Texas Instruments' (TXN) Neutral Rating Reiterated at Cantor Fitzgerald

Key Points

• Cantor Fitzgerald reaffirmed its “neutral” rating on Texas Instruments and set a $340 price target, implying 21.61% upside from the prior close.
• Analyst sentiment remains broadly positive, with the stock carrying a consensus “Moderate Buy” rating and an average price target of $312.12; individual targets range from $255 to $360.
• Texas Instruments exceeded quarterly expectations, reporting $2.14 in EPS and $5.46 billion in revenue, with revenue up 22.8% year over year. Institutional investors own approximately 85% of the company’s shares.

Texas Instruments (NASDAQ:TXN - Get Free Report)'s stock had its "neutral" rating reaffirmed by analysts at Cantor Fitzgerald in a research report issued to clients and investors on Monday,Benzinga reports. They presently have a $340.00 price objective on the semiconductor company's stock. Cantor Fitzgerald's price objective suggests a potential upside of 21.61% from the company's previous close.

Other analysts also recently issued research reports about the stock. HC Wainwright downgraded shares of Texas Instruments to a "neutral" rating in a research report on Friday, May 22nd. Morgan Stanley upped their target price on shares of Texas Instruments from $230.00 to $255.00 and gave the company an "underweight" rating in a research note on Thursday, July 23rd. Sanford C. Bernstein upped their price objective on Texas Instruments from $250.00 to $290.00 and gave the company a "market perform" rating in a research note on Thursday, July 23rd. Wells Fargo & Company boosted their price target on Texas Instruments from $300.00 to $310.00 and gave the company an "equal weight" rating in a report on Thursday, July 23rd. Finally, Benchmark lifted their price objective on shares of Texas Instruments from $315.00 to $360.00 and gave the stock a "buy" rating in a report on Thursday, July 23rd. Two analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, eight have given 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 "Moderate Buy" and a consensus price target of $312.12.

Texas Instruments Price Performance

Shares of NASDAQ TXN opened at $279.58 on Monday. The company has a market capitalization of $255.33 billion, a price-to-earnings ratio of 42.55, a PEG 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. Texas Instruments has a 1-year low of $152.73 and a 1-year high of $334.03. The business has a 50-day moving average of $292.66 and a 200-day moving average of $257.02.

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

Institutional Trading of Texas Instruments

Hedge funds have recently added to or reduced their stakes in the business. Swiss Life Asset Management Ltd boosted its position in shares of Texas Instruments by 10.1% during the 4th quarter. Swiss Life Asset Management Ltd now owns 555,199 shares of the semiconductor company's stock valued at $96,321,000 after acquiring an additional 50,808 shares in the last quarter. OVERSEA CHINESE BANKING Corp Ltd acquired a new stake in Texas Instruments during the fourth quarter valued at approximately $640,000. Contravisory Investment Management Inc. bought a new stake in shares of Texas Instruments in the 2nd quarter valued at approximately $1,493,000. K.J. Harrison & Partners Inc acquired a new position in shares of Texas Instruments in the 4th quarter worth approximately $1,735,000. Finally, Thrivent Financial for Lutherans lifted its position in shares of Texas Instruments by 126.0% during the 4th quarter. Thrivent Financial for Lutherans now owns 150,454 shares of the semiconductor company's stock worth $26,114,000 after buying an additional 83,884 shares during the period. Institutional investors own 84.99% of the company's stock.

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.

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