Track record · closed signal

Analog Devices Inc (ADI) — closed signal from March 20, 2026

Target reached Published before the outcome was known, scored automatically when the window closed on June 18, 2026 — +39.8% at the close.

Predicted vs. what happened

ADI price · publication thesis → realized outcomesplit-adjusted

$303.34 – $314.28Entry zone — fair-value band

$310.77Published — price the day we called it

$356.41Target — the price the thesis aimed for

$439.70Peak — highest point inside the window, not a realized return

$434.46Window close — end-of-window price, context only

What happened

Target reached

Reached its target in 28 days.

At window close

+39.8%

realized, from the publication price to the last close inside the window

Peak gain

+41.5%

peak, from the publication price — not a realized return

S&P 500, same window

+15.4%

SPY over the identical days, dividend-adjusted

Window close

$434.46

last close inside the window, ended June 18, 2026

Peak price

$439.70

peak on June 3, 2026 — not a realized return

Days to target

The thesis — published March 20, 2026

Predicted growth

+15%

over the measurement window

Target price

$356.41

the price the thesis aimed for

Entry zone

$303.34 – $314.28

the fair-value band we waited for

Price at publication

$310.77

published March 20, 2026

Confidence

68%

how strongly the data lined up

Timeframe

Short-term (0–3 months)

Analog Devices looks like a candidate for a bounce after a recent pullback. A new Thailand factory makes supply and production stronger, which helps future growth. But the whole chip industry still feels fragile, so the stock's appeal comes more from company quality and the recent drop than from strong market momentum. If chip worries ease in the next 0-3 months, the stock could recover.

Primary drivers

New Thailand plant increases production capacity and supply resilience
Strong analog product mix should rebound when chip markets calm
Recent price pullback created a lower, more attractive reset point
Company earnings have been steadier than the share price implies

How it played out

ADI: target reached in 28 days

On March 20, Lyra published a short-term bounce thesis at $310.77, with expected growth of 15% and a $356.41 target. The thesis pointed to the new Thailand plant, a strong analog product mix, the recent pullback, and steady earnings despite fragile chip markets.

ADI reached the target in 28 days. It later peaked at $439.70 on June 3, a gain of 41.5% within the window. The stock ended the window at $434.46, still above the target. The published price thesis played out and exceeded its stated goal.

What happened during the window

On May 19, Analog Devices announced an agreement to acquire Empower Semiconductor for $1.5 billion. On May 20, the company reported fiscal second-quarter revenue of $3.62 billion, up 37% from the prior year.

Prices are shown split- and dividend-adjusted, matching what public charts show today.

Lyra

Read the next call before it closes.

This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.

See today’s picks All ADI signals