Texas Instruments (NASDAQ:TXN) Upgraded to “Strong-Buy” at Zacks Research

Texas Instruments (NASDAQ:TXN) was upgraded by equities research analysts at Zacks Research from a “hold” rating to a “strong-buy” rating in a research report issued on Monday,Zacks.com reports. Zacks Research also issued estimates for Texas Instruments’ Q3 2026 earnings at $2.25 EPS, FY2026 earnings at $7.87 EPS and Q3 2027 earnings at $2.60 EPS.

A number of other analysts also recently issued reports on TXN. Weiss Ratings raised shares of Texas Instruments from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday, July 28th. KeyCorp raised their price target on Texas Instruments from $390.00 to $400.00 and gave the company an “overweight” rating in a research report on Thursday, July 23rd. Robert W. Baird lifted their price target on Texas Instruments from $300.00 to $385.00 and gave the stock an “outperform” rating in a research note on Thursday, July 23rd. Jefferies Financial Group upgraded Texas Instruments from a “hold” rating to a “buy” rating in a report on Friday, May 22nd. Finally, Wells Fargo & Company upped their price objective on Texas Instruments from $300.00 to $310.00 and gave the stock an “equal weight” 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 issued a Sell rating to the company. According to MarketBeat.com, Texas Instruments currently has a consensus rating of “Moderate Buy” and an average price target of $312.12.

Texas Instruments Price Performance

Texas Instruments stock opened at $281.24 on Monday. The firm has a market capitalization of $256.84 billion, a P/E ratio of 42.81, a PEG ratio of 1.10 and a beta of 1.33. Texas Instruments has a one year low of $152.73 and a one year high of $334.03. The company has a debt-to-equity ratio of 0.72, a current ratio of 4.86 and a quick ratio of 3.44. The business has a fifty day moving average price of $294.04 and a 200-day moving average price of $255.29.

Texas Instruments (NASDAQ:TXN) last issued its quarterly earnings data on Wednesday, July 22nd. The semiconductor company reported $2.14 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 analysts’ expectations 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 in the previous year, the company earned $1.41 earnings per share. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. As a group, equities research analysts forecast that Texas Instruments will post 8.42 EPS for the current year.

Insiders Place Their Bets

In related news, VP Ahmad Bahai sold 5,000 shares of Texas Instruments stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $309.13, for a total value of $1,545,650.00. Following the completion of the sale, the vice president owned 42,519 shares of the company’s stock, valued at $13,143,898.47. The trade was a 10.52% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CFO Rafael R. Lizardi sold 47,734 shares of the company’s stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $308.10, for a total value of $14,706,845.40. Following the completion of the sale, the chief financial officer owned 85,485 shares of the company’s stock, valued at $26,337,928.50. This trade represents a 35.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.60% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. Ieq Capital LLC bought a new stake in shares of Texas Instruments in the 2nd quarter worth about $17,709,000. Heron Bay Capital Management bought a new position in shares of Texas Instruments during the second quarter valued at approximately $14,465,000. Callan Family Office LLC purchased a new stake in Texas Instruments in the second quarter worth $12,964,000. Heartland Advisors Inc. purchased a new position in Texas Instruments in the 2nd quarter worth about $4,396,000. Finally, C M Bidwell & Associates Ltd. purchased a new position in shares of Texas Instruments during the second quarter worth approximately $298,000. Institutional investors own 84.99% of the company’s stock.

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.