Texas Instruments (NASDAQ:TXN) Stock Price Expected to Rise, JPMorgan Chase & Co. Analyst Says

Texas Instruments (NASDAQ:TXN) had its price target raised by JPMorgan Chase & Co. from $227.00 to $280.00 in a note issued to investors on Thursday,Benzinga reports. The brokerage currently has an “overweight” rating on the semiconductor company’s stock. JPMorgan Chase & Co.‘s price target suggests a potential upside of 1.09% from the company’s previous close.

A number of other research analysts have also recently commented on the company. Wolfe Research restated an “outperform” rating and set a $315.00 price objective on shares of Texas Instruments in a research note on Thursday. Truist Financial boosted their price target on Texas Instruments from $225.00 to $278.00 and gave the stock a “hold” rating in a research report on Thursday. Citigroup increased their price objective on shares of Texas Instruments from $235.00 to $280.00 and gave the company a “buy” rating in a research report on Thursday. Benchmark raised their price target on shares of Texas Instruments from $250.00 to $315.00 and gave the company a “buy” rating in a report on Thursday. Finally, Wells Fargo & Company boosted their price objective on shares of Texas Instruments from $215.00 to $260.00 and gave the stock an “equal weight” rating in a report on Thursday. Twelve investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and four have issued a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $257.68.

Texas Instruments Trading Down 1.9%

NASDAQ TXN opened at $276.98 on Thursday. The firm has a market capitalization of $252.18 billion, a price-to-earnings ratio of 47.43, a PEG ratio of 2.56 and a beta of 1.01. The company has a debt-to-equity ratio of 0.77, a quick ratio of 2.83 and a current ratio of 4.46. Texas Instruments has a one year low of $152.73 and a one year high of $287.83. The company’s 50 day moving average price is $209.09 and its 200 day moving average price is $191.05.

Texas Instruments (NASDAQ:TXN) last released its quarterly earnings data on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share (EPS) for the quarter, topping the consensus estimate 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 analyst estimates of $4.85 billion. During the same quarter in the prior year, the business earned $1.23 earnings per share. The business’s quarterly revenue was up 18.6% compared to the same quarter last year. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. On average, sell-side analysts predict that Texas Instruments will post 6.35 EPS for the current year.

Insider Activity at Texas Instruments

In related news, VP Hagop H. Kozanian sold 6,843 shares of the company’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $225.95, for a total transaction of $1,546,175.85. Following the sale, the vice president directly owned 75,425 shares of the company’s stock, valued at approximately $17,042,278.75. This represents a 8.32% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, VP Mark Gary sold 12,921 shares of Texas Instruments stock in a transaction 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 transaction, the vice president directly owned 45,547 shares of the company’s stock, valued at approximately $10,480,364.70. This represents a 22.10% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 114,284 shares of company stock worth $25,531,935 over the last quarter. 0.60% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the business. Vanguard Group Inc. grew its holdings in shares of Texas Instruments by 1.0% during the third quarter. Vanguard Group Inc. now owns 96,445,978 shares of the semiconductor company’s stock valued at $17,720,020,000 after purchasing an additional 998,658 shares during the last quarter. State Street Corp lifted its holdings in shares of Texas Instruments by 0.5% in the 3rd quarter. State Street Corp now owns 43,555,112 shares of the semiconductor company’s stock worth $8,002,381,000 after purchasing an additional 230,098 shares during the last quarter. Charles Schwab Investment Management Inc. boosted its position in Texas Instruments by 6.7% during the 4th quarter. Charles Schwab Investment Management Inc. now owns 24,288,604 shares of the semiconductor company’s stock valued at $4,213,832,000 after purchasing an additional 1,517,420 shares during the period. Geode Capital Management LLC boosted its position in Texas Instruments by 1.1% during the 4th quarter. Geode Capital Management LLC now owns 22,865,312 shares of the semiconductor company’s stock valued at $3,952,933,000 after purchasing an additional 248,515 shares during the period. Finally, Invesco Ltd. grew its stake in Texas Instruments by 10.6% during the 4th quarter. Invesco Ltd. now owns 18,184,514 shares of the semiconductor company’s stock worth $3,154,831,000 after buying an additional 1,749,513 shares during the last quarter. 84.99% of the stock is currently owned by institutional investors.

Trending Headlines about Texas Instruments

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.