Mizuho has downgraded Texas Instruments Inc (TXN) to Underperform from Neutral, effective October 19, 2025. The current share price stands at $159.73.
This downgrade suggests increased caution regarding the company's outlook, potentially reflecting concerns about competitive pressures, market conditions, or execution risks that could impact performance. Texas Instruments, headquartered in Dallas, Texas, engages in the design and manufacture of semiconductors, employing approximately 34,000 full-time staff. The firm operates within the Analog segment, which includes product lines such as Power and Signal Chain, as well as the Embedded Processing segment, featuring microcontrollers and digital signal processors.
As of November 1, 2025, the analyst consensus for Texas Instruments indicates a Hold rating, with 5 Strong Buy, 12 Buy, 21 Hold, 5 Sell, and 1 Strong Sell recommendations. The recent downgrade by Mizuho follows a series of analyst actions, including a downgrade by B of A Securities to Underperform on October 13, 2025.
Texas Instruments is set to report its upcoming earnings on July 19, 2026, with an EPS estimate of $1.65 and revenue expectations of $4.9 billion, following a Q3 2025 performance where EPS was $1.48, slightly below the $1.50 estimate.
Analyst ratings and price targets offer professional insights based on research and financial models, but they reflect assumptions that may not materialize as expected. Investors should consider multiple factors, including company fundamentals and industry trends, when making decisions.