KeyCorp Forecasts Strong Price Appreciation for Texas Instruments (NASDAQ:TXN) Stock

Texas Instruments (NASDAQ:TXN) had its price objective upped by investment analysts at KeyCorp from $390.00 to $400.00 in a research note issued on Thursday,Benzinga reports. The firm currently has an “overweight” rating on the semiconductor company’s stock. KeyCorp’s price target suggests a potential upside of 35.97% from the stock’s current price.

Several other analysts also recently weighed in on the company. Bank of America lifted their target price on Texas Instruments from $320.00 to $370.00 and gave the company a “buy” rating in a research note on Tuesday, May 26th. Weiss Ratings raised Texas Instruments from a “hold (c)” rating to a “hold (c+)” rating in a report on Wednesday, May 6th. Mizuho lifted their price objective on shares of Texas Instruments from $255.00 to $300.00 and gave the company a “neutral” rating in a research note on Tuesday, May 19th. HC Wainwright downgraded shares of Texas Instruments to a “neutral” rating in a report on Friday, May 22nd. Finally, Wells Fargo & Company raised their target price on shares of Texas Instruments from $260.00 to $300.00 and gave the company an “equal weight” rating in a research note on Tuesday, June 9th. Thirteen 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, the stock presently has a consensus rating of “Hold” and an average target price of $291.17.

Texas Instruments Trading Up 1.0%

Shares of NASDAQ:TXN opened at $294.19 on Thursday. The company has a quick ratio of 2.94, a current ratio of 4.46 and a debt-to-equity ratio of 0.77. The company’s 50-day moving average price is $301.99 and its 200 day moving average price is $246.39. The company has a market cap of $267.74 billion, a PE ratio of 50.38, a P/E/G ratio of 1.49 and a beta of 1.32. Texas Instruments has a fifty-two week low of $152.73 and a fifty-two week high of $334.03.

Texas Instruments (NASDAQ:TXN) last posted its earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 EPS for the quarter, topping the consensus estimate of $1.91 by $0.23. Texas Instruments had a net margin of 29.11% and a return on equity of 32.49%. The firm had revenue of $5.46 billion during the quarter, compared to analysts’ expectations of $5.26 billion. During the same quarter in the prior year, the firm earned $1.41 EPS. Texas Instruments’s quarterly revenue was up 22.8% on a year-over-year basis. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. Sell-side analysts anticipate that Texas Instruments will post 7.69 earnings per share for the current year.

Insider Buying and Selling at Texas Instruments

In other Texas Instruments news, VP Mohammad Yunus sold 51,098 shares of the company’s stock in a transaction dated Wednesday, April 29th. The shares were sold at an average price of $270.44, for a total value of $13,818,943.12. Following the completion of the sale, 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. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, VP Mark T. Roberts sold 28,080 shares of Texas Instruments stock in a transaction that occurred on Thursday, April 30th. The stock was sold at an average price of $280.34, for a total transaction of $7,871,947.20. Following the completion of the transaction, the vice president directly owned 53,809 shares in the company, valued at $15,084,815.06. This represents a 34.29% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 303,475 shares of company stock valued at $85,666,638. Corporate insiders own 0.60% of the company’s stock.

Institutional Trading of Texas Instruments

A number of large investors have recently added to or reduced their stakes in the business. High Point Wealth Management LLC bought a new position in shares of Texas Instruments in the fourth quarter valued at $25,000. Strategic Wealth Investment Group LLC bought a new stake in shares of Texas Instruments during the 2nd quarter worth $25,000. Advocate Investing Services LLC bought a new stake in shares of Texas Instruments during the 4th quarter worth $25,000. Ares Financial Consulting LLC acquired a new stake in shares of Texas Instruments during the fourth quarter worth $26,000. Finally, Cornerstone Financial Management LLC purchased a new stake in shares of Texas Instruments during the fourth quarter valued at $27,000. 84.99% of the stock is currently owned by institutional investors.

Trending Headlines about Texas Instruments

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

• Positive Sentiment: Texas Instruments topped Q2 estimates, reporting EPS of $2.14 versus $1.91 expected and revenue of $5.46 billion versus $5.26 billion expected. The company also said revenue rose 22.8% year over year, pointing to a solid recovery in demand. Article Title
• Positive Sentiment: Management guided Q3 EPS and revenue above Wall Street forecasts, which suggests improving industrial chip demand and momentum in AI/data center-related chips. Article Title
• Positive Sentiment: Reports noted improving inventory levels and stronger demand across industrial, automotive, and data center markets, which is constructive for the analog semiconductor cycle. Article Title
• Neutral Sentiment: Coverage around the earnings call and transcript highlighted the same strong results and guidance, but did not add materially new information beyond the company’s official release. Article Title
• Negative Sentiment: Despite the beat, TXN shares slipped as investors sold into strength, likely because the quarter met a very high bar and the analog-chip group had already rallied on recovery hopes. Article Title
• Negative Sentiment: Broader weakness in analog semiconductor peers, including STMicroelectronics, is also pressuring sentiment and may be weighing on TXN even after strong results. Article Title

Texas Instruments Company Profile

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.