Street View: TI's recovery is picking up a pulse
Texas Instruments TXN.O forecast Q1 revenue and profit above Wall Street estimates on Tuesday, betting on robust demand for its analog chips from booming AI data center expansions
Shares up 8% to $212.16 premarket
CYCLE REMAINS GRADUAL
J.P.Morgan ("overweight," PT: $227) says the recovery profile materializing across TXN's end markets is encouraging, as well as the inertia it is seeing in customer bookings
Jefferies ("hold," PT: $210) says strong data center is a bright spot but analog recovery is stuck in first gear
Bernstein ("market perform," PT: $205) says the analog recovery seems in progress, but the cycle at this point is not a "rocket ship" and much of the upside is short lead-time orders
However brokerage adds that "for now perhaps investors will want to run the race"
UBS ("buy," PT: $260) says TXN is starting to sound better with the revenue bias again shifting to seasonal plus and bookings/backlog commentary turning more constructive
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