Texas Instruments (TXN) News Today

Texas Instruments (TXN) — The stock is trading lower today on mixed analyst action and competing signals from sell‑ and buy‑side coverage. Upgrades to multi‑year EPS forecasts and maintained buy/positive endorsements support the stock, but a near‑term quarterly trim and a high‑profile bearish piece are weighing on sentiment.

• Positive Sentiment: Seaport Research raised TXN’s fiscal‑year EPS outlook across FY2025‑FY2027 (FY2025 to $5.53, FY2026 to $6.78, FY2027 to $7.90) and nudged Q3‑2026 guidance higher — signals of stronger medium‑term earnings potential, though Seaport keeps a "Hold" rating. Seaport Res Ptn Has Bullish Outlook for TXN FY2025 Earnings
• Positive Sentiment: Rosenblatt reaffirmed its Buy on TXN, supporting demand from growth‑oriented investors. Rosenblatt Maintains Texas Instruments (TXN) Buy Recommendation
• Positive Sentiment: Susquehanna maintained a positive stance on TXN, another sign of continued analyst conviction behind the name. Susquehanna Maintains Texas Instruments (TXN) Positive Recommendation
• Positive Sentiment: Investor commentary names TXN among long‑term dividend compounders, which can support lower‑volatility, income‑oriented demand. I have invested in dividends for 20 years. These stocks are my top dividend compounders of all time
• Neutral Sentiment: Wells Fargo left TXN at Equal‑Weight, which is neutral for near‑term flows. Wells Fargo Maintains Texas Instruments (TXN) Equal-Weight Recommendation
• Neutral Sentiment: Q3‑2025 earnings call transcript is available for investors parsing management commentary for demand trends and margin outlook. Texas Instruments Q3 2025 Earnings Call Transcript
• Negative Sentiment: Seaport also trimmed Q4‑2025 EPS modestly (to $1.33 from $1.35), a near‑term revision that can sap momentum despite the multi‑year lifts. Seaport Res Ptn Has Bullish Outlook for TXN FY2025 Earnings
• Negative Sentiment: A Forbes piece argues a much lower valuation (headline target ~$136), which can amplify downside pressure from retail and algorithmic flows when combined with weak technicals. Texas Instruments Stock To $136?

Bottom line for investors: analyst model updates show modest upward revisions to medium‑term earnings but mixed near‑term signals and a high‑profile bearish view have increased selling pressure. Monitor upcoming guidance drivers (end‑market demand, margins) and any follow‑up from buy‑side firms for clearer directional conviction.