Citi Names Texas Instruments and Monolithic Power Systems as Top Picks
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 23 2026
0mins
Should l Buy TXN?
Source: seekingalpha
- Market Cycle Phase: Citi analyst Atif Malik noted that Texas Instruments (TXN) and Monolithic Power Systems (MPWR) have entered the 'Phase 2' of the cyclical framework, where stocks with product cycles or self-help stories are expected to outperform.
- Texas Instruments Outlook: As TXN approaches the end of its capital investment cycle, its gross margin is expected to expand further, with R&D investments focusing on the data center market, indicating strong growth potential.
- Monolithic Power Systems Growth: MPWR is expected to outpace industry growth, driven by enterprise data sales, with analyst projections indicating that data center-related sales will grow between 50% and 70% year-over-year in 2025, significantly exceeding the 6% growth of the analog and microcontroller industry.
- Future Projections: By 2026, revenue related to data centers and AI for analog companies is estimated to grow approximately 70% year-over-year, which could lead to multiple re-ratings for the sector as sales from the data center market are expected to exceed 25%.
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Analyst Views on TXN
Wall Street analysts forecast TXN stock price to fall
20 Analyst Rating
10 Buy
5 Hold
5 Sell
Hold
Current: 209.820
Low
125.00
Averages
193.53
High
245.00
Current: 209.820
Low
125.00
Averages
193.53
High
245.00
About TXN
Texas Instruments Incorporated is a global semiconductor company that designs, manufactures, tests, and sells analog and embedded processing chips for markets, such as industrial, automotive, personal electronics, communications equipment, and enterprise systems. Its Analog segment includes product lines, such as Power and Signal Chain. Power includes products that help customers manage power in electronic systems. Its portfolio is designed to manage power requirements across different voltage levels, including battery-management solutions, DC/DC switching regulators, AC/DC and isolated DC/DC switching regulators, power switches, linear and low-dropout regulators, voltage references, and others. Signal Chain includes products that sense, condition, and measure real-world signals to allow information to be transferred or converted for further processing and control. The Embedded Processing segment includes microcontrollers, digital signal processors (DSPs) and applications processors.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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