Stifel maintains buy rating for Analog Devices stock on automotive growth

Published 04/06/2025, 14:42
Stifel maintains buy rating for Analog Devices stock on automotive growth

On Wednesday, Stifel analysts reiterated a Buy rating for Analog Devices (NASDAQ: NASDAQ:ADI) stock, maintaining their price target at $248.00. This aligns with the broader analyst sentiment tracked by InvestingPro, which shows 22 analysts recently revising their earnings estimates upward, with price targets ranging from $155 to $300. The analysts highlighted the company’s automotive business, which showed surprising strength in the U.S. and Europe in the previous quarter due to some pull-in activity. With a market capitalization of $109 billion and a robust gross profit margin of 59%, Analog Devices maintains strong financial fundamentals.

Management at Analog Devices indicated that the company expects flat automotive revenue for the July quarter, excluding the pull-in activity observed in April. This guidance aligns with typical seasonal patterns. The company has noted that approximately 50% of its automotive business is linked to SAAR growth and broader macroeconomic factors, while the remaining 50% is connected to megatrends and secular growth opportunities.

Analog Devices has identified key areas contributing to its automotive growth, including Electrification, Advanced Driver Assistance Systems (ADAS), Power Management, and Next-Gen Infotainment. The company reported that its automotive revenues have grown by an average of 15% year-over-year, surpassing the 10% growth seen in the broader semiconductor content automotive market.

Stifel’s analysts emphasized Analog Devices’ ability to outperform the market, attributing this success to the company’s strategic alignment with industry trends and its robust automotive segment performance. According to InvestingPro, the company demonstrates solid financial health with a current ratio of 2.08 and maintains dividend payments for 23 consecutive years, though current valuations suggest the stock trades above its Fair Value. Discover more insights and 12 additional ProTips with an InvestingPro subscription.

In other recent news, Analog Devices, Inc. (ADI) has reported strong earnings and revenue results, surpassing Wall Street expectations with $2.64 billion in revenue and an earnings per share (EPS) of $1.85. The company also raised its guidance for the upcoming quarter, forecasting $2.75 billion in revenue and $1.92 in EPS. Meanwhile, Evercore ISI raised its price target for Analog Devices to $280, maintaining an Outperform rating, citing a cyclical upturn and potential revenue growth. Conversely, Truist Securities lowered their price target to $219 while maintaining a Hold rating, expressing caution due to concerns about tariffs and communication regarding full-year growth. Cantor Fitzgerald maintained a Neutral rating with a $250 price target, highlighting strong performance but noting investor concerns about order pull-ins and operating expenses. Additionally, Bernstein kept its Market Perform rating with a $220 price target, acknowledging strong performance but cautioning about potential risks in the automotive segment. These developments reflect a mix of optimism and caution among analysts regarding Analog Devices’ future performance.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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