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ANALOG DEVICES INC
Semiconductors & Related Devices · MA · CIK 6281
Analog Devices designs, manufactures, and markets integrated circuits, software, and subsystems for sensing, measuring, interpreting, connecting, and powering
🔥 High media attention
$203.50B
Market cap
$391.78
Last close
+1.3%
1D
-12.1%
5D
5.2M
Volume
Price · last 39 sessions-1.3%
May 4L $384.21 · H $445.48Jun 29
178
Total filings
May 20, 2026
Last filing
11/01
Fiscal year end
10-Q10-QMay 20, 20268-KResults of OperationsMay 20, 20268-KReg FD DisclosureMay 19, 20268-KExecutive Change · Shareholder VoteMar 12, 202610-Q10-QFeb 18, 20268-KResults of Operations · Company UpdateFeb 18, 2026DEFA14ADEFA14AFeb 9, 2026DEFA14ADEFA14AJan 23, 2026DEF 14ADEF 14AJan 23, 20268-KExecutive Change · Reg FD DisclosureJan 23, 202610-K10-KNov 25, 20258-KResults of OperationsNov 25, 20258-KReg FD DisclosureSep 19, 202510-Q10-QAug 20, 20258-KResults of OperationsAug 20, 20258-KMaterial AgreementJun 16, 20258-KExecutive ChangeMay 27, 202510-Q10-QMay 22, 20258-KResults of OperationsMay 22, 20258-KMaterial Agreement · New Debt / ObligationApr 11, 20258-KShareholder VoteMar 13, 202510-Q10-QFeb 19, 20258-KResults of Operations · Company UpdateFeb 19, 2025DEFA14ADEFA14AJan 27, 2025DEF 14ADEF 14AJan 27, 20258-KExecutive Change · Bylaw AmendmentJan 13, 202510-K10-KNov 26, 20248-KResults of OperationsNov 26, 20248-KExecutive Change · Reg FD DisclosureNov 20, 20248-KReg FD DisclosureNov 4, 20248-KExecutive ChangeOct 10, 20248-KReg FD DisclosureSep 27, 202410-Q10-QAug 21, 20248-KResults of OperationsAug 21, 202410-Q10-QMay 22, 20248-KResults of OperationsMay 22, 20248-KMaterial AgreementApr 3, 20248-KShareholder VoteMar 14, 2024DEFA14ADEFA14AFeb 29, 2024DEFA14ADEFA14AFeb 29, 202410-Q10-QFeb 21, 20248-KResults of Operations · Company UpdateFeb 21, 20248-KExecutive Change · Reg FD DisclosureJan 25, 2024DEFA14ADEFA14AJan 19, 2024DEF 14ADEF 14AJan 19, 20248-KExecutive Change · Company UpdateJan 19, 20248-KExecutive ChangeDec 7, 202310-K10-KNov 21, 20238-KResults of OperationsNov 21, 20238-KExecutive ChangeOct 13, 20238-KExecutive ChangeOct 4, 202310-Q10-QAug 23, 20238-KResults of OperationsAug 23, 2023S-4S-4Aug 2, 20238-KExecutive ChangeJun 5, 202310-Q10-QMay 24, 20238-KResults of OperationsMay 24, 20238-KExecutive Change · Reg FD DisclosureMay 18, 20238-KNew Debt / ObligationApr 17, 20238-KCompany UpdateMar 24, 20238-KShareholder VoteMar 10, 2023DEFA14ADEFA14AFeb 21, 202310-Q10-QFeb 15, 20238-KResults of Operations · Company UpdateFeb 15, 2023DEFA14ADEFA14AJan 20, 2023DEF 14ADEF 14AJan 20, 20238-KExecutive ChangeJan 20, 20238-KBylaw AmendmentDec 8, 202210-K10-KNov 22, 20228-KResults of OperationsNov 22, 20228-KMaterial Agreement · New Debt / ObligationOct 7, 20228-KCompany UpdateOct 6, 20228-KCompany UpdateSep 22, 20228-KMaterial AgreementSep 15, 20228-KCompany UpdateSep 8, 202210-Q10-QAug 17, 20228-KResults of OperationsAug 17, 20228-KExecutive ChangeJun 27, 202210-Q10-QMay 18, 20228-KResults of OperationsMay 18, 2022
Insider Activity
In the 90 days to Mar 11, 2026: 5 sold $26.1M.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| Mar 11, 2026 | Stata RayDirector | Sell | 1,439 | $319.10 | $459K |
| Mar 11, 2026 | Stata RayDirector | Sell | 1,100 | $318.11 | $350K |
| Mar 11, 2026 | Stata RayDirector | Sell | 372 | $317.38 | $118K |
| Mar 11, 2026 | Stata RayDirector | Sell | 186 | $319.99 | $60K |
| Mar 11, 2026 | Stata RayDirector | Sell | 28 | $320.88 | $9K |
| Mar 10, 2026 | Stata RayDirector | Sell | 876 | $320.14 | $280K |
| Mar 10, 2026 | Stata RayDirector | Sell | 608 | $317.90 | $193K |
| Mar 10, 2026 | Stata RayDirector | Sell | 539 | $319.15 | $172K |
| Mar 10, 2026 | Stata RayDirector | Sell | 523 | $321.06 | $168K |
| Mar 10, 2026 | Stata RayDirector | Sell | 350 | $323.14 | $113K |
| Mar 10, 2026 | Stata RayDirector | Sell | 229 | $322.22 | $74K |
| Mar 3, 2026 | Stata RayDirector | Sell | 1,226 | $339.15 | $416K |
| Mar 2, 2026 | Roche VincentChair & CEO | Sell | 10,000 | $350.00 | $3.5M |
| Feb 25, 2026 | Sondel MichaelCAO (principal acct. officer) | Sell | 4,199 | $361.03 | $1.5M |
| Feb 5, 2026 | Stata RayDirector | Sell | 674 | $322.31 | $217K |
| Feb 5, 2026 | Stata RayDirector | Sell | 543 | $321.32 | $174K |
| Feb 5, 2026 | Stata RayDirector | Sell | 364 | $324.58 | $118K |
| Feb 5, 2026 | Stata RayDirector | Sell | 364 | $323.41 | $118K |
| Feb 5, 2026 | Stata RayDirector | Sell | 334 | $318.67 | $106K |
| Feb 5, 2026 | Stata RayDirector | Sell | 268 | $317.42 | $85K |
Open-market buys & sells (Form 4, transaction codes P/S). Source: SEC structured insider data.
What Changed
Risk factors · Nov 26, 2024 → Nov 25, 202534 added · 25 removed between the two most recent 10-Ks. The risks a company starts — or stops — disclosing are often the story.
Newly disclosed
- For example, in April 2025, the Department of Commerce launched an investigation into the national security impacts of imported semiconductors and semiconductor manufacturing equipment.
- For example, our distributors could be adversely impacted by additional tariffs or export controls, which could limit our ability to conduct business with such distributors, increase our costs and adversely affect our reputation and operating results.
- Termination of a significant distributor or a group of distributors, whether at our initiative or the distributor’s initiative or through consolidation in the distribution industry, or the inability of a distributor to perform its obligations, could divert management’s attention and resources, result in disputes, litigation and settlement costs, increase risk that our products may be diverted from authorized distribution channels and sold on the “gray market” and disrupt our business.
- Several jurisdictions where we operate are considering or have proposed or enacted legislation and policies regulating AI, including the European Union’s AI Act, and lack of consistency among different regulatory regimes may increase our regulatory and compliance burdens.
- Investigations and enforcement efforts related to the use of AI technology could increase our compliance costs and restrict our ability to use AI in the development of our products and services.
- As the use of AI in our products, technologies or our business operations changes, we may become subject to new rules, regulations and industry standards, which may exacerbate these risks.
- Evolving rules, regulations and industry standards governing AI may require us to incur greater compliance costs and restrict the use of AI in our products or 18 technologies.
- We incorporate AI capabilities across our technologies, business operations, products and services to enhance performance and drive smarter, more efficient solutions.
- While the results of this investigation remain unknown, it is expected to result in additional tariffs and trade restrictions that may adversely impact our business.
- In 2025, the U.S. government announced a series of tariffs, including tariffs targeting a broad range of imports and targeted tariffs on goods from specific countries and industries.
- Further, the semiconductor industry is characterized by frequent claims and litigation involving patent and other intellectual property rights.
- Further, throughout 2025 the U.S. government has initiated numerous investigations into products and industries under Section 232 of the Trade Expansion Act of 1962.
No longer disclosed
- For example, we entered into a revolving credit agreement on June 23, 2021, which, as amended, contains a sustainability-linked pricing component, which provides for interest rate and facility fee reductions or increases based on meeting or missing targets related to environmental sustainability, specifically greenhouse gas emissions and renewable energy usage.
- Governments around the world have adopted, and may continue to adopt, laws and regulations related to AI, including the European Union’s AI Act, and several U.S. government agencies have increased investigations and enforcement efforts related to the use of AI technology, which could increase our compliance costs and limit our ability to use AI in the development of our products and services.
- For calendar year 2023, we exceeded the target thresholds for greenhouse gas emissions and renewable energy usage related to this sustainability-linked pricing component, which resulted in immaterial adjustments to administrative and interest fees due under the facility.
- We are increasingly incorporating AI capabilities into the development of technologies and our business operations and into our products and services.
- While the incoming administration has signaled that AI policy will be a priority, the scope and impact of any such policies cannot yet be determined.
- For example, during 2024, we participated in an inquiry from the U.S.
- Termination of a significant distributor or a group of distributors, whether at our initiative or the distributor’s initiative or through consolidation in the distribution industry, could disrupt our business, and if we are unable to find suitable replacements with the appropriate scale and resources, our operating results could be adversely affected.
- Any inability to satisfy customer quality and reliability standards or comply with industry and regulatory standards and technical requirements may adversely affect demand for our products and our results of operations. 12 Our growth is also dependent on our ability to identify and penetrate new markets where we have limited experience yet require significant investments, resources and technological advancements in order to compete effectively, and there can be no assurance that we will achieve success in these markets.
- Government incentives, including any that may be offered in connection with the CHIPS Act, may not be available to us on acceptable terms or at all, and to the extent that the incoming administration modifies or repeals the CHIPS Act, the availability of any such incentives may be even less certain.
- Moreover, the laws of foreign countries in which we design, manufacture, market and sell our products may afford little or no effective protection of our intellectual property. 17 There can be no assurance that the claims allowed in our issued patents will be sufficiently broad to protect our technology.
- This will require us to align our programs to such expectations and disclose an increasing amount of information and data to illustrate our position and progress and to support our customers to comply with regulations and other requirements.
- If we are unable to successfully address these risks, we may not realize some or all of the expected benefits of our acquisitions, which may have an adverse effect on our business strategy, plans and operating results.
In the News
🔥 High media attentionCoverage (30d): 15 reputable articles · skews ▲ positive.
MarketWatchAnalog Devices Inc. stock underperforms Friday when compared to competitors3d agoMarketWatchAnalog Devices Inc. stock outperforms competitors on strong trading day4d agoMarketWatchAnalog Devices Inc. stock underperforms Tuesday when compared to competitors6d agoMarketWatchAnalog Devices Inc. stock outperforms competitors despite losses on the day13d agoMarketWatchAnalog Devices Inc. stock underperforms Monday when compared to competitors despite daily gains14d agoInvestor's Business DailyChipmaker Analog Devices Tops Quarterly Estimates, Raises Outlook. But Stock Falls.1mo ago
Reputable outlets only (Reuters, WSJ, CNBC, Barron's, and peers). More on Google News ↗
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