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
TXN Stock Warning: Why Analysts See -17% Downside Risk
- KeyCorp downgraded TXN to 'hold' from 'strong-buy', reflecting caution on valuation after Q4 2025 EPS miss of $1.27 versus $1.29 expected, amid sequential revenue drop.
- Simply Wall St pegs shares as 50% overvalued at recent $219.86 close versus $218.71 fair value, pressuring sentiment despite Analog revenue surge to $14B in 2025.
- Stock slid to $212 amid 2026 outlook, with analysts forecasting just $5.35 EPS this year and average target implying limited upside from current levels.
ADI Stock Warning: Why Analysts See -15% Downside Risk
- CEO Vincent Roche's planned sale of 10,000 shares on March 2 signals possible profit-taking at peak levels, following similar transactions earlier this year.
- Elevated P/E ratio of 65.04 raises red flags for analysts eyeing downside, especially as the stock trades just shy of its 52-week high of $363 amid sector volatility.
- While AI data-center growth at ~50% fuels optimism, broader macro challenges and geopolitical tensions could pressure margins despite strong Q2 revenue outlook of $3.5 billion.
TXN Stock Warning: Why Analysts See -17% Downside Risk
- KeyCorp downgraded TXN to 'hold' from 'strong-buy', reflecting caution on valuation after Q4 2025 EPS miss of $1.27 versus $1.29 expected, amid sequential revenue drop.
- Simply Wall St pegs shares as 50% overvalued at recent $219.86 close versus $218.71 fair value, pressuring sentiment despite Analog revenue surge to $14B in 2025.
- Stock slid to $212 amid 2026 outlook, with analysts forecasting just $5.35 EPS this year and average target implying limited upside from current levels.
ADI Stock Warning: Why Analysts See -15% Downside Risk
- CEO Vincent Roche's planned sale of 10,000 shares on March 2 signals possible profit-taking at peak levels, following similar transactions earlier this year.
- Elevated P/E ratio of 65.04 raises red flags for analysts eyeing downside, especially as the stock trades just shy of its 52-week high of $363 amid sector volatility.
- While AI data-center growth at ~50% fuels optimism, broader macro challenges and geopolitical tensions could pressure margins despite strong Q2 revenue outlook of $3.5 billion.
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' next earnings date is expected on April 22, 2026, aligning with the company's historical pattern of late-April releases for first-quarter results. This report will cover the first quarter of 2026 (ending March 2026). Note that dates may shift slightly pending official confirmation, as projections vary between April 21-28 across sources.
Analog Devices (ADI) Next Earnings Date
Analog Devices (ADI) is scheduled to report its next earnings on May 21, 2026. This release will cover results for the second quarter of fiscal 2026 (Q2 2026). Investors should monitor for updates, as specific dates can shift based on company announcements.
Texas Instruments (TXN) Next Earnings Date
Texas Instruments' next earnings date is expected on April 22, 2026, aligning with the company's historical pattern of late-April releases for first-quarter results. This report will cover the first quarter of 2026 (ending March 2026). Note that dates may shift slightly pending official confirmation, as projections vary between April 21-28 across sources.
Analog Devices (ADI) Next Earnings Date
Analog Devices (ADI) is scheduled to report its next earnings on May 21, 2026. This release will cover results for the second quarter of fiscal 2026 (Q2 2026). Investors should monitor for updates, as specific dates can shift based on company announcements.
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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