Analog Devices, Inc. (NASDAQ: ADI) ended Friday, December 12, 2025, at $279.32, down 1.44% on the day, after briefly trading in the mid-$280s and notching new highs earlier in the week. [1]
The bigger takeaway for investors: ADI’s trend remains constructive (up ~31% year-to-date), but the stock is entering next week with a macro-heavy calendar that could drive rate-sensitive semiconductor names. [2]
ADI stock today: quick snapshot (as of the Dec. 12 close)
Here’s the high-level setup investors are working with heading into the week ahead:
- Last close (Dec. 12): $279.32 [3]
- Day range (Dec. 12): roughly $278.07–$284.23 [4]
- Year-to-date:+31.47% (per Stooq) [5]
- 52-week range:~$158.65–$284.23 (new highs registered into Friday) [6]
- Friday volume: about 4.0M shares, above the ~3.8M 50-day average (per MarketWatch’s data feed) [7]
One more context point that matters for positioning: the stock’s YTD move and fresh highs mean many holders are sitting on gains—so even routine headlines (or a hot inflation print) can trigger profit-taking without changing the longer-term story.
What happened to Analog Devices stock this week?
ADI finished the week essentially flat after a choppy path that included a pullback early, a midweek rebound, and a push into new highs before Friday’s broad-market risk-off tone.
Using daily closes from the week:
- Mon (Dec. 8): $279.13
- Tue (Dec. 9): $276.24
- Wed (Dec. 10): $281.57
- Thu (Dec. 11): $283.39
- Fri (Dec. 12): $279.32 [8]
From Monday’s close ($279.13) to Friday’s close ($279.32), that’s a gain of $0.19, or roughly +0.07% (effectively unchanged for the week).
The more important detail is what happened intraday: ADI pushed into the $283–$284 zone, marking fresh highs into Thursday/Friday before easing back. [9]
The latest ADI headlines in the past few days
1) ADI hit new highs near $284 before pulling back
Multiple market data feeds flagged ADI reaching new highs (new 12‑month highs / all-time-high territory depending on the dataset), with trading pushing into the low-to-mid $280s during the week. [10]
This matters because “breakout” levels often become psychological battlegrounds: if buyers defend dips and the stock reclaims the $283–$284 area, momentum traders tend to re-engage; if not, the stock can churn as late buyers exit.
2) Insider-selling related filings hit the tape Friday
Two insider-related items circulated on Dec. 12 via Refinitiv/Reuters distribution:
- Vice President Michael Sondel filed a Form 4/A disclosing a sale of 8,169 shares at $279.50 (about $2.28M in value), with 18,913 shares remaining directly held. [11]
- Board Chair Vincent Roche filed a Form 144 proposing to sell 10,000 shares, with the filing noting the plan was pursuant to a prearranged 10b5‑1 trading plan. [12]
Important context: insider sales don’t automatically signal trouble—executives sell for diversification and tax reasons—but filings can still create short-term noise, especially when a stock is near highs.
3) Legal headline: trade-secrets conviction upheld on appeal
A separate (non-financial) headline also surfaced late week: Bloomberg Law reported that a federal appeals court upheld the trade-secrets conviction of a design engineer tied to Analog Devices, rejecting claims related to selective prosecution and finding sufficient evidence. [13]
For markets, this type of story is typically more about reputation and headline risk than near-term fundamentals—unless it expands into broader litigation or operational impact (nothing in the report suggests that).
4) Analyst note: UBS raised its ADI price target
On the Street’s expectation-setting front, UBS analyst Timothy Arcuri raised UBS’s price target on Analog Devices to $320 from $280 and kept a Buy rating, according to The Fly via TipRanks. [14]
That kind of target move tends to reinforce the “high-quality semiconductor cycle recovery” narrative that has helped support ADI shares into year-end.
Fundamentals: what Analog Devices said most recently (and why it still matters this week)
While ADI’s biggest fundamental catalyst is now a couple of weeks old, it’s still the foundation for most of today’s bullish/bearish debate.
Q4 and FY2025 results recap
In its fiscal Q4 and full-year FY2025 release (quarter ended Nov. 1, 2025), ADI highlighted:
- Q4 revenue:$3.08B [15]
- FY2025 revenue:$11.0B, up 17% vs. FY2024 [16]
- FY2025 operating cash flow:$4.8B; free cash flow:$4.3B [17]
- Shareholder returns: ADI said it returned 96% of free cash flow in FY2025, including $2.2B of share repurchases and $1.9B of dividends [18]
Management also emphasized improving demand signals—especially in Industrial and Communications—while acknowledging macro uncertainty. [19]
Guidance: the forward-looking anchor
ADI’s fiscal Q1 2026 outlook (the key “forecast” investors model against) called for:
- Revenue:$3.1B ± $100M
- Adjusted EPS:$2.29 ± $0.10 [20]
Reuters noted this outlook came in above consensus estimates at the time, citing LSEG-compiled analyst expectations. [21]
Dividend watch (income + sentiment)
ADI’s board declared a quarterly dividend of $0.99 per share, payable Dec. 22, 2025 to shareholders of record Dec. 8, 2025. [22]
At Friday’s close ($279.32), that implies an annualized dividend of $3.96 and an approximate yield around 1.4% (simple annualization, not a forecast). [23]
Wall Street forecasts: targets, consensus, and what they imply for ADI stock
Analyst “forecasts” usually show up in three places for readers:
- Price targets
- Consensus rating (buy/hold/sell mix)
- Estimate revisions after earnings
Here’s where things stand based on widely-circulated compilations:
- MarketScreener’s consensus snapshot shows a “BUY” mean consensus, with 36 analysts and an average target price of $282.03 versus a $279.32 last close (roughly ~1% implied upside on that dataset). [24]
- In addition to UBS’s move to $320, MarketScreener’s feed lists other raised targets in late November from multiple banks (for example, KeyBanc to $330 and JPMorgan to $320, among others). [25]
- UBS’s specific action—$320 target, Buy rating—was also distributed via The Fly/TipRanks. [26]
How to interpret this as an investor (not as advice):
- When the stock trades near the average target, upside tends to become more dependent on new estimate upgrades (i.e., the company beating and raising again) rather than multiple expansion.
- When targets are being raised into strength, the market is often signaling confidence in the cycle recovery and bookings/demand trajectory—but that can also raise the bar for execution in 2026.
Technical and positioning read: the levels traders are watching
Even long-term investors pay attention to these areas because they often shape the short-term tape:
- Resistance zone:$283–$284 (this week’s highs) [27]
- Near-term support: around $278 (Friday’s low area) [28]
- Deeper support: the mid-$270s (this week’s earlier lows) [29]
Friday’s volume running above the 50-day average suggests heightened activity as the stock pulled back from highs—often a sign that short-term money is rotating, not necessarily that the longer-term thesis has broken. [30]
Week ahead (Dec. 15–19): what could move ADI stock next?
ADI doesn’t have a scheduled earnings report next week, so the biggest catalysts are likely to come from macro data and rates, which can quickly influence semiconductors via risk appetite and discount-rate moves.
The key U.S. reports on the calendar
Kiplinger’s weekly calendar for Dec. 15–19 highlights a packed slate, including:
- Nonfarm payrolls (November report, delayed) and retail sales (October), both listed for Tuesday, Dec. 16 [31]
- Flash Manufacturing/Services PMIs (Dec.) also on Tuesday, Dec. 16 [32]
- Consumer Price Index (CPI) and core CPI (November) on Thursday, Dec. 18 [33]
- University of Michigan consumer sentiment (revised) and existing home sales on Friday, Dec. 19 [34]
Kiplinger notes these reports follow the December Fed meeting, where the central bank cut rates for a third straight time while reiterating a data-dependent approach. [35]
Why macro matters to ADI specifically
Analog Devices is often treated as a “quality compounder” in semiconductors because of its exposure to industrial automation, automotive electronics, communications infrastructure, and long product cycles. When rates fall and investors lean into “soft landing” narratives, names like ADI can benefit.
But when inflation surprises to the upside—or when the market fears growth is slowing—semis can become a fast-moving battleground. Next week’s CPI and jobs data are exactly the kind of inputs that can swing that narrative.
Company-specific watch items
Even without earnings, keep an eye on:
- Follow-through from analyst target changes (do additional firms raise targets?) [36]
- Any additional insider filings after the Friday cluster [37]
- Whether ADI can reclaim the ~$283–$284 breakout zone after Friday’s pullback [38]
Valuation in plain English: what ADI needs to prove from here
After a strong run into year-end, ADI is increasingly in a “show me” phase:
- The company already delivered a strong quarter and issued an upbeat near-term outlook. [39]
- Now investors want confirmation that the recovery in Industrial and Communications demand (and bookings trends) can continue into fiscal 2026—even with tariff and macro uncertainty still in the background. [40]
That’s why next week’s move may be less about ADI-specific fundamentals and more about the market’s confidence in the broader 2026 growth/inflation path.
Bottom line for ADI stock heading into next week
Analog Devices stock enters the week ahead after:
- printing fresh highs near $284, [41]
- seeing headline noise from insider-related filings, [42]
- and getting at least one notable price-target raise (UBS to $320). [43]
The near-term direction is likely to hinge on macro catalysts (jobs, CPI, retail sales) rather than company news, but the technical picture is clear: hold above the high-$270s and challenge $283–$284 again, or risk a deeper consolidation into the mid-$270s.
References
1. www.marketwatch.com, 2. stooq.com, 3. stooq.com, 4. stooq.com, 5. stooq.com, 6. stooq.com, 7. www.marketwatch.com, 8. www.investing.com, 9. stooq.com, 10. www.investing.com, 11. www.tradingview.com, 12. www.tradingview.com, 13. news.bloomberglaw.com, 14. www.tipranks.com, 15. www.analog.com, 16. www.analog.com, 17. www.analog.com, 18. www.analog.com, 19. www.analog.com, 20. www.analog.com, 21. www.reuters.com, 22. www.analog.com, 23. stooq.com, 24. www.marketscreener.com, 25. www.marketscreener.com, 26. www.tipranks.com, 27. stooq.com, 28. finance.yahoo.com, 29. www.investing.com, 30. www.marketwatch.com, 31. www.kiplinger.com, 32. www.kiplinger.com, 33. www.kiplinger.com, 34. www.kiplinger.com, 35. www.kiplinger.com, 36. www.tipranks.com, 37. www.tradingview.com, 38. stooq.com, 39. www.reuters.com, 40. www.reuters.com, 41. stooq.com, 42. www.tradingview.com, 43. www.tipranks.com
