TD Cowen Lowers Texas Instruments (NASDAQ:TXN) Price Target to $340.00

Texas Instruments (NASDAQ:TXN) had its price objective cut by investment analysts at TD Cowen from $360.00 to $340.00 in a report released on Thursday,Benzinga reports. The brokerage currently has a “buy” rating on the semiconductor company’s stock. TD Cowen’s price target suggests a potential upside of 21.61% from the stock’s current price.

TXN has been the subject of several other reports. Bank of America increased their price target on Texas Instruments from $320.00 to $370.00 and gave the company a “buy” rating in a report on Tuesday, May 26th. Zacks Research cut shares of Texas Instruments from a “strong-buy” rating to a “hold” rating in a report on Friday, July 10th. HC Wainwright cut shares of Texas Instruments to a “neutral” rating in a research report on Friday, May 22nd. JPMorgan Chase & Co. lifted their price objective on shares of Texas Instruments from $227.00 to $280.00 and gave the company an “overweight” rating in a research note on Thursday, April 23rd. Finally, The Goldman Sachs Group increased their price target on Texas Instruments from $200.00 to $225.00 and gave the company a “sell” rating in a research note on Thursday. Fourteen investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and four have given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $308.40.

Texas Instruments Stock Down 1.9%

Shares of NASDAQ TXN opened at $279.58 on Thursday. The stock has a market cap of $254.44 billion, a PE ratio of 42.55, a price-to-earnings-growth ratio of 1.44 and a beta of 1.32. The business has a 50-day moving average price of $301.06 and a 200 day moving average price of $247.37. The company has a quick ratio of 2.94, a current ratio of 4.86 and a debt-to-equity ratio of 0.72. Texas Instruments has a 52-week low of $152.73 and a 52-week high of $334.03.

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

Insider Buying and Selling

In other Texas Instruments news, CFO Rafael R. Lizardi sold 47,734 shares of Texas Instruments stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $308.10, for a total transaction of $14,706,845.40. Following the completion of the transaction, the chief financial officer directly owned 85,485 shares of the company’s stock, valued at approximately $26,337,928.50. This trade represents a 35.83% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, VP Shanon J. Leonard sold 4,963 shares of the business’s stock in a transaction on Monday, May 11th. The stock was sold at an average price of $295.22, for a total value of $1,465,176.86. Following the completion of the transaction, the vice president directly owned 24,867 shares in the company, valued at approximately $7,341,235.74. This represents a 16.64% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 199,143 shares of company stock worth $56,959,010. Insiders own 0.60% of the company’s stock.

Hedge Funds Weigh In On Texas Instruments

A number of large investors have recently bought and sold shares of the company. Brighton Jones LLC lifted its stake in Texas Instruments by 33.4% in the 4th quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock valued at $3,158,000 after purchasing an additional 4,218 shares during the last quarter. Intech Investment Management LLC raised its position in shares of Texas Instruments by 12.8% in the 1st quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company’s stock valued at $1,632,000 after buying an additional 1,031 shares in the last quarter. Osterweis Capital Management Inc. grew its position in Texas Instruments by 1,810.0% in the second quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock valued at $40,000 after acquiring an additional 181 shares during the last quarter. Main Street Financial Solutions LLC increased its position in Texas Instruments by 1.7% during the 2nd quarter. Main Street Financial Solutions LLC now owns 7,417 shares of the semiconductor company’s stock worth $1,540,000 after purchasing an additional 126 shares in the last quarter. Finally, HUB Investment Partners LLC boosted its holdings in shares of Texas Instruments by 3.5% during the 2nd quarter. HUB Investment Partners LLC now owns 14,673 shares of the semiconductor company’s stock valued at $3,046,000 after acquiring an additional 496 shares in the last quarter. Institutional investors and hedge funds own 84.99% of the company’s stock.

Texas Instruments News Roundup

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.