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:
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
美東時間10月24日，多家華爾街大行更新了$德州儀器 (TXN.US)$的評級，目標價介於140美元至298美元。
摩根士丹利分析師Joseph Moore維持賣出評級，並將目標價從154美元上調至167美元。
摩根大通分析師Harlan Sur維持買入評級，維持目標價230美元。
美銀證券分析師Vivek Arya維持持有評級。
瑞士銀行分析師Timothy Arcuri維持買入評級，維持目標價250美元。
Evercore分析師Mark Lipacis維持買入評級，並將目標價從268美元上調至298美元。
此外，綜合報道，$德州儀器 (TXN.US)$近期主要分析師觀點如下：
德州儀器的主要板塊工業部門顯示出持續下滑的跡象，中國最近的業績改善在長期內可能無法持續。
德州儀器最近季度末的業績超出預期，主要受汽車板塊表現強勁推動。然而，目前尚不確定終端需求疲軟何時會影響到廣泛市場的模擬供應商。工業板塊仍然明顯疲軟，與汽車板塊的強勁形成對比，預計這些趨勢可能會在未來發生變化。
公司的汽車板塊在中國表現出良好的業績，過去兩個季度增長20%。然而，這一增長被工業板塊的疲軟所抵消，導致人們認爲該股票似乎相對更昂貴。
建議增加對德州儀器的持股，贊成Q4營業收入預期超過公司指引的上限。這一預期源於對德州儀器即將進入一個歷來以超出預期而聞名的時期的信念，並已爲持續到2025年的積極驚喜奠定了基礎。
公司觀察到，德州儀器在所有端市場都經歷了連續的營業收入增長，除工業板塊外，公司管理層和同行們暗示這代表着一個週期性復甦。有人認爲，這些連續比較凸顯了出貨量與實際終端需求水平相匹配，這是在經歷了相當長時間的低出貨量之後。
以下爲今日13位分析師對$德州儀器 (TXN.US)$的最新投資評級及目標價：
提示:
TipRanks為獨立第三方，提供金融分析師的分析數據，並計算分析師推薦的平均回報率和勝率。提供的信息並非投資建議，僅供参考。本文不對評級數據和報告的完整性與準確性做出認可、聲明或保證。
TipRanks提供每位分析師的星級，分析師星級代表分析師所有推薦的過往表現，通過分析師的總勝率和平均回報率综合計算得出，星星越多，則該分析師過往表現越優異，最高爲5颗星。
分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
