"Stifel's Tore Svanberg argues that after a six-year investment cycle that constrained profitability, Texas Instruments is now well-positioned to gain market share in the upcoming analog upcycle and achieve strong free cash flow generation."
"Texas Instruments' free cash flow for the trailing twelve months rose to $2.9 billion, up from prior periods, with free cash flow margin improving to 16.6% from 9.6%."
"The company also reported a 70% year-over-year surge in data center sales in 2025, driven by demand for analog chips in AI server infrastructure."
Texas Instruments received an upgrade to Buy from Stifel analyst Tore Svanberg, with a new price target of $250. This reflects confidence in the company's profitability after significant capital investments. The firm believes Texas Instruments is poised to gain market share in the analog sector, supported by strong free cash flow and a dominant position in industrial and automotive markets. The company's free cash flow rose to $2.9 billion, with a margin improvement. Texas Instruments also reported significant growth in data center sales and has a history of consistent dividend increases.
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