Rosenblatt Securities Raises Texas Instruments (NASDAQ:TXN) Price Target to $350.00

Texas Instruments (NASDAQ:TXN) had its target price upped by investment analysts at Rosenblatt Securities from $330.00 to $350.00 in a research note issued to investors on Friday,Benzinga reports. The brokerage currently has a “buy” rating on the semiconductor company’s stock. Rosenblatt Securities’ price target points to a potential upside of 22.81% from the stock’s current price.

A number of other research firms have also commented on TXN. UBS Group reaffirmed a “buy” rating and issued a $380.00 price objective on shares of Texas Instruments in a research note on Thursday. Robert W. Baird raised their price target on shares of Texas Instruments from $300.00 to $385.00 and gave the stock an “outperform” rating in a report on Thursday. Stifel Nicolaus upped their price target on Texas Instruments from $340.00 to $360.00 and gave the stock a “buy” rating in a research note on Wednesday, June 24th. JPMorgan Chase & Co. lifted their price target on shares of Texas Instruments from $280.00 to $340.00 and gave the company an “overweight” rating in a research report on Thursday. Finally, Evercore reiterated an “outperform” rating and set a $330.00 price target on shares of Texas Instruments in a research note on Thursday. Fourteen 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 MarketBeat.com, Texas Instruments currently has an average rating of “Hold” and a consensus target price of $308.40.

Texas Instruments Stock Performance

Texas Instruments stock opened at $284.99 on Friday. The business’s 50-day moving average price is $301.53 and its two-hundred day moving average price is $247.14. The stock has a market cap of $259.37 billion, a PE ratio of 43.38, a P/E/G ratio of 1.51 and a beta of 1.32. Texas Instruments has a 12-month low of $152.73 and a 12-month high of $334.03. The company has a quick ratio of 2.94, a current ratio of 4.46 and a debt-to-equity ratio of 0.77.

Texas Instruments (NASDAQ:TXN) last released its quarterly earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share for the quarter, topping the consensus estimate of $1.91 by $0.23. Texas Instruments had a return on equity of 36.55% and a net margin of 31.11%.The company had revenue of $5.46 billion for the quarter, compared to analysts’ expectations of $5.26 billion. During the same period in the previous year, the business posted $1.41 earnings per share. The business’s quarterly revenue was up 22.8% compared to the same quarter last year. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. As a group, analysts expect that Texas Instruments will post 7.69 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, CFO Rafael R. Lizardi sold 47,734 shares of the stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $308.10, for a total value of $14,706,845.40. Following the sale, the chief financial officer directly owned 85,485 shares of the company’s stock, valued at approximately $26,337,928.50. This represents a 35.83% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, VP Mohammad Yunus sold 51,098 shares of the business’s stock in a transaction that occurred on Wednesday, April 29th. The shares were sold at an average price of $270.44, for a total transaction of $13,818,943.12. Following the transaction, the vice president directly owned 52,856 shares of the company’s stock, valued at approximately $14,294,376.64. This represents a 49.15% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 199,143 shares of company stock valued at $56,959,010 in the last 90 days. Corporate insiders own 0.60% of the company’s stock.

Institutional Inflows and Outflows

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

Key Texas Instruments News

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

• Positive Sentiment: Texas Instruments beat Q2 estimates with EPS of $2.14 on revenue of $5.46 billion, while management raised Q3 guidance above Wall Street forecasts and highlighted recovery in industrial, data center and automotive demand. Article Title
• Positive Sentiment: JPMorgan raised its price target on TXN to $340 and kept an overweight rating, while KeyCorp lifted its target to $400 and TD Cowen maintained a buy rating with a $340 target. Article Title
• Positive Sentiment: Mizuho also raised its target to $305, citing data center growth, reinforcing the view that long-term chip demand remains healthy. Article Title
• Neutral Sentiment: Broader semiconductor stocks and ETFs are rallying on AI enthusiasm ahead of Intel earnings, which supports sector sentiment but does not directly change TXN’s fundamentals. Article Title
• Negative Sentiment: Despite the strong report, TXN shares fell as investors worried the quarter may have been “good enough” rather than a fresh catalyst, with some coverage calling it a warning sign for the chip sector after a big rally. Article Title

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.