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Street View: Texas Instruments hits a flat note as tariff tensions jam analog signal

ReutersJul 23, 2025 8:07 AM

Texas Instruments' TXN.O quarterly profit forecast disappointed investors, pointing to soft analog chip demand and tariff-related uncertainty

Shares of TXN down 11.5% at $190.05 in premarket trading

EVEN TEXAS CAN'T OUTRIDE THE TRADE WINDS

JP Morgan ("Overweight," PT: $225) says demand is still fairly strong, but signs of weakness are showing due to tariffs, and they expect this softer trend to continue

Morgan Stanley ("Underweight," PT: $197) sees sector-wide weakness in gross margins and cash flow and says domestic capacity won't solve global tariff issues, prefers ADI ADI.O and NXP NXPI.O for strong fundamentals and recovery potential

Bernstein ("Market Perform," PT: $180) "tone appears to have shifted markedly with seemingly more caution around the geopolitical and tariff environment, and an admission of probable tariff-related pull-forward now somewhat tempering the company's continued optimism around the cycle"

Jefferies ("Hold," PT: $185) sees limited upside and believes the analog sector, including TXN, needs a 'breather' given high valuations

Disclaimer: The information provided on this website is for educational and informational purposes only and should not be considered financial or investment advice.

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