Why Texas Instruments (TXN) Could Rebound to $200 by 2026: Semiconductor Revival TXN's trading at ~$182 today (Sep 23, 2025), down ~20% from its $230 peak amid industrial softness and China tariffs, but with EPS surging 20%+ and analog demand roaring back, $200 (10% upside) is a slam-dunk floor by EOY 2026. Here's the bull reload:Revenue Ramp & Analog Dominance: Q2 '25 revenue +16% YoY to $4.4B, with industrial up 9% sequentially. Analysts eye $17.5B in '26 (9% YoY growth from $16B '25), fueled by 300mm wafer ramps and auto/enterprise recovery—hitting 50%+ gross margins for $200 valuation at 25x sales.
3 sources
EPS Explosion: Consensus EPS jumps to $6.44 in '26 (20% from $5.35 '25), undervalued at 28x forward P/E vs. 35x historical avg. At norm multiple, that's $226—clearing $200 easy, per WallStreetZen's $208.67 base case.
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CapEx Efficiency & Cash Flow Surge: $5B '25 spend drops to $2-5B '26 on optimized 1.2x capex/revenue, unlocking $8-12B free cash flow. Dividend hiked 4% to $1.42/share, with buybacks hedging volatility—StockScan's $248 avg '26 seals the rebound.
3 sources
Analyst Consensus Over $200: 25-51 firms avg $212-218 PT (Buy rating, high $298), with TipRanks at $212.83 on AI/data center tailwinds (13% earnings CAGR). Lows $125, but bulls dominate post-Q3 guidance.
3 sources
EPS Explosion: Consensus EPS jumps to $6.44 in '26 (20% from $5.35 '25), undervalued at 28x forward P/E vs. 35x historical avg. At norm multiple, that's $226—clearing $200 easy, per WallStreetZen's $208.67 base case.
2 sources
CapEx Efficiency & Cash Flow Surge: $5B '25 spend drops to $2-5B '26 on optimized 1.2x capex/revenue, unlocking $8-12B free cash flow. Dividend hiked 4% to $1.42/share, with buybacks hedging volatility—StockScan's $248 avg '26 seals the rebound.
3 sources
Analyst Consensus Over $200: 25-51 firms avg $212-218 PT (Buy rating, high $298), with TipRanks at $212.83 on AI/data center tailwinds (13% earnings CAGR). Lows $125, but bulls dominate post-Q3 guidance.
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.