Truist Financial Boosts Texas Instruments (NASDAQ:TXN) Price Target to $225.00

Texas Instruments (NASDAQ:TXN) had its price target boosted by Truist Financial from $195.00 to $225.00 in a report released on Wednesday,Benzinga reports. The brokerage currently has a “hold” rating on the semiconductor company’s stock. Truist Financial’s price target would indicate a potential upside of 2.75% from the company’s previous close.

Other analysts have also recently issued research reports about the stock. TD Cowen upped their price objective on shares of Texas Instruments from $225.00 to $240.00 and gave the company a “buy” rating in a research report on Wednesday. Weiss Ratings reissued a “hold (c)” rating on shares of Texas Instruments in a research note on Monday, December 29th. Barclays reaffirmed an “underweight” rating and set a $140.00 price target on shares of Texas Instruments in a research report on Thursday, January 15th. Stifel Nicolaus boosted their price objective on Texas Instruments from $200.00 to $215.00 and gave the company a “hold” rating in a research report on Wednesday. Finally, UBS Group set a $245.00 target price on Texas Instruments and gave the stock a “buy” rating in a research note on Wednesday, October 22nd. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, fourteen have issued a Hold rating and five have assigned a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $212.92.

Texas Instruments Stock Performance

Shares of TXN stock opened at $218.97 on Wednesday. The stock has a market cap of $198.96 billion, a PE ratio of 40.25, a price-to-earnings-growth ratio of 3.36 and a beta of 1.00. The stock has a 50-day moving average of $181.93 and a 200-day moving average of $182.76. The company has a debt-to-equity ratio of 0.83, a current ratio of 4.35 and a quick ratio of 2.90. Texas Instruments has a one year low of $139.95 and a one year 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). 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 the consensus estimate of $4.44 billion. During the same period in the previous year, the business earned $1.28 EPS. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. As a group, sell-side analysts expect that Texas Instruments will post 5.35 earnings per share for the current year.

Insider Activity at Texas Instruments

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

Institutional Investors Weigh In On Texas Instruments

Institutional investors and hedge funds have recently made changes to their positions in the stock. Norges Bank acquired a new position in shares of Texas Instruments in the second quarter valued at $2,836,310,000. Amundi lifted its stake in shares of Texas Instruments by 61.0% during the 3rd quarter. Amundi now owns 9,445,243 shares of the semiconductor company’s stock worth $1,717,240,000 after buying an additional 3,580,147 shares during the last quarter. Soundwatch Capital LLC boosted its holdings in shares of Texas Instruments by 174,339.6% during the 2nd quarter. Soundwatch Capital LLC now owns 2,974,196 shares of the semiconductor company’s stock worth $617,503,000 after buying an additional 2,972,491 shares during the period. Invesco Ltd. grew its stake in Texas Instruments by 16.8% in the 3rd quarter. Invesco Ltd. now owns 16,435,001 shares of the semiconductor company’s stock valued at $3,019,603,000 after buying an additional 2,366,695 shares during the last quarter. Finally, Van ECK Associates Corp raised its holdings in Texas Instruments by 21.8% in the 3rd quarter. Van ECK Associates Corp now owns 9,134,203 shares of the semiconductor company’s stock valued at $1,678,227,000 after acquiring an additional 1,635,870 shares during the period. Institutional investors own 84.99% of the company’s stock.

Key Stories Impacting 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.