Texas Instruments (NASDAQ:TXN) Stock Price Expected to Rise, JPMorgan Chase & Co. Analyst Says

Texas Instruments (NASDAQ:TXN) had its price objective boosted by stock analysts at JPMorgan Chase & Co. from $210.00 to $227.00 in a research note issued to investors on Wednesday,Benzinga reports. The firm presently has an “overweight” rating on the semiconductor company’s stock. JPMorgan Chase & Co.‘s target price suggests a potential upside of 3.67% from the stock’s previous close.

Other equities analysts also recently issued research reports about the stock. Wells Fargo & Company increased their price objective on shares of Texas Instruments from $185.00 to $215.00 and gave the company an “equal weight” rating in a research report on Wednesday. KeyCorp upped their price target on shares of Texas Instruments from $220.00 to $240.00 and gave the company an “overweight” rating in a research note on Wednesday. UBS Group raised their price target on shares of Texas Instruments from $245.00 to $260.00 and gave the stock a “buy” rating in a report on Wednesday. Cantor Fitzgerald boosted their price objective on shares of Texas Instruments from $190.00 to $225.00 and gave the company a “neutral” rating in a report on Wednesday. Finally, BNP Paribas Exane set a $190.00 target price on Texas Instruments and gave the company a “neutral” rating in a research report on Thursday, January 22nd. 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 stock. According to MarketBeat.com, Texas Instruments presently has a consensus rating of “Hold” and an average target price of $212.92.

Texas Instruments Price Performance

NASDAQ TXN opened at $218.97 on Wednesday. The firm’s fifty day simple moving average is $181.93 and its two-hundred day simple moving average is $182.76. The firm 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 current ratio of 4.35, a quick ratio of 2.90 and a debt-to-equity ratio of 0.83. Texas Instruments has a 12-month low of $139.95 and a 12-month high of $222.00.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings data 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). Texas Instruments had a return on equity of 30.44% and a net margin of 28.28%.The business had revenue of $4.42 billion during the quarter, compared to analyst estimates of $4.44 billion. During the same period in the previous year, the business earned $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. Analysts forecast that Texas Instruments will post 5.35 EPS for the current fiscal year.

Insider Activity at Texas Instruments

In other Texas Instruments news, Director Ronald Kirk sold 9,990 shares of the 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 in the company, valued at approximately $2,424,723.21. This represents a 40.08% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, VP Christine Witzsche sold 1,000 shares of the firm’s stock in a transaction that occurred on Thursday, November 13th. The shares were sold at an average price of $164.31, for a total value of $164,310.00. Following the completion of the sale, the vice president directly owned 20,821 shares in the company, valued at approximately $3,421,098.51. The trade was a 4.58% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.57% of the stock is owned by insiders.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in TXN. Brighton Jones LLC boosted its position in Texas Instruments by 33.4% during the fourth quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock worth $3,158,000 after acquiring an additional 4,218 shares during the last quarter. Intech Investment Management LLC boosted its holdings in shares of Texas Instruments by 12.8% during the 1st quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company’s stock worth $1,632,000 after purchasing an additional 1,031 shares during the last quarter. Sound Income Strategies LLC grew its position in shares of Texas Instruments by 13.0% in the second quarter. Sound Income Strategies LLC now owns 749 shares of the semiconductor company’s stock valued at $156,000 after purchasing an additional 86 shares in the last quarter. Venture Visionary Partners LLC grew its position in shares of Texas Instruments by 1.5% in the second quarter. Venture Visionary Partners LLC now owns 9,171 shares of the semiconductor company’s stock valued at $1,904,000 after purchasing an additional 135 shares in the last quarter. Finally, Janney Montgomery Scott LLC increased its holdings in shares of Texas Instruments by 16.7% in the second quarter. Janney Montgomery Scott LLC now owns 209,780 shares of the semiconductor company’s stock valued at $43,555,000 after purchasing an additional 29,950 shares during the last quarter. 84.99% of the stock is owned by institutional investors and hedge funds.

More 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.