Texas Instruments (NASDAQ:TXN) Stock Price Expected to Rise, JPMorgan Chase & Co. Analyst Says

Key Points

• JPMorgan raised Texas Instruments’ price target from $340 to $365 and maintained an “overweight” rating, implying about 29.7% upside from the prior close.
• Texas Instruments reported quarterly EPS of $2.62, beating the $2.40 consensus, while revenue increased 27.7% year over year to $6.05 billion. Growth was supported by industrial, automotive and data-center demand.
• Analyst sentiment remains mixed: 15 analysts rate the stock a Buy, 11 a Hold and four a Sell, with an average price target of $310.57. Shares recently traded at $281.50, while the valuation remained elevated at roughly 43 times earnings.

Texas Instruments (NASDAQ:TXN - Get Free Report) had its target price raised by equities researchers at JPMorgan Chase & Co. from $340.00 to $365.00 in a research report issued on Thursday, Benzinga reports. The brokerage currently has an "overweight" rating on the semiconductor company's stock. JPMorgan Chase & Co.'s price objective would indicate a potential upside of 29.66% from the stock's previous close.

Several other equities analysts have also issued reports on the company. Benchmark increased their target price on Texas Instruments from $315.00 to $360.00 and gave the stock a "buy" rating in a research note on Thursday, July 23rd. Wall Street Zen raised Texas Instruments from a "hold" rating to a "buy" rating in a research report on Saturday, July 18th. Rosenblatt Securities boosted their price target on shares of Texas Instruments from $350.00 to $360.00 and gave the stock a "buy" rating in a research note on Thursday. Jefferies Financial Group reissued a "hold" rating and set a $300.00 price target on shares of Texas Instruments in a research report on Thursday. Finally, Sanford C. Bernstein raised their price objective on shares of Texas Instruments from $250.00 to $290.00 and gave the company a "market perform" rating in a research note on Thursday, July 23rd. Fifteen 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.com, Texas Instruments currently has an average rating of "Hold" and an average price target of $310.57.

Texas Instruments Trading Down 1.1%

Texas Instruments stock traded down $3.15 during trading on Thursday, hitting $281.50. The company had a trading volume of 1,344,232 shares, compared to its average volume of 7,540,385. Texas Instruments has a 1-year low of $152.73 and a 1-year high of $334.03. The company has a current ratio of 4.86, a quick ratio of 3.44 and a debt-to-equity ratio of 0.72. The company's 50 day simple moving average is $271.76 and its 200-day simple moving average is $278.84. The stock has a market cap of $257.08 billion, a price-to-earnings ratio of 43.19, a price-to-earnings-growth ratio of 1.55 and a beta of 1.35.

Texas Instruments (NASDAQ:TXN - Get Free Report) last released its quarterly earnings results on Wednesday, October 21st. The semiconductor company reported $2.62 EPS for the quarter, topping analysts' consensus estimates of $2.40 by $0.22. Texas Instruments had a return on equity of 35.77% and a net margin of 31.11%. The company had revenue of $6.05 billion for the quarter, compared to analysts' expectations of $5.94 billion. During the same period in the prior year, the firm earned $1.48 earnings per share. The firm's revenue was up 27.7% compared to the same quarter last year. As a group, analysts expect that Texas Instruments will post 8.49 EPS for the current fiscal year.

Insider Activity at Texas Instruments

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 shares were sold at an average price of $264.63, for a total transaction of $1,852,410.00. Following the sale, the vice president directly owned 23,181 shares in the company, valued at approximately $6,134,388.03. This represents a 23.19% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 0.60% of the company's stock.

Institutional Inflows and Outflows

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

Key Texas Instruments News

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

• Positive Sentiment: Q3 beat and strong guidance: Revenue rose 27.7% year over year to approximately $6.06 billion, while EPS of $2.62 exceeded the $2.40 consensus estimate. Fourth-quarter revenue guidance of roughly $6.05 billion was reportedly 5.6% above analysts’ expectations. Growth was led by industrial, automotive and data-center demand, including a reported 95% increase in data-center revenue. TI reports third quarter 2026 financial results and shareholder returns
• Positive Sentiment: AI demand is broadening: Investors are responding to evidence that artificial-intelligence infrastructure spending is benefiting Texas Instruments’ analog-chip business, particularly through data-center applications. The broader industrial recovery and improving factory utilization could support additional margin and earnings growth. TXN Q3 deep dive: industrial and data center growth drive outlook upgrade
• Positive Sentiment: More bullish analyst coverage: Rosenblatt raised its price target from $350 to $360 and assigned a Buy rating. Jefferies also increased its target from $260 to $300, reinforcing the view that the earnings recovery may justify further upside.
• Neutral Sentiment: Analyst opinion remains divided: Mizuho reduced its target from $305 to $290 and maintained a Neutral rating, while Wells Fargo reiterated Hold and TD Cowen also reportedly lowered its target. These actions suggest investors are weighing the strong outlook against the stock’s elevated valuation.
• Negative Sentiment: Valuation and execution risks: With TXN trading at a high earnings multiple after a substantial prior rally, the stock may need sustained industrial and data-center growth to maintain its premium. Earlier after-hours weakness despite the earnings beat indicates that some investors may already have priced in much of the recovery. Texas Instruments stock dips after hours despite Q3 beat and strong Q4 outlook

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.

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