Texas Instruments (NASDAQ:TXN) Upgraded at Wall Street Zen

Texas Instruments (NASDAQ:TXN) was upgraded by equities research analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a research note issued on Saturday.

Several other research analysts also recently commented on the company. Robert W. Baird raised their price objective on Texas Instruments from $225.00 to $300.00 and gave the stock an “outperform” rating in a report on Thursday, April 23rd. Stifel Nicolaus upped their target price on Texas Instruments from $340.00 to $360.00 and gave the stock a “buy” rating in a report on Wednesday, June 24th. Susquehanna reissued a “positive” rating and set a $300.00 price target on shares of Texas Instruments in a research report on Thursday, April 23rd. Wolfe Research restated an “outperform” rating and set a $315.00 price target on shares of Texas Instruments in a research note on Thursday, April 23rd. Finally, Bank of America lifted their price objective on Texas Instruments from $320.00 to $370.00 and gave the company a “buy” rating in a report on Tuesday, May 26th. Thirteen analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and four have given a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Hold” and an average target price of $281.84.

Texas Instruments Price Performance

Shares of TXN stock opened at $284.02 on Friday. The company has a market capitalization of $258.48 billion, a P/E ratio of 48.63, a P/E/G ratio of 1.45 and a beta of 1.32. The company’s 50-day simple moving average is $302.59 and its two-hundred day simple moving average is $243.46. Texas Instruments has a one year low of $152.73 and a one year high of $334.03. The company has a debt-to-equity ratio of 0.77, a current ratio of 4.46 and a quick ratio of 2.94.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share for the quarter, beating the consensus estimate of $1.37 by $0.31. The firm had revenue of $4.83 billion during the quarter, compared to the consensus estimate of $4.85 billion. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The company’s revenue was up 18.6% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.23 earnings per share. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. As a group, equities analysts anticipate that Texas Instruments will post 7.7 EPS for the current year.

Insider Activity

In other Texas Instruments news, CEO Haviv Ilan sold 20,000 shares of the business’s stock in a transaction dated Monday, May 4th. The stock was sold at an average price of $280.32, for a total transaction of $5,606,400.00. Following the sale, the chief executive officer owned 204,339 shares in the company, valued at approximately $57,280,308.48. The trade was a 8.92% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Rafael R. Lizardi sold 47,734 shares of the company’s stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $308.10, for a total transaction of $14,706,845.40. Following the completion of the sale, the chief financial officer directly owned 85,485 shares in the company, valued at $26,337,928.50. This trade represents a 35.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 303,475 shares of company stock valued at $85,666,638. 0.60% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Texas Instruments

A number of large investors have recently bought and sold shares of the business. Swiss Life Asset Management Ltd lifted its position in shares of Texas Instruments by 10.1% during the fourth quarter. Swiss Life Asset Management Ltd now owns 555,199 shares of the semiconductor company’s stock worth $96,321,000 after purchasing an additional 50,808 shares in the last quarter. OVERSEA CHINESE BANKING Corp Ltd acquired a new position in shares of Texas Instruments in the fourth quarter valued at approximately $640,000. K.J. Harrison & Partners Inc acquired a new position in shares of Texas Instruments in the fourth quarter valued at approximately $1,735,000. Thrivent Financial for Lutherans increased its stake in Texas Instruments by 126.0% during the 4th quarter. Thrivent Financial for Lutherans now owns 150,454 shares of the semiconductor company’s stock worth $26,114,000 after buying an additional 83,884 shares during the period. Finally, RNC Capital Management LLC purchased a new stake in Texas Instruments during the 4th quarter worth approximately $2,751,000. Institutional investors and hedge funds own 84.99% of the company’s stock.

Trending Headlines about Texas Instruments

Here are the key news stories impacting Texas Instruments this week:

• Positive Sentiment: Multiple reports suggest TXN could beat Q2 earnings estimates as demand improves across analog and embedded chips, especially in industrial, data center, and automotive markets. That strengthens the case for an earnings-driven rally. TXN Likely to Beat Q2 Earnings Estimates: How to Play the Stock?
• Positive Sentiment: Texas Instruments declared a quarterly dividend of $1.42 per share, reinforcing its appeal as an income stock and highlighting the company’s long record of returning cash to shareholders. Texas Instruments board declares third quarter 2026 quarterly dividend
• Positive Sentiment: TXN was also named to a Zacks Rank #1 (Strong Buy) income stocks list, which may be supporting investor sentiment around the stock’s dividend quality and relative defensiveness. Best Income Stocks to Buy for July 17th
• Neutral Sentiment: Analyst coverage remains constructive, with KeyCorp maintaining an Overweight rating and a $390 price target, implying Wall Street still sees upside if execution stays strong. Analysts Have Conflicting Sentiments on These Technology Companies: Texas Instruments (TXN) and ASMPT Ltd (OtherASMVF)
• Negative Sentiment: One analyst note called TXN a “dangerous setup” into Q2 earnings, arguing expectations are elevated and the stock already reflects a bullish inflection in margins, free cash flow, and growth. That raises the risk of disappointment if results are merely solid rather than exceptional. Texas Instruments: Dangerous Setup Into Q2 Earnings

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.