Texas Instruments (NASDAQ:TXN) Upgraded by Bank of America to Neutral Rating

Texas Instruments (NASDAQ:TXN) was upgraded by stock analysts at Bank of America from an “underperform” rating to a “neutral” rating in a research report issued to clients and investors on Wednesday, Marketbeat Ratings reports. The firm presently has a $235.00 target price on the semiconductor company’s stock, up from their previous target price of $185.00. Bank of America‘s target price points to a potential upside of 19.51% from the company’s previous close.

TXN has been the topic of several other reports. Truist Financial boosted their price target on Texas Instruments from $175.00 to $195.00 and gave the company a “hold” rating in a research note on Friday, December 19th. Stifel Nicolaus increased their target price on shares of Texas Instruments from $170.00 to $200.00 and gave the stock a “hold” rating in a report on Friday, January 16th. TD Cowen boosted their target price on shares of Texas Instruments from $225.00 to $240.00 and gave the stock a “buy” rating in a research note on Wednesday. Exane BNP Paribas upgraded Texas Instruments from a “strong sell” rating to a “hold” rating in a report on Thursday, January 22nd. Finally, Rosenblatt Securities reduced their price objective on shares of Texas Instruments from $245.00 to $200.00 and set a “buy” rating on the stock in a research note on Wednesday, October 22nd. One analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, twelve have issued a Hold rating and five have given a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $204.49.

Texas Instruments Stock Up 0.0%

NASDAQ:TXN opened at $196.63 on Wednesday. The stock has a 50-day simple moving average of $179.44 and a 200 day simple moving average of $182.27. The company has a debt-to-equity ratio of 0.81, a quick ratio of 2.90 and a current ratio of 4.45. The company has a market cap of $178.66 billion, a PE ratio of 35.95, a PEG ratio of 3.09 and a beta of 1.00. Texas Instruments has a 52-week low of $139.95 and a 52-week high of $221.69.

Texas Instruments (NASDAQ:TXN) last released its earnings results on Tuesday, January 27th. The semiconductor company reported $1.27 earnings per share for the quarter, missing the consensus estimate of $1.29 by ($0.02). The firm had revenue of $4.42 billion during the quarter, compared to the consensus estimate of $4.44 billion. Texas Instruments had a net margin of 29.21% and a return on equity of 30.41%. During the same period in the prior year, the business posted $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. On average, sell-side analysts expect that Texas Instruments will post 5.35 EPS for the current fiscal year.

Insider Buying and Selling

In other news, VP Christine Witzsche sold 1,000 shares of Texas Instruments stock in a transaction on Thursday, November 13th. The stock was sold at an average price of $164.31, for a total value of $164,310.00. Following the completion of the transaction, the vice president directly owned 20,821 shares in the company, valued at approximately $3,421,098.51. The trade was a 4.58% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Ronald Kirk sold 9,990 shares of the firm’s stock in a transaction that occurred on Monday, November 24th. The shares were sold at an average price of $162.33, for a total transaction of $1,621,676.70. Following the completion of the sale, the director directly owned 14,937 shares in the company, valued at $2,424,723.21. This represents a 40.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 0.57% of the company’s stock.

Institutional Investors Weigh In On Texas Instruments

Several hedge funds have recently made changes to their positions in TXN. Strategic Wealth Investment Group LLC bought a new position in Texas Instruments in the 2nd quarter valued at approximately $25,000. Pacifica Partners Inc. raised its stake in shares of Texas Instruments by 85.2% in the third quarter. Pacifica Partners Inc. now owns 150 shares of the semiconductor company’s stock worth $27,000 after purchasing an additional 69 shares during the last quarter. Grey Fox Wealth Advisors LLC purchased a new position in shares of Texas Instruments in the third quarter worth $29,000. LGT Financial Advisors LLC lifted its holdings in shares of Texas Instruments by 328.9% during the second quarter. LGT Financial Advisors LLC now owns 193 shares of the semiconductor company’s stock valued at $40,000 after purchasing an additional 148 shares in the last quarter. Finally, Mid American Wealth Advisory Group Inc. purchased a new stake in shares of Texas Instruments during the second quarter valued at $40,000. 84.99% of the stock is currently owned by institutional investors.

More Texas Instruments News

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

• Positive Sentiment: Management’s Q1 guidance implies sequential revenue growth and explicitly cited robust AI data‑center demand and an industrial recovery — the bullish outlook lifted investor sentiment. Texas Instruments shares jump as first-quarter outlook signals robust AI data center demand
• Positive Sentiment: The company’s forecast implies Q1 revenue could be higher than Q4 — a sequential recovery not seen in 16 years — reinforcing the view that demand is improving. Texas Instruments forecasts something that hasn’t happened in 16 years, lifting its stock
• Positive Sentiment: Broad chip sector momentum—driven by AI demand—helped lift TXN alongside peers, suggesting positive sentiment is extending across the industry. Intel, Micron and These Other Chip Stocks Are Rallying. Thank Texas Instruments and ASML.
• Neutral Sentiment: Q4 results were mixed: revenue $4.42B and net income $1.16B with EPS $1.27 — largely inline on revenue but a slight EPS miss; the company hosted a conference call/transcript for details. TI reports Q4 2025 and 2025 financial results and shareholder returns
• Neutral Sentiment: Detailed commentary and Q&A from the earnings call are available for investors who want management’s color on AI exposure, China demand and inventory trends. TXN Q4 2025 Earnings Call Transcript
• Negative Sentiment: On the downside, TXN missed EPS by $0.02 and revenue was slightly below consensus; some reports flag valuation concerns after the post‑earnings rally (questioning whether current price already prices in outsized growth). Texas Instruments (TXN) Lags Q4 Earnings and Revenue Estimates Is Texas Instruments (TXN) Pricing In Too Much Growth After Recent Share Price Strength

Texas Instruments Company Profile

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.