Texas Instruments (NASDAQ:TXN) Raised to “Strong-Buy” at Zacks Research

Texas Instruments (NASDAQ:TXN) was upgraded by Zacks Research from a “hold” rating to a “strong-buy” rating in a research report issued to clients and investors on Monday,Zacks.com reports. Zacks Research also issued estimates for Texas Instruments’ Q3 2026 earnings at $2.25 EPS, FY2026 earnings at $7.87 EPS and Q3 2027 earnings at $2.60 EPS.

TXN has been the subject of several other research reports. Wells Fargo & Company raised their price target on shares of Texas Instruments from $300.00 to $310.00 and gave the company an “equal weight” rating in a research note on Thursday, July 23rd. Mizuho boosted their price target on Texas Instruments from $300.00 to $305.00 and gave the company a “neutral” rating in a research note on Thursday, July 23rd. Susquehanna increased their price objective on shares of 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 increased their target price on Texas Instruments from $330.00 to $350.00 and gave the stock a “buy” rating in a report on Friday, July 24th. Finally, JPMorgan Chase & Co. lifted their price target on Texas Instruments from $280.00 to $340.00 and gave the company an “overweight” rating in a research note on Thursday, July 23rd. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, eight have given a Hold rating and four have issued a Sell rating to the company. According to MarketBeat.com, Texas Instruments currently has a consensus rating of “Moderate Buy” and a consensus price target of $312.12.

Texas Instruments Stock Performance

Shares of Texas Instruments stock opened at $281.24 on Monday. Texas Instruments has a fifty-two week low of $152.73 and a fifty-two week high of $334.03. The firm has a market capitalization of $256.84 billion, a P/E ratio of 42.81, a P/E/G ratio of 1.10 and a beta of 1.33. The company has a debt-to-equity ratio of 0.72, a current ratio of 4.86 and a quick ratio of 3.44. The company’s 50 day moving average price is $294.04 and its two-hundred day moving average price is $255.29.

Texas Instruments (NASDAQ:TXN) last released its quarterly earnings data on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share for the quarter, beating the consensus estimate of $1.91 by $0.23. The company had revenue of $5.46 billion for the quarter, compared to the consensus estimate of $5.26 billion. Texas Instruments had a return on equity of 35.77% and a net margin of 31.11%.Texas Instruments’s revenue for the quarter was up 22.8% on a year-over-year basis. During the same quarter last year, the business posted $1.41 EPS. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. On average, equities analysts forecast that Texas Instruments will post 8.42 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, VP Ahmad Bahai sold 5,000 shares of Texas Instruments stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $309.13, for a total transaction of $1,545,650.00. Following the sale, the vice president directly owned 42,519 shares in the company, valued at approximately $13,143,898.47. This trade represents a 10.52% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CFO Rafael R. Lizardi sold 47,734 shares of the business’s stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $308.10, for a total value of $14,706,845.40. Following the completion of the transaction, the chief financial officer directly owned 85,485 shares in the company, valued at approximately $26,337,928.50. This represents a 35.83% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.60% of the stock is owned by insiders.

Institutional Investors Weigh In On Texas Instruments

Several large investors have recently made changes to their positions in TXN. High Point Wealth Management LLC bought a new position in Texas Instruments during the fourth quarter valued at about $25,000. Strategic Wealth Investment Group LLC bought a new stake in Texas Instruments in the second quarter worth about $25,000. Advocate Investing Services LLC bought a new stake in Texas Instruments in the fourth quarter worth about $25,000. Ares Financial Consulting LLC purchased a new position in Texas Instruments in the fourth quarter valued at about $26,000. Finally, Cornerstone Financial Management LLC bought a new position in shares of Texas Instruments during the 4th quarter valued at approximately $27,000. 84.99% of the stock is owned by hedge funds and other institutional investors.

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.