TXN

AI Research

$7.5B Silicon Labs acquisition + AI/robotics expansion → Hold consensus

Texas Instruments is making headlines with its $7.5 billion acquisition of Silicon Laboratories, targeting growth in wireless connectivity, while also expanding its role in AI and robotics through new partnerships with NVIDIA. Q4 2025 revenue of $4.4 billion rose 10% year-over-year, and free cash flow reached $2.9 billion (96% increase from 2024), though EPS of $1.27 slightly missed estimates. The stock has a consensus Hold rating with a target of $214.77; analysts note 2026 could be a "harvest year" for TXN's major manufacturing expansion investments.