Texas Instruments (NASDAQ:TXN) Stock Price Expected to Rise, Rosenblatt Securities Analyst Says

Texas Instruments (NASDAQ:TXN) had its price objective raised by equities research analysts at Rosenblatt Securities from $200.00 to $240.00 in a report issued on Wednesday,Benzinga reports. The brokerage presently has a “buy” rating on the semiconductor company’s stock. Rosenblatt Securities’ price target suggests a potential upside of 9.60% from the stock’s current price.

TXN has been the topic of several other research reports. Bank of America raised shares of Texas Instruments from an “underperform” rating to a “neutral” rating and raised their price objective for the company from $185.00 to $235.00 in a research report on Wednesday. BNP Paribas Exane set a $190.00 price target on shares of Texas Instruments and gave the company a “neutral” rating in a report on Thursday, January 22nd. 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. TD Cowen increased their target price on shares of Texas Instruments from $225.00 to $240.00 and gave the stock a “buy” rating in a research report on Wednesday. Finally, Wells Fargo & Company raised their target price on Texas Instruments from $185.00 to $215.00 and gave the company an “equal weight” rating in a report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, fourteen have given a Hold rating and five have given a Sell rating to the stock. According to MarketBeat, the company 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. The firm has a market cap of $198.96 billion, a price-to-earnings ratio of 40.25, a P/E/G ratio of 3.36 and a beta of 1.00. Texas Instruments has a 1 year low of $139.95 and a 1 year high of $222.00. The company has a current ratio of 4.35, a quick ratio of 2.90 and a debt-to-equity ratio of 0.83. The business has a fifty day simple moving average of $181.93 and a 200 day simple moving average of $182.76.

Texas Instruments (NASDAQ:TXN) last issued its earnings results on Tuesday, January 27th. The semiconductor company reported $1.27 earnings per share for the quarter, missing the consensus estimate of $1.29 by ($0.02). Texas Instruments had a return on equity of 30.44% and a net margin of 28.28%.The firm 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 company earned $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. As a group, sell-side analysts predict that Texas Instruments will post 5.35 earnings per share for the current fiscal year.

Insider Transactions at Texas Instruments

In related news, VP Christine Witzsche sold 1,000 shares of the business’s stock in a transaction dated 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. The trade was a 4.58% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Ronald Kirk sold 9,990 shares of the stock in a transaction that occurred 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 sale, the director owned 14,937 shares of the company’s stock, valued at approximately $2,424,723.21. The trade was 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

A number of institutional investors and hedge funds have recently bought and sold shares of TXN. Strategic Wealth Investment Group LLC acquired a new stake in Texas Instruments in the 2nd quarter worth $25,000. High Point Wealth Management LLC acquired a new position in shares of Texas Instruments during the fourth quarter valued at about $25,000. Pacifica Partners Inc. lifted its stake in shares of Texas Instruments by 85.2% in the third quarter. Pacifica Partners Inc. now owns 150 shares of the semiconductor company’s stock valued at $27,000 after buying an additional 69 shares during the period. Grey Fox Wealth Advisors LLC acquired a new stake in Texas Instruments during the third quarter worth about $29,000. Finally, Nvest Wealth Strategies Inc. bought a new position in Texas Instruments during the fourth quarter valued at about $33,000. Institutional investors own 84.99% of the company’s stock.

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.

Texas Instruments Company Profile

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.