Texas Instruments (NASDAQ:TXN) Price Target Raised to $215.00 at Stifel Nicolaus

Posted by Alphonse Anthony on Jan 28th, 2026

Texas Instruments (NASDAQ:TXN – Get Free Report) had its price target boosted by research analysts at Stifel Nicolaus from $200.00 to $215.00 in a research report issued on Wednesday,Benzinga reports. The firm presently has a “hold” rating on the semiconductor company’s stock. Stifel Nicolaus’ price target indicates a potential upside of 9.34% from the company’s current price.

A number of other research analysts have also issued reports on the stock. Rosenblatt Securities dropped their price target on shares of Texas Instruments from $245.00 to $200.00 and set a “buy” rating on the stock in a research note on Wednesday, October 22nd. Citigroup reiterated a “buy” rating on shares of Texas Instruments in a research report on Thursday, January 15th. Cantor Fitzgerald reaffirmed a “neutral” rating and issued a $190.00 price target on shares of Texas Instruments in a report on Tuesday, December 16th. Mizuho set a $145.00 price objective on Texas Instruments in a research report on Wednesday, October 22nd. Finally, JPMorgan Chase & Co. reduced their price objective on shares of Texas Instruments from $225.00 to $210.00 and set an “overweight” rating on the stock in a research note on Wednesday, October 22nd. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, twelve have given a Hold rating and five have assigned a Sell rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $204.49.

View Our Latest Report on TXN

Texas Instruments Stock Performance

NASDAQ TXN opened at $196.63 on Wednesday. The firm has a market cap of $178.66 billion, a P/E ratio of 35.95, a P/E/G ratio of 3.09 and a beta of 1.00. Texas Instruments has a 52-week low of $139.95 and a 52-week high of $221.69. The business’s 50-day moving average price is $179.44 and its 200 day moving average price is $182.27. The company has a quick ratio of 2.90, a current ratio of 4.45 and a debt-to-equity ratio of 0.81.

Texas Instruments (NASDAQ:TXN – Get Free Report) last posted its quarterly earnings data on Tuesday, January 27th. The semiconductor company reported $1.27 EPS for the quarter, missing the consensus estimate of $1.29 by ($0.02). Texas Instruments had a net margin of 29.21% and a return on equity of 30.41%. The company had revenue of $4.42 billion for the quarter, compared to analysts’ expectations of $4.44 billion. During the same period in the prior year, the company earned $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. On average, equities research analysts expect that Texas Instruments will post 5.35 earnings per share for the current year.

Insider Buying and Selling

In related news, VP Christine Witzsche sold 1,000 shares of the stock in a transaction dated Thursday, November 13th. The stock was sold at an average price of $164.31, for a total value of $164,310.00. Following the completion of the transaction, the vice president owned 20,821 shares of the company’s stock, valued at approximately $3,421,098.51. This represents a 4.58% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, Director Ronald Kirk sold 9,990 shares of the firm’s stock in a transaction that occurred on Monday, November 24th. The stock was sold at an average price of $162.33, for a total transaction of $1,621,676.70. Following the sale, the director directly owned 14,937 shares of the company’s stock, valued at $2,424,723.21. The trade was a 40.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.57% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Texas Instruments

A number of hedge funds have recently bought and sold shares of the company. Vanguard Group Inc. boosted its holdings 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 period. State Street Corp boosted its stake in Texas Instruments by 0.5% during the 3rd quarter. State Street Corp now owns 43,555,112 shares of the semiconductor company’s stock valued at $8,002,381,000 after purchasing an additional 230,098 shares during the period. Geode Capital Management LLC boosted its position in shares of Texas Instruments by 1.3% during 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. grew its stake in shares of Texas Instruments by 16.8% in the third quarter. Invesco Ltd. now owns 16,435,001 shares of the semiconductor company’s stock worth $3,019,603,000 after purchasing an additional 2,366,695 shares in the last quarter. Finally, Norges Bank bought a new position in Texas Instruments in the 2nd quarter valued at about $2,836,310,000. 84.99% of the stock is currently owned by institutional investors and hedge funds.

Texas Instruments News Roundup

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

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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.