Goldman Sachs double-downgrades Texas Instruments, cuts Arm despite AI tailwinds [Yahoo! Finance]
Goldman Sachs Group, Inc. (The) (GS)
Last goldman sachs group, inc. (the) earnings: 4/15 07:30 am
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Source: Yahoo! Finance
well-positioned to capture the next phase of the semiconductor upcycle, despite a broadly constructive backdrop for AI-related spending into 2026. In its sector outlook, Goldman Sachs said it sees “AI spending among hyperscalers continuing to move higher,” supporting Digital, Memory, Storage and semiconductor production equipment names in 2026. Analyst James Schneider also expects a “gradual industrial & automotive recovery” lifting analog chips, but warned that the upcycle will be uneven, driving “more discrimination in Semiconductor stocks,” according to Goldman Sachs. Texas Instruments was downgraded to Sell from Buy, with Goldman Sachs citing company-specific execution risks. While Schneider anticipates “a constructive backdrop for a broader analog recovery in 2026,” he said Texas Instruments' “strategic capacity and capital choices this cycle will serve as an idiosyncratic drag that will weigh on the company's margin and earnings recovery relative to peers.” The analyst
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- 10/14/25 - Beat
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Sec Filings
- 12/16/25 - Form 424B2
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- 12/16/25 - Form 424B2
- GS's page on the SEC website