TXN stabilne ceny, sygnały wzrostów w H2

What happened: Texas Instruments (TXN) saw its stock soar over 30% following its Q1 2026 earnings report on May 25, 2026. The chipmaker's guidance indicated stable pricing in Q2 and potential increases in H2. BofA raised its price target on TXN to $370 from $320, maintaining a 'Buy' rating.

Market impact: The positive outlook and price target increase drove investor confidence, benefiting semiconductor stocks and related supply chains. TXN's stable pricing and potential H2 increases hint at a recovery in the industry, which has been grappling with inventory adjustments and demand fluctuations.

What to watch next: TXN's Q2 2026 earnings report on July 21, 2026, will confirm if the stable pricing trend continues. Additionally, the company's guidance for H2 2026 will provide clarity on potential pricing increases and their impact on the broader semiconductor market.