Freedom Broker Upgrades Texas Instruments (NASDAQ:TXN) to Buy

Texas Instruments (NASDAQ:TXN) was upgraded by equities research analysts at Freedom Broker from a “hold” rating to a “buy” rating in a report issued on Thursday, Benzinga reports. The firm currently has a $330.00 target price on the semiconductor company’s stock, up from their prior target price of $260.00. Freedom Broker‘s price objective would indicate a potential upside of 18.07% from the company’s previous close.

Several other equities research analysts also recently weighed in on the stock. Robert W. Baird increased their target price on shares of Texas Instruments from $300.00 to $385.00 and gave the company an “outperform” rating in a research note on Thursday, July 23rd. Jefferies Financial Group reiterated a “hold” rating and set a $300.00 price target (up from $260.00) on shares of Texas Instruments in a report on Thursday. Morgan Stanley increased their price objective on shares of Texas Instruments from $255.00 to $278.00 and gave the stock an “underweight” rating in a research report on Thursday. UBS Group reduced their price objective on shares of Texas Instruments from $380.00 to $360.00 and set a “buy” rating on the stock in a research report on Thursday. Finally, Rosenblatt Securities raised their price objective on shares of Texas Instruments from $350.00 to $360.00 and gave the stock a “buy” rating in a research note on Thursday. Sixteen research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $311.39.

Texas Instruments Trading Down 1.8%

NASDAQ:TXN traded down $5.15 during midday trading on Thursday, hitting $279.50. 13,088,405 shares of the company traded hands, compared to its average volume of 7,575,773. The firm’s fifty day moving average is $271.76 and its 200-day moving average is $278.84. Texas Instruments has a 12-month low of $152.73 and a 12-month high of $334.03. The firm has a market capitalization of $255.25 billion, a P/E ratio of 42.54, a P/E/G ratio of 1.55 and a beta of 1.35. The company has a current ratio of 4.86, a quick ratio of 3.44 and a debt-to-equity ratio of 0.72.

Texas Instruments (NASDAQ:TXN) last posted its quarterly earnings data on Wednesday, October 21st. The semiconductor company reported $2.62 EPS for the quarter, topping the consensus estimate of $2.40 by $0.22. The company had revenue of $6.05 billion during the quarter, compared to analyst estimates of $5.94 billion. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. Texas Instruments’s quarterly revenue was up 27.7% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.48 earnings per share. On average, sell-side analysts predict that Texas Instruments will post 8.49 EPS for the current year.

Insider Buying and Selling at Texas Instruments

In other news, VP Tsedeniya Abraham sold 7,000 shares of Texas Instruments stock in a transaction that occurred on Thursday, August 27th. The shares were 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 of the company’s stock, valued at approximately $6,134,388.03. The trade was a 23.19% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Corporate insiders own 0.60% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of the company. Portus Wealth Advisors LLC purchased a new position in Texas Instruments during the 1st quarter worth $27,000. Scarborough Advisors LLC purchased a new stake in shares of Texas Instruments in the 1st quarter worth $29,000. Kilter Group LLC purchased a new stake in shares of Texas Instruments in the 2nd quarter worth $31,000. Main Street Group LTD bought a new position in shares of Texas Instruments during the 1st quarter worth $32,000. Finally, Nvwm LLC grew its position in shares of Texas Instruments by 550.0% during the 3rd quarter. Nvwm LLC now owns 117 shares of the semiconductor company’s stock worth $33,000 after buying an additional 99 shares in the last quarter. Institutional investors own 84.99% of the company’s stock.

Key Texas Instruments News

Here are the key news stories impacting Texas Instruments this week:

• Positive Sentiment: Texas Instruments reported third-quarter revenue of approximately $6.06 billion, up 27.7% year over year, while earnings per share rose to $2.62 from $1.48. Both figures exceeded Wall Street expectations, with growth led by industrial, automotive, analog and data-center demand. Texas Instruments third-quarter results
• Positive Sentiment: Fourth-quarter revenue guidance reportedly topped consensus, supported by continued industrial demand and spillover from artificial-intelligence investment into analog chips. Management also highlighted record industrial revenue, 95% data-center growth and capacity expansion plans, strengthening the long-term growth and cash-flow outlook. TXN Q3 deep dive
• Positive Sentiment: Several analysts raised their price targets following the results. JPMorgan increased its target to $365 and Stifel to $370, while other reports cited targets approaching $400. These revisions indicate that analysts see earnings momentum and utilization improvements supporting additional upside. Jefferies adjusts TXN price target
• Neutral Sentiment: Options activity was elevated, with traders purchasing 19,194 call contracts, about 7% above average. The activity suggests bullish positioning, but it does not establish a fundamental change in the company’s outlook.
• Negative Sentiment: Investor enthusiasm is being restrained by valuation concerns. With TXN trading at more than 40 times trailing earnings, some analysts argue that the strong results and guidance may already be reflected in the share price, creating a risk that stock performance continues to lag business results. Strong Q3 report valuation analysis
• Negative Sentiment: Analyst opinion remains divided: Mizuho lowered its target to $290 with a neutral rating, while Wells Fargo maintained a hold view. Reports of repeated insider selling may also reinforce caution, although such transactions do not necessarily signal deteriorating fundamentals.

About Texas Instruments

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.