On Oct 24, major Wall Street analysts update their ratings for $Texas Instruments (TXN.US)$, with price targets ranging from $140 to $298.
Morgan Stanley analyst Joseph Moore maintains with a sell rating, and adjusts the target price from $154 to $167.
J.P. Morgan analyst Harlan Sur maintains with a buy rating, and maintains the target price at $230.
BofA Securities analyst Vivek Arya maintains with a hold rating.
UBS analyst Timothy Arcuri maintains with a buy rating, and maintains the target price at $250.
Evercore analyst Mark Lipacis maintains with a buy rating, and adjusts the target price from $268 to $298.
Furthermore, according to the comprehensive report, the opinions of $Texas Instruments (TXN.US)$'s main analysts recently are as follows:
Texas Instruments' primary segment, Industrial, is showing signs of ongoing decline, and the recent performance improvements in China may not be sustained over the long term.
Texas Instruments' recent quarter-end results exceeded expectations, primarily driven by strong performance in the automotive sector. However, there's uncertainty regarding the time it will take for weakness in end demand to affect broad market analog suppliers. The industrial sector is still notably weak, in contrast to the robustness of the automotive sector, and it is anticipated that these trends may change moving forward.
The company's automotive segment shows improved performance in China, with a growth of 20% in the past two quarters. However, this is counterbalanced by a weaker Industrial segment, resulting in a perspective that the stock appears relatively more expensive.
The recommendation to augment holdings in Texas Instruments is supported by forecasts of Q4 revenues surpassing the upper limit of the company's guidance. This anticipation stems from the belief that Texas Instruments is approaching a period historically known for exceeding expectations and has prepared the groundwork for positive surprises continuing up to 2025.
The firm observed that Texas Instruments has experienced sequential revenue growth across all end-markets with the exception of industrial, which company management and peers have suggested represents a cyclical recovery. It is argued that these sequential comparisons underscore shipments aligning with actual end-demand levels, following a period of considerable undershipping.
Here are the latest investment ratings and price targets for $Texas Instruments (TXN.US)$ from 13 analysts:
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美东时间10月24日，多家华尔街大行更新了$德州仪器 (TXN.US)$的评级，目标价介于140美元至298美元。
摩根士丹利分析师Joseph Moore维持卖出评级，并将目标价从154美元上调至167美元。
摩根大通分析师Harlan Sur维持买入评级，维持目标价230美元。
美银证券分析师Vivek Arya维持持有评级。
瑞士银行分析师Timothy Arcuri维持买入评级，维持目标价250美元。
Evercore分析师Mark Lipacis维持买入评级，并将目标价从268美元上调至298美元。
此外，综合报道，$德州仪器 (TXN.US)$近期主要分析师观点如下：
德州仪器的主要板块工业部门显示持续下滑的迹象，而中国最近的表现改善可能在长期内无法持续。
德州仪器最近季度末的业绩超出预期，主要受到汽车板块表现强劲的推动。然而，对于需求端疲软何时影响广泛市场模拟供应商还存在不确定性。工业板块仍然显著疲弱，与汽车板块的强势形成鲜明对比，预计这些趋势未来可能会发生变化。
该公司在中国的汽车板块表现有所改善，过去两个季度增长了20%。然而，这一情况被工业板块的疲软所抵消，导致人们普遍认为该股票相对较昂贵。
建议增加对德州仪器的持股，是基于对第四季度营业收入超过公司指引上限的预测。这一预期源于德州仪器正在逼近一个历来以超出预期而闻名的时期，并已为2025年之前持续实现积极惊喜做好准备。
该公司发现德州仪器在所有终端市场都经历了连续的营业收入增长，工业领域除外。公司管理层和同行已经表示，这代表了一个周期性复苏。有人认为，这些连续性比较突显了货物出货与实际需求水平保持一致，经历了相当一段时间的低库存。
以下为今日13位分析师对$德州仪器 (TXN.US)$的最新投资评级及目标价：
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