Rosenblatt Securities Increases Texas Instruments (NASDAQ:TXN) Price Target to $350.00

Texas Instruments (NASDAQ:TXN) had its price target hoisted by research analysts at Rosenblatt Securities from $330.00 to $350.00 in a note issued to investors on Friday,Benzinga reports. The firm currently has a “buy” rating on the semiconductor company’s stock. Rosenblatt Securities’ target price suggests a potential upside of 25.19% from the stock’s previous close.

A number of other equities analysts have also recently commented on TXN. Stifel Nicolaus lifted their price objective on shares of Texas Instruments from $340.00 to $360.00 and gave the stock a “buy” rating in a research note on Wednesday, June 24th. UBS Group restated a “buy” rating and set a $380.00 target price on shares of Texas Instruments in a research report on Thursday. Mizuho increased their price target on shares of Texas Instruments from $300.00 to $305.00 and gave the company a “neutral” rating in a report on Thursday. Weiss Ratings upgraded Texas Instruments from a “hold (c)” rating to a “hold (c+)” rating in a research report on Wednesday, May 6th. Finally, Jefferies Financial Group raised Texas Instruments from a “hold” rating to a “buy” rating in a research note on Friday, May 22nd. Fourteen research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and four have given a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $308.40.

Texas Instruments Stock Down 1.9%

NASDAQ TXN opened at $279.58 on Friday. The stock has a 50 day moving average price of $301.06 and a 200-day moving average price of $247.37. 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 0.72, a quick ratio of 2.94 and a current ratio of 4.86. The company has a market capitalization of $254.44 billion, a P/E ratio of 42.55, a P/E/G ratio of 1.41 and a beta of 1.32.

Texas Instruments (NASDAQ:TXN) last announced its quarterly earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share for the quarter, topping the consensus estimate of $1.91 by $0.23. The company had revenue of $5.46 billion for the quarter, compared to analysts’ expectations of $5.26 billion. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. Texas Instruments’s quarterly revenue was up 22.8% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.41 earnings per share. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. As a group, equities analysts predict that Texas Instruments will post 8.17 EPS for the current fiscal year.

Insider Transactions at Texas Instruments

In related news, Director Carrie Smith Cox sold 8,838 shares of Texas Instruments stock in a transaction dated Wednesday, May 13th. The shares were sold at an average price of $306.41, for a total transaction of $2,708,051.58. Following the completion of the transaction, the director directly owned 37,626 shares of the company’s stock, valued at approximately $11,528,982.66. The trade was a 19.02% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, VP Ahmad Bahai sold 5,000 shares of the company’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $309.13, for a total transaction of $1,545,650.00. Following the transaction, the vice president owned 42,519 shares in the company, valued at $13,143,898.47. The trade was a 10.52% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 199,143 shares of company stock worth $56,959,010. 0.60% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Texas Instruments

Hedge funds and other institutional investors have recently modified their holdings of the business. HBW Advisory Services LLC lifted its holdings in shares of Texas Instruments by 2.2% during the 1st quarter. HBW Advisory Services LLC now owns 1,730 shares of the semiconductor company’s stock valued at $336,000 after purchasing an additional 37 shares during the last quarter. Montz Harcus Wealth Management LLC grew its stake in Texas Instruments by 2.9% during the 1st quarter. Montz Harcus Wealth Management LLC now owns 1,338 shares of the semiconductor company’s stock worth $260,000 after buying an additional 38 shares during the last quarter. Livforsakringsbolaget Skandia Omsesidigt increased its position in Texas Instruments by 0.6% during the 1st quarter. Livforsakringsbolaget Skandia Omsesidigt now owns 5,960 shares of the semiconductor company’s stock valued at $1,157,000 after buying an additional 38 shares in the last quarter. Absher Wealth Management LLC raised its stake in Texas Instruments by 1.0% in the first quarter. Absher Wealth Management LLC now owns 4,223 shares of the semiconductor company’s stock valued at $820,000 after buying an additional 42 shares during the last quarter. Finally, Severin Investments LLC raised its stake in Texas Instruments by 3.3% in the first quarter. Severin Investments LLC now owns 1,349 shares of the semiconductor company’s stock valued at $262,000 after buying an additional 43 shares during the last quarter. 84.99% of the stock is currently owned by hedge funds and other institutional investors.

Texas Instruments News Summary

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.

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.