Stifel Keeps Buy on Texas Instruments, $250

Stifel reiterates Buy rating on Texas Instruments (NASDAQ:TXN) with a $250 price target ahead of its earnings release.
The firm forecasts Q1 revenue slightly above $4.50 billion (1.7% QoQ rise) and GAAP EPS of $1.35, citing ISM Production Index 55.1%.
Stifel expects Q2 2026 revenue above consensus $4.86 billion (7.5% QoQ) with its $4.82 billion estimate (7.0% rise), beating 6.0% seasonal average.
Stifel highlights aerospace/defense strength, lower capex, free‑cash‑flow inflection and a 26× CY2027 price‑to‑FCF multiple underpinning the $250 target.