Texas Instruments (NASDAQ:TXN) Hits New 52-Week High – What’s Next?

Texas Instruments Incorporated (NASDAQ:TXN) shares hit a new 52-week high during mid-day trading on Monday . The stock traded as high as $233.86 and last traded at $231.3830, with a volume of 40696 shares traded. The stock had previously closed at $229.82.

Key Stories Impacting Texas Instruments

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

• Positive Sentiment: Analysts and headlines are highlighting AI demand and a potential industrial rebound as catalysts for TXN’s revenue recovery; if the quarter shows strength in industrial analog and AI-related bookings, that would be a clear upside driver. Texas Instruments Q1 preview: AI demand, industrial rebound in focus
• Positive Sentiment: Zacks has TXN as a Rank #2 (Buy) into earnings, signaling expectations for strong EPS growth that could support the stock if guidance or results beat. 2 Buy Rated Tech Stocks to Consider as Earnings Approach: TEL & TXN
• Neutral Sentiment: Pre-earnings previews spell out what to watch (revenue, gross margins, inventory trends, and management commentary on AI demand). These items keep volatility elevated but aren’t directional until the print. Texas Instruments (TXN) Q1 Earnings: What To Expect
• Neutral Sentiment: Broader-chip sector action is mixed (some names up, others down); sector strength can help TXN, but company-specific results will drive TXN’s next move. Intel Slips as Chip Stocks Mostly Advance
• Negative Sentiment: Zacks and other previews warn of rising costs, margin pressure and geopolitical risks that could blunt upside — if management flags slower demand, higher costs, or cautious guidance, the stock could react negatively. TXN to Report Q1 Earnings: What’s in the Cards for the Stock?
• Negative Sentiment: At least one investor write-up recommends a “hold,” citing uncertainty around the durability of the recovery—such caution can keep selling pressure on any disappointing print or guide. Texas Instruments: Recovery Or Not, I Still See A Hold

Analysts Set New Price Targets

Several brokerages have issued reports on TXN. Wells Fargo & Company upped their target price on Texas Instruments from $185.00 to $215.00 and gave the stock an “equal weight” rating in a research note on Wednesday, January 28th. Stifel Nicolaus raised Texas Instruments from a “hold” rating to a “buy” rating and upped their target price for the stock from $215.00 to $250.00 in a research note on Thursday, April 9th. Mizuho set a $215.00 target price on Texas Instruments and gave the stock a “neutral” rating in a research note on Thursday, April 16th. Robert W. Baird set a $225.00 target price on Texas Instruments in a research note on Wednesday, January 28th. Finally, Cantor Fitzgerald upped their target price on Texas Instruments from $225.00 to $250.00 and gave the stock a “neutral” rating in a research note on Monday, February 23rd. One analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, fourteen have issued a Hold rating and four have assigned a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $218.10.

Texas Instruments Stock Performance

The business has a fifty day simple moving average of $206.70 and a 200-day simple moving average of $189.42. The company has a quick ratio of 2.83, a current ratio of 4.35 and a debt-to-equity ratio of 0.83. The firm has a market cap of $212.27 billion, a P/E ratio of 42.86, a P/E/G ratio of 2.12 and a beta of 1.01.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings data on Tuesday, January 27th. The semiconductor company reported $1.27 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.29 by ($0.02). The firm had revenue of $4.42 billion during the quarter, compared to the consensus estimate of $4.44 billion. Texas Instruments had a return on equity of 30.44% and a net margin of 28.28%.During the same quarter last year, the company posted $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. On average, sell-side analysts predict that Texas Instruments Incorporated will post 6.35 EPS for the current fiscal year.

Texas Instruments Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 19th. Shareholders of record on Tuesday, May 5th will be issued a $1.42 dividend. The ex-dividend date is Tuesday, May 5th. This represents a $5.68 dividend on an annualized basis and a yield of 2.4%. Texas Instruments’s dividend payout ratio is 104.41%.

Insiders Place Their Bets

In other Texas Instruments news, VP Ahmad Bahai sold 6,500 shares of the stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $230.79, for a total value of $1,500,135.00. Following the completion of the transaction, the vice president owned 42,488 shares in the company, valued at approximately $9,805,805.52. This represents a 13.27% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Mark A. Blinn sold 3,144 shares of the stock in a transaction on Thursday, February 5th. The stock was sold at an average price of $221.58, for a total value of $696,647.52. Following the completion of the transaction, the director owned 11,670 shares of the company’s stock, valued at approximately $2,585,838.60. This trade represents a 21.22% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 114,284 shares of company stock valued at $25,531,935 in the last 90 days. Corporate insiders own 0.60% of the company’s stock.

Institutional Investors Weigh In On Texas Instruments

Institutional investors have recently modified their holdings of the stock. Strategic Wealth Investment Group LLC purchased a new stake in shares of Texas Instruments in the second quarter worth $25,000. High Point Wealth Management LLC purchased a new stake in shares of Texas Instruments in the fourth quarter worth $25,000. Advocate Investing Services LLC purchased a new stake in shares of Texas Instruments in the fourth quarter worth $25,000. Ares Financial Consulting LLC purchased a new stake in shares of Texas Instruments in the fourth quarter worth $26,000. Finally, Cornerstone Financial Management LLC purchased a new stake in shares of Texas Instruments in the fourth quarter worth $27,000. 84.99% of the stock is owned by hedge funds and other institutional investors.

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.