ADI
Analog Devices, Inc.Technology · $193.6B market cap
Verdict
Share price
$417.15
close of Oct 3, 2026
Fair value
$143.34
Sticker Price
Payback Price
$57.33
buy price
ADI is Overpriced: at $417.15 it trades 191% above its fair value of $143.34. Its buy price (Payback Price) is $57.33, 86% below today's price. Business quality is mixed: 2 of 5 key numbers clear the 10% bar.
How we valued it
Free Cash Flow. Sales grew -3% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.
Business quality
2 of 5 clear the 10% bar. What are the Big Five?
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11 of the investors we track hold ADI. In Q2 2026, 2 opened a position, 6 trimmed and 1 sold out. Who we track
First Pacific Advisors
First Pacific Advisors · as of Q2 2026
$634.9M
1,598,506 shares
Thomas Gayner
Markel Group · as of Q2 2026
$397.0M
999,671 shares
AKO Capital
AKO Capital · as of Q2 2026
$245.0M
616,881 shares
Sarah Ketterer
Causeway Capital Management · as of Q2 2026
$56.4M
142,050 shares
Francois Rochon
Giverny Capital · as of Q2 2026
$37.1M
93,310 shares
Show all 11 holdersShow fewer
William Von Mueffling
Cantillon Capital Management · as of Q2 2026
$35.0M
88,014 shares
Wallace Weitz
Weitz Investment Management · as of Q2 2026
$33.8M
85,225 shares
Dodge & Cox Funds
Dodge & Cox Funds · as of Q2 2026
$7.6M
19,210 shares
Lee Ainslie
Maverick Capital · as of Q2 2026
$1.1M
2,704 shares
Glenn Greenberg
Brave Warrior Advisors · as of Q2 2026
$243K
612 shares
Mairs & Power Funds
Mairs & Power Funds · as of Q2 2026
$202K
509 shares
Moves in Q2 2026
New position: Lee Ainslie, Glenn Greenberg
Trimmed: William Von Mueffling, Wallace Weitz, Sarah Ketterer, Mairs & Power Funds, Francois Rochon, AKO Capital
Sold out: First Eagle Investment Management
Insider activity
Since Sep 1, 2026: no open-market purchases, 13 sales worth $5.1M and 1 other filing (stock awards, tax withholding and similar). Why purchases matter
Sales
STATA RAY
director · 2026-09-09
Sold
$26K
STATA RAY
director · 2026-09-09
Sold
$130K
STATA RAY
director · 2026-09-09
Sold
$168K
STATA RAY
director · 2026-09-09
Sold
$134K
STATA RAY
director · 2026-09-09
Sold
$57K
Show all 13 salesShow fewer
Puccio Richard C Jr
EVP and CFO · 2026-09-08
Sold
$545K
STATA RAY
director · 2026-09-08
Sold
$4K
STATA RAY
director · 2026-09-08
Sold
$57K
STATA RAY
director · 2026-09-08
Sold
$73K
STATA RAY
director · 2026-09-08
Sold
$81K
STATA RAY
director · 2026-09-08
Sold
$167K
STATA RAY
director · 2026-09-08
Sold
$131K
ROCHE VINCENT
Chair & CEO · 2026-09-01
Sold
$3.6M
Other filings
About Analog Devices, Inc.
Analog Devices, Inc. (ADI) is a technology leader specializing in the conception, production, validation, and global marketing of integrated circuits (ICs), software solutions, and advanced subsystems. Their offerings leverage sophisticated analog, mixed-signal, and digital signal processing technologies. The company's comprehensive product lineup features data converters, which are critical for transforming…
Semiconductors
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works