Texas Instruments vs Analog Devices
Explore a detailed comparison of Texas Instruments Inc. and Analog Devices, Inc., examining their respective business models, financial performance, and market context. This analysis provides an accessible overview for those interested in understanding the nuances between these semiconductor industry leaders. Educational content, not financial advice.
Explore a detailed comparison of Texas Instruments Inc. and Analog Devices, Inc., examining their respective business models, financial performance, and market context. This analysis provides an acces...
Why It's Moving
Texas Instruments gears up for 2026 harvest with fresh auto chips and steady dividend as earnings loom.
- Launched TDA5 automotive SoCs in early January to boost vehicle safety and semi-autonomous driving, tapping into rising EV and assisted-driving demand.
- Declared Q1 2026 dividend at $1.42 per share, underscoring commitment to shareholder returns amid capex cycle wind-down.
- New 300mm wafer capacity online, potentially lifting margins as analog demand stabilizes and rivals face supply hiccups.
Analyst Bullishness Fuels ADI Momentum Ahead of Q1 Earnings
- Oppenheimer boosted its price target to $350 from $265, maintaining Outperform amid AI strength and cyclical recovery potential.
- Susquehanna lifted target to $360 from $350 with a Positive rating, citing in-line Q4 results, steadying upcycle, and broadening AI infrastructure demand.
- BofA raised target to $350 from $320 on Buy, expecting modest Q4 beats and Q1 raises led by industrial semis and robust AI businesses.
Texas Instruments gears up for 2026 harvest with fresh auto chips and steady dividend as earnings loom.
- Launched TDA5 automotive SoCs in early January to boost vehicle safety and semi-autonomous driving, tapping into rising EV and assisted-driving demand.
- Declared Q1 2026 dividend at $1.42 per share, underscoring commitment to shareholder returns amid capex cycle wind-down.
- New 300mm wafer capacity online, potentially lifting margins as analog demand stabilizes and rivals face supply hiccups.
Analyst Bullishness Fuels ADI Momentum Ahead of Q1 Earnings
- Oppenheimer boosted its price target to $350 from $265, maintaining Outperform amid AI strength and cyclical recovery potential.
- Susquehanna lifted target to $360 from $350 with a Positive rating, citing in-line Q4 results, steadying upcycle, and broadening AI infrastructure demand.
- BofA raised target to $350 from $320 on Buy, expecting modest Q4 beats and Q1 raises led by industrial semis and robust AI businesses.
Investment Analysis
Pros
- Texas Instruments maintains a leading position in analog semiconductors with robust manufacturing investments.
- Analysts forecast potential revenue growth from AI infrastructure and connected devices demand.
- Favourable technical indicators show multiple moving averages signalling buy opportunities.
Considerations
- Discounted cash flow models indicate shares trade 40.9% above estimated intrinsic value.
- Diverse analyst targets range widely from $125 to $245, reflecting uncertainty on outlook.
- Short-term forecasts predict possible price declines to $171 amid market fear index.
Pros
- Analog Devices exhibits strong growth in industrial and automotive end-markets.
- Recent earnings demonstrate improved profitability through operational efficiencies.
- Strategic acquisitions bolster portfolio in high-margin mixed-signal technologies.
Considerations
- Exposure to semiconductor cyclicality heightens vulnerability to demand downturns.
- Elevated capital expenditures strain balance sheet amid capacity expansions.
- Geopolitical tensions in supply chain pose risks to production reliability.
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Texas Instruments (TXN) Next Earnings Date
Texas Instruments (TXN) is scheduled to report its next earnings on January 27, 2026, after market close. This release will cover the fourth quarter of 2025 (Q4 2025). Investors should monitor for analyst expectations around EPS of approximately $1.29-$1.31 and revenue near $4.4 billion.
Analog Devices (ADI) Next Earnings Date
Analog Devices' next earnings date is February 18, 2026, when the company will release its Q1 fiscal 2026 financial results before market open. This follows the Q4 fiscal 2025 report issued on November 25, 2025. A conference call with executives is scheduled for 10:00 a.m. Eastern time that day.
Texas Instruments (TXN) Next Earnings Date
Texas Instruments (TXN) is scheduled to report its next earnings on January 27, 2026, after market close. This release will cover the fourth quarter of 2025 (Q4 2025). Investors should monitor for analyst expectations around EPS of approximately $1.29-$1.31 and revenue near $4.4 billion.
Analog Devices (ADI) Next Earnings Date
Analog Devices' next earnings date is February 18, 2026, when the company will release its Q1 fiscal 2026 financial results before market open. This follows the Q4 fiscal 2025 report issued on November 25, 2025. A conference call with executives is scheduled for 10:00 a.m. Eastern time that day.
Which Baskets Do They Appear In?
Microchips
The tiny components powering our digital world are creating massive investment opportunities. These carefully selected semiconductor stocks represent the companies building the foundation for AI, smart devices, and our technological future.
Published: May 24, 2025
Explore BasketWhich Baskets Do They Appear In?
Microchips
The tiny components powering our digital world are creating massive investment opportunities. These carefully selected semiconductor stocks represent the companies building the foundation for AI, smart devices, and our technological future.
Published: May 24, 2025
Explore BasketBuy TXN or ADI in Nemo
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