Texas Instruments (NASDAQ:TXN) Price Target Raised to $240.00

Texas Instruments (NASDAQ:TXN) had its price target raised by stock analysts at Rosenblatt Securities from $200.00 to $240.00 in a research report issued on Wednesday,Benzinga reports. The firm currently has a “buy” rating on the semiconductor company’s stock. Rosenblatt Securities’ price objective points to a potential upside of 22.06% from the stock’s current price.

TXN has been the subject of a number of other reports. Bank of America upgraded shares of Texas Instruments from an “underperform” rating to a “neutral” rating and lifted their price target for the company from $185.00 to $235.00 in a research report on Wednesday. Wells Fargo & Company reissued a “positive” rating on shares of Texas Instruments in a research report on Wednesday. Truist Financial upped their price target on Texas Instruments from $195.00 to $225.00 and gave the stock a “hold” rating in a research note on Wednesday. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Texas Instruments in a research note on Monday, December 29th. Finally, Barclays reissued an “underweight” rating and set a $140.00 target price on shares of Texas Instruments in a research note on Thursday, January 15th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, twelve have issued a Hold rating and five have given a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $204.49.

Texas Instruments Trading Up 0.0%

Shares of Texas Instruments stock opened at $196.63 on Wednesday. The stock has a 50 day moving average of $179.44 and a 200 day moving average of $182.27. The company has a debt-to-equity ratio of 0.81, a quick ratio of 2.90 and a current ratio of 4.45. The firm has a market capitalization of $178.66 billion, a price-to-earnings ratio of 35.95, a PEG ratio of 3.09 and a beta of 1.00. Texas Instruments has a fifty-two week low of $139.95 and a fifty-two week high of $221.69.

Texas Instruments (NASDAQ:TXN) last announced its quarterly earnings results on Tuesday, January 27th. The semiconductor company reported $1.27 EPS for the quarter, missing the consensus estimate of $1.29 by ($0.02). The business had revenue of $4.42 billion during the quarter, compared to analyst estimates of $4.44 billion. Texas Instruments had a net margin of 29.21% and a return on equity of 30.41%. During the same period last year, the company earned $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. As a group, research analysts predict that Texas Instruments will post 5.35 earnings per share for the current year.

Insider Activity

In other news, VP Christine Witzsche sold 1,000 shares of the business’s stock in a transaction dated Thursday, November 13th. The stock was sold at an average price of $164.31, for a total transaction of $164,310.00. Following the completion of the transaction, the vice president directly owned 20,821 shares of the company’s stock, valued at approximately $3,421,098.51. The trade was a 4.58% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Ronald Kirk sold 9,990 shares of the firm’s stock in a transaction that occurred on Monday, November 24th. The shares were sold at an average price of $162.33, for a total transaction of $1,621,676.70. Following the completion of the sale, the director directly owned 14,937 shares in the company, valued at approximately $2,424,723.21. This trade represents a 40.08% decrease in their position. The SEC filing for this sale provides additional information. Company insiders own 0.57% of the company’s stock.

Hedge Funds Weigh In On Texas Instruments

Several large investors have recently bought and sold shares of TXN. Shelton Capital Management boosted its holdings in Texas Instruments by 2.6% in the second quarter. Shelton Capital Management now owns 151,568 shares of the semiconductor company’s stock valued at $31,469,000 after purchasing an additional 3,840 shares in the last quarter. Jennison Associates LLC lifted its position in shares of Texas Instruments by 35.1% during the 2nd quarter. Jennison Associates LLC now owns 2,992,090 shares of the semiconductor company’s stock worth $621,218,000 after buying an additional 777,619 shares during the last quarter. Howard Capital Management Inc. boosted its holdings in shares of Texas Instruments by 11.3% in the 2nd quarter. Howard Capital Management Inc. now owns 26,745 shares of the semiconductor company’s stock valued at $5,553,000 after buying an additional 2,709 shares in the last quarter. Invesco Ltd. grew its position in shares of Texas Instruments by 3.3% in the 2nd quarter. Invesco Ltd. now owns 14,068,306 shares of the semiconductor company’s stock valued at $2,920,862,000 after buying an additional 443,738 shares during the last quarter. Finally, Vanguard Group Inc. raised its stake in Texas Instruments by 1.5% during the 2nd quarter. Vanguard Group Inc. now owns 95,447,320 shares of the semiconductor company’s stock worth $19,816,773,000 after acquiring an additional 1,426,360 shares in the last quarter. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Key Stories Impacting Texas Instruments

Here are the key news stories impacting Texas Instruments this week:

• Positive Sentiment: Management’s Q1 guidance implies sequential revenue growth and explicitly cited robust AI data?center demand and an industrial recovery — the bullish outlook lifted investor sentiment. Texas Instruments shares jump as first-quarter outlook signals robust AI data center demand
• Positive Sentiment: The company’s forecast implies Q1 revenue could be higher than Q4 — a sequential recovery not seen in 16 years — reinforcing the view that demand is improving. Texas Instruments forecasts something that hasn’t happened in 16 years, lifting its stock
• Positive Sentiment: Broad chip sector momentum—driven by AI demand—helped lift TXN alongside peers, suggesting positive sentiment is extending across the industry. Intel, Micron and These Other Chip Stocks Are Rallying. Thank Texas Instruments and ASML.
• Neutral Sentiment: Q4 results were mixed: revenue $4.42B and net income $1.16B with EPS $1.27 — largely inline on revenue but a slight EPS miss; the company hosted a conference call/transcript for details. TI reports Q4 2025 and 2025 financial results and shareholder returns
• Neutral Sentiment: Detailed commentary and Q&A from the earnings call are available for investors who want management’s color on AI exposure, China demand and inventory trends. TXN Q4 2025 Earnings Call Transcript
• Negative Sentiment: On the downside, TXN missed EPS by $0.02 and revenue was slightly below consensus; some reports flag valuation concerns after the post?earnings rally (questioning whether current price already prices in outsized growth). Texas Instruments (TXN) Lags Q4 Earnings and Revenue Estimates Is Texas Instruments (TXN) Pricing In Too Much Growth After Recent Share Price Strength

About Texas Instruments

Texas Instruments Inc (NASDAQ: TXN) is a global semiconductor company headquartered in Dallas, Texas, that designs and manufactures analog and embedded processing chips. The company’s products are used across a wide range of end markets, including industrial, automotive, personal electronics, communications and enterprise equipment. TI’s business emphasizes components that condition, convert, manage and move electrical signals—capabilities that are foundational to modern electronic systems.

TI’s product portfolio includes a broad array of analog integrated circuits—such as power management, amplifiers, data converters and interface devices—as well as embedded processors and microcontrollers used to control systems and run real-time applications.