TD Cowen Issues Pessimistic Forecast for Texas Instruments (NASDAQ:TXN) Stock Price

Texas Instruments (NASDAQ:TXN) had its price objective dropped by analysts at TD Cowen from $360.00 to $340.00 in a note issued to investors on Thursday,Benzinga reports. The brokerage presently has a “buy” rating on the semiconductor company’s stock. TD Cowen’s price objective indicates a potential upside of 21.33% from the company’s previous close.

A number of other equities analysts have also recently issued reports on the stock. Wall Street Zen raised shares of Texas Instruments from a “hold” rating to a “buy” rating in a research report on Saturday, July 18th. Robert W. Baird increased their price target on Texas Instruments from $300.00 to $385.00 and gave the stock an “outperform” rating in a report on Thursday. Stifel Nicolaus raised their price objective on Texas Instruments from $340.00 to $360.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. Wolfe Research restated an “outperform” rating and set a $315.00 price objective on shares of Texas Instruments in a report on Thursday, April 23rd. Finally, UBS Group reaffirmed a “buy” rating and set a $380.00 target price on shares of Texas Instruments in a research report on Thursday. Fourteen investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and four have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Texas Instruments has an average rating of “Hold” and an average target price of $305.20.

Texas Instruments Trading Down 4.7%

Shares of NASDAQ TXN traded down $13.96 during trading on Thursday, reaching $280.23. The company had a trading volume of 5,683,779 shares, compared to its average volume of 8,138,034. The company’s fifty day moving average price is $301.99 and its 200-day moving average price is $246.39. Texas Instruments has a 12 month low of $152.73 and a 12 month high of $334.03. The stock has a market cap of $255.03 billion, a P/E ratio of 48.01, a PEG ratio of 1.49 and a beta of 1.32. The company has a quick ratio of 2.94, a current ratio of 4.46 and a debt-to-equity ratio of 0.77.

Texas Instruments (NASDAQ:TXN) last announced its earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share for the quarter, topping analysts’ consensus estimates of $1.91 by $0.23. The business had revenue of $5.46 billion during the quarter, compared to the consensus estimate of $5.26 billion. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. Texas Instruments’s quarterly revenue was up 22.8% on a year-over-year basis. During the same quarter last year, the firm earned $1.41 earnings per share. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. As a group, research analysts expect that Texas Instruments will post 7.69 earnings per share for the current year.

Insider Buying and Selling

In other news, CEO Haviv Ilan sold 20,000 shares of the company’s stock in a transaction on Monday, May 4th. The stock was sold at an average price of $280.32, for a total transaction of $5,606,400.00. Following the transaction, the chief executive officer owned 204,339 shares of the company’s stock, valued at $57,280,308.48. This represents a 8.92% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Rafael R. Lizardi sold 47,734 shares of the company’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $308.10, for a total transaction of $14,706,845.40. Following the sale, the chief financial officer directly owned 85,485 shares in the company, valued at approximately $26,337,928.50. This trade represents a 35.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 303,475 shares of company stock worth $85,666,638 in the last three months. Insiders own 0.60% of the company’s stock.

Institutional Investors Weigh In On Texas Instruments

A number of institutional investors and hedge funds have recently made changes to their positions in TXN. HBW Advisory Services LLC grew its stake in Texas Instruments by 2.2% during the first quarter. HBW Advisory Services LLC now owns 1,730 shares of the semiconductor company’s stock worth $336,000 after purchasing an additional 37 shares during the period. Montz Harcus Wealth Management LLC lifted its stake in Texas Instruments by 2.9% in the first quarter. Montz Harcus Wealth Management LLC now owns 1,338 shares of the semiconductor company’s stock valued at $260,000 after buying an additional 38 shares during the period. Livforsakringsbolaget Skandia Omsesidigt lifted its stake in Texas Instruments by 0.6% in the first quarter. Livforsakringsbolaget Skandia Omsesidigt now owns 5,960 shares of the semiconductor company’s stock valued at $1,157,000 after buying an additional 38 shares during the period. Absher Wealth Management LLC boosted its holdings in shares of Texas Instruments by 1.0% during the 1st quarter. Absher Wealth Management LLC now owns 4,223 shares of the semiconductor company’s stock worth $820,000 after buying an additional 42 shares in the last quarter. Finally, Severin Investments LLC grew its position in shares of Texas Instruments by 3.3% during the 1st quarter. Severin Investments LLC now owns 1,349 shares of the semiconductor company’s stock worth $262,000 after buying an additional 43 shares during the period. Hedge funds and other institutional investors own 84.99% of the company’s stock.

More Texas Instruments News

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

• Positive Sentiment: Texas Instruments reported Q2 EPS of $2.14 and revenue of $5.46 billion, both above estimates, with revenue up 22.8% year over year and profit up sharply. Article Title
• Positive Sentiment: The company raised Q3 guidance above Wall Street forecasts, signaling continued strength in industrial, data center and automotive demand. Article Title
• Positive Sentiment: Analysts cited improving demand recovery and AI/data center growth, with some raising price targets, including KeyCorp to $400 and Mizuho to $305. Article Title
• Neutral Sentiment: Several market commentaries highlighted TXN as a stock to watch after the earnings release and noted it may be undervalued on a fresh beat, but these pieces did not add new operating details. Article Title
• Negative Sentiment: Despite the strong report, TXN shares slipped in premarket and after-hours trading as investors seemed to view the results as good but not good enough after a big run-up in chip stocks. Article Title
• Negative Sentiment: Market coverage suggested the decline may reflect elevated expectations across analog semiconductors, with peers also under pressure after strong-but-not-perfect results. Article Title

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.