Texas Instruments Upgraded on AI Demand Surge
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 22 2026
0mins
Source: seekingalpha
Texas Instruments Inc shares rose 3.03% and reached a 52-week high amid strong market performance, with the Nasdaq-100 up 1.11% and the S&P 500 up 0.58%.
The stock's recent surge is attributed to an upgrade from Seaport Research Partners, which raised its rating from Neutral to Buy with a price target of $400, reflecting confidence in Texas Instruments' potential within the artificial intelligence sector. Analyst Jay Goldberg highlighted the increasing demand for power analog semiconductors driven by rising power needs in data centers, positioning Texas Instruments favorably to capture market share and enhance financial performance.
This upgrade comes at a time when the semiconductor industry is experiencing significant growth, particularly in AI applications. Texas Instruments' broad product offerings and strong position in the power semiconductor market are expected to drive continued stock appreciation as demand for innovative solutions increases.
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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: 315.950
Low
125.00
Averages
193.53
High
245.00
Current: 315.950
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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