Analyst Price Target News: Texas Instruments, GM – July 23rd, 2025

By: Matthew Otto

Texas Instruments Posts Solid Q2 2025 Results; Guides Below Street Expectations for Q3

Texas Instruments reported second-quarter 2025 earnings of $1.41 per share, surpassing the consensus estimate of $1.35 by $0.06. Revenue reached $4.45 billion, ahead of the $4.35 billion analyst forecast and marking a 16% increase from $3.82 billion in the same quarter last year.

Operating profit rose 25% year-over-year to $1.56 billion, while net income increased 15% to $1.3 billion. Texas Instruments’ analog segment generated $3.45 billion in revenue, an 18% increase from the prior year, while embedded processing rose 10% to $679 million. Cash flow from operations over the trailing 12 months totaled $6.44 billion, and capital expenditures reached $4.94 billion.

Texas Instruments expects Q3 2025 earnings per share between $1.36 and $1.6, compared to the $1.49 analyst average. Projected revenue is in the range of $4.45 billion to $4.8 billion, with the midpoint ($4.63 billion) falling short of the $4.55 billion consensus.

Analysts Adjust Price Targets Following Q2 Results

Benchmark analyst Cody Acree maintained a Buy rating and raised the price target from $200 to $220.
Baird analyst Tristan Gerra lifted the price target to $220.
JPMorgan analyst Harlan Sur increased the price to $225.
Wells Fargo analyst Joe Quatrochi lowered the price target to $195.

Which Analyst has the best track record to show on TXN?

Analyst Toshiya Hari (GOLDMAN SACHS) currently has the highest performing score on TXN with 12/13 (92.31%) price target fulfillment ratio. His price targets carry an average of $35.34 (16.09%) potential upside. Texas Instruments stock price reaches these price targets on average within 141 days.

CN Reports Slight Revenue Decline and Revised Outlook Amid Trade Volatility

Canadian National Railway (CNI) reported financial results for the second quarter ended June 30, 2025. Revenue for the quarter was approximately $3.14 billion, down 1% or about $42 million year-over-year. Revenue ton miles (RTMs) declined by 1% to 59.2 billion.

Operating income rose to roughly $1.2 billion, an increase of $58 million or 5%, though flat when adjusted for one-time items. CNI’s operating ratio improved to 61.7%, a 2.3 percentage point gain; adjusted operating ratio improved by 0.5 points. Diluted earnings per share (EPS) came in at $1.38, a 7% increase from the prior year, with adjusted EPS up by 2%.

CNI revised its full-year 2025 guidance, now expecting adjusted diluted EPS growth in the mid to high single-digit percentage range. This is a downgrade from the previous outlook of 10% to 15% growth released in January. CNI plans to maintain its capital investment program at approximately $2.5 billion for the year, net of customer reimbursements.

Analyst Downgrades and Lowered Price Targets Follow Q2 Results

Barclays analyst Brandon Oglenski maintained an Equal-Weight rating but reduced the price target from $106 to $99.
JP Morgan analyst Brian Ossenbeck downgraded from Overweight to Neutral and the price target from $119 to $112.
Citi analyst Ariel Rosa kept a Neutral stance and trimmed the price target from $123 to $121.
Evercore ISI analyst Jonathan Chappell downgraded from Outperform to In Line.

Which Analyst has the best track record to show on CNI?

Analyst Benjamin Nolan (STIFEL) currently has the highest performing score on CNI with 9/17 (52.94%) price target fulfillment ratio. His price targets carry an average of $14.81 (14.78%) potential upside. Canadian National Railway stock price reaches these price targets on average within 50 days.

GM Q2 Earnings Beat Expectations Despite Tariff Impact; Guidance Maintained

General Motors (GM) reported second-quarter 2025 earnings that surpassed Wall Street expectations, despite taking a $1.1 billion hit from tariffs. Adjusted earnings per share came in at $2.53, exceeding the analyst consensus of $2.35, according to data from LSEG.

Revenue for the quarter totaled $47.1 billion, down nearly 2% from $48.7 billion a year earlier but still ahead of the $45.81 billion consensus estimate. Adjusted EBIT declined 32% year over year to $3 billion. Net income figures were not specified, but the company noted U.S. sales rose 7% in the quarter, aided by demand for gasoline-powered pickup trucks and SUVs.

GM maintained its full-year 2025 adjusted EPS forecast of $8.25 to $10, compared to the $9.25 average estimate. GM reiterated that tariffs could reduce full-year earnings by $4 billion to $5 billion but said it aims to mitigate about 30% of the impact.

CFRA Research analyst Garrett Nelson noted that investor disappointment over the lack of upward guidance revision contributed to an 8% drop in GM shares following the report.

Analyst Price Targets Diverge as Tariff Concerns Weigh on Outlook

Wedbush analyst Daniel Ives reiterated an Outperform rating and the price target at $55.
BofA Securities analyst John Murphy maintained a Buy rating but trimmed the price target from $65 to $62.
Citi analyst Michael Ward lifted the price target from $59 to $61.

Which Analyst has the best track record to show on GM?

Analyst Mark Delaney (GOLDMAN SACHS) currently has the highest performing score on GM with 10/13 (76.92%) price target fulfillment ratio. His price targets carry an average of $19.27 (44.07%) potential upside. General Motors stock price reaches these price targets on average within 187 days.