B+
Bull case
30%
Probability
Target price
$520.00
Analysis reference price unavailable
Analysis 2026-08-24 · RankAlpha Sentiment Codex
ADI
Analog DevicesBNasdaq / Semiconductors & Semiconductor Equipment
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexPost-earnings T+3Most likely
B
Base case
50%
Probability
Target price
$450.00
Analysis reference price unavailable
Analysis 2026-08-24 · RankAlpha Sentiment Codex
B-
Bear case
20%
Probability
Target price
$315.00
Analysis reference price unavailable
Analysis 2026-08-24 · RankAlpha Sentiment Codex
The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
Latest data as of 2026-08-24
Recent news sentiment (30D)
-14.7
Negative
Company
-
Unavailable
Macro
-14.7
Negative
Pulse
-
Unavailable
Weekly research (10D)
+65.0
Positive
Sentiment proxy
+90.2
Score
AI commentary
News tone is positive following the record Q3 result, above-outlook Q4 guidance, and reported Bernstein upgrade, but the verified market reaction was initially soft: ADI declined 0.89% on August 19 and 0.81% on August 20 before a modest premarket rebound on August 21. This mixed reaction and the limited available analyst revision set support a positive but valuation-sensitive monitoring view rather than a high-conviction breakout thesis. [Price history](https://stockanalysis.com/stocks/adi/history/)
RankAlpha Sentiment Codex - 2026-08-24
Open post-earnings memoEvidence flagged
peer set is too generic or lacks enough direct operating comparators
Impact
tentative
Confidence
-
AI events
2026-08-19eventQ3 beat and record Q4 outlookHigh impact
On August 19, 2026, ADI reported fiscal Q3 revenue of $4.022 billion, up 40% year over year, adjusted EPS of $3.45, and fiscal Q4 guidance of $4.3 billion in revenue plus or minus $100 million with adjusted EPS of $3.86 plus or minus $0.15. The company said Q3 results exceeded the midpoint of its prior outlook and cited Data Center and Industrial leadership. [#SEC-8K-2026-08-19] [Analog Devices Q3 release](https://investor.analog.com/news-releases/news-release-details/analog-devices-reports-record-fiscal-third-quarter-2026)
2026-08-20eventPost-print analyst revision and reactionMedium impact
Following the August 19 print, secondary coverage reported Bernstein upgraded ADI to Outperform from Market Perform and raised its price target from $430 to $465. Market data show a mixed reaction: shares closed at $373.26 on August 19, down 0.89%, at $370.24 on August 20, down 0.81%, and were reported at $375.40 premarket on August 21, up 1.39%. [Bernstein coverage](https://finance.yahoo.com/markets/stocks/articles/bernstein-upgrades-analog-devices-q3-120157176.html) [Price history](https://stockanalysis.com/stocks/adi/history/)
2026-09-30catalystAI infrastructure power and data-center content expansionHigh impact
The stored earnings-call transcript attributes to management expanding opportunities across grid monitoring, energy storage, processor and rack power, and optical connectivity. Data-center optical and power revenue reportedly grew more than 100% year over year, while management described AI-related demand and hybrid manufacturing as multiyear growth drivers. [#PR-EARNINGS-2026-08-20]
Recommendation
N/A
No formal recommendation provided.
As of 2026-08-24 • Updated nightlySource: Internal modelMethodology