“Demand from the Data Center end market (34% of semi sales) remains solid due to AI, and we view AVGO & NVDA

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Texas Instruments (TXN) shares clocked seven straight sessions of losses on Friday, as the stock was 2.3% lower at $193.34.

The analog semiconductor company lost nearly 7% in the preceding six sessions.

Looking at Seeking Alpha’s Quant Rating, TXN has a Hold rating with a score of 3.3 out of 5. The company received A in the prospect of profitability, while it received C- in the growth factor.

Seeking Alpha analysts are cautious and see the stock as a Hold.

Turning to the Wall Street, 14 analysts have given the stock a Buy or above rating. 18 gave the stock hold recommendation, while five gave Sell or lower rating.

In February, Texas Instruments (TXN) signed a definitive agreement to acquire Silicon Labs (SLAB) for around $7.5B.

“Despite strategic logic, TXN shares remain fairly valued post-deal, with limited near-term upside and better risk/reward opportunities elsewhere,” pointed out a Seeking Alpha analysis.

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“TI’s comprehensive portfolio bridges the gap between NVIDIA’s powerful AI compute and real-world applications, enabling developers to validate complete humanoid systems earlier in development,” said Giovanni Campanella, general manager of industrial automation and robotics at Texas Instruments. “This integrated approach will help accelerate the evolution from prototypes to commercially viable humanoid robots operating safely alongside humans.”

As part of this collaboration, TI designed a sensor fusion solution by integrating its mmWave radar technology with Nvidia Jetson Thor using Nvidia Holoscan Sensor Bridge to enable low-latency, 3D perception and safety awareness for humanoid robots. Texas Instruments plans to showcase the development during the upcoming Nvidia GTC event, which runs from March 16 through 19 in San Jose, Calif.

“The safe operation of humanoid robots in unpredictable environments requires a massive leap in processing power to synchronize complex AI models with real-time sensor data and motor controls,” said Deepu Talla, vice president of robotics and edge AI at Nvidia.

By fusing camera and radar data, the solution improves object detection, localization, and tracking while reducing false positives for confident, real-time decision-making in humanoid robots, the companies said.

Several U.S.-based companies are working to develop humanoid robots. Tesla (TSLA) is busy developing Optimus, a humanoid bot being built for industrial and consumer uses. Figure AI, which is backed by Microsoft (MSFT) and OpenAI (OPENAI), is attempting to craft a general-purpose humanoid capable of handling all types of tasks.

“These robots can eliminate the need for unsafe and undesirable jobs—ultimately allowing us to live happier, more purposeful lives,” Figure AI said.

Boston Dynamics is hoping its Atlas robot can “revolutionize industrial workspaces.”

However, UC Berkeley professor and robotics expert Ken Goldberg, who also chairs the Berkeley AI Research Lab steering committee, contends in recent journal articles that engineers are years away from building humanoid robots with real-world skill levels.

“We’re all very familiar with ChatGPT and all the amazing things it’s doing for vision and language, but most researchers are very nervous about the analogy that most people have, which is that now that we’ve solved all these problems, we’re ready to solve [humanoid robots], and it’s going to happen next year,” Goldberg said. “I’m not saying it’s not going to happen, but I’m saying it’s not going to happen in the next two years, or five years, or even 10 years. We’re just trying to reset expectations so that it doesn’t create a bubble that could lead to a big backlash.”

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“We believe the group is in Phase 2 of our cyclical framework where stocks with product cycles or self-help stories generally outperform the group,” analyst Atif Malik wrote in a note to clients. “We like TXN gross margin expansion potential as it approaches the end of its capital investment cycle and focuses R&D investments in the data center end market. On MPWR, we expect the company to outgrow the industry led by enterprise data sales product growth.”

Delving deeper, Malik said that data center-released sales for analog companies grew between 50% and 70% year-over-year in 2025, well above the combined growth of the analog and microcontroller industry growth of 6%.

“While the data center exposure is still teens sales exposure of most analog companies, we believe the group could sustain multiple re-rating as revenues from the data center end market accelerate to account for more than 25% of sales,” Malik added. “Based on the targets and commentary provided by analog companies, we estimate data center/AI-related revenue for analog companies to grow roughly 70% YoY in 2026.”

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Q1 Metrics

For the first quarter of fiscal 2026, which ended Jan. 31, revenue surged about 30% year-over-year to $3.16B. Meanwhile, adjusted EPS soared 51% year-over-year to $2.46. Both top and bottom-line numbers surpassed analysts’ expectations.

“During our first quarter, bookings growth continued, driven by broad strength in Industrial and record orders for our Data Center segment,” said CFO Richard Puccio.

The company noted that it returned $1B to shareholders via dividends and share repurchases in the first quarter.

Analog Devices also declared a quarterly dividend of $1.10 per share, an increase of 11.1% from the prior dividend.

Outlook

“While the macro and geopolitical backdrop remains challenging, our revenue outlook for the second quarter reflects a new high watermark for ADI, underscoring our strong execution against cyclical and secular growth tailwinds,” said Puccio.

For the second quarter of fiscal 2026, the company expects revenue of $3.5B, +/- $100M, versus consensus of $3.23B.

Analog Devices expects adjusted EPS to be $2.88, +/- $0.15, compared to a consensus of $2.46.

At the midpoint of the revenue outlook, the company expects a reported operating margin of about 36.4%, +/-150 basis points, or bps, and an adjusted operating margin of around 47.5%, +/-100 bps.

Related stocks: STMicroelectronics (STM) jumped about 4%, while Texas Instruments (TXN) and Microchip Technology (MCHP) each climbed about 3%. NXP Semiconductors (NXPI) rose nearly 2%, while Marvell Technology (MRVL) and Monolithic Power Systems (MPWR) each rose around 1% premarket on Wednesday.

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• Oracle (ORCL) CEO Clayton Magouyrk disclosed in a filing that he sold 10,000 shares at an average price of $155.23 per share, for a total of $1.55M. Following the transaction, he continues to retain 134,030 shares.
• Goldman Sachs (GS) saw several executives divest their holdings this week. Chief Financial Officer Denis Coleman sold 11,623 shares in the price range of $933.38 to $945.4 per share, for total proceeds of $10.94M. After the sale, he held 33,574 shares. Meanwhile, Chief Risk Officer Alex Golten sold shares worth $2.14M, and Executive Vice President John Rogers let go of shares worth $15.21M.
• Delta Air Lines (DAL) saw EVP of Global Sales & Distribution Steven Sear sell 38,600 shares at an average price of $75.05 per share, totaling $2.90M. His holdings have now declined to 104,404 shares.
• Ravi Radhakrishnan, Chief Information Officer at American Express (AXP), disposed of 15,000 shares between the price range of $356.14 to $357.13 per share, generating $5.35M in proceeds. He retained 8,945 shares following the sale.
• At Texas Instruments (TXN), Senior Vice President Mark Roberts let go of 4,461 shares at an average price of $221.16 per share, for total proceeds of $986,604. He continues to hold 64,058 shares of the company.
• Prospect Capital (PSEC) Chief Operating Officer M. Grier Eliasek purchased 942,800 shares at an average price of $2.92 per share, for a total investment of $2.75M. Following the transaction, he held 3.44M shares.
• Kimberly-Clark (KMB) Director Todd Maclin acquired 10,000 shares at an average price of $104.15 per share, totaling $1.04M.
• Director Timothy Barakett increased his stake in KKR (KKR) with the purchase of 50,000 shares at an average price of $104.93 per share, representing a total value of $5.25M. His holdings have now risen to 235,000 shares.
• Reddit (RDDT) Director Sarah Farrell purchased company shares worth $7.48M, sending company shares higher. Farrell bought a total of 50,500 shares in multiple trades at prices ranging from $139.27 to $149.79. Following the purchase, her holdings have now increased to 58,399 shares.

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Zscaler (ZS) acquired SquareX to enhance Zero Trust security capabilities directly within standard browsers for the AI era. The acquisition enables organizations to deploy lightweight browser extensions, eliminating the need for third-party enterprise browsers or full security agents.

Heidelberg Materials (HDLMY) (HLBZF) said Thursday it agreed to acquire Maas Group’s construction materials business in Australia for up to A$1.7B (~$1.19B) in cash, including a potential A$120M cash payment linked to further post-completion milestones.

KKR (KKR) has agreed to acquire private investment firm Arctos Partners in a transaction valued at $1.4B in initial consideration plus potential additional equity of up to $550M.

Henkel (HENKY) (HENOY) said Wednesday it agreed to acquire Netherlands-based specialty coatings company Stahl Holdings for €2.1B (~$2.48B), including debt from private equity firm Wendel (WNDLF).

Texas Instruments (TXN) has signed a definitive agreement to acquire Silicon Labs (SLAB) for $231.00 per share in an all-cash transaction, representing a total enterprise value of around $7.5B.

Webster Financial (WBS) on Tuesday announced an acquisition by Banco Santander (SAN) (BCDRF) in a cash-and-stock transaction valued at ~$12.3B. WBS shares were +8.44% during afternoon trading to $71.57. Meanwhile, SAN was -7.12% to $12.13.

ESAB (ESAB) -4.2% in early trading Monday after saying it agreed to acquire Canadian testing instrument manufacturer Eddyfi Technologies for $1.45B, aiming to gain exposure to markets such as aerospace and defense.

Eldorado Gold (EGO) -2.1% pre-market Monday after saying it agreed to acquire Foran Mining (FMCXF) in a deal valuing the Canadian copper-focused developer at ~C$3.8B (US$2.8B) including debt, increasing its exposure to copper.

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