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，顯示出持續下滑的跡象，近期中國的表現提高可能不會持續太久。
德州儀器最近的季度結果超出預期，主要受汽車板塊表現強勁的驅動。然而，關於需求端疲軟何時影響廣泛市場模擬供應商還存在不確定性。工業板塊仍然明顯偏弱，與汽車板塊的強勁形成對比，預計這些趨勢可能會在未來改變。
該公司的汽車板塊在中國表現出色，過去兩個季度增長20%。然而，這一點被工業板塊的疲軟所抵消，導致市場認爲該股票相對更昂貴。
建議增加對德州儀器的持股，這一建議得到支持，因爲預計第四季度的營業收入將超過公司指導範圍的上限。這一預期源於人們相信德州儀器正在接近歷史上以超出預期著稱的時期，併爲持續到2025年的積極驚喜做好了準備。
公司觀察到，德州儀器在所有最末端市場經歷了連續的營業收入增長，工業板塊除外，公司管理層和同行指出這代表了一個週期性復甦。人們認爲，這些連續比較突顯出貨量與實際需求水平對齊，隨着一個明顯的供貨短缺時期。
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：
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