦的過往表現，通過分析師的總勝率和平均回報率综合計算得出，星星越多，則該分析師過往表現越優異，最高爲5颗星。
分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
