JPMorgan Chase & Co. Issues Positive Forecast for Texas Instruments (NASDAQ:TXN) Stock Price

Texas Instruments (NASDAQ:TXN) had its target price increased by equities research analysts at JPMorgan Chase & Co. from $210.00 to $227.00 in a research note issued on Wednesday,Benzinga reports. The firm currently has an “overweight” rating on the semiconductor company’s stock. JPMorgan Chase & Co.‘s price target would suggest a potential upside of 5.00% from the company’s current price.

A number of other brokerages have also recently commented on TXN. Sanford C. Bernstein restated a “market perform” rating and issued a $205.00 price target on shares of Texas Instruments in a research report on Wednesday. Exane BNP Paribas raised Texas Instruments from a “strong sell” rating to a “hold” rating in a research note on Thursday, January 22nd. Rosenblatt Securities raised their target price on Texas Instruments from $200.00 to $240.00 and gave the stock a “buy” rating in a research report on Wednesday. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Texas Instruments in a research note on Monday, December 29th. Finally, Deutsche Bank Aktiengesellschaft raised their target price on Texas Instruments from $185.00 to $205.00 and gave the stock a “hold” rating in a research note on Wednesday. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, fourteen have issued a Hold rating and five have given a Sell rating to the company. According to MarketBeat, the company has an average rating of “Hold” and a consensus target price of $212.92.

Texas Instruments Stock Up 9.9%

Shares of NASDAQ:TXN traded up $19.56 during midday trading on Wednesday, reaching $216.19. The company had a trading volume of 13,938,931 shares, compared to its average volume of 7,989,784. Texas Instruments has a 1-year low of $139.95 and a 1-year high of $221.69. The company has a quick ratio of 2.90, a current ratio of 4.45 and a debt-to-equity ratio of 0.81. The business’s 50 day moving average price is $179.44 and its 200 day moving average price is $182.27. The stock has a market cap of $196.44 billion, a PE ratio of 39.50, a P/E/G ratio of 3.09 and a beta of 1.00.

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

Insider Transactions at Texas Instruments

In related news, VP Christine Witzsche sold 1,000 shares of the company’s stock in a transaction on Thursday, November 13th. The shares were sold at an average price of $164.31, for a total transaction of $164,310.00. Following the completion of the sale, the vice president directly owned 20,821 shares in the company, valued at $3,421,098.51. This represents a 4.58% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, Director Ronald Kirk sold 9,990 shares of the business’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 value of $1,621,676.70. Following the transaction, the director directly owned 14,937 shares in the company, valued at $2,424,723.21. This trade represents a 40.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 0.57% of the company’s stock.

Institutional Investors Weigh In On Texas Instruments

Institutional investors have recently made changes to their positions in the company. Vanguard Group Inc. boosted its position in Texas Instruments by 1.0% in the third quarter. Vanguard Group Inc. now owns 96,445,978 shares of the semiconductor company’s stock worth $17,720,020,000 after purchasing an additional 998,658 shares during the last quarter. State Street Corp lifted its position in Texas Instruments by 0.5% in the third quarter. State Street Corp now owns 43,555,112 shares of the semiconductor company’s stock worth $8,002,381,000 after buying an additional 230,098 shares during the last quarter. Geode Capital Management LLC raised its holdings in shares of Texas Instruments by 1.3% in the second quarter. Geode Capital Management LLC now owns 22,224,770 shares of the semiconductor company’s stock worth $4,595,478,000 after buying an additional 279,755 shares during the period. Invesco Ltd. raised its stake in shares of Texas Instruments by 16.8% during the third quarter. Invesco Ltd. now owns 16,435,001 shares of the semiconductor company’s stock valued at $3,019,603,000 after acquiring an additional 2,366,695 shares in the last quarter. Finally, Norges Bank purchased a new position in Texas Instruments during the second quarter valued at approximately $2,836,310,000. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Texas Instruments News Roundup

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

• Positive Sentiment: Company guided Q1 revenue and EPS above Wall Street consensus, citing robust AI/data?center and industrial demand that implies a recovery in analog chip sales — the primary catalyst for the intraday rally. Reuters: TI shares jump on Q1 outlook
• Positive Sentiment: Multiple brokerages raised price targets and issued more constructive ratings (TD Cowen, Benchmark, Rosenblatt, Bank of America among them), supporting momentum and signaling broader analyst re?rating. The Fly: analyst price target updates
• Positive Sentiment: Market and media coverage highlight a re?rating: after?hours and premarket gains, bullish technicals, and commentary that TXN is benefiting from the broader AI-driven semiconductor rally. This amplified buying interest. MarketBeat: Why TXN outlook has Wall Street re-rating it
• Neutral Sentiment: Q4 results were mixed — revenue rose ~10% year?over?year to $4.42B but GAAP EPS missed estimates by $0.02; management flagged a non?cash impairment that weighed on GAAP profit while adjusted metrics and cash generation remained solid. PR Newswire: TI Q4 results
• Neutral Sentiment: Forbes and other analysts note TXN still trails some high?growth AI/data?center peers in returns, but the company shows strong operating profitability and a reasonable valuation (P/E in the mid?30s) with free cash flow set to improve in 2026 as capex declines. Forbes: how TXN compares with peers
• Neutral Sentiment: TI will webcast a capital?management presentation on Feb. 24 — investors will watch for details on buybacks/dividends and balance?sheet deployment, which could reinforce the stock’s income/return story. PR Newswire: capital management webcast
• Negative Sentiment: Some caution remains: modest EPS/revenue misses, margin pressure and commentary that parts of the business are still normalizing; a few firms retain conservative views (and one notable underperform stance remains), so upside depends on sustained demand improvement. Yahoo Finance: is TXN pricing in too much growth?

Texas Instruments Company Profile

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.