Stifel Nicolaus Forecasts Strong Price Appreciation for Texas Instruments (NASDAQ:TXN) Stock

Texas Instruments (NASDAQ:TXN) had its target price lifted by equities research analysts at Stifel Nicolaus from $360.00 to $370.00 in a research note issued on Thursday, Benzinga reports. The brokerage currently has a “buy” rating on the semiconductor company’s stock. Stifel Nicolaus’ target price would suggest a potential upside of 29.98% from the company’s current price.

Several other research firms have also recently weighed in on TXN. Morgan Stanley reissued an “underweight” rating and set a $278.00 price objective on shares of Texas Instruments in a report on Thursday. Sanford C. Bernstein raised their target price on shares of Texas Instruments from $250.00 to $290.00 and gave the stock a “market perform” rating in a report on Thursday, July 23rd. Evercore reiterated an “outperform” rating and set a $330.00 target price (up from $316.00) on shares of Texas Instruments in a research note on Thursday, July 23rd. Susquehanna increased their price target on Texas Instruments from $300.00 to $340.00 and gave the company a “positive” rating in a report on Tuesday, July 21st. 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 note on Thursday, July 23rd. Fifteen 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 MarketBeat.com, Texas Instruments presently has an average rating of “Hold” and an average target price of $309.71.

Texas Instruments Price Performance

Shares of NASDAQ:TXN opened at $284.65 on Thursday. The company has a debt-to-equity ratio of 0.72, a quick ratio of 3.44 and a current ratio of 4.86. The firm has a market cap of $259.96 billion, a price-to-earnings ratio of 43.33, a price-to-earnings-growth ratio of 1.55 and a beta of 1.35. The business has a 50-day simple moving average of $271.76 and a two-hundred day simple moving average of $278.84. 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 announced its quarterly earnings results on Wednesday, October 21st. The semiconductor company reported $2.62 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.40 by $0.22. The firm had revenue of $6.05 billion for the quarter, compared to the consensus estimate of $5.94 billion. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. The business’s quarterly revenue was up 27.7% compared to the same quarter last year. During the same quarter last year, the firm posted $1.48 EPS. On average, analysts expect that Texas Instruments will post 8.49 earnings per share for the current year.

Insiders Place Their Bets

In other Texas Instruments news, VP Tsedeniya Abraham sold 7,000 shares of the stock in a transaction that occurred on Thursday, August 27th. The shares were sold at an average price of $264.63, for a total value of $1,852,410.00. Following the transaction, the vice president directly owned 23,181 shares in the company, valued at approximately $6,134,388.03. This trade represents a 23.19% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.60% of the company’s stock.

Institutional Investors Weigh In On Texas Instruments

A number of hedge funds have recently modified their holdings of the business. Contravisory Investment Management Inc. purchased a new position in shares of Texas Instruments in the second quarter worth $1,493,000. Quantbot Technologies LP acquired a new stake in shares of Texas Instruments during the second quarter worth $1,962,000. Ieq Capital LLC acquired a new stake in shares of Texas Instruments during the second quarter worth $17,709,000. Liontrust Investment Partners LLP purchased a new stake in shares of Texas Instruments during the first quarter valued at $13,056,000. Finally, Heartland Advisors Inc. purchased a new stake in shares of Texas Instruments during the second quarter valued at $4,396,000. Institutional investors own 84.99% of the company’s stock.

Trending Headlines about Texas Instruments

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.