Texas Instruments (NASDAQ:TXN) Stock Price Expected to Rise, KeyCorp Analyst Says

Texas Instruments (NASDAQ:TXN) had its price target boosted by research analysts at KeyCorp from $390.00 to $400.00 in a report issued on Thursday, Marketbeat.com reports. The brokerage currently has an “overweight” rating on the semiconductor company’s stock. KeyCorp’s target price indicates a potential upside of 43.07% from the stock’s current price.

Other equities analysts also recently issued reports about the company. HC Wainwright downgraded Texas Instruments to a “neutral” rating in a research note on Friday, May 22nd. Robert W. Baird upped their price objective on Texas Instruments from $225.00 to $300.00 and gave the company an “outperform” rating in a research report on Thursday, April 23rd. The Goldman Sachs Group increased their target price on Texas Instruments from $200.00 to $225.00 and gave the company a “sell” rating in a report on Thursday. Truist Financial raised their target price on Texas Instruments from $225.00 to $278.00 and gave the stock a “hold” rating in a research report on Thursday, April 23rd. Finally, Benchmark boosted their price target on Texas Instruments from $250.00 to $315.00 and gave the company a “buy” rating in a research note on Thursday, April 23rd. Fourteen research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and four have issued a Sell rating to the stock. According to data from MarketBeat.com, Texas Instruments currently has an average rating of “Hold” and a consensus price target of $308.40.

Texas Instruments Stock Down 1.9%

TXN opened at $279.58 on Thursday. The company has a quick ratio of 2.94, a current ratio of 4.86 and a debt-to-equity ratio of 0.72. The firm has a 50 day moving average price of $301.06 and a 200-day moving average price of $247.37. Texas Instruments has a twelve month low of $152.73 and a twelve month high of $334.03. The stock has a market capitalization of $254.44 billion, a price-to-earnings ratio of 42.55, a PEG ratio of 1.44 and a beta of 1.32.

Texas Instruments (NASDAQ:TXN) last issued its earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.91 by $0.23. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. The company had revenue of $5.46 billion for the quarter, compared to analysts’ expectations of $5.26 billion. During the same quarter last year, the company posted $1.41 earnings per share. The firm’s quarterly revenue was up 22.8% on a year-over-year basis. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. Equities research analysts forecast that Texas Instruments will post 7.78 earnings per share for the current year.

Insider Buying and Selling at Texas Instruments

In other Texas Instruments news, Director Carrie Smith Cox sold 8,838 shares of the business’s stock in a transaction dated Wednesday, May 13th. The stock was sold at an average price of $306.41, for a total transaction of $2,708,051.58. Following the completion of the sale, the director 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 ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CFO Rafael R. Lizardi sold 47,734 shares of the firm’s stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $308.10, for a total value of $14,706,845.40. Following the completion of the transaction, the chief financial officer directly owned 85,485 shares in the company, valued at $26,337,928.50. This trade represents a 35.83% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 199,143 shares of company stock valued at $56,959,010 in the last ninety days. 0.60% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Texas Instruments

Large investors have recently added to or reduced their stakes in the company. Norges Bank purchased a new position in shares of Texas Instruments during the 4th quarter valued at $2,516,628,000. Bank of New York Mellon Corp raised its holdings in Texas Instruments by 33.6% during the first quarter. Bank of New York Mellon Corp now owns 16,402,834 shares of the semiconductor company’s stock valued at $3,184,446,000 after acquiring an additional 4,129,601 shares during the period. Amundi lifted its position in shares of Texas Instruments by 61.0% in the third quarter. Amundi now owns 9,445,243 shares of the semiconductor company’s stock valued at $1,717,240,000 after acquiring an additional 3,580,147 shares in the last quarter. Van ECK Associates Corp lifted its position in shares of Texas Instruments by 27.1% in the fourth quarter. Van ECK Associates Corp now owns 11,608,265 shares of the semiconductor company’s stock valued at $2,013,918,000 after acquiring an additional 2,474,062 shares in the last quarter. Finally, Franklin Resources Inc. boosted its stake in shares of Texas Instruments by 26.9% in the fourth quarter. Franklin Resources Inc. now owns 9,153,622 shares of the semiconductor company’s stock worth $1,588,062,000 after acquiring an additional 1,938,788 shares during the period. Hedge funds and other 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: 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.