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Texas Instruments price target lowered to $175 from $195 at BofA

BofA lowered the firm’s price target on Texas Instruments to $175 from $195 and keeps a Neutral rating on the shares. The firm sees a “tricky set-up” for semiconductor stocks heading into Q3 earnings season, though it calls Compute/AI the “best neighborhood.” A multiple at the high-end of its comps group range is warranted based on TI’s “best in class” free cash flow generation and returns and based on incremental cash flow from U.S. CHIPS Act grants, the analyst tells investors.

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