Benchmark Forecasts Strong Price Appreciation for Texas Instruments (NASDAQ:TXN) Stock

Texas Instruments (NASDAQ:TXN) had its target price lifted by investment analysts at Benchmark from $220.00 to $250.00 in a research note issued to investors on Wednesday, Marketbeat Ratings reports. The firm currently has a “buy” rating on the semiconductor company’s stock. Benchmark’s target price would indicate a potential upside of 14.17% from the company’s previous close.

Other equities research analysts have also recently issued reports about the stock. JPMorgan Chase & Co. lowered their price objective on shares of Texas Instruments from $225.00 to $210.00 and set an “overweight” rating for the company in a research report on Wednesday, October 22nd. The Goldman Sachs Group downgraded shares of Texas Instruments from a “buy” rating to a “sell” rating and decreased their price target for the company from $200.00 to $156.00 in a research note on Monday, December 15th. Citigroup reissued a “buy” rating on shares of Texas Instruments in a research note on Thursday, January 15th. Sanford C. Bernstein reaffirmed a “market perform” rating and set a $205.00 target price on shares of Texas Instruments in a research report on Wednesday. Finally, BNP Paribas Exane set a $190.00 target price on Texas Instruments and gave the stock a “neutral” rating in a report on Thursday, January 22nd. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, fourteen have assigned a Hold rating and five have assigned a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $212.92.

Texas Instruments Price Performance

TXN opened at $218.97 on Wednesday. The business has a fifty day moving average of $181.93 and a 200 day moving average of $182.76. The stock has a market cap of $198.96 billion, a P/E ratio of 40.25, a PEG ratio of 3.36 and a beta of 1.00. The company has a quick ratio of 2.90, a current ratio of 4.35 and a debt-to-equity ratio of 0.83. Texas Instruments has a 52-week low of $139.95 and a 52-week high of $222.00.

Texas Instruments (NASDAQ:TXN) last released 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 during the quarter, compared to analysts’ expectations 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 in the previous year, the business earned $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. As a group, sell-side analysts anticipate that Texas Instruments will post 5.35 EPS for the current year.

Insider Activity

In other news, VP Christine Witzsche sold 1,000 shares of the firm’s stock in a transaction dated Thursday, November 13th. The shares were sold at an average price of $164.31, for a total value of $164,310.00. Following the sale, the vice president directly owned 20,821 shares in the company, valued at approximately $3,421,098.51. This trade represents a 4.58% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Ronald Kirk sold 9,990 shares of the business’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 transaction, the director owned 14,937 shares of the company’s stock, valued at approximately $2,424,723.21. This trade represents 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 insiders.

Hedge Funds Weigh In On Texas Instruments

Several institutional investors and hedge funds have recently bought and sold shares of the company. 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 worth $31,469,000 after acquiring an additional 3,840 shares in the last quarter. Jennison Associates LLC raised its position in shares of Texas Instruments by 35.1% in the 2nd quarter. Jennison Associates LLC now owns 2,992,090 shares of the semiconductor company’s stock valued at $621,218,000 after purchasing an additional 777,619 shares during the last quarter. Howard Capital Management Inc. raised its position 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 purchasing an additional 2,709 shares during the last quarter. Invesco Ltd. boosted its stake in Texas Instruments by 3.3% in the 2nd quarter. Invesco Ltd. now owns 14,068,306 shares of the semiconductor company’s stock worth $2,920,862,000 after purchasing an additional 443,738 shares in the last quarter. Finally, Vanguard Group Inc. grew its position 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 purchasing an additional 1,426,360 shares during the last quarter. 84.99% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Texas Instruments

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

• Positive Sentiment: Management guided Q1 revenue and EPS above consensus, citing strengthening analog demand and a 64% year‑over‑year jump in Data Center revenue — the outlook is driving the rally. Texas Instruments shares jump as first-quarter outlook signals robust AI data center demand
• Positive Sentiment: Wall Street is re‑rating TXN: multiple firms raised price targets and some upgraded coverage after the update, supporting further upside expectations. Why Texas Instruments’ 2026 Outlook Has Wall Street Re-Rating It
• Positive Sentiment: Unusual options activity: traders bought roughly 394,956 call options (a ~1,795% increase vs. typical call volume) — a sign of speculative bullish positioning that can amplify intraday moves.
• Positive Sentiment: Capital returns remain attractive — steady buybacks and a ~2.7%+ dividend yield, plus a planned capital‑management webcast, reassure income-oriented investors. TI to webcast capital management presentation
• Neutral Sentiment: Seeking Alpha and other research note that data‑center revenue has grown for several quarters and could remain a multi‑quarter growth driver, though margin dynamics warrant monitoring. Texas Instruments Q4 2025 Update
• Neutral Sentiment: Momentum‑style writeups (Zacks, others) highlight improving earnings momentum and technical strength — useful for traders, but these stories reflect market sentiment more than new fundamentals. What Makes Texas Instruments (TXN) a Strong Momentum Stock: Buy Now?
• Negative Sentiment: Q4 results slightly missed EPS and revenue estimates (GAAP EPS miss tied partly to a non‑cash impairment). Investors are accepting the miss because guidance was strong, but the underlying EPS miss remains a datapoint to watch. Texas Instruments Q4 Earnings Miss Estimates, Revenues Rise Y/Y
• Negative Sentiment: The “Other” segment fell sharply (~34% YoY). It’s small (≈3% of revenue) today, but a longer‑lasting decline there would be a headwind if core segments slow.

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.