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Buy Texas Instruments Stock, TD Cowen Says. It’s the ‘Best Cycle Recovery’ Play. - Barron's

1. TD Cowen upgrades TXN stock from Hold to Buy with a target of $245. 2. Texas Instruments is viewed as a core holding for TMT investors. 3. Analyst anticipates faster free-cash-flow growth as demand recovers. 4. TXN stock increased by 17% this year, outperforming SOXX by 3%. 5. Company faces high uncertainty from tariffs and geopolitics but sees no immediate impact.

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FAQ

Why Bullish?

The upgrade by TD Cowen suggests strong positive sentiment towards TXN's potential. Historically, rating upgrades often lead to stock price increases; for example, most tech upgrades boost market confidence.

How important is it?

The analyst's positive outlook directly correlates with TXN's performance and market perception, which can significantly influence investment decisions.

Why Long Term?

Strong fundamentals and recovery potential indicate sustained growth for TXN. Demand recovery typically aligns with long-term gains in market view.

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