Texas Instruments Incorporated

(NASDAQ Global Select)

Top News rankings and signal summaries are processed using AI and may contain errors.

1
Very Bullish +79

Bank of America revamps Texas Instruments stock price target

AI-generated analysis

Bank of America has upgraded Texas Instruments (TXN) from Neutral to Buy and raised its price target from $235 to $320 following the company's exceptional first-quarter performance. The upgrade comes after TXN reported Q1 sales of $4.825 billion, surpassing guidance of $4.5 billion and representing...

Bullish Signals

  • TXN reported best-ever quarterly performance, lifting stock nearly 20%.
  • Bank of America upgraded TXN to Buy with $320 price target.
  • Q1 sales reached $4.825B, beating guidance and growing 18.6% YoY.
  • Gross margin expanded to 58% with Q2 forecast at 59%.
  • Inventory days decreased to 211 from 244 year ago.
  • Industrial revenue surged 30% YoY after two-year low.
  • Aerospace and defense business exceeds $1B annually.
  • Data center sales nearly doubled to 11% of Q1 revenue.
  • Free cash flow per share projected at $12 by 2028.
  • CEO confirmed capex build-out complete with investment benefits.
  • 300mm fab expansion on track for structural cost advantage.
  • Aerospace sockets remain sticky for up to decade.
  • Bank of America forecasts data center power exposure to 15–20%.

Bearish Signals

  • $7.5B acquisition expected H2 2027, pauses buybacks, adds leverage.
  • Uneven auto demand creates uncertainty in critical end market.
  • Chinese EV subsidy questions limit growth in key segments.
  • Strong start in FY2025 followed by slowdown raises concerns.
  • Free cash flow negative $9.79/share due to capital spending.
2
Very Bullish +85

Is Wall Street Bullish or Bearish on Texas Instruments Stock?

Analyst upgrade Earnings report AI-generated analysis

Texas Instruments (TXN) has demonstrated significant outperformance against the broader market, with shares rising 70.1% over the past year compared to the S&P 500's 8.2% gain. The company operates through its Analog and Embedded Processing segments, providing power products and semiconductor solutions globally. This strong...

Bullish Signals

  • Shares rose 70.1% vs S&P 500's 8.2% gain.
  • Q3 revenue grew 27.7% YoY to $6.1B.
  • Adjusted EPS hit $2.62, beating estimates.
  • Q4 guidance tops analyst forecasts ($5.8-6.3B).
  • Mean price target of $335.30 implies 20.5% premium.
3
Very Bullish +85

Texas Instruments stock gains on dividend hike and strong demand

AI-generated analysis

Texas Instruments (TXN) shares rose 3.3% to $266.64 on September 18, 2026, following a significant announcement of a 7% quarterly dividend increase to $1.52 per share. This move marks the company's 23rd consecutive year of dividend growth, with the annual payout now reaching $6.08 per...

Bullish Signals

  • Dividend raised 7% to $1.52, marking 23rd consecutive year increase.
  • Q2 revenue surged 23% YoY to $5.5B with data center doubling.
  • Analysts forecast Q3 EPS of $2.39, a 61.5% year-over-year rise.
  • UBS top pick with $380 target implying roughly 43% upside.
  • Stock gained 53.7% YTD as investors re-rate on strong cash flow.
4
Bullish +75

What Did Texas Instruments Say Before Its Stock Took Off?

Earnings report Financial outlook AI-generated analysis

Investors holding Texas Instruments (TXN) stock from November 2025 through November 2026 earned an impressive 87.2%, significantly outperforming the S&P 500's 13.7% return over the same period. This strong performance coincided with a broad cyclical recovery where the company reported growing sales across all its...

Bullish Signals

  • Stock gained 87.2% vs S&P 500's 13.7% between Nov 2025-Nov 2026.
  • Analog revenue rose 2% YoY in Q4 2024, ending an eight-quarter decline.
  • Operating margins expanded from 32.5% to 36.9% between March and September 2025.
  • Revenue growth accelerated from 11.1% in Q1 2025 to 14.2% in Q3 2025.
  • Analog revenue surged 32% YoY in Q3 2026, reflecting a powerful recovery.

Bearish Signals

  • Market recovery slower than expected per Oct 21, 2025 call.
  • Industrial market down low single-digits in Jan 2025.
5
Bullish +75

Texas Instruments stock in focus after AI data-center chip launch

AI infrastructure Chip launch Earnings report AI-generated analysis

Texas Instruments reported robust third-quarter financial results, with revenue surging 28% year-over-year to $6.06 billion. The analog-chip maker also posted net income of $2.43 billion, driven by broad growth across its industrial, automotive, and data-center markets. Sequentially, revenue increased by 11%, highlighting sustained demand for...

Bullish Signals

  • Revenue surged 28% YoY to $6.06 billion.
  • Net income reached $2.43 billion.
  • Launched three new AI data-center products.
  • Growth across industrial, automotive, and data-center markets.
  • Sequential revenue rose 11%.
6
Bullish +75

Texas Instruments CEO Sees No Slowdown in Data Center Demand: 'Actually ...

AI infrastructure Capacity expansion Earnings report AI-generated analysis

Texas Instruments reported third-quarter earnings of $2.62 per share, surpassing Wall Street estimates of $2.41, with revenue climbing to $6.06 billion against a consensus of $5.92 billion. The company issued upbeat fourth-quarter guidance, projecting earnings between $2.45 and $2.79 per share on revenue expected to...

Bullish Signals

  • Beat Q3 estimates with $2.62 EPS on $6.06B revenue.
7
Bullish +75

Texas Instruments CEO Sees No Slowdown in Data Center Demand: 'Actually Growing Demand'

AI infrastructure Capacity expansion Earnings report AI-generated analysis

Texas Instruments reported third-quarter earnings of $2.62 per share, surpassing Wall Street estimates of $2.41, with revenue climbing to $6.06 billion from $4.74 billion a year earlier. The company issued upbeat fourth-quarter guidance, expecting earnings between $2.45 and $2.79 per share on revenue ranging from...

Bullish Signals

  • EPS beat estimates at $2.62 vs $2.41.
  • Revenue surged to $6.06B, beating consensus.
  • Data Center revenue jumped 95% year over year.
  • Analog and Industrial revenues rose 32% and 40%.

Bearish Signals

  • Earnings reduced by 1 cent below original guidance.
8
Bullish +75

Texas Instruments Tops Q3 Targets, Guides Above Q4 Views - Investor's Business Daily

Earnings report AI-generated analysis

Texas Instruments (TXN) reported strong third-quarter financial results, easily beating Wall Street expectations for both earnings per share and revenue. The Dallas-based chipmaker earned $2.62 per share on sales of $6.06 billion, surpassing analyst estimates of $2.44 in earnings and $5.94 billion in revenue. Year-over-year,...

Bullish Signals

  • Earnings of $2.62 beat estimates of $2.44.
9
Bullish +75

Texas Instruments stock gained 4.44 percent on October 2

Dividend Earnings report AI-generated analysis

Texas Instruments (TXN) shares rose 4.44% to close at $293.80 on October 2, 2026, driven by strong Q2 financial results and a significant dividend increase. The company reported Q2 revenue of $5.46 billion, representing a 23% year-over-year increase, with net income reaching $1.98 billion and...

Bullish Signals

  • Q2 revenue hit $5.46B, up 23% YoY.
10
Bullish +75

Texas Instruments stock gains as dividend rises 7 percent

AI-generated analysis

Texas Instruments shares rose 1.68% to close at $271.11 on September 22, 2026, driven by a 7% quarterly dividend increase and strong second-quarter financial results. The semiconductor manufacturer reported Q2 revenue of $5.46 billion, representing a significant 22.8% year-over-year increase compared to the $4.45 billion...

Bullish Signals

  • Dividend raised 7% to $1.52/share for 23rd consecutive year growth.
11
Bullish +72

Rosenblatt Securities Increases Texas Instruments (NASDAQ:TXN) Price ...

AI-generated analysis

Rosenblatt Securities raised its price target for Texas Instruments (NASDAQ:TXN) from $330 to $350, citing a potential upside of roughly 25% from the previous close. The firm maintains a 'buy' rating on the semiconductor stock. This move follows a series of recent analyst upgrades, including...

Bullish Signals

  • Rosenblatt Securities raised target to $350.
  • Texas Instruments beat EPS with $2.14 vs $1.91 consensus.
  • Revenue grew 22.8% year-over-year on strong chip demand.
  • Net margin reached 31.11% showing operational efficiency.
  • Stifel and UBS raised targets to $360 and $380.

Bearish Signals

  • Director Carrie Smith Cox sold 8,838 shares (19.02% decrease).
  • VP Ahmad Bahai reduced ownership by 10.52% via 5,000 share sale.
  • Insiders sold 199,143 shares worth over $56 million in 90 days.
12
Bullish +75

TXN vs. LRCX: Which Semiconductor Stock Is the Better Buy Right Now?

AI-generated analysis

Texas Instruments (TXN) and Lam Research (LRCX) are compared as semiconductor investment options, with TXN focusing on analog/embedded chips for industrial, automotive, and data center sectors, while LRCX provides wafer fabrication equipment. Both companies are benefiting from the AI-driven technology cycle and recovering demand, but...

Bullish Signals

  • TXN Q1 2026 revenue grew 19% with 31% EPS growth.
  • TXN data center revenues surged 90% year-over-year in Q1 2026.
  • TXN non-GAAP gross margins expanded to 58%.
  • Lam Research raised full-year 2026 equipment spending outlook to $140 billion.
  • LRCX EPS beat consensus by 8.1% in Q3 fiscal 2026.
  • LRCX advanced packaging revenues projected to grow over 50% in 2026.
  • TXN forward P/E of 36.94 is lower than LRCX's 48.82.

Bearish Signals

  • Forward P/E of 48.82 limits upside if growth slows.
  • Q2 2026 revenue guidance below Zacks consensus estimate.
  • 121.3% year-to-date gain may price in most AI optimism.
13
Bullish +75

Texas Instruments Morgan Stanley: $390 Target Price via M&A - TIKR.com

AI-generated analysis

Texas Instruments (TXN) is executing a strategic pivot from a conservative analog giant to an aggressive player in the AI hardware supply chain, highlighted by its recent acquisition of Silicon Labs. CEO Haviv Ilan confirmed the company is in the final year of a six-year...

Bullish Signals

  • 95% front-end manufacturing internalization creates structural cost advantages.
  • Data center segment compounding at 70% year-over-year growth.
  • High inventory levels of 150-250 days capture market share.
  • Silicon Labs acquisition accelerates embedded processing market share.
  • GaN technology secures key position in AI hardware supply chain.
  • Automotive growth expands into ADAS and safety mechanisms.
  • Taking market share from Chinese competitors via cost advantages.
  • Forecast $8 free cash flow per share by 2026.
14
Bullish +60

Texas Instruments Has Raised Its Dividend for 23 Years. Here Are 3 More Tech Income Stocks

Dividend AI-generated analysis

Texas Instruments (TXN) has increased its quarterly dividend by 7% to $1.52 per share, marking the 23rd consecutive year of annual increases. The company generated $8.4 billion in trailing free cash flow over the last 12 months, with management committing to return all free cash...

Bullish Signals

  • Dividend raised 7% to $1.52/share, 23rd consecutive year of increases.
  • Generated $8.4B trailing free cash flow; management returns all to owners.
  • Capex expected down to $2B-$3B in 2026, boosting free cash flow.

Bearish Signals

  • Dividend coverage tightens if $1.6B CHIPS incentives fade.
  • Trades at 27x forward earnings after 74.51% YTD gain.
15
Bullish +72

Texas Instruments stock highly bullish pattern points to gains after earnings beat

Earnings report Guidance raised AI-generated analysis

Texas Instruments (TXN) shares surged to a high of $196 following the release of strong fourth-quarter financial results and elevated forward guidance. The company reported revenue of over $4.42 billion, representing a 10% increase year-over-year that exceeded Wall Street expectations. This performance indicates a recovery...

Bullish Signals

  • Q4 revenue hit $4.42B, up 10% vs expectations.

Bearish Signals

  • Forward P/E of 35 exceeds sector median of 25.
  • Forward EV/EBITDA of 10 far exceeds sector median of 3.6.
16
Bullish +62

Texas Instruments (TXN) Sees Profits Recover, but Is the Stock Still Expensive?

Earnings report Financial outlook AI-generated analysis

Texas Instruments (TXN) is experiencing a recovery in profitability as industrial demand rebounds and heavy factory spending begins to ease. In the second quarter, the company reported revenue of $5.46 billion, a 23% increase year-over-year, driven by a 30% rise in industrial sales and a...

Bullish Signals

  • Operating profit rose 48% to $2.31 billion in Q2.

Bearish Signals

  • Trades at 28x forward earnings, limiting upside.
  • High valuation assumes sustained industrial demand growth.
  • $7.5B Silicon Labs deal uses cash and debt.
17
Bullish +60

Don't Overlook Texas Instruments (TXN) International Revenue Trends While Assessing the Stock

Earnings report AI-generated analysis

Texas Instruments (TXN) reported total revenue of $6.06 billion for the quarter ended September 2026, representing a 27.7% improvement from the prior-year quarter. The company's international operations showed mixed performance against Wall Street consensus estimates, with China significantly outperforming expectations while other regions like Europe,...

Bullish Signals

  • Revenue hit $6.06B, up 27.7% year-over-year.

Bearish Signals

  • Rest of World revenue missed estimates by -5.62%.
  • EMEA revenue fell short of consensus by -2.52%.
  • Japan revenue surprised negatively by -0.87%.
  • Rest of Asia revenue missed expectations by -1.4%.
18
Bullish +72

Texas Instruments stock rises 2.74 percent on Q2 growth

Dividend Earnings report AI-generated analysis

Texas Instruments reported robust second-quarter financial results for fiscal year 2026, with revenue reaching USD 5.46 billion, representing a significant 23% increase compared to the same period last year. The semiconductor manufacturer also delivered strong profitability metrics, posting net income of USD 1.98 billion and...

Bullish Signals

  • Q2 revenue hit $5.46B, up 23% YoY.
  • Operating profit surged 48% to $2.31B.
  • Analog revenue jumped 26% to $4.365B.
  • Embedded processing grew 16% to $788M.
  • Q3 guidance raised; dividend increased to $1.52.

Bearish Signals

  • Stock trades 16.76% below 52-week high of USD 334.03.
  • Cantor Fitzgerald maintains Neutral rating, implying undervaluation.
19
Bullish +72

Texas Instruments stock gains after a 7% dividend lift

AI-generated analysis

Texas Instruments announced a 7% increase in its quarterly cash dividend to $1.52 per share, raising the annualized payout to $6.08. This decision marks the 23rd consecutive year of dividend growth for the semiconductor giant, signaling strong confidence in its cash flow generation and commitment...

Bullish Signals

  • Dividend raised 7% to $1.52, 23rd consecutive year increase.
20
Bullish +72

Texas Instruments Is Up 55% in 2026: This Is the Secret Tech Stock You’re Missing Out On

AI-generated analysis

Texas Instruments (TXN) shares have surged 55% year-to-date in 2026, significantly outperforming the S&P 500 and rival analog competitors like Analog Devices and Microchip. The rally is driven by robust financial performance where Q2 revenue jumped 23% year-over-year, fueled by a 30% increase in industrial...

Bullish Signals

  • Shares surged 55% YTD in 2026, outperforming S&P 500.
  • Q2 revenue jumped 23% YoY driven by industrial demand.
  • Analog prices held flat H1 2026, defying typical declines.
  • Received $850M CHIPS Act incentives with $6.5B FCF.
  • Industrial demand climbed 30% YoY across all sectors.

Bearish Signals

  • Trails SOXX as investors prefer AI compute chips over analog.
  • Stock may have priced in a fair stretch of the cycle.
  • Uncertainty exists on Q3 pricing actions holding given history.