Mizuho raises Texas Instruments stock price target on data center growth
Mizuho raises Texas Instruments stock price target on data center growth
Archived explainer. For the current picture see today's TXN page.
TEXAS INSTRS INC (TXN) is drawing unusual attention today. Our newswire has captured 23 stories on TXN across 15 sources in the last 36 hours, with AI sentiment reading bullish (avg 59/100).
Texas Instruments (TXN) stock is moving lower today after a sharp open, reflecting a mix of strong earnings and broader market concerns. The stock opened at $282.99, a -3.8% gap from the prior close, and has since traded within a volatile range between $274.10 and $287.93. The decline comes despite the company topping second-quarter earnings and revenue expectations and issuing stronger third-quarter guidance. However, elevated market expectations and a broader sell-off in analog semiconductor stocks have weighed on the shares.
Texas Instruments reported second-quarter results that exceeded both earnings and revenue expectations and raised its third-quarter guidance. The company announced customer-by-customer price increases and highlighted strong demand in industrial, automotive, and data center sectors. Despite these positives, the stock opened sharply lower. The decline is part of a broader sell-off in the analog semiconductor space, with rival STMicroelectronics also experiencing a significant drop. Analysts have generally remained positive, with Mizuho raising its price target and Evercore ISI Group and Keybanc also increasing their targets. However, Morgan Stanley cut its price target from $192 to $175.
The intraday session has shown a volatile start, with volume at 0.8 million shares, which is 0.1 times the 3-month daily average. The stock is currently trading near its intraday high of $287.93. The 52-week range is $152.73 to $334.03, and the stock has printed one fresh 52-week low and four 52-week highs on July 23. Recent insider transactions show five sales totaling $23.6 million in the last 90 days. Additionally, unusual options activity includes a notable $380,000 call premium print, with no put premium activity.
The stock will remain under close watch for further analyst commentary and potential follow-through from the recent earnings report. With the broader market reacting to concerns about inflation and oil prices, the performance of Texas Instruments will also depend on how investors assess its long-term positioning in the data center and industrial markets.
AI-assisted analysis composed exclusively from headlines and data on the Top Tier newswire. Not financial advice.
Mizuho raises Texas Instruments stock price target on data center growth
After a powerful run, Texas Instruments looks like a sprinter in mid-stride, forcing investors to decide if the race is already won or just getting started.
Shares of Texas Instruments (TXN) fell premarket but analysts remained largely positive after the company
Alphabet and Tesla stocks fall as investors worry about a rally in oil prices that could drive inflation higher.
Texas Instruments beat second-quarter earnings and revenue expectations while issuing stronger third-quarter guidance, although shares fell as investors reacted to elevated market expectations.
Texas Instruments shares were falling while STMicroelectronics stock was diving on Thursday, after both makers of analog semiconductors struggled to meet heightened expectations after reporting strong demand in the second quarter.
Texas Instruments (TXN) Q2 2026 earnings call: revenue/EPS beat, strong industrial/auto/data center demand, Q3 guidance, pricing actions, CFO change.
Texas Instruments Incorporated (TXN) Q2 2026 Earnings Call July 22, 2026 4:30 PM EDTCompany ParticipantsMike Beckman - VP & Head of Investor...
More on TXN: full news and sentiment history. Sentiment scores are AI-derived research signals, not financial advice.
Earlier TXN move explainers: 2026-07-23 · 2026-07-22