Texas Instruments

TXN

Market cap $278B

Texas Instruments Incorporated (TXN) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript

While retail capital chases the computational firepower of AI logic chips, a more fundamental story is unfolding in the circuitry that powers them. The insatiable energy demands of next-generation data centers and electric vehicles (EVs) are forcing a non-negotiable architectural shift from legacy 48-volt systems to 800-volt platforms.

AI-driven tech gains are lifting markets in May as CIEN, LITE, TER, MCHP and TXN ride strong demand trends.

Texas Instruments (TXN) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Texas Instruments is experiencing a pivotal demand revival, driven by both traditional sectors and surging AI data center needs. Q1 marked a significant inflection, with ~90% YoY data center revenue growth and overall company revenue up 19% YoY, supporting a Buy rating. Operating leverage is improving as manufacturing investments pay off, with EBITDA up ~36% YoY and analog segment strength tied to AI infrastructure.

Texas Instruments is critical to data center power management, enabling AI infrastructure through dominant analog and power chip solutions. TXN's 800 VDC product and vertically integrated 300mm wafer fabs position it for margin expansion and sustained market leadership. Recent guidance implies sequential revenue growth of 7.7% and EPS growth of 13%, reflecting strong operating leverage and internal optimization.

Does Texas Instruments (TXN) have what it takes to be a top stock pick for momentum investors? Let's find out.

Texas Instruments (TXN) reported earnings 30 days ago. What's next for the stock?

Seaport Research Partners upgrades shares of Texas Instruments to Buy from Neutral and sets a price target of $400.

UVE, THG and TXN made it to the Zacks Rank #1 (Strong Buy) income stocks list on May 22, 2026.