Texas Instruments (NASDAQ:TXN) Raised to Buy at Bank of America

Texas Instruments (NASDAQ:TXN) was upgraded by research analysts at Bank of America from a “neutral” rating to a “buy” rating in a research note issued to investors on Thursday, Marketbeat Ratings reports. The firm currently has a $320.00 target price on the semiconductor company’s stock, up from their previous target price of $235.00. Bank of America‘s target price would indicate a potential upside of 15.53% from the company’s current price.

TXN has been the subject of a number of other reports. Jefferies Financial Group lifted their price target on shares of Texas Instruments from $210.00 to $260.00 and gave the company a “hold” rating in a research report on Thursday. The Goldman Sachs Group lifted their price target on shares of Texas Instruments from $175.00 to $200.00 and gave the company a “sell” rating in a research report on Thursday. DZ Bank raised shares of Texas Instruments to a “strong sell” rating in a report on Monday, February 9th. KeyCorp cut shares of Texas Instruments from a “strong-buy” rating to a “hold” rating in a report on Thursday, February 5th. Finally, Benchmark lifted their target price on shares of Texas Instruments from $220.00 to $250.00 and gave the stock a “buy” rating in a report on Wednesday, January 28th. Twelve research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and four have given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $257.68.

Texas Instruments Trading Down 1.9%

Shares of NASDAQ TXN opened at $276.98 on Thursday. Texas Instruments has a 1 year low of $152.73 and a 1 year high of $287.83. The stock has a market cap of $252.18 billion, a P/E ratio of 47.43, a price-to-earnings-growth ratio of 2.56 and a beta of 1.01. The firm has a 50-day moving average of $209.09 and a 200 day moving average of $191.05. The company has a debt-to-equity ratio of 0.77, a current ratio of 4.46 and a quick ratio of 2.83.

Texas Instruments (NASDAQ:TXN) last issued its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.37 by $0.31. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The company had revenue of $4.83 billion during the quarter, compared to analysts’ expectations of $4.85 billion. During the same period last year, the company posted $1.23 EPS. Texas Instruments’s revenue was up 18.6% on a year-over-year basis. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. As a group, sell-side analysts expect that Texas Instruments will post 6.35 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, Director Mark A. Blinn sold 3,144 shares of Texas Instruments stock in a transaction that occurred on Thursday, February 5th. The shares were sold at an average price of $221.58, for a total value of $696,647.52. Following the completion of the sale, the director directly owned 11,670 shares in the company, valued at $2,585,838.60. The trade was a 21.22% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, VP Mark Gary sold 12,921 shares of Texas Instruments stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $230.10, for a total transaction of $2,973,122.10. Following the completion of the sale, the vice president owned 45,547 shares of the company’s stock, valued at $10,480,364.70. This represents a 22.10% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 114,284 shares of company stock valued at $25,531,935. 0.60% of the stock is owned by company insiders.

Institutional Trading of Texas Instruments

A number of large investors have recently made changes to their positions in the stock. Artisan Partners Limited Partnership raised its stake in Texas Instruments by 1.7% during the third quarter. Artisan Partners Limited Partnership now owns 758,349 shares of the semiconductor company’s stock valued at $139,331,000 after purchasing an additional 12,562 shares in the last quarter. Rothschild & Co Wealth Management UK Ltd raised its stake in Texas Instruments by 1.3% during the third quarter. Rothschild & Co Wealth Management UK Ltd now owns 1,307,580 shares of the semiconductor company’s stock valued at $240,242,000 after purchasing an additional 16,260 shares in the last quarter. Greenland Capital Management LP raised its stake in Texas Instruments by 66.3% during the third quarter. Greenland Capital Management LP now owns 58,151 shares of the semiconductor company’s stock valued at $10,684,000 after purchasing an additional 23,177 shares in the last quarter. Providence Capital Advisors LLC purchased a new stake in Texas Instruments during the third quarter valued at $6,347,000. Finally, Rakuten Investment Management Inc. purchased a new stake in Texas Instruments during the third quarter valued at $7,461,000. 84.99% of the stock is currently owned by institutional investors.

Texas Instruments News Summary

Here are the key news stories impacting Texas Instruments this week:

• Positive Sentiment: Q1 beat and raised outlook — TXN reported $1.68 EPS (above estimates) and revenue of $4.83B, and management gave Q2 guidance above consensus, which is the primary catalyst for the rally. Read More.
• Positive Sentiment: Data-center demand surge — Management said data‑center revenue jumped sharply (reports cite ~90% growth), validating TXN’s role in the AI/data-center buildout and driving near-term upside. Read More.
• Positive Sentiment: Analyst upgrades and price-target hikes — Multiple firms (BofA, Rosenblatt, Robert W. Baird, JPMorgan, others) raised ratings/targets after the quarter, adding momentum and buy-side conviction. Read More.
• Positive Sentiment: Strategic M&A — TXN announced acquisition of Silicon Labs to add embedded wireless connectivity, reinforcing its push into industrial edge and AI use cases that could expand addressable market. Read More.
• Neutral Sentiment: Industrial demand mix — Management highlighted industrial strength alongside data centers; investors will be watching sustainability of both end markets into FY26. Read More.
• Negative Sentiment: Valuation and profit-taking risk — The rapid run-up has pushed valuation metrics higher (PE expansion), prompting caution that some gains reflect re-rating rather than only fundamental improvement; a few firms still hold conservative/neutral stances. Read More.
• Negative Sentiment: Mixed price-target signals — While many banks raised targets, at least one large shop set an equal‑weight/near‑term target below the rally level, underscoring divergent views on durability of demand. Read More.

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.