Mizuho Raises Texas Instruments Price Target to $300

Mizuho analyst Vijay Rakesh raised the price target on Texas Instruments (NASDAQ: TXN) to $300.00 (from $255.00) while maintaining a Neutral rating.

“Reiterate Neutral, Raise PT to $300 (prior: $255), 36x our F27E EPS (prior: ~31x), slightly above analog peers, as we see AI DC ramping, now at a $563M/quarter run rate in the MarQ, with further upside into 2027E.

Additionally, we see Industrial demand starting to recover, driving lead times higher and the SLAB (NC) acquisition driving further demand into its Sherman/Lehi fabs.”

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