Texas Instruments (NASDAQ:TXN) Stock Price Expected to Rise, Wells Fargo & Company Analyst Says

Texas Instruments (NASDAQ:TXN) had its price target increased by research analysts at Wells Fargo & Company from $215.00 to $260.00 in a report released on Thursday,Benzinga reports. The brokerage presently has an “equal weight” rating on the semiconductor company’s stock. Wells Fargo & Company‘s price target suggests a potential downside of 6.13% from the stock’s previous close.

A number of other research firms also recently issued reports on TXN. TD Cowen boosted their target price on shares of Texas Instruments from $250.00 to $300.00 and gave the company a “buy” rating in a research report on Thursday. Stifel Nicolaus lifted their price objective on Texas Instruments from $250.00 to $290.00 and gave the company a “buy” rating in a research note on Thursday. Robert W. Baird lifted their price objective on Texas Instruments from $225.00 to $300.00 and gave the company an “outperform” rating in a research note on Thursday. UBS Group lifted their price objective on Texas Instruments from $260.00 to $295.00 and gave the company a “buy” rating in a research note on Thursday. Finally, Rosenblatt Securities lifted their price objective on Texas Instruments from $240.00 to $330.00 and gave the company a “buy” rating in a research note on Thursday. Twelve analysts have rated the stock with a Buy rating, ten have issued a Hold rating and four have issued a Sell rating to the company’s stock. According to MarketBeat.com, Texas Instruments presently has an average rating of “Hold” and a consensus price target of $257.68.

Texas Instruments Trading Down 1.9%

Shares of Texas Instruments stock opened at $276.98 on Thursday. The company has a current ratio of 4.46, a quick ratio of 2.83 and a debt-to-equity ratio of 0.77. Texas Instruments has a 12-month low of $152.73 and a 12-month high of $287.83. 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 firm’s 50 day simple moving average is $209.09 and its two-hundred day simple moving average is $191.05.

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. The business had revenue of $4.83 billion for the quarter, compared to analyst estimates of $4.85 billion. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. Texas Instruments’s revenue for the quarter was up 18.6% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.23 EPS. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. Analysts predict that Texas Instruments will post 6.35 EPS for the current year.

Insider Activity at Texas Instruments

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

Hedge Funds Weigh In On Texas Instruments

Several hedge funds and other institutional investors have recently added to or reduced their stakes in TXN. Norges Bank purchased a new position in Texas Instruments during the fourth quarter valued at $2,516,628,000. Amundi lifted its holdings in Texas Instruments by 61.0% during the third quarter. Amundi now owns 9,445,243 shares of the semiconductor company’s stock valued at $1,717,240,000 after purchasing an additional 3,580,147 shares in the last quarter. Van ECK Associates Corp lifted its holdings in Texas Instruments by 27.1% during 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 purchasing an additional 2,474,062 shares in the last quarter. Invesco Ltd. lifted its holdings in Texas Instruments by 16.8% during the third quarter. Invesco Ltd. now owns 16,435,001 shares of the semiconductor company’s stock valued at $3,019,603,000 after purchasing an additional 2,366,695 shares in the last quarter. Finally, Bank of New York Mellon Corp lifted its holdings in Texas Instruments by 22.4% during the fourth quarter. Bank of New York Mellon Corp now owns 12,273,233 shares of the semiconductor company’s stock valued at $2,129,283,000 after purchasing an additional 2,250,174 shares in the last quarter. 84.99% of the stock is owned by hedge funds and other institutional investors.

More Texas Instruments News

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.