Bernstein Calls Turnaround At Texas Instruments Incorporated (TXN) Slow But Underway

Texas Instruments Incorporated (NASDAQ:TXN) is among the most profitable semiconductor stocks to buy. On October 22, 2025, Bernstein SocGen Group trimmed the price target on Texas Instruments Incorporated (NASDAQ:TXN) to $160.00 from $180.00, while reaffirming its ‘Market Perform’ rating on the stock. The research firm called the company’s pace of recovery “disappointing,” but acknowledged that a turnaround is indeed underway.

The firm raised questions regarding the company’s 2026 scenario targets for both revenue and margins. Highlighting the company’s management credibility challenges, Bernstein feels that the current guidance of mid-$6 range EPS for the upcoming year is more hopeful than realistic.Buy Texas Instruments (TXN) for its Innovation and Steady Dividend Income

During the earnings call on October 21, management of Texas Instruments Incorporated (NASDAQ:TXN) appeared somewhat cautious, admitting that the semiconductor market recovery is continuing at a slower pace. Haviv Ilan, the CEO, emphasized:

“Customer inventories remain at low levels and their inventory depletion appears to be behind us. We are well positioned with capacity and inventory and have flexibility to support a range of scenarios.”

Texas Instruments Incorporated (NASDAQ:TXN), incorporated in 1930, is a Texas-based company that specializes in semiconductors to serve electronics designers and manufacturers. The company, operating through Analog and Embedded Processing segments, is committed to making electronics more affordable.

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