JPMorgan Chase & Co. Boosts Texas Instruments (NASDAQ:TXN) Price Target to $340.00

Texas Instruments (NASDAQ:TXN) had its target price lifted by investment analysts at JPMorgan Chase & Co. from $280.00 to $340.00 in a research note issued on Thursday,Benzinga reports. The brokerage presently has an “overweight” rating on the semiconductor company’s stock. JPMorgan Chase & Co.‘s price objective would indicate a potential upside of 21.61% from the company’s current price.

TXN has been the topic of a number of other reports. Mizuho lifted their price target on Texas Instruments from $300.00 to $305.00 and gave the stock a “neutral” rating in a research note on Thursday. Evercore reissued an “outperform” rating and set a $330.00 price target on shares of Texas Instruments in a research report on Thursday. Benchmark upped their price objective on shares of Texas Instruments from $315.00 to $360.00 and gave the company a “buy” rating in a research note on Thursday. HC Wainwright cut Texas Instruments to a “neutral” rating in a research note on Friday, May 22nd. Finally, Sanford C. Bernstein upped their price target on Texas Instruments from $250.00 to $290.00 and gave the company a “market perform” rating in a research report on Thursday. Fourteen investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and four have assigned a Sell rating to the stock. According to MarketBeat, Texas Instruments presently has a consensus rating of “Hold” and an average price target of $308.40.

Texas Instruments Price Performance

Shares of Texas Instruments stock opened at $279.58 on Thursday. The company has a debt-to-equity ratio of 0.72, a quick ratio of 2.94 and a current ratio of 4.86. The stock has a market capitalization of $254.44 billion, a price-to-earnings ratio of 42.55, a price-to-earnings-growth ratio of 1.44 and a beta of 1.32. The company has a fifty day moving average of $301.06 and a 200-day moving average of $247.37. Texas Instruments has a 52-week low of $152.73 and a 52-week high of $334.03.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.91 by $0.23. The business had revenue of $5.46 billion during the quarter, compared to analyst estimates of $5.26 billion. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. The company’s revenue was up 22.8% on a year-over-year basis. During the same period in the prior year, the business posted $1.41 earnings per share. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. Equities research analysts expect that Texas Instruments will post 7.78 EPS for the current year.

Insider Transactions at Texas Instruments

In other Texas Instruments news, VP Mark Gary sold 13,689 shares of Texas Instruments stock in a transaction dated Thursday, April 30th. The shares were sold at an average price of $279.25, for a total value of $3,822,653.25. Following the completion of the transaction, the vice president directly owned 45,547 shares of the company’s stock, valued at approximately $12,718,999.75. The trade was a 23.11% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, VP Mark T. Roberts sold 28,080 shares of the company’s stock in a transaction that occurred on Thursday, April 30th. The stock was sold at an average price of $280.34, for a total transaction of $7,871,947.20. Following the completion of the transaction, the vice president owned 53,809 shares in the company, valued at approximately $15,084,815.06. This represents a 34.29% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 199,143 shares of company stock worth $56,959,010 over the last quarter. Corporate insiders own 0.60% of the company’s stock.

Hedge Funds Weigh In On Texas Instruments

Hedge funds have recently added to or reduced their stakes in the company. Ballast Inc. raised its stake in shares of Texas Instruments by 3.1% in the second quarter. Ballast Inc. now owns 8,827 shares of the semiconductor company’s stock worth $2,631,000 after purchasing an additional 268 shares during the last quarter. Regent Peak Wealth Advisors LLC raised its position in Texas Instruments by 3.5% in the 2nd quarter. Regent Peak Wealth Advisors LLC now owns 2,853 shares of the semiconductor company’s stock worth $850,000 after buying an additional 97 shares during the last quarter. Annex Advisory Services LLC raised its position in Texas Instruments by 2.6% in the 2nd quarter. Annex Advisory Services LLC now owns 6,857 shares of the semiconductor company’s stock worth $2,044,000 after buying an additional 177 shares during the last quarter. Insight Wealth Strategies LLC bought a new position in Texas Instruments during the 2nd quarter valued at about $245,000. Finally, Magnolia Capital Management Ltd. purchased a new stake in shares of Texas Instruments during the 2nd quarter valued at about $259,000. 84.99% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Texas Instruments

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

• Positive Sentiment: Rosenblatt Securities raised its price target to $350 and kept a buy rating, while JPMorgan, TD Cowen, and KeyCorp also reiterated bullish views and lifted targets, suggesting analysts see further upside after the earnings beat. Article
• Positive Sentiment: Texas Instruments reported Q2 earnings of $2.14 per share on revenue of $5.46 billion, both above estimates, with revenue up 22.8% year over year and management issuing stronger forward guidance tied to industrial, data center, and automotive demand.
• Positive Sentiment: Commentary highlighted improving inventory levels, broad demand recovery, and strong free cash flow, all of which support the long-term investment case for TXN.
• Neutral Sentiment: Several articles framed TXN as a strong growth, wide-moat, or undervalued stock, reinforcing a constructive but largely unchanged fundamental outlook.
• Negative Sentiment: The broader semiconductor group has pulled back as investors rotate out of AI chip winners, unwind leveraged trades, and take profits after a powerful run, pressuring TXN along with the rest of the sector.
• Negative Sentiment: Despite the earnings beat and raised outlook, the stock sold off after the report, suggesting expectations were already very high and leaving little room for short-term disappointment.

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.