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：
亞德諾發佈的結果符合了對其10月底季度的預期，但對1月份季度的展望稍顯疲軟。該公司因其在經濟低迷期間的有效管理而受到認可，目前已走出谷底。未來的復甦預計將依賴於最終市場的情況。
亞德諾報告的第四季度業績超出預期，受益於中國汽車板塊的強勁表現和穩定的消費需求。該公司對第一季度銷售的預測與市場普遍預期一致，預計將下降4%。儘管預計在2025財年將有強勁增長，但分析師仍保持謹慎，等待該公司主要行業板塊中更實質的增長。此外，這種情況對工業板塊中的同行形成了一定的負面影響，而對汽車行業競爭對手的預測則是中立到略爲積極。
公司的評估表明，經過七個季度的庫存調整，供應鏈在向低於「正常」水平進發，並表現出謹慎狀態。觀察到亞德諾的發貨量約爲消費量的78%，這意味着預計在1月底或4月將開始出現潛在的需求大幅增加。
投資者可能會因季節性下降而感到失望，從而推遲毛利率和運營利率的恢復，然而，清晰的庫存狀況預計在需求回升時將具有優勢。
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：
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