Texas Instruments (NASDAQ:TXN) Stock Rating Lowered by Zacks Research

Texas Instruments (NASDAQ:TXN) was downgraded by equities researchers at Zacks Research from a “strong-buy” rating to a “hold” rating in a report issued on Monday, Zacks reports.

TXN has been the subject of several other reports. Mizuho raised their target price on shares of Texas Instruments from $300.00 to $305.00 and gave the company a “neutral” rating in a research note on Thursday, July 23rd. UBS Group reiterated a “buy” rating and issued a $380.00 target price on shares of Texas Instruments in a research note on Thursday, July 23rd. Susquehanna boosted their price target on Texas Instruments from $300.00 to $340.00 and gave the stock a “positive” rating in a research report on Tuesday, July 21st. Rosenblatt Securities lifted their price objective on shares of Texas Instruments from $330.00 to $350.00 and gave the stock a “buy” rating in a research report on Friday, July 24th. Finally, KeyCorp lifted their target price on shares of Texas Instruments from $390.00 to $400.00 and gave the stock an “overweight” rating in a report on Thursday, July 23rd. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, nine have given a Hold rating and four have given a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $312.12.

Texas Instruments Trading Up 0.2%

NASDAQ TXN opened at $271.41 on Monday. Texas Instruments has a 52 week low of $152.73 and a 52 week high of $334.03. The company has a debt-to-equity ratio of 0.72, a quick ratio of 3.44 and a current ratio of 4.86. The stock’s 50 day moving average price is $271.60 and its two-hundred day moving average price is $265.61. The stock has a market capitalization of $247.87 billion, a price-to-earnings ratio of 41.31, a PEG ratio of 1.52 and a beta of 1.33.

Texas Instruments (NASDAQ:TXN) last released its earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share for the quarter, beating analysts’ consensus estimates of $1.91 by $0.23. The business had revenue of $5.46 billion during the quarter, compared to the consensus estimate of $5.26 billion. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. The firm’s revenue for the quarter was up 22.8% compared to the same quarter last year. During the same quarter last year, the firm earned $1.41 earnings per share. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. As a group, analysts anticipate that Texas Instruments will post 8.45 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Texas Instruments news, VP Tsedeniya Abraham sold 7,000 shares of the company’s stock in a transaction that occurred on Thursday, August 27th. The shares were sold at an average price of $264.63, for a total value of $1,852,410.00. Following the completion of the transaction, the vice president directly owned 23,181 shares in the company, valued at approximately $6,134,388.03. This represents a 23.19% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. 0.60% of the stock is owned by insiders.

Institutional Investors Weigh In On Texas Instruments

Institutional investors and hedge funds have recently made changes to their positions in the stock. BlackRock Inc. acquired a new stake in Texas Instruments during the 2nd quarter valued at approximately $24,607,313,000. Geode Capital Management LLC increased its position in shares of Texas Instruments by 1.1% during the fourth quarter. Geode Capital Management LLC now owns 22,865,312 shares of the semiconductor company’s stock worth $3,952,933,000 after buying an additional 248,515 shares during the period. Invesco Ltd. raised its stake in Texas Instruments by 10.6% during the fourth 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. Bank of New York Mellon Corp raised its stake in Texas Instruments by 33.6% during the first quarter. Bank of New York Mellon Corp now owns 16,402,834 shares of the semiconductor company’s stock worth $3,184,446,000 after buying an additional 4,129,601 shares during the last quarter. Finally, Norges Bank acquired a new position in Texas Instruments in the fourth quarter valued at $2,516,628,000. Institutional investors and hedge funds 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: AI, robotics and industrial demand support the outlook. Analysts and fund managers view Texas Instruments as a key supplier of analog and mixed-signal chips used in data centers, robotics, automotive electrification and factory automation. The company’s products regulate power and connect digital systems to the physical world, giving TXN exposure to the buildout of AI infrastructure. Don’t Sleep On Analog Semiconductors
• Positive Sentiment: Recent results showed strong operating momentum. Second-quarter revenue increased 22.8% year over year to $5.46 billion, while earnings per share of $2.14 exceeded the $1.91 consensus estimate. Management guided to third-quarter EPS of $2.23-$2.57, implying continued strength. Commentators also cited 28% trailing operating cash flow less capital expenditures margin and a stronger, more delevered balance sheet. Texas Instruments: Time For Analog To Shine
• Positive Sentiment: Analyst sentiment and shareholder returns are supportive. Brokerage recommendations average a Buy or Moderate Buy, and one comparison cited TXN’s stronger cash generation and profitability relative to loss-making Cerebras Systems. Texas Instruments also raised its quarterly dividend 7% to $1.52 per share, extending its record to 23 consecutive annual increases. Texas Instruments Receives Moderate Buy Rating
• Neutral Sentiment: Valuation leaves less room for error. TXN trades at a premium earnings multiple after its recovery, and one analysis rates the shares as Accumulate below $271, Hold from $271-$345, and Distribute above $345. This suggests investors may require further earnings growth to justify additional gains. AI Infrastructure Boom Fuels Texas Instruments’ Rally
• Negative Sentiment: Momentum signals are mixed. Despite the recent rally and above-average trading volume, Zacks noted that earnings-estimate revisions do not clearly indicate continued strength. TXN therefore remains sensitive to any slowdown in semiconductor demand, inventory normalization or AI-infrastructure spending. Texas Instruments: Is Further Upside Left?

About Texas Instruments

Texas Instruments Incorporated (NASDAQ:TXN) designs and manufactures semiconductors used in industrial, automotive, personal electronics, communications equipment and enterprise systems. The company’s portfolio is led by analog chips, which manage power, sensing and signal processing, and embedded processing products, including microcontrollers and processors that control electronic systems.

Texas Instruments also develops products such as data converters, amplifiers, interface and connectivity devices, motor drivers, power-management semiconductors and calculators.