Texas Instruments (NASDAQ:TXN) Given New $365.00 Price Target at JPMorgan Chase & Co.

Texas Instruments (NASDAQ:TXN) had its target price lifted by research analysts at JPMorgan Chase & Co. from $340.00 to $365.00 in a note issued to investors on Thursday, Benzinga reports. The brokerage currently has an “overweight” rating on the semiconductor company’s stock. JPMorgan Chase & Co.’s target price suggests a potential upside of 29.66% from the company’s current price.

TXN has been the subject of several other research reports. Wells Fargo & Company decreased their target price on Texas Instruments from $310.00 to $300.00 and set an “equal weight” rating for the company in a research note on Tuesday. Robert W. Baird raised their price target on shares of Texas Instruments from $300.00 to $385.00 and gave the stock an “outperform” rating in a research note on Thursday, July 23rd. The Goldman Sachs Group reaffirmed a “sell” rating and set a $250.00 price objective on shares of Texas Instruments in a report on Thursday. UBS Group restated a “buy” rating on shares of Texas Instruments in a research report on Thursday. Finally, KeyCorp raised their price target on Texas Instruments from $390.00 to $400.00 and gave the stock an “overweight” rating in a research report 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 stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $310.57.

Texas Instruments Stock Down 1.1%

NASDAQ:TXN traded down $3.15 during mid-day trading on Thursday, reaching $281.50. The stock had a trading volume of 1,344,232 shares, compared to its average volume of 7,540,385. The stock has a market cap of $257.08 billion, a P/E ratio of 43.19, a PEG ratio of 1.55 and a beta of 1.35. The business’s 50 day moving average is $271.76 and its 200 day moving average is $278.84. 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 fifty-two week low of $152.73 and a fifty-two week high of $334.03.

Texas Instruments (NASDAQ:TXN) last issued its quarterly earnings data on Wednesday, October 21st. The semiconductor company reported $2.62 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.40 by $0.22. The firm 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%. Texas Instruments’s revenue for the quarter was up 27.7% on a year-over-year basis. During the same period in the prior year, the company posted $1.48 earnings per share. As a group, sell-side analysts predict that Texas Instruments will post 8.49 earnings per share for the current year.

Insider Buying and Selling at Texas Instruments

In other news, VP Tsedeniya Abraham sold 7,000 shares of the firm’s stock in a transaction dated Thursday, August 27th. The stock was 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 in the company, valued at $6,134,388.03. This trade represents a 23.19% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.60% of the stock is owned by insiders.

Institutional Trading of Texas Instruments

Several institutional investors and hedge funds have recently added to or reduced their stakes in the company. BlackRock Inc. bought a new position in Texas Instruments during the second quarter worth about $24,607,313,000. Bank of New York Mellon Corp acquired a new position in shares of Texas Instruments in the second quarter valued at about $4,488,666,000. Bank of America Corp DE bought a new stake in shares of Texas Instruments in the second quarter valued at approximately $3,700,842,000. Primecap Management Co. CA acquired a new position in Texas Instruments in the 2nd quarter valued at $2,538,063,000. Finally, Legal & General Group Plc acquired a new position in Texas Instruments in the second quarter valued at about $1,918,277,000. 84.99% of the stock is owned by institutional investors.

Texas Instruments News Summary

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.