Texas Instruments Incorporated

(NASDAQ Global Select)
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Very Bullish +85

Is Wall Street Bullish or Bearish on Texas Instruments Stock?

Analyst upgrade Earnings report AI-generated analysis

📈 TXN shares have outperformed the broader market significantly, rising 70.1% over the past year versus the S&P 500's 8.2% gain.

💰 Q3 2026 revenue surged 27.7% to $6.1 billion, exceeding analyst expectations and demonstrating strong top-line growth.

📊 Adjusted EPS for the quarter reached $2.62, topping consensus estimates and validating the company's profitability trajectory.

🔮 Management expects Q4 revenue between $5.8 billion and $6.3 billion, further surpassing Wall Street forecasts.

👍 Analyst sentiment is bullish with a 'Moderate Buy' consensus rating based on 19 'Strong Buy' recommendations.

💵 Bank of America Securities maintains a 'Buy' rating with a price target of $370 for the stock.

🎯 The mean analyst price target of $335.30 suggests a 20.5% upside potential from current market levels.

📅 TXN has beaten consensus estimates in three of its last four quarters, showing consistent execution.

Bullish Signals
  • Shares have outperformed the broader market significantly, rising 70.1% over the past year compared to the S&P 500's 8.2% gain.
  • Q3 2026 revenue increased by 27.7% year-over-year to $6.1 billion, surpassing Wall Street estimates.
  • Adjusted EPS for the quarter reached $2.62, exceeding consensus expectations and demonstrating strong profitability.
  • The company provided forward guidance for Q4 revenue between $5.8 billion and $6.3 billion, topping analyst forecasts.
  • Analyst sentiment is robust with a 'Moderate Buy' consensus rating supported by 19 'Strong Buy' recommendations.
  • Bank of America Securities maintains a 'Buy' rating with a price target of $370, indicating strong institutional confidence.
  • The mean analyst price target of $335.30 implies a 20.5% premium over current market levels.
Full 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 relative performance highlights investor confidence in TXN's business model and market position within the technology sector. On October 21, TXN reported impressive Q3 2026 earnings that exceeded Wall Street expectations. Revenue for the quarter increased by 27.7% year-over-year to reach $6.1 billion, while adjusted earnings per share (EPS) hit $2.62, surpassing consensus estimates. The company also provided forward guidance for the current quarter ending in December, expecting revenue between $5.8 billion and $6.3 billion, which again tops analyst forecasts. Analyst sentiment remains robust with a consensus 'Moderate Buy' rating among 33 covering analysts. Bank of America Securities maintained a 'Buy' rating with a price target of $370, while the average price target sits at $335.30, implying a 20.5% premium over current levels. TXN has surpassed consensus estimates in three of its last four quarters, reinforcing its track record of reliable financial performance.