TD Cowen Boosts Texas Instruments (NASDAQ:TXN) Price Target to $240.00

Texas Instruments (NASDAQ:TXN) had its target price upped by TD Cowen from $225.00 to $240.00 in a research report issued on Wednesday, Marketbeat reports. The brokerage presently has a “buy” rating on the semiconductor company’s stock. TD Cowen’s price target suggests a potential upside of 9.60% from the company’s current price.

TXN has been the topic of several other research reports. Robert W. Baird set a $195.00 price objective on Texas Instruments and gave the stock an “outperform” rating in a report on Wednesday, October 22nd. Truist Financial lifted their target price on shares of Texas Instruments from $175.00 to $195.00 and gave the stock a “hold” rating in a research report on Friday, December 19th. Mizuho set a $145.00 price target on shares of Texas Instruments in a research report on Wednesday, October 22nd. Wells Fargo & Company raised their price objective on shares of Texas Instruments from $170.00 to $185.00 and gave the stock an “equal weight” rating in a research note on Thursday, January 15th. Finally, Stifel Nicolaus boosted their target price on shares of Texas Instruments from $170.00 to $200.00 and gave the company a “hold” rating in a research note on Friday, January 16th. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, fourteen have assigned a Hold rating and five have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $212.92.

Texas Instruments Price Performance

NASDAQ TXN opened at $218.97 on Wednesday. Texas Instruments has a 1 year low of $139.95 and a 1 year high of $222.00. The business’s fifty day moving average is $181.93 and its two-hundred day moving average is $182.76. The stock has a market capitalization of $198.96 billion, a P/E ratio of 40.25, a P/E/G ratio of 3.36 and a beta of 1.00. The company has a debt-to-equity ratio of 0.83, a quick ratio of 2.90 and a current ratio of 4.35.

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 company had revenue of $4.42 billion during the quarter, compared to analyst estimates 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 firm earned $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. On average, research analysts forecast that Texas Instruments will post 5.35 earnings per share for the current fiscal year.

Insider Activity at Texas Instruments

In other news, VP Christine Witzsche sold 1,000 shares of the 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 transaction, the vice president owned 20,821 shares in the company, valued at $3,421,098.51. This represents a 4.58% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Ronald Kirk sold 9,990 shares of the firm’s stock in a transaction on Monday, November 24th. The shares were 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 in the company, valued at $2,424,723.21. This represents a 40.08% decrease in their position. The SEC filing for this sale provides additional information. Insiders own 0.57% of the company’s stock.

Hedge Funds Weigh In On Texas Instruments

Several hedge funds have recently bought and sold shares of TXN. High Point Wealth Management LLC acquired a new position in shares of Texas Instruments during the 4th quarter valued at about $25,000. Strategic Wealth Investment Group LLC acquired a new stake in Texas Instruments in the 2nd quarter worth approximately $25,000. Pacifica Partners Inc. boosted its position 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 purchasing an additional 69 shares during the period. Grey Fox Wealth Advisors LLC acquired a new position in Texas Instruments during the third quarter valued at approximately $29,000. Finally, Nvest Wealth Strategies Inc. acquired a new stake in shares of Texas Instruments in the fourth quarter worth $33,000. 84.99% of the stock is owned by institutional investors and hedge funds.

Key Texas Instruments News

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.