Texas Instruments (NASDAQ:TXN) Given New $360.00 Price Target at Rosenblatt Securities

Texas Instruments (NASDAQ:TXN) had its price objective raised by Rosenblatt Securities from $350.00 to $360.00 in a research report issued to clients and investors on Thursday, Benzinga reports. The brokerage presently has a “buy” rating on the semiconductor company’s stock. Rosenblatt Securities’ target price would suggest a potential upside of 26.47% from the company’s current price.

Other equities research analysts also recently issued research reports about the company. Benchmark upped their target price on Texas Instruments from $315.00 to $360.00 and gave the stock a “buy” rating in a research report on Thursday, July 23rd. Wells Fargo & Company dropped their target price on Texas Instruments from $310.00 to $300.00 and set an “equal weight” rating on the stock in a report on Tuesday. Barclays set a $280.00 price target on Texas Instruments in a research report on Thursday. Zacks Research cut Texas Instruments from a “strong-buy” rating to a “hold” rating in a report on Monday, September 21st. Finally, Evercore reaffirmed an “outperform” rating and issued a $330.00 price objective (up from $316.00) on shares of Texas Instruments in a research report on Thursday, July 23rd. Fifteen analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and four have issued a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $309.37.

Texas Instruments Trading Up 2.5%

Shares of TXN stock opened at $284.65 on Thursday. The firm has a market cap of $259.96 billion, a P/E ratio of 43.33, a PEG ratio of 1.55 and a beta of 1.35. Texas Instruments has a 1-year low of $152.73 and a 1-year high of $334.03. The company has a debt-to-equity ratio of 0.72, a current ratio of 4.86 and a quick ratio of 3.44. The firm’s 50-day simple moving average is $271.76 and its 200-day simple moving average is $278.84.

Texas Instruments (NASDAQ:TXN) last released its earnings results on Wednesday, October 21st. The semiconductor company reported $2.62 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.40 by $0.22. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. The business had revenue of $6.05 billion for the quarter, compared to analysts’ expectations of $5.94 billion. During the same period last year, the company earned $1.48 earnings per share. The company’s quarterly revenue was up 27.7% on a year-over-year basis. As a group, equities analysts forecast that Texas Instruments will post 8.49 EPS for the current year.

Insider Buying and Selling at Texas Instruments

In other news, VP Tsedeniya Abraham sold 7,000 shares of Texas Instruments stock in a transaction dated Thursday, August 27th. The stock was sold at an average price of $264.63, for a total transaction of $1,852,410.00. Following the sale, the vice president directly owned 23,181 shares of the company’s stock, valued at approximately $6,134,388.03. The trade was a 23.19% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.60% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of TXN. NBT Bank N.A. acquired a new stake in Texas Instruments during the 3rd quarter valued at approximately $1,449,000. Root Financial Partners LLC increased its holdings in Texas Instruments by 44.4% during the 3rd quarter. Root Financial Partners LLC now owns 2,106 shares of the semiconductor company’s stock worth $590,000 after purchasing an additional 648 shares during the last quarter. E. Ohman J or Asset Management AB raised its position in shares of Texas Instruments by 215.1% in the 3rd quarter. E. Ohman J or Asset Management AB now owns 102,541 shares of the semiconductor company’s stock valued at $28,721,000 after purchasing an additional 70,000 shares in the last quarter. SBI Securities Co. Ltd. raised its position in shares of Texas Instruments by 0.3% in the 3rd quarter. SBI Securities Co. Ltd. now owns 12,460 shares of the semiconductor company’s stock valued at $3,490,000 after purchasing an additional 39 shares in the last quarter. Finally, Reyes Financial Architecture Inc. acquired a new position in shares of Texas Instruments in the 3rd quarter valued at approximately $36,000. Institutional investors and hedge funds own 84.99% of the company’s stock.

Key Stories Impacting Texas Instruments

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

• Positive Sentiment: Q3 results exceeded expectations. Texas Instruments reported revenue of approximately $6.06 billion, net income of $2.43 billion and EPS of $2.62, versus the consensus estimate of $2.40. Revenue increased 27.7% year over year, with growth led by industrial, automotive and data-center demand. TI reports third quarter 2026 financial results
• Positive Sentiment: Management’s outlook also topped expectations. Reports highlighted record industrial revenue and 95% data-center growth, while fourth-quarter guidance was above Wall Street forecasts. The results reinforce the view that analog and embedded-chip demand is entering a broader cyclical recovery. Texas Instruments Q3 2026 earnings call transcript
• Positive Sentiment: Improving utilization and lower capital spending could strengthen cash flow. An investment analysis cited accelerating revenue and margin growth, including a 61.4% gross margin and 42.3% operating margin in the second quarter, while fiscal 2026 capital-expenditure guidance of $2 billion to $3 billion is moderating. This combination could support earnings and free-cash-flow growth. Texas Instruments: Broader Recovery And Lower Capex Support Further Upside
• Neutral Sentiment: Analyst opinion is mixed. Wells Fargo maintained an Equal Weight rating and reduced its target from $310 to $300, while TD Cowen cut its target from $340 to $330 but retained a Buy rating. The revisions suggest analysts see upside, but believe much of the recovery may already be reflected in the valuation. Texas Instruments stock gets price target cut from TD Cowen
• Negative Sentiment: Valuation and insider selling temper the bullish case. TXN trades at roughly 41 times trailing earnings, and reports noted broad insider selling in recent months. Investors may therefore demand continued strong growth and execution to justify the premium multiple. Texas Instruments sees profits recover, but is the stock still expensive?

About Texas Instruments

Texas Instruments Incorporated (NASDAQ:TXN) designs and manufactures analog and embedded semiconductor products used in industrial, automotive, personal electronics, communications equipment, and enterprise systems. Its analog products help manage power, sense and measure real-world signals, and support signal processing, while its embedded processing products provide computing and control functions within electronic systems.

The company offers a broad portfolio of semiconductors, including power-management devices, amplifiers, data converters, microcontrollers, processors, and connectivity products.