Texas Instruments (NASDAQ:TXN) Given New $290.00 Price Target at Mizuho

Key Points

• Mizuho lowered Texas Instruments’ price target from $305 to $290 while maintaining a “neutral” rating, implying only 1.88% upside from the previous close. The analyst consensus remains “Hold,” with an average target of $307.37.
• Texas Instruments reported stronger-than-expected quarterly results, posting $2.62 in EPS on $6.05 billion in revenue versus estimates of $2.40 and $5.94 billion, respectively. Revenue increased 27.7% year over year, driven by industrial, automotive and data-center demand.
• Analyst views are mixed, with several brokerages raising targets and maintaining Buy or Outperform ratings, while others reduced targets. The stock’s premium valuation and recent insider selling remain potential concerns despite strong operating momentum.

Texas Instruments (NASDAQ:TXN - Get Free Report) had its price objective reduced by equities researchers at Mizuho from $305.00 to $290.00 in a research report issued to clients and investors on Thursday, Benzinga reports. The brokerage presently has a "neutral" rating on the semiconductor company's stock. Mizuho's price objective would indicate a potential upside of 1.88% from the company's previous close.

A number of other brokerages have also recently commented on TXN. Benchmark lifted their price target on Texas Instruments from $315.00 to $360.00 and gave the stock a "buy" rating in a research note on Thursday, July 23rd. Susquehanna boosted their price objective on Texas Instruments from $300.00 to $340.00 and gave the company a "positive" rating in a research report on Tuesday, July 21st. Evercore reissued an "outperform" rating and set a $330.00 price objective (up from $316.00) on shares of Texas Instruments in a research note on Thursday, July 23rd. Stifel Nicolaus raised their target price on shares of Texas Instruments from $340.00 to $360.00 and gave the stock a "buy" rating in a report on Wednesday, June 24th. Finally, KeyCorp raised 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. Fifteen investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and four have given a Sell rating to the company's stock. Based on data from MarketBeat.com, the company currently has a consensus rating of "Hold" and a consensus price target of $307.37.

Texas Instruments Stock Up 2.5%

TXN opened at $284.65 on Thursday. The company has a market cap of $259.96 billion, a P/E ratio of 43.33, a P/E/G ratio of 1.55 and a beta of 1.35. The business's 50-day moving average price is $271.76 and its 200-day moving average price is $278.84. The company has a current ratio of 4.86, a quick ratio of 3.44 and a debt-to-equity ratio of 0.72. Texas Instruments has a 12 month low of $152.73 and a 12 month high of $334.03.

Texas Instruments (NASDAQ:TXN - Get Free Report) last released its earnings results on Wednesday, October 21st. The semiconductor company reported $2.62 earnings per share for the quarter, beating analysts' consensus estimates of $2.40 by $0.22. The company had revenue of $6.05 billion during the quarter, compared to analyst estimates of $5.94 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 27.7% on a year-over-year basis. During the same quarter in the previous year, the company posted $1.48 EPS. On average, equities analysts expect that Texas Instruments will post 8.49 EPS for the current year.

Insider Activity

In related news, VP Tsedeniya Abraham sold 7,000 shares of the company's stock in a transaction that occurred on Thursday, August 27th. The stock was sold at an average price of $264.63, for a total transaction of $1,852,410.00. Following the completion of the transaction, the vice president owned 23,181 shares in the company, valued at $6,134,388.03. This represents a 23.19% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Company insiders own 0.60% of the company's stock.

Institutional Trading of Texas Instruments

Several large investors have recently added to or reduced their stakes in TXN. Contravisory Investment Management Inc. bought a new stake in Texas Instruments during the 2nd quarter worth approximately $1,493,000. Quantbot Technologies LP bought a new position in shares of Texas Instruments in the second quarter worth approximately $1,962,000. Ieq Capital LLC bought a new position in shares of Texas Instruments in the second quarter worth approximately $17,709,000. Liontrust Investment Partners LLP purchased a new stake in shares of Texas Instruments in the first quarter worth $13,056,000. Finally, Heartland Advisors Inc. purchased a new stake in shares of Texas Instruments in the second quarter worth $4,396,000. Institutional investors own 84.99% of the company's stock.

Trending Headlines about Texas Instruments

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?

About Texas Instruments

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.

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