Texas Instruments (NASDAQ:TXN) Stock Gets Price Target Cut from Mizuho

Texas Instruments (NASDAQ:TXN) had its target price dropped by equities researchers at Mizuho from $305.00 to $290.00 in a report issued on Thursday, Benzinga reports. The brokerage presently has a “neutral” rating on the semiconductor company’s stock. Mizuho’s price objective indicates a potential upside of 1.88% from the company’s previous close.

Several other research analysts also recently weighed in on TXN. Robert W. Baird upped their price target on Texas Instruments from $300.00 to $385.00 and gave the stock an “outperform” rating in a research note on Thursday, July 23rd. Barclays set a $280.00 price objective on shares of Texas Instruments in a research report on Thursday. Jefferies Financial Group reissued a “hold” rating and issued a $300.00 target price on shares of Texas Instruments in a report on Thursday. Truist Financial boosted their target price on shares of Texas Instruments from $278.00 to $300.00 and gave the stock a “hold” rating in a report on Thursday, July 23rd. Finally, Citigroup restated a “buy” rating and set a $345.00 target price (up from $280.00) on shares of Texas Instruments in a research report on Tuesday, July 14th. Fifteen research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and four have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Texas Instruments presently has an average rating of “Hold” and a consensus price target of $307.37.

Texas Instruments Stock Performance

NASDAQ TXN opened at $284.65 on Thursday. The firm has a market cap of $259.96 billion, a price-to-earnings ratio of 43.33, a price-to-earnings-growth ratio of 1.55 and a beta of 1.35. The company has a quick ratio of 3.44, a current ratio of 4.86 and a debt-to-equity ratio of 0.72. The business has a 50-day moving average price of $271.76 and a 200-day moving average price of $278.84. Texas Instruments has a twelve month low of $152.73 and a twelve month high of $334.03.

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. The firm had revenue of $6.05 billion during the quarter, compared to analysts’ expectations of $5.94 billion. Texas Instruments had a return on equity of 35.77% and a net margin of 31.11%. The firm’s revenue was up 27.7% on a year-over-year basis. During the same quarter last year, the business posted $1.48 earnings per share. As a group, equities research analysts predict that Texas Instruments will post 8.49 EPS for the current fiscal year.

Insider Transactions at Texas Instruments

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

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of TXN. Kilter Group LLC bought a new stake in Texas Instruments in the second quarter worth $31,000. Nvwm LLC lifted its position in Texas Instruments by 550.0% during the third quarter. Nvwm LLC now owns 117 shares of the semiconductor company’s stock valued at $33,000 after purchasing an additional 99 shares during the last quarter. Addison Advisors LLC bought a new position in Texas Instruments during the second quarter valued at $38,000. Reyes Financial Architecture Inc. purchased a new position in shares of Texas Instruments in the 3rd quarter worth $36,000. Finally, Caitlin John LLC purchased a new position in shares of Texas Instruments in the 2nd quarter worth $41,000. 84.99% of the stock is currently owned by institutional investors.

Texas Instruments News Summary

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?

Texas Instruments Company Profile

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.