Jefferies Financial Group Boosts Texas Instruments (NASDAQ:TXN) Price Target to $210.00

Texas Instruments (NASDAQ:TXN) had its price objective hoisted by investment analysts at Jefferies Financial Group from $180.00 to $210.00 in a report issued on Wednesday,Benzinga reports. The brokerage currently has a “hold” rating on the semiconductor company’s stock. Jefferies Financial Group’s price objective would suggest a potential downside of 4.10% from the company’s previous close.

A number of other equities analysts have also recently weighed in on the stock. Exane BNP Paribas raised shares of Texas Instruments from a “strong sell” rating to a “hold” rating in a research note on Thursday, January 22nd. Barclays set a $175.00 target price on shares of Texas Instruments in a report on Wednesday. Robert W. Baird set a $225.00 price target on shares of Texas Instruments in a research report on Wednesday. Truist Financial upped their price target on Texas Instruments from $195.00 to $225.00 and gave the stock a “hold” rating in a report on Wednesday. Finally, Sanford C. Bernstein reaffirmed a “market perform” rating and set a $205.00 price objective on shares of Texas Instruments in a report on Wednesday. One analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, fourteen have issued a Hold rating and five have issued a Sell rating to the company’s stock. According to data from MarketBeat, Texas Instruments presently has a consensus rating of “Hold” and an average target price of $212.92.

Texas Instruments Price Performance

Shares of NASDAQ:TXN opened at $218.97 on Wednesday. Texas Instruments has a 52 week low of $139.95 and a 52 week high of $222.00. The company has a 50-day moving average price of $181.93 and a 200 day moving average price of $182.76. The company 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 (NASDAQ:TXN) last issued its earnings results 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 business had revenue of $4.42 billion for 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 period last year, the company posted $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. Research analysts predict that Texas Instruments will post 5.35 earnings per share for the current year.

Insider Buying and Selling at Texas Instruments

In other Texas Instruments news, VP Christine Witzsche sold 1,000 shares of the firm’s stock in a transaction on Thursday, November 13th. The stock was sold at an average price of $164.31, for a total transaction 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 trade represents a 4.58% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Ronald Kirk sold 9,990 shares of the company’s stock in a transaction 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 completion of the sale, the director owned 14,937 shares in the company, valued at $2,424,723.21. This represents a 40.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.57% of the company’s stock.

Hedge Funds Weigh In On Texas Instruments

Several institutional investors and hedge funds have recently modified their holdings of TXN. High Point Wealth Management LLC acquired a new stake in shares of Texas Instruments during the 4th quarter worth $25,000. Strategic Wealth Investment Group LLC purchased a new stake in Texas Instruments during the second quarter valued at about $25,000. Pacifica Partners Inc. increased its stake in Texas Instruments by 85.2% during the third quarter. Pacifica Partners Inc. now owns 150 shares of the semiconductor company’s stock worth $27,000 after acquiring an additional 69 shares during the last quarter. Grey Fox Wealth Advisors LLC purchased a new position in shares of Texas Instruments in the 3rd quarter worth about $29,000. Finally, Nvest Wealth Strategies Inc. acquired a new position in shares of Texas Instruments in the 4th quarter valued at about $33,000. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Key Headlines Impacting 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.