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TD Cowen Upgrades Texas Instruments (TXN) Stock to Buy with $245 Target — Wall Street Split on Valuation

TD Cowen Upgrades Texas Instruments (TXN) Stock to Buy with $245 Target — Wall Street Split on Valuation

Texas Instruments (TXN) has been on a strong run lately. Shares are up nearly 47% over the past three months and have gained almost 20% year-to-date, handily beating both the S&P 500 (SPY) and even Nvidia (NVDA) over the same stretch. At $221.25, the stock is trading near its 52-week high, but Wall Street remains divided on whether there is more upside ahead. Nonetheless, Goldman Sachs, Citi, and KeyBanc all issued Buy ratings in the last week.
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Analysts Split as Texas Instruments Rallies Toward Recovery
TD Cowen stands out on the bullish side. Four-star Analyst Joshua Buchalter upgraded TXN stock to Buy from Hold and raised his price target to $245 from $200. That suggests about 11% upside. He sees early signs that industrial semiconductor de-stocking is nearing an end and believes Texas Instruments is well-positioned to benefit from a recovery. The company's U.S.-based 300mm fabs, streamlined product portfolio, and high utilization rates give it operating leverage as demand improves. Buchalter expects capital spending to reach $2.5 billion next year and believes free cash flow per share could more than double by 2026.
Despite those positives, others are staying on the sidelines. Many analysts still view TXN as fairly valued, with tariff uncertainty and slowing macro trends in focus. Hedge funds reduced their holdings by 1.9 million shares last quarter, and insider transactions show more selling than buying over the past three months.
Even so, the fundamentals remain solid. Return on equity is 29.04% over the trailing 12 months, and the dividend yield is 2.48%. Momentum is also strong, with a 13.87% gain over the past year and technical indicators showing a positive trend. With earnings coming up on July 22, the next update may shape how long this rally can last. For now, TXN sits at the intersection of cautious optimism and improving chip industry signals. Whether that's enough to drive the next leg higher remains to be seen.
Is TXN a Good Stock to Buy?
Out of 26 analysts who updated their price targets over the past three months, 13 have a Buy rating, 10 recommend Hold, and 3 rate the stock Sell, culminating in a Moderate Buy consensus. The average 12-month TXN stock price target sits at $198.27, implying a 10% downside from current levels.
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Vietnam Loudspeakers Industry Research Report 2025-2034: Investment Opportunities Abound as Exports Exceed USD 700 Million 2024
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Vietnam Loudspeakers Industry Research Report 2025-2034: Investment Opportunities Abound as Exports Exceed USD 700 Million 2024

Explore the booming loudspeaker market, with trends toward intelligence and wireless tech driving growth. Vietnam emerges as a key player with robust infrastructure and export figures exceeding $700 million in 2024. As a production hub, it is poised to dominate the smart speaker niche by 2034. Vietnamese Loudspeakers Industry Dublin, July 15, 2025 (GLOBE NEWSWIRE) -- The "Vietnam Loudspeakers Industry Research Report 2025-2034" has been added to offering. In recent years, the global loudspeaker market has shown a trend of large scale and sustained rapid growth. According to public data, the global loudspeaker market size will exceed US$5 billion in 2024. According to analysis, the segments of portable Bluetooth loudspeakers, wireless loudspeakers, and smart loudspeakers are growing rapidly. The rapid growth of portable Bluetooth loudspeakers and wireless loudspeakers mainly benefits from the popularity of music streaming and the increase in outdoor entertainment demand among young groups. In addition, the global supply of loudspeakers is mainly concentrated in Asia, especially in production bases such as China, Vietnam and Malaysia. ODM/OEM manufacturers such as Foxconn, Jiahe Smart, and Fenda Technology have taken orders from large brands with their scale manufacturing and cost advantages. The publisher predicts that in the future, with the continued development of smart homes, the popularity of online music and media streaming services, and the increase in outdoor leisure demand, the global loudspeakers market will continue to rise, especially the demand for smart far, Vietnam has become an important global loudspeaker production and export base. According to the analysis, Vietnam's electroacoustic industry, relying on a complete electronic processing cluster and a favorable investment environment, covered more than 3,000 manufacturers of loudspeakers, amplifiers and PCB assembly by 2024, and the total revenue of Vietnam's electronic product manufacturing industry exceeded US$140 billion. Many world-class OEM/ODM manufacturers (such as Sound Corp) have set up factories here, supporting the complete production chain of loudspeaker diaphragms, voice coils, magnets and whole machine loudspeaker production is mainly concentrated in two major industrial clusters, the north and the south. The north is centered on the Red River Delta and surrounding provinces. The south is centered around Ho Chi Minh City and neighboring provinces. With its complete electronic components and preferential investment policies, as well as relatively low costs, the northern region of Vietnam has become a major center for the production of complete loudspeakers and parts in to the analysis, Vietnam has become an important country in the global loudspeakers export in recent years. According to the data, Vietnam's loudspeakers exports exceeded US$700 million in 2024, and its main export markets include the United States, the Netherlands, India, South Korea, Canada and China. Among them, the United States is the largest export destination for Vietnamese loudspeakers, accounting for more than 50% of the total publisher predicts that in the future, with the improvement of upstream and downstream supporting facilities of Vietnam's electronics industry, the continuous improvement of local production capacity and the accelerated transfer of large brand supply chains to Vietnam, Vietnam is expected to become a very important global speaker production base, especially a smart speaker production publisher recommends that global speaker manufacturers and related investment companies conduct timely research on the Vietnamese market and prepare for the layout of the Vietnamese speaker market. The Shanghai, China and Hanoi, Vietnam offices will help foreign companies enter the Vietnamese speaker covered: Overview of the Loudspeakers Industry in Vietnam The Economic and Policy Environment of Loudspeakers Industry in Vietnam The Market Size of Loudspeakers Industry in Vietnam (2025-2034) Analysis of Major Loudspeakers Industry Manufacturers in Vietnam Main Driving Forces and Market Opportunities of Loudspeakers Industry in Vietnam What are the main driving forces, challenges and opportunities of loudspeakers industry in Vietnam during the forecast period of 2025-2034? Which companies are the main players in Vietnam's loudspeakers industry market and what are their competitive advantages? What is the expected revenue of Vietnam's loudspeakers industry market during the forecast period of 2025-2034? Which part of Vietnam's loudspeakers industry market will be expected to dominate the market in 2034? What are the main disadvantages facing Vietnam's loudspeakers industry? 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Key Attributes Report Attribute Details No. of Pages 80 Forecast Period 2025-2034 Estimated Market Value (USD) in 2025 $0.76 Billion Forecasted Market Value (USD) by 2034 $1.59 Billion Compound Annual Growth Rate 8.6% Regions Covered Vietnam Key Topics Covered1 Overview of Vietnam1.1 Geography of Vietnam1.2 Demographics of Vietnam1.3 Economic Condition of Vietnam1.4 Minimum Wages Standard in Vietnam2 Overview of Loudspeakers Industry2.1 Definition and Classification of the Loudspeakers Industry2.1.1 Definition of the Loudspeakers Industry2.1.2 Classification of Loudspeakers2.2 Loudspeakers Industry Chain in Vietnam2.2.1 Upstream: Components and Technical Service Supply2.2.2 Midstream: OEM and Brand Operation2.2.3 Downstream: Channel Distribution and Terminal Application2.3 The Policy Environment of Loudspeakers Industry in Vietnam2.4 The Recommendations for Foreign Companies Investing in Vietnam's Loudspeakers Industry3 Supply and Demand of Loudspeakers Industry in Vietnam3.1 Supply Analysis3.1.1 Loudspeakers Production Situation in Vietnam3.1.2 Loudspeakers Output in Vietnam3.1.3 Factors Affecting Vietnam's Loudspeakers Production3.2 Demand Analysis3.2.1 Loudspeakers Consumption in the World3.2.2 Loudspeakers Consumption in Vietnam3.2.3 Loudspeakers Consumption Structure Distribution4 Import and Export of Loudspeakers Industry in Vietnam4.1 Import Situation of Vietnam's Loudspeakers Industry4.1.1 Import Volumes of Vietnam's Loudspeakers4.1.2 Import Sources of Vietnam's Loudspeakers4.2 Export Situation of Vietnam's Loudspeakers Industry4.2.1 Export Volumes of Vietnam's Loudspeakers4.2.2 Export Destinations of Vietnam's Loudspeakers5 Market Competition of Loudspeakers Industry in Vietnam5.1 Entry Barriers to Vietnam's Loudspeakers Industry5.1.1 Technical Barriers5.1.2 Regulatory Approval Barriers5.1.3 Capital Investment Barriers5.2 Competition Structure in Vietnam's Loudspeakers Industry5.2.1 Bargaining Power of Suppliers5.2.2 Bargaining Power of Consumers5.2.3 Competition in Vietnam's Loudspeakers Industry5.2.4 Potential of New Entrants5.2.5 Threat of Substitutes6. 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Outlook of Loudspeakers Industry in Vietnam 2025-20347.1 Analysis of Development Factors of Vietnam's Loudspeakers Industry7.1.1 Driving Force and Development Opportunities of Vietnam's Loudspeakers Industry7.1.2 Threats and Challenges Faced by Vietnam's Loudspeakers Industry7.2 Supply Forecast of Loudspeakers Industry in Vietnam7.3 Market Demand Forecast of Loudspeakers in Vietnam7.4 Import and Export Forecast of Loudspeakers in VietnamFor more information about this report visit About is the world's leading source for international market research reports and market data. We provide you with the latest data on international and regional markets, key industries, the top companies, new products and the latest trends. Attachment Vietnamese Loudspeakers Industry CONTACT: CONTACT: Laura Wood,Senior Press Manager press@ For E.S.T Office Hours Call 1-917-300-0470 For U.S./ CAN Toll Free Call 1-800-526-8630 For GMT Office Hours Call +353-1-416-8900Sign in to access your portfolio

Plugable's New Charger Doesn't Have A Power Supply, But It's Not As Crazy As It Sounds
Plugable's New Charger Doesn't Have A Power Supply, But It's Not As Crazy As It Sounds

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Plugable's New Charger Doesn't Have A Power Supply, But It's Not As Crazy As It Sounds

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