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ADI · Analysis updated Nov 10, 2026, 6:00 PM ET
Why is Analog Devices, Inc. (ADI) stock moving?
ADI rose from 385.76 on Oct 22 to a 30-day high of 433.39 on Oct 29, then fell to 361.01 on Nov 5, a drop of about 11% from the prior close of 406.24. That decline came on 13.1M shares, roughly 2.3x the 14-day average of about 5.6M, and the supplied news contains no item that explains it. Shares then recovered to 393.30 on Nov 10, about 9% above the Nov 5 close, with volume easing to 4.4M. The news flow is mostly routine: the Alif Semiconductor acquisition closed on Nov 3, and the CFO's UBS conference appearance is scheduled but undated, while the rest is product, regional, or backward-looking coverage. No SEC filings in the past 45 days were provided, so no new guidance or results are in view. Price has partly recovered but remains below the late-October range, and the cause of the Nov 5 selloff is unexplained by the supplied data.
News behind the analysis
- Analog Devices CFO to Present at UBS Global Technology and AI ConferenceAnalog Devices said CFO Richard Puccio will take part in the upcoming UBS Global Technology and AI Conference. The item is a routine event announcement with no new financial figures.
- Analog Devices Completes Acquisition of Alif SemiconductorAnalog Devices has finalized its acquisition of Alif Semiconductor, adding AI-native microcontrollers and fusion processors to its portfolio. No deal value or revenue impact was given in the supplied text.
- If You Invested $1000 In Analog Devices Stock 5 Years Ago, You Would Have This Much TodayBenzinga reports ADI outperformed the market over five years by 8.74% annualized, with an average annual return of 19.48%. This is a backward-looking performance piece.
- Analog Devices India Managing Director Discusses Healthcare Technology StrategyVivek Tyagi, Managing Director of Analog Devices India, described the company's role in healthcare monitoring through semiconductor integration and local collaboration. The interview has no financial data.
- Analog Devices Adopts ChipAgents AI Platform for Semiconductor DesignAnalog Devices has integrated the ChipAgents AI-native engineering platform into its development workflows to speed up chip and IP design and verification. The item is a tooling update rather than a financial event.
About Analog Devices, Inc.
Analog Devices, based in Wilmington, Massachusetts, designs and makes chips that turn real-world signals like temperature, sound, motion and electricity into digital data, and that manage power. It sells tens of thousands of products to a very wide range of industrial, automotive, communications and consumer customers, and more recently it has grown quickly by selling power and optical chips for AI data centers.
How it makes money
ADI sells data converters, amplifiers, power-management chips, sensors and related products, much of it through distributors. Industrial customers (factory automation, aerospace and defense, test equipment, healthcare, energy) bring in roughly half of revenue. Automotive (battery management, in-car connectivity, audio) is roughly a quarter or more, and communications/data center and consumer make up the rest. In fiscal Q3 2026, revenue was about $4.0 billion, up roughly 40% from a year earlier, and data center sales more than doubled. The company acquired Empower Semiconductor to strengthen its power-delivery products for AI hardware. It pays a quarterly dividend of about $1.10 per share and also buys back stock.
What usually moves ADI
- Industrial semiconductor cycle and customer inventory levels
- AI data-center spending on power and optical chips
- Auto production and electric-vehicle content
- Gross margin, pricing and factory utilization
- China demand and trade/tariff policy