Wall Street Backs Texas Instruments (TXN) Ahead of Q4 Earnings and Capital Management Day

Group 1 - Texas Instruments (NASDAQ:TXN) is highlighted as a top semiconductor stock pick by Goldman Sachs, with a focus on potential gains in the data center market by 2026 [1] - Evercore ISI maintains an Outperform rating on Texas Instruments with a price target of $226, citing underweight investor positioning in analog and microcontroller semiconductors ahead of Q4 earnings [1][2] - Stifel raised its price target on Texas Instruments from $170 to $200, maintaining a Hold rating based on signs of cyclical recovery in Q3 2025 results [3] Group 2 - All end markets for Texas Instruments showed growth both sequentially and year-over-year, with data center performance noted as a key strength driving revenue increases in various sectors [4] - Texas Instruments reported trailing twelve-month free cash flow of $2.27 billion, representing 19.4% of trailing twelve-month sales, indicating strong cash flow production [5] - The upcoming Capital Management Day webinar is seen as a potential catalyst for margin improvements into 2027, despite concerns over valuation and expectations of slower revenue growth in Q1 [2]