Texas Instruments To Benefit From Industrial Resurgence, Data Center Demand, BofA Says

MT Newswires Live04-24 01:21

Texas Instruments (TXN) is expected to benefit from industrial resurgence, especially in aero/defense, data center demand and rising benefits from its US-based manufacturing, according to a note by Bank of America on Thursday.

The brokerage also said the company's on a path to stronger free cash flow as it moves beyond its big capital spending cycle. It also sees it able to leverage the last three years of heavy capex in US fabs to possibly gain share in an "everything-is-constrained" chip environment.

BofA also said it likes Texas Instruments' positioning in DC power, where it holds "content across the rack and is seeing growing momentum in application-specific sockets" as architectures move to higher voltage/higher power-density systems.

However, BofA noted that ongoing geopolitics remain a sector-wide risk, but added that TXN has historically had a relatively more defensive profile.

BofA upgraded the stock to buy from neutral and raised the price target to $320 from $235.

Price: 283.62, Change: +47.31, Percent Change: +20.02

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