Texas Instruments Incorporated (NASDAQ:TXN) is included among the 10 High Quality Stocks to Buy According to Hedge Funds.
On May 19, Mizuho raised its price recommendation on Texas Instruments Incorporated (NASDAQ:TXN) to $300 from $255
It reiterated a Neutral rating on the shares. The firm increased price targets across the semiconductor sector after reviewing the impact of AI data centers on the analog and memory markets. According to the analyst, channel checks showed that analog chips continue to benefit from AI server ramp-ups.
Memory markets are also seeing continued strength across NAND and DRAM due to growing AI server demand. Mizuho expects supply conditions to remain tight through the first half of 2027 and pointed to a potential Samsung strike as another factor to watch. During the company’s Q1 2026 earnings call, CEO Haviv Ilan highlighted Texas Instruments’ agreement to acquire Silicon Labs as a major strategic move.