Texas Instruments (NASDAQ:TXN) Earns “Buy” Rating from Rosenblatt Securities

Texas Instruments (NASDAQ:TXN)‘s stock had its “buy” rating reissued by equities researchers at Rosenblatt Securities in a report issued on Thursday,Benzinga reports. They currently have a $240.00 price target on the semiconductor company’s stock. Rosenblatt Securities’ target price indicates a potential upside of 8.38% from the stock’s previous close.

Other analysts also recently issued research reports about the stock. Stifel Nicolaus raised their price target on shares of Texas Instruments from $200.00 to $215.00 and gave the stock a “hold” rating in a research report on Wednesday, January 28th. TD Cowen raised their price objective on shares of Texas Instruments from $225.00 to $240.00 and gave the stock a “buy” rating in a report on Wednesday, January 28th. Susquehanna upped their target price on shares of Texas Instruments from $200.00 to $225.00 and gave the company a “positive” rating in a research note on Thursday, January 22nd. Mizuho increased their price target on shares of Texas Instruments from $145.00 to $160.00 and gave the stock an “underperform” rating in a research report on Wednesday, January 28th. Finally, Cantor Fitzgerald boosted their price objective on Texas Instruments from $190.00 to $225.00 and gave the company a “neutral” rating in a report on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, fourteen have issued a Hold rating and five have issued a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $212.92.

Texas Instruments Stock Down 1.1%

Shares of NASDAQ TXN opened at $221.44 on Thursday. The company has a debt-to-equity ratio of 0.83, a quick ratio of 2.83 and a current ratio of 4.35. Texas Instruments has a 1 year low of $139.95 and a 1 year high of $228.83. The stock’s 50-day simple moving average is $188.98 and its 200-day simple moving average is $182.98. The firm has a market cap of $201.20 billion, a price-to-earnings ratio of 40.71, a PEG ratio of 2.02 and a beta of 1.01.

Texas Instruments (NASDAQ:TXN) last issued its quarterly earnings results on Tuesday, January 27th. The semiconductor company reported $1.27 EPS for the quarter, missing analysts’ consensus estimates of $1.29 by ($0.02). Texas Instruments had a net margin of 28.28% and a return on equity of 30.44%. The business had revenue of $4.42 billion during the quarter, compared to analysts’ expectations of $4.44 billion. During the same period in the prior year, the company posted $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. As a group, equities analysts anticipate that Texas Instruments will post 5.35 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, Director Mark A. Blinn sold 3,144 shares of the stock in a transaction that occurred on Thursday, February 5th. The stock was sold at an average price of $221.58, for a total transaction of $696,647.52. Following the sale, the director directly owned 11,670 shares in the company, valued at approximately $2,585,838.60. This represents a 21.22% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Ronald Kirk sold 9,990 shares of the business’s 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 transaction, the director owned 14,937 shares of the company’s stock, 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 have sold a total of 17,134 shares of company stock valued at $3,153,014 over the last quarter. Company insiders own 0.57% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in the business. Associated Banc Corp increased its holdings in shares of Texas Instruments by 7.1% during the fourth quarter. Associated Banc Corp now owns 37,829 shares of the semiconductor company’s stock valued at $6,563,000 after purchasing an additional 2,520 shares during the period. Delta Financial Advisors LLC grew its position in Texas Instruments by 37.8% in the 4th quarter. Delta Financial Advisors LLC now owns 6,860 shares of the semiconductor company’s stock valued at $1,190,000 after buying an additional 1,883 shares in the last quarter. Americana Partners LLC increased its stake in Texas Instruments by 1.9% during the 4th quarter. Americana Partners LLC now owns 17,369 shares of the semiconductor company’s stock valued at $3,013,000 after buying an additional 316 shares during the period. Lloyd Advisory Services LLC. bought a new stake in shares of Texas Instruments during the 4th quarter worth about $93,000. Finally, Advisory Alpha LLC lifted its stake in shares of Texas Instruments by 24.1% in the 4th quarter. Advisory Alpha LLC now owns 3,038 shares of the semiconductor company’s stock worth $527,000 after acquiring an additional 589 shares during the period. Institutional investors and hedge funds 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: Announced acquisition of Silicon Labs for ~$7.5 billion — a definitive all-cash agreement that would supply volume for TI’s new 300mm fabs and is intended to drive substantial cost synergies and margin improvement. Deal announcement
• Positive Sentiment: Strong AI/data-center demand: management commentary and recent coverage highlight ~70% year-over-year growth in TI’s data-center power-management business — a high-margin market that helps offset softer industrial end markets. Bull case
• Positive Sentiment: Analyst support: Rosenblatt reaffirmed a “buy” rating with a $240 price target, signaling continued upside from some sell-side desks. Rosenblatt note
• Positive Sentiment: Improving cash generation and policy tailwinds — TI’s free cash flow recovery, falling capex expectations and CHIPS-act tax incentives improve the company’s ability to fund dividends, buybacks and M&A (supports valuation longer term).
• Neutral Sentiment: Earlier reports indicated TI was pursuing Silicon Labs prior to the deal — confirmational coverage continues while the transaction progresses toward close; watch timing and regulatory/close risks. Pursuit report
• Neutral Sentiment: Recent quarter: a slight EPS miss and modest revenue shortfall left some headline weakness, but management’s data-center strength and Q1 guidance range partially offset the pain — the earnings surprise is small and being judged in context.
• Negative Sentiment: Analyst downgrade: KeyCorp cut TXN from “strong-buy” to “hold,” which can pressure short-term sentiment and flows. KeyCorp/Zacks note
• Negative Sentiment: Insider selling: VP Ahmad Bahai sold 3,000 shares and director Mark Blinn sold 3,144 shares in early February (SEC filings). Multiple insider sales can be read negatively by some investors even if routine. Bahai Form 4 Blinn Form 4

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.