Mizuho Increases Texas Instruments (NASDAQ:TXN) Price Target to $160.00

Texas Instruments (NASDAQ:TXN) had its target price boosted by stock analysts at Mizuho from $145.00 to $160.00 in a note issued to investors on Wednesday, MarketBeat Ratings reports. The brokerage currently has an “underperform” rating on the semiconductor company’s stock. Mizuho’s target price would indicate a potential downside of 26.93% from the stock’s current price.

Several other equities analysts have also issued reports on TXN. Cantor Fitzgerald reiterated a “neutral” rating and issued a $190.00 price target on shares of Texas Instruments in a research note on Tuesday, December 16th. Bank of America raised shares of Texas Instruments from an “underperform” rating to a “neutral” rating and boosted their target price for the stock from $185.00 to $235.00 in a report on Wednesday. UBS Group set a $245.00 price target on Texas Instruments and gave the company a “buy” rating in a research report on Wednesday, October 22nd. The Goldman Sachs Group lowered shares of Texas Instruments from a “buy” rating to a “sell” rating and reduced their price objective for the company from $200.00 to $156.00 in a research note on Monday, December 15th. Finally, Exane BNP Paribas upgraded Texas Instruments from a “strong sell” rating to a “hold” rating in a research report on Thursday, January 22nd. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, fourteen have issued a Hold rating and five have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $212.92.

Texas Instruments Stock Performance

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

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

Insider Activity

In related news, VP Christine Witzsche sold 1,000 shares of the company’s stock in a transaction dated Thursday, November 13th. The shares were sold at an average price of $164.31, for a total value of $164,310.00. Following the sale, the vice president owned 20,821 shares in the company, valued at $3,421,098.51. This represents a 4.58% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Ronald Kirk sold 9,990 shares of the firm’s stock in a transaction dated Monday, November 24th. The shares were sold at an average price of $162.33, for a total transaction of $1,621,676.70. Following the completion of the transaction, the director directly owned 14,937 shares in the company, valued at approximately $2,424,723.21. The trade was a 40.08% decrease in their position. The SEC filing for this sale provides additional information. Insiders own 0.57% of the company’s stock.

Institutional Investors Weigh In On Texas Instruments

A number of institutional investors and hedge funds have recently bought and sold shares of TXN. High Point Wealth Management LLC purchased a new position in Texas Instruments during the 4th quarter worth $25,000. Strategic Wealth Investment Group LLC bought a new position in shares of Texas Instruments during the second quarter valued at about $25,000. Pacifica Partners Inc. boosted its holdings in Texas Instruments by 85.2% during the third 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 third quarter worth about $29,000. Finally, Nvest Wealth Strategies Inc. bought a new stake in Texas Instruments in the 4th quarter worth about $33,000. 84.99% of the stock is owned by hedge funds and other institutional investors.

Texas Instruments News Roundup

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.