How analysts reacted to Analog Devices’ results
Analog Devices reported on February 18, 2026 (quarter ended Jan 2026). In the next sessions, 19 Wall Street firms published notes: 18 raised their price target; none cut. The median target of the 18 firms with a before-and-after figure went from $317 to $394 (+24%). 1 firm upgraded the stock. The shares rose 3% on Feb 18, the day of the report.
Every firm’s call 19
The first note from each firm in the session that reacted to the results and the next two, with its previous target. Since then the shares have gained 21% ($420.55 on Oct 6), against a median target of $394 from these firms. Analog Devices consensus today
| Before After Share price | ||||||
|---|---|---|---|---|---|---|
 Piper Sandler | Hold | $250 | $360 | +44% | Feb 19 | |
 Bernstein | Hold | $270 | $375 | +39% | Feb 19 | |
 Evercore | Buy | $282 | $387 | +37% | Feb 19 | |
 Raymond James | Buy | $290 | $385 | +33% | Feb 18 | |
 Baird | Buy | $275 | $365 | +33% | Feb 19 | |
 Truist | Hold | $291 | $364 | +25% | Feb 19 | |
 JP Morgan | Buy | $320 | $400 | +25% | Feb 19 | |
 Deutsche Bank | Hold | $265 | $330 | +25% | Feb 19 | |
 Goldman Sachs | Buy | $300 | $370 | +23% | Feb 19 | |
 Morgan Stanley | Buy | $314 | $373 | +19% | Feb 19 | |
 Wells Fargo | Buy | $340 | $400 | +18% | Feb 19 | |
 KeyBanc | Buy | $375 | $430 | +15% | Feb 19 | |
 Barclays | Buy | $375 | $430 | +15% | Feb 19 | |
 Oppenheimer | Buy | $350 | $400 | +14% | Feb 19 | |
 TD Cowen | Buy | $355 | $400 | +13% | Feb 19 | |
 Stifel | Buy | $360 | $405 | +13% | Feb 18 | |
 Susquehanna | Buy | $360 | $400 | +11% | Feb 19 | |
 UBS | Buy | $400 | $430 | +8% | Feb 19 | |
 NeedhamUpgrade | Buy | — | $400 | — | Feb 19 |
Earlier Analog Devices reports
Latest earnings reactions
MicronSep 3020 of 24 kept targetsMedian target +1%Shares +3%
OracleSep 106 of 12 kept targetsMedian target +1%Shares −5%
BroadcomSep 27 of 18 raised targetsMedian target +3%Shares −3%
NIOSep 14 of 4 cut targetsMedian target −29%Shares −5%
MarvellAug 275 of 11 raised targetsMedian target 0%Shares −10%
Li AutoAug 266 of 7 cut targetsMedian target −10%Shares −1%How this works: the earnings date and EPS figures come from Nasdaq. The calls are the notes in our database from the session that reacted to the results and the next two, one per firm (its first); for reports after the close, notes dated the report day are treated as previews and left out. “Before” is the previous target quoted in the note or, if missing, the firm’s last target in our database. The median target uses firms with both figures. The share move compares the close before the reaction session with the close of the session that moved most (the report day or the next one). Which firms’ targets come true