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

Texas Instruments (NASDAQ:TXN) had its price target upped by research analysts at Rosenblatt Securities from $240.00 to $330.00 in a research report issued on Thursday,Benzinga reports. The brokerage presently has a “buy” rating on the semiconductor company’s stock. Rosenblatt Securities’ target price suggests a potential upside of 19.14% from the stock’s previous close.

TXN has been the topic of several other research reports. UBS Group lifted their price target on Texas Instruments from $245.00 to $260.00 and gave the company a “buy” rating in a research note on Wednesday, January 28th. Cantor Fitzgerald lifted their price target on Texas Instruments from $225.00 to $250.00 and gave the company a “neutral” rating in a research note on Monday, February 23rd. KeyCorp lifted their price target on Texas Instruments from $240.00 to $325.00 and gave the company an “overweight” rating in a research note on Thursday. Mizuho set a $215.00 price target on Texas Instruments and gave the company a “neutral” rating in a research note on Thursday, April 16th. Finally, Wells Fargo & Company lifted their price target on Texas Instruments from $185.00 to $215.00 and gave the company an “equal weight” rating in a research note on Wednesday, January 28th. Twelve investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and four have assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $257.68.

Texas Instruments Stock Performance

Shares of Texas Instruments stock opened at $276.98 on Thursday. The company has a market capitalization of $252.18 billion, a PE ratio of 47.43, a PEG ratio of 2.56 and a beta of 1.01. Texas Instruments has a 12 month low of $152.73 and a 12 month high of $287.83. The company has a current ratio of 4.46, a quick ratio of 2.83 and a debt-to-equity ratio of 0.77. The stock’s fifty day simple moving average is $209.09 and its 200 day simple moving average is $191.05.

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

Insider Buying and Selling

In other news, VP Mark Gary sold 12,921 shares of the firm’s stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $230.10, for a total value of $2,973,122.10. Following the completion of the transaction, the vice president owned 45,547 shares in the company, valued at $10,480,364.70. This trade represents a 22.10% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Hagop H. Kozanian sold 6,843 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $225.95, for a total value of $1,546,175.85. Following the completion of the transaction, the vice president owned 75,425 shares of the company’s stock, valued at $17,042,278.75. The trade was a 8.32% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 114,284 shares of company stock worth $25,531,935 over the last three months. Company insiders own 0.60% of the company’s stock.

Hedge Funds Weigh In On Texas Instruments

Hedge funds have recently modified their holdings of the stock. High Point Wealth Management LLC bought a new position in shares of Texas Instruments in the 4th quarter valued at about $25,000. Strategic Wealth Investment Group LLC bought a new position in shares of Texas Instruments in the 2nd quarter valued at about $25,000. Advocate Investing Services LLC bought a new position in shares of Texas Instruments in the 4th quarter valued at about $25,000. Ares Financial Consulting LLC bought a new position in shares of Texas Instruments in the 4th quarter valued at about $26,000. Finally, Cornerstone Financial Management LLC bought a new position in Texas Instruments during the fourth quarter worth about $27,000. Institutional investors own 84.99% of the company’s stock.

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.

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.