TD Cowen Raises Texas Instruments (NASDAQ:TXN) Price Target to $240.00

Texas Instruments (NASDAQ:TXN) had its target price increased by research analysts at TD Cowen from $225.00 to $240.00 in a report released on Wednesday. The firm currently has a “buy” rating on the semiconductor company’s stock. TD Cowen’s price objective would indicate a potential upside of 22.06% from the stock’s current price.

A number of other brokerages also recently issued reports on TXN. Morgan Stanley set a $175.00 price objective on shares of Texas Instruments in a research report on Wednesday, October 22nd. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Texas Instruments in a research note on Monday, December 29th. JPMorgan Chase & Co. decreased their price target on shares of Texas Instruments from $225.00 to $210.00 and set an “overweight” rating for the company in a research note on Wednesday, October 22nd. Bank of America lowered shares of Texas Instruments from a “neutral” rating to an “underperform” rating and lowered their price objective for the stock from $208.00 to $190.00 in a report on Monday, October 13th. Finally, Exane BNP Paribas upgraded Texas Instruments from a “strong sell” rating to a “hold” rating in a report on Thursday, January 22nd. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, eleven have given a Hold rating and six have issued a Sell rating to the stock. According to data from MarketBeat, Texas Instruments has a consensus rating of “Hold” and an average target price of $196.86.

Texas Instruments Stock Performance

Shares of NASDAQ:TXN opened at $196.63 on Wednesday. The company has a current ratio of 4.45, a quick ratio of 2.90 and a debt-to-equity ratio of 0.81. The company has a 50-day moving average price of $179.44 and a 200-day moving average price of $182.27. The company has a market cap of $178.66 billion, a price-to-earnings ratio of 35.95, a price-to-earnings-growth ratio of 3.09 and a beta of 1.00. Texas Instruments has a 12 month low of $139.95 and a 12 month high of $221.69.

Texas Instruments (NASDAQ:TXN) last posted its earnings results on Tuesday, January 27th. The semiconductor company reported $1.27 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.29 by ($0.02). The business had revenue of $4.42 billion during the quarter, compared to the consensus estimate of $4.44 billion. Texas Instruments had a return on equity of 30.41% and a net margin of 29.21%.During the same period in the previous year, the business earned $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. As a group, equities analysts anticipate that Texas Instruments will post 5.35 EPS for the current year.

Insider Activity at Texas Instruments

In related news, Director Ronald Kirk sold 9,990 shares of the firm’s stock in a transaction that occurred on Monday, November 24th. The stock was sold at an average price of $162.33, for a total transaction of $1,621,676.70. Following the completion of the transaction, the director owned 14,937 shares of the company’s stock, valued at $2,424,723.21. This trade represents a 40.08% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, VP Christine Witzsche sold 1,000 shares of the business’s stock in a transaction on Thursday, November 13th. The stock was sold at an average price of $164.31, for a total value of $164,310.00. Following the completion of the sale, the vice president directly owned 20,821 shares in the company, valued at $3,421,098.51. This trade represents a 4.58% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.57% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of the company. Norges Bank bought a new stake in shares of Texas Instruments during the second quarter valued at approximately $2,836,310,000. Amundi boosted its stake in Texas Instruments by 61.0% during the 3rd quarter. Amundi now owns 9,445,243 shares of the semiconductor company’s stock valued at $1,717,240,000 after purchasing an additional 3,580,147 shares during the last quarter. Soundwatch Capital LLC increased its holdings in shares of Texas Instruments by 174,339.6% in the 2nd quarter. Soundwatch Capital LLC now owns 2,974,196 shares of the semiconductor company’s stock worth $617,503,000 after purchasing an additional 2,972,491 shares in the last quarter. Invesco Ltd. raised its stake in shares of Texas Instruments by 16.8% in the third quarter. Invesco Ltd. now owns 16,435,001 shares of the semiconductor company’s stock worth $3,019,603,000 after purchasing an additional 2,366,695 shares during the last quarter. Finally, Van ECK Associates Corp lifted its holdings in shares of Texas Instruments by 21.8% during the third quarter. Van ECK Associates Corp now owns 9,134,203 shares of the semiconductor company’s stock valued at $1,678,227,000 after purchasing an additional 1,635,870 shares in the last quarter. 84.99% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Texas Instruments

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

• Positive Sentiment: Management’s Q1 guidance implies sequential revenue growth and explicitly cited robust AI data‑center demand and an industrial recovery — the bullish outlook lifted investor sentiment. Texas Instruments shares jump as first-quarter outlook signals robust AI data center demand
• Positive Sentiment: The company’s forecast implies Q1 revenue could be higher than Q4 — a sequential recovery not seen in 16 years — reinforcing the view that demand is improving. Texas Instruments forecasts something that hasn’t happened in 16 years, lifting its stock
• Positive Sentiment: Broad chip sector momentum—driven by AI demand—helped lift TXN alongside peers, suggesting positive sentiment is extending across the industry. Intel, Micron and These Other Chip Stocks Are Rallying. Thank Texas Instruments and ASML.
• Neutral Sentiment: Q4 results were mixed: revenue $4.42B and net income $1.16B with EPS $1.27 — largely inline on revenue but a slight EPS miss; the company hosted a conference call/transcript for details. TI reports Q4 2025 and 2025 financial results and shareholder returns
• Neutral Sentiment: Detailed commentary and Q&A from the earnings call are available for investors who want management’s color on AI exposure, China demand and inventory trends. TXN Q4 2025 Earnings Call Transcript
• Negative Sentiment: On the downside, TXN missed EPS by $0.02 and revenue was slightly below consensus; some reports flag valuation concerns after the post‑earnings rally (questioning whether current price already prices in outsized growth). Texas Instruments (TXN) Lags Q4 Earnings and Revenue Estimates Is Texas Instruments (TXN) Pricing In Too Much Growth After Recent Share Price Strength

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.