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5.58940249288431E-05 0.00058688726175182 0.00190039684757701 0.00187244983511267 0.000111788049857527 0.00153708568554025 5.58940249288431E-05 0.000866357386395401
Stock impact report

BofA Sees 2026 as Midpoint of AI Infrastructure Cycle, Lifts TXN Target [Yahoo! Finance]

Texas Instruments Incorporated (TXN) 
Last texas instruments incorporated earnings: 4/21 04:01 pm Check Earnings Report
Company Research Source: Yahoo! Finance
On December 16, BofA analyst Vivek Arya raised the firm's price target on Texas Instruments Incorporated (NASDAQ:TXN) to $185 from $175, while maintaining an Underperform rating on the stock. The update reflects a broader refresh of price targets across BofA's US semiconductor coverage. The firm views 2026 as the midpoint of an eight- to ten-year cycle focused on upgrading traditional IT infrastructure to support faster, AI-driven workloads. Near-term trading may remain volatile as investors scrutinize AI returns and hyperscaler cash flows. BofA believes this uncertainty could be partially offset by continued momentum from large language model developers and the buildout of AI-focused manufacturing capacity. In other news, on December 17, Texas Instruments Incorporated (NASDAQ:TXN) announced the start of production at its newest 300mm semiconductor fabrication facility in Sherman, roughly 50 miles north of Dallas. The plant is part of a long-term investment plan totaling about $4 Show less Read more
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