Stifel Nicolaus Increases Texas Instruments (NASDAQ:TXN) Price Target to $215.00

Texas Instruments (NASDAQ:TXN) had its target price boosted by equities researchers at Stifel Nicolaus from $200.00 to $215.00 in a report released on Wednesday, Marketbeat Ratings reports. The brokerage presently has a “hold” rating on the semiconductor company’s stock. Stifel Nicolaus’ price objective would indicate a potential downside of 1.81% from the company’s current price.

TXN has been the subject of a number of other research reports. Barclays reissued an “underweight” rating and set a $140.00 price objective on shares of Texas Instruments in a research report on Thursday, January 15th. Sanford C. Bernstein reaffirmed a “market perform” rating and set a $205.00 price target on shares of Texas Instruments in a research note on Wednesday. Weiss Ratings reissued a “hold (c)” rating on shares of Texas Instruments in a research note on Monday, December 29th. TD Cowen increased their price objective on Texas Instruments from $225.00 to $240.00 and gave the stock a “buy” rating in a report on Wednesday. Finally, Bank of America upgraded shares of Texas Instruments from an “underperform” rating to a “neutral” rating and lifted their target price for the company from $185.00 to $235.00 in a research note on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, fourteen have given a Hold rating and five have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $212.92.

Texas Instruments Price Performance

NASDAQ TXN opened at $218.97 on Wednesday. The company has a debt-to-equity ratio of 0.83, a current ratio of 4.35 and a quick ratio of 2.90. The firm has a market capitalization of $198.96 billion, a price-to-earnings ratio of 40.25, a price-to-earnings-growth ratio of 3.36 and a beta of 1.00. The company has a 50 day simple moving average of $181.93 and a 200-day simple moving average of $182.76. Texas Instruments has a 52-week low of $139.95 and a 52-week high of $222.00.

Texas Instruments (NASDAQ:TXN) last released its quarterly earnings data on Tuesday, January 27th. The semiconductor company reported $1.27 earnings per share for the quarter, missing the consensus estimate 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 quarter in the prior year, the company posted $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. Equities research analysts predict that Texas Instruments will post 5.35 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, VP Christine Witzsche sold 1,000 shares of the stock in a transaction that occurred on Thursday, November 13th. The stock was 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 owned 20,821 shares in the company, valued at $3,421,098.51. This represents a 4.58% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Ronald Kirk sold 9,990 shares of the stock in a transaction that occurred 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 completion of the sale, the director directly owned 14,937 shares of the company’s stock, valued at $2,424,723.21. This represents a 40.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 0.57% of the company’s stock.

Institutional Investors Weigh In On Texas Instruments

Several hedge funds have recently made changes to their positions in the stock. Woodmont Investment Counsel LLC lifted its position in shares of Texas Instruments by 2.9% in the 2nd quarter. Woodmont Investment Counsel LLC now owns 1,650 shares of the semiconductor company’s stock worth $343,000 after acquiring an additional 47 shares during the period. Confluence Wealth Services Inc. grew its holdings in shares of Texas Instruments by 0.4% in the 2nd quarter. Confluence Wealth Services Inc. now owns 10,996 shares of the semiconductor company’s stock worth $2,283,000 after purchasing an additional 48 shares during the last quarter. Emerald Advisors LLC grew its stake in Texas Instruments by 0.8% during the fourth quarter. Emerald Advisors LLC now owns 6,886 shares of the semiconductor company’s stock worth $1,195,000 after buying an additional 52 shares during the last quarter. Milestone Asset Management LLC grew its position in Texas Instruments by 1.9% during the 2nd quarter. Milestone Asset Management LLC now owns 2,929 shares of the semiconductor company’s stock worth $608,000 after acquiring an additional 54 shares during the last quarter. Finally, Roundview Capital LLC grew its holdings in shares of Texas Instruments by 0.3% during the second quarter. Roundview Capital LLC now owns 21,327 shares of the semiconductor company’s stock worth $4,428,000 after purchasing an additional 55 shares during the last quarter. Institutional investors own 84.99% of the company’s stock.

Texas Instruments News Summary

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.

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.