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MarketBeat
MarketBeat
Business
Thomas Hughes

Why Texas Instruments’ 2026 Outlook Has Wall Street Re-Rating It

Texas Instruments MarketBeat

Texas Instruments (NASDAQ: TXN) is on track to break out of a long-term trading range, set a new high, and embark on a significant rally. The company’s Q4 2025 earnings release and 2026 outlook not only affirmed the recovery in analog semiconductor markets but also the importance of those markets with regard to AI.

This has resulted in a shift in analyst sentiment. Analysts were critical of Texas Instruments, driving price action negatively in 2025. Now, however, the narrative seems to have turned.

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