Texas Instruments (NASDAQ:TXN) Given New $360.00 Price Target at Rosenblatt Securities

Key Points

• Rosenblatt Securities raised Texas Instruments’ price target from $350 to $360 and maintained a “buy” rating, implying approximately 26.5% upside from the reported share price.
• Texas Instruments exceeded quarterly expectations, reporting $2.62 in EPS on $6.05 billion in revenue, with revenue up 27.7% year over year. Growth was supported by industrial, automotive and data-center demand.
• Analyst sentiment remains mixed: the stock has a consensus “hold” rating and an average price target of $309.37, while its premium valuation and recent insider selling temper the bullish outlook.

Texas Instruments (NASDAQ:TXN - Get Free Report) had its price objective hoisted by equities research analysts at Rosenblatt Securities from $350.00 to $360.00 in a note issued to investors on Thursday, Benzinga reports. The firm presently has a "buy" rating on the semiconductor company's stock. Rosenblatt Securities' price objective points to a potential upside of 26.47% from the stock's current price.

A number of other analysts also recently weighed in on TXN. Susquehanna lifted their price target on Texas Instruments from $300.00 to $340.00 and gave the company a "positive" rating in a research note on Tuesday, July 21st. Robert W. Baird increased their target price on shares of Texas Instruments from $300.00 to $385.00 and gave the company an "outperform" rating in a report on Thursday, July 23rd. UBS Group reaffirmed a "buy" rating on shares of Texas Instruments in a research note on Thursday. Benchmark increased their price target on shares of Texas Instruments from $315.00 to $360.00 and gave the company a "buy" rating in a research report on Thursday, July 23rd. Finally, 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. Fifteen equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and four have given a Sell rating to the company. According to data from MarketBeat, Texas Instruments presently has a consensus rating of "Hold" and a consensus price target of $309.37.

Texas Instruments Stock Performance

Shares of TXN opened at $284.65 on Thursday. The stock has a market capitalization 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 company has a debt-to-equity ratio of 0.72, a quick ratio of 3.44 and a current ratio of 4.86. Texas Instruments has a 1 year low of $152.73 and a 1 year high of $334.03. The company's fifty day moving average is $271.76 and its two-hundred day moving average is $278.84.

Texas Instruments (NASDAQ:TXN - Get Free Report) last released its earnings results on Wednesday, October 21st. The semiconductor company reported $2.62 EPS for the quarter, topping the consensus estimate of $2.40 by $0.22. The company had revenue of $6.05 billion during the quarter, compared to analysts' expectations of $5.94 billion. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. The business's revenue was up 27.7% on a year-over-year basis. During the same quarter last year, the business earned $1.48 EPS. On average, sell-side analysts predict that Texas Instruments will post 8.49 earnings per share for the current year.

Insiders Place Their Bets

In related news, VP Tsedeniya Abraham sold 7,000 shares of the business's stock in a transaction dated Thursday, August 27th. The shares were sold at an average price of $264.63, for a total value of $1,852,410.00. Following the completion of the transaction, the vice president owned 23,181 shares of the company's stock, valued at approximately $6,134,388.03. The trade was a 23.19% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Insiders own 0.60% of the company's stock.

Institutional Investors Weigh In On Texas Instruments

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

Key Headlines Impacting 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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