Morgan Stanley·2026-10-22CompanyUnderweight$255 → $278▲Texas Instruments (TXN.US) Gross Margin Surprises to the Upside; Recovery Still Early
Bernstein·2026-10-22CompanyMarket-Perform$290 → $310▲Texas Instruments Inc (TXN.US) Q326 recap -The analog mog?
Goldman Sachs·2026-10-21CompanySell$225 → $250▲Texas Instruments Inc. (TXN.US): Strong quarter and guidance, with solid gross margin leverage
Morgan Stanley·2026-10-19SectorUnderweight$255Semiconductors Weekly OCP Takeaways, Reiteration of Our AMD Views, & Earnings Week 1 (TXN)
UBS·2026-10-12Sector$380US Semiconductors and Semi Equipment SemiBytes: Earnings Previews (LRCX, TXN, WDC)
Citi·2026-10-29SectorUS Semiconductors and Semiconductor Equipment: Earnings so Far – Four Key Observations
Bernstein·2026-09-07SectorMarket-Perform$290Global Semiconductors Auto Semis Cycle Tracker 2Q26: Auto Semis Recovery Gains Momentum with Pricing Improving