Texas Instruments Upgraded Amid Data Center Revenue Surge
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 28 2026
0mins
Source: seekingalpha
Texas Instruments' shares fell 5.00% and hit a 5-day low amid a slight decline in the broader market, with the Nasdaq-100 down 0.07% and the S&P 500 down 0.04%.
Texas Instruments was upgraded to Buy, supported by a 90% year-over-year surge in data center revenue and improving operating leverage as manufacturing investments begin to pay off. This suggests early signs of demand revival from both traditional and AI data center sources, presenting new opportunities for investors.
The upgrade reflects a positive outlook for Texas Instruments, indicating that despite the recent price drop, the company's fundamentals are strengthening, particularly in the data center segment, which is crucial for future growth.
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Analyst Views on TXN
Wall Street analysts forecast TXN stock price to fall
20 Analyst Rating
10 Buy
5 Hold
5 Sell
Hold
Current: 301.880
Low
125.00
Averages
193.53
High
245.00
Current: 301.880
Low
125.00
Averages
193.53
High
245.00
About TXN
Texas Instruments Incorporated is engaged in the design and manufacture of semiconductors. The Company operates through two segments, which include Analog and Embedded Processing. Its Analog segment semiconductors are used to manage power in all electronic equipment by converting, distributing, storing, discharging, isolating, and measuring electrical energy. It consists of two products, which include Power and Signal Chain. The Analog segment includes product lines, such as Power and Signal Chain. Power includes products that help customers manage power in electronic systems. Signal Chain products include amplifiers, data converters, interface products, motor drives, clocks, logic, and sensing products. Its portfolio is designed to manage power requirements across different voltage levels. The Embedded Processing segment products are designed to handle specific tasks and can be optimized for various combinations of performance, power, and cost, depending on the application.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Profitability Improvement: Vertiv's adjusted operating margin rose over four percentage points to 20.8%, with management projecting it could reach 27% in the future, which would yield substantial returns for shareholders, reflecting its advantages in long-term customer relationships and innovation.
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See More
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- Profitability Improvement: Vertiv's adjusted operating margin rose over four percentage points to 20.8% last quarter, with management projecting it could reach at least 27% in the future, further enhancing the company's market competitiveness and profitability.
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