Texas Instruments (TXN) News Today

Texas Instruments Incorporated (NASDAQ:TXN) shares are down after the company delivered mixed Q2 results and issued a softer-than-expected outlook for the third quarter. While second-quarter earnings and revenue beat analysts’ estimates, conservative guidance and broader macro concerns have weighed on investor sentiment.

• Positive Sentiment: Q2 earnings beat estimates on both EPS and revenue, driven by strong demand across all business segments and efficient cost management. Zacks Earnings Report
• Positive Sentiment: Robert W. Baird raised its price target to $220.00 and upgraded TXN to an “outperform” rating, implying nearly 17% upside. Robert W. Baird Report
• Positive Sentiment: Benchmark Co. lifted its price target to $220.00 and reiterated a “buy” rating, citing robust end-market demand. Benchmark Analyst Note
• Positive Sentiment: Rosenblatt Securities confirmed a “buy” rating and set a $245.00 price objective, highlighting long-term growth opportunities in analog semiconductors. Rosenblatt Note
• Positive Sentiment: Susquehanna upgraded its price target to $250.00 with a “positive” rating, emphasizing TXN’s strong cash flow and shareholder returns. Susquehanna Upgrade
• Neutral Sentiment: Truist Financial lifted its price target to $196.00 but maintained a “hold” rating, reflecting modest upside. Truist Report
• Neutral Sentiment: Seaport Research upgraded TXN from “strong sell” to “hold,” suggesting reduced downside risk but limited near-term catalysts. Seaport Upgrade
• Neutral Sentiment: Wells Fargo & Company trimmed its target to $195.00 and kept an “equal weight” rating, reflecting balanced risk/reward. Wells Fargo Note
• Neutral Sentiment: Mizuho reduced its price target to $200.00 and maintained a “neutral” rating, citing mixed semiconductor demand signals. Mizuho Report
• Neutral Sentiment: TD Cowen lowered its target to $230.00 but kept a “buy” stance, reflecting confidence in long-term analog chip growth despite near-term headwinds. TD Cowen Note
• Negative Sentiment: TXN shares plunged more than 12% after issuing weak Q3 revenue guidance below Street expectations. Proactive Investors
• Negative Sentiment: An analyst downgrade led to a gap down in the premarket, reflecting cautious sentiment around near-term semiconductor demand. MarketBeat Downgrade
• Negative Sentiment: Tariff-related risks and a cautious demand outlook for analog chips prompted investor concerns about global supply chain disruptions. Reuters Report
• Negative Sentiment: Analysts noted a “moody” tone on the earnings call as management expressed more caution on the outlook. MarketWatch Analysis