Texas Instruments (NASDAQ:TXN) Given New $330.00 Price Target at TD Cowen

Posted by George Bondi on Oct 20th, 2026

Texas Instruments (NASDAQ:TXN – Get Free Report) had its target price reduced by research analysts at TD Cowen from $340.00 to $330.00 in a research report issued to clients and investors on Monday, Benzinga reports. The firm currently has a “buy” rating on the semiconductor company’s stock. TD Cowen’s price objective would suggest a potential upside of 19.50% from the company’s previous close.

A number of other research analysts also recently commented on TXN. Rosenblatt Securities boosted their target price on Texas Instruments from $330.00 to $350.00 and gave the company a “buy” rating in a research note on Friday, July 24th. KeyCorp upped their target price on Texas Instruments from $390.00 to $400.00 and gave the stock an “overweight” rating in a research report on Thursday, July 23rd. Benchmark raised their price target on Texas Instruments from $315.00 to $360.00 and gave the stock a “buy” rating in a research note on Thursday, July 23rd. Cantor Fitzgerald reaffirmed a “neutral” rating and set a $300.00 price target (up from $280.00) on shares of Texas Instruments in a research note on Wednesday, September 9th. Finally, Citigroup reiterated a “buy” rating and set a $345.00 price target (up from $280.00) on shares of Texas Instruments in a report on Tuesday, July 14th. Sixteen research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and four have issued a Sell rating to the stock. Based on data from MarketBeat.com, Texas Instruments currently has a consensus rating of “Hold” and an average target price of $303.23.

Check Out Our Latest Stock Report on Texas Instruments

Texas Instruments Trading Down 0.1%

Shares of NASDAQ:TXN opened at $276.15 on Monday. The firm has a fifty day moving average of $271.67 and a two-hundred day moving average of $277.63. The firm has a market capitalization of $252.19 billion, a P/E ratio of 42.03, a price-to-earnings-growth ratio of 1.54 and a beta of 1.35. Texas Instruments has a 12-month low of $152.73 and a 12-month high of $334.03. The company has a quick ratio of 3.44, a current ratio of 4.86 and a debt-to-equity ratio of 0.72.

Texas Instruments (NASDAQ:TXN – Get Free Report) last posted its quarterly earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share for the quarter, topping analysts’ consensus estimates of $1.91 by $0.23. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. The business had revenue of $5.46 billion for the quarter, compared to the consensus estimate of $5.26 billion. During the same period in the prior year, the business posted $1.41 earnings per share. Texas Instruments’s revenue for the quarter was up 22.8% compared to the same quarter last year. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. On average, equities analysts expect that Texas Instruments will post 8.48 EPS for the current fiscal year.

Insider Activity

In other news, VP Tsedeniya Abraham sold 7,000 shares of the company’s stock in a transaction dated Thursday, August 27th. The stock was sold at an average price of $264.63, for a total transaction of $1,852,410.00. Following the completion of the sale, the vice president owned 23,181 shares in the company, valued at approximately $6,134,388.03. This represents a 23.19% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Company insiders own 0.60% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the stock. Portus Wealth Advisors LLC bought a new stake in shares of Texas Instruments in the first quarter valued at approximately $27,000. Scarborough Advisors LLC bought a new position in Texas Instruments during the first quarter worth $29,000. Kilter Group LLC bought a new position in Texas Instruments during the second quarter worth $31,000. Main Street Group LTD acquired a new position in Texas Instruments during the 1st quarter valued at $32,000. Finally, Nvwm LLC raised its stake in Texas Instruments by 550.0% during the 3rd quarter. Nvwm LLC now owns 117 shares of the semiconductor company’s stock valued at $33,000 after purchasing an additional 99 shares during the last quarter. 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: UBS named TXN a top pick amid an expected upswing in the analog semiconductor cycle, a potential catalyst for revenue, margins and investor sentiment. UBS Identifies TXN as Top Pick Amid Upswing in Analog Chip Cycle
Positive Sentiment: KeyCorp raised its forecast for TXN’s third-quarter earnings, suggesting confidence that near-term results could exceed prior expectations. Texas Instruments’ latest reported quarter also showed strong year-over-year revenue and earnings growth, supporting the earnings-recovery narrative. Texas Instruments Q3 Earnings Forecast Raised by KeyCorp
Positive Sentiment: Coverage continues to emphasize TXN’s durable analog and embedded-chip franchises, recurring industrial and automotive demand, and appeal to long-term dividend investors. Its dividend profile and cash-generation potential remain important support factors. Texas Instruments: 3 Things to Watch Before Buying the Dividend Stock
Neutral Sentiment: Comparisons with Sandisk and Broadcom frame TXN as a higher-quality, dividend-oriented semiconductor investment, but also highlight the trade-off between TXN’s dividend yield, valuation and the strength of competitors’ cash-flow coverage. Broadcom vs. Texas Instruments
Negative Sentiment: TXN’s shares face valuation sensitivity after a substantial rally, with comparisons noting that its premium valuation requires sustained earnings and cash-flow improvement. ETF net selling on October 15 also represents a modest near-term technical headwind. ETFs Are Net Sellers of Texas Instruments

About Texas Instruments

(Get Free Report)

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.