Texas Instruments (NASDAQ:TXN) Stock Rating Upgraded by Bank of America

Texas Instruments (NASDAQ:TXN) was upgraded by equities research analysts at Bank of America from an “underperform” rating to a “neutral” rating in a report issued on Wednesday, Marketbeat reports. The brokerage currently has a $235.00 price target on the semiconductor company’s stock, up from their previous price target of $185.00. Bank of America‘s price objective would indicate a potential upside of 7.32% from the company’s current price.

Other research analysts have also issued research reports about the stock. Wells Fargo & Company raised their price objective on shares of Texas Instruments from $185.00 to $215.00 and gave the company an “equal weight” rating in a research note on Wednesday. Cantor Fitzgerald restated a “neutral” rating and set a $190.00 price target on shares of Texas Instruments in a report on Tuesday, December 16th. BNP Paribas Exane set a $190.00 price objective on Texas Instruments and gave the company a “neutral” rating in a research note on Thursday, January 22nd. Sanford C. Bernstein restated a “market perform” rating and set a $205.00 target price on shares of Texas Instruments in a research note on Wednesday. Finally, JPMorgan Chase & Co. reduced their target price on shares of Texas Instruments from $225.00 to $210.00 and set an “overweight” rating on the stock in a report on Wednesday, October 22nd. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, fourteen have given a Hold rating and five have issued a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $212.92.

Texas Instruments Trading Up 1.3%

TXN opened at $218.97 on Wednesday. Texas Instruments has a 52 week low of $139.95 and a 52 week high of $222.00. The company has a quick ratio of 2.90, a current ratio of 4.35 and a debt-to-equity ratio of 0.83. The business has a fifty day simple moving average of $181.93 and a 200-day simple moving average of $182.76. The firm has a market cap of $198.96 billion, a P/E ratio of 40.25, a P/E/G ratio of 3.36 and a beta of 1.00.

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

Insider Buying and Selling at Texas Instruments

In related news, Director Ronald Kirk sold 9,990 shares of the stock in a transaction 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 directly owned 14,937 shares of the company’s stock, valued at $2,424,723.21. This trade represents a 40.08% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, VP Christine Witzsche sold 1,000 shares of the business’s stock in a transaction on Thursday, November 13th. The shares were sold at an average price of $164.31, for a total transaction of $164,310.00. Following the completion of the sale, the vice president directly owned 20,821 shares of the company’s stock, valued at approximately $3,421,098.51. This trade represents a 4.58% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.57% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in TXN. High Point Wealth Management LLC acquired a new stake in shares of Texas Instruments in the fourth quarter valued at approximately $25,000. Strategic Wealth Investment Group LLC acquired a new stake in Texas Instruments during the 2nd quarter worth $25,000. Pacifica Partners Inc. grew its position in Texas Instruments by 85.2% during the 3rd quarter. Pacifica Partners Inc. now owns 150 shares of the semiconductor company’s stock worth $27,000 after purchasing an additional 69 shares during the last quarter. Grey Fox Wealth Advisors LLC purchased a new position in Texas Instruments during the 3rd quarter worth $29,000. Finally, Nvest Wealth Strategies Inc. acquired a new position in Texas Instruments in the fourth quarter valued at $33,000. Hedge funds and other institutional investors 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: Management guided Q1 revenue and EPS above consensus, citing strengthening analog demand and a 64% year‑over‑year jump in Data Center revenue — the outlook is driving the rally. Texas Instruments shares jump as first-quarter outlook signals robust AI data center demand
• Positive Sentiment: Wall Street is re‑rating TXN: multiple firms raised price targets and some upgraded coverage after the update, supporting further upside expectations. Why Texas Instruments’ 2026 Outlook Has Wall Street Re-Rating It
• Positive Sentiment: Unusual options activity: traders bought roughly 394,956 call options (a ~1,795% increase vs. typical call volume) — a sign of speculative bullish positioning that can amplify intraday moves.
• Positive Sentiment: Capital returns remain attractive — steady buybacks and a ~2.7%+ dividend yield, plus a planned capital‑management webcast, reassure income-oriented investors. TI to webcast capital management presentation
• Neutral Sentiment: Seeking Alpha and other research note that data‑center revenue has grown for several quarters and could remain a multi‑quarter growth driver, though margin dynamics warrant monitoring. Texas Instruments Q4 2025 Update
• Neutral Sentiment: Momentum‑style writeups (Zacks, others) highlight improving earnings momentum and technical strength — useful for traders, but these stories reflect market sentiment more than new fundamentals. What Makes Texas Instruments (TXN) a Strong Momentum Stock: Buy Now?
• Negative Sentiment: Q4 results slightly missed EPS and revenue estimates (GAAP EPS miss tied partly to a non‑cash impairment). Investors are accepting the miss because guidance was strong, but the underlying EPS miss remains a datapoint to watch. Texas Instruments Q4 Earnings Miss Estimates, Revenues Rise Y/Y
• Negative Sentiment: The “Other” segment fell sharply (~34% YoY). It’s small (≈3% of revenue) today, but a longer‑lasting decline there would be a headwind if core segments slow.

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.