TXNTechnology · SemiconductorsThe 35 Wall Street analysts covering Texas Instruments Incorporated hold a median 12-month price target of $340 — +19.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 97 of 100 as at 23 Oct 2026 — among the strongest tenth. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Texas Instruments Incorporated on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (100): Analysts have, on balance, been raising their forecasts.
Accruals (59): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (1): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on TXN, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +19.4% from it.
Of the 20 most recent actions, 11 moved their price target up and 4 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 22 Oct 2026 | Barclays | Maintains | Equal-Weight | $250 → $280 |
| 22 Oct 2026 | Freedom Broker | Upgrade | Buy | $260 → $330 |
| 22 Oct 2026 | Jefferies | Maintains | Hold | $260 → $300 |
| 22 Oct 2026 | JP Morgan | Maintains | Overweight | $340 → $365 |
| 22 Oct 2026 | Mizuho | Maintains | Neutral | $305 → $290 |
| 22 Oct 2026 | Morgan Stanley | Maintains | Underweight | $255 → $278 |
| 22 Oct 2026 | Rosenblatt | Maintains | Buy | $350 → $360 |
| 22 Oct 2026 | Stifel | Maintains | Buy | $360 → $370 |
| 22 Oct 2026 | UBS | Maintains | Buy | $380 → $360 |
| 20 Oct 2026 | Wells Fargo | Maintains | Equal-Weight | $310 → $300 |
| 19 Oct 2026 | TD Cowen | Maintains | Buy | $340 → $330 |
| 17 Aug 2026 | Cantor Fitzgerald | Reiterates | Neutral | $340 |
| 17 Aug 2026 | Cantor Fitzgerald | Reiterates | Neutral | — |
| 24 July 2026 | Rosenblatt | Maintains | Buy | $330 → $350 |
| 24 July 2026 | Rosenblatt | Maintains | Buy | — |
| 23 July 2026 | Baird | Maintains | Outperform | — |
| 23 July 2026 | Baird | Maintains | Outperform | $300 → $385 |
| 23 July 2026 | Benchmark | Maintains | Buy | — |
| 23 July 2026 | Benchmark | Maintains | Buy | $315 → $360 |
| 23 July 2026 | Bernstein | Maintains | Market Perform | $250 → $290 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
TXN appears in the Radar on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 23 Oct 2026, Texas Instruments Incorporated returned +69.7% against +14.3% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 20% of US stocks
Cheaper than 11% of US stocks
Cheaper than 7% of US stocks
Cheaper than 11% of US stocks
Higher than 77% of US stocks
Higher than 80% of US stocks
Higher than 74% of US stocks
Higher than 95% of US stocks
Higher than 92% of US stocks
Higher than 91% of US stocks
Higher than 97% of US stocks
Higher than 80% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Texas Instruments Incorporated has a market value of $260.0B and an enterprise value of $265.6B.
Revenue in the twelve months to 30 June 2026: $19.5B. The latest quarter grew 27.7% year on year.
Net income over the same four quarters: $6.1B, a 31.1% net margin.
Diluted earnings per share, trailing twelve months: $6.57.
Free cash flow in the twelve months to 30 June 2026: $5.4B, after $3.3B of capital spending.
Texas Instruments Incorporated spent $707.0M on share buybacks and $5.1B on dividends in the twelve months to 30 June 2026.
Trailing P/E: 36.9×; forward P/E: 24.7× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 2.13%, paying out 86% of earnings.
Texas Instruments Incorporated employs 33,000 people — $589K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Texas Instruments Incorporated — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Texas Instruments (TXN) was upgraded to Zacks Rank #1 (Strong Buy), reflecting increased optimism about its earnings prospects. The excerpt says this could support near-term stock gains.
Why it matters — TXN watchers may consider the change in Zacks' assessment of the company's earnings outlook.
The article says analog-chip demand is recovering, supported by growth in industrial, automotive and data-center markets. It points to increased revenue per system, tight supply and longer lead times as signs of improved pricing power, while noting TXN’s elevated valuation after an April 2026 rally.
Why it matters — TXN watchers may view stronger demand and pricing power as relevant to the company’s growth outlook, alongside the article’s observation that its valuation is elevated.
Zacks compared Micron and Texas Instruments, noting that both benefit from rising chip demand. It said Micron's AI-driven growth, stronger stock gains, and lower valuation give it the edge.
Why it matters — The comparison highlights factors shaping the relative outlook for TXN in the semiconductor sector.
The article highlights five dividend stocks going ex-dividend next week and notes that investors who miss the cutoff date forfeit the payment. It also says two stocks have yields above 16%, while raising questions about their dividend coverage.
Why it matters — The item discusses dividend dates and coverage for five stocks, but the excerpt does not identify Texas Instruments as one of them.
Texas Instruments was included with HAS and UVE on Zacks’ Rank #1 (Strong Buy) income stocks list on October 23, 2026.
Why it matters — TXN watchers may note the company’s inclusion on Zacks’ top-ranked income stocks list.
The 35 Wall Street analysts covering Texas Instruments Incorporated have a median 12-month price target of $340, with estimates ranging from $250 to $400. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 35 analysts covering Texas Instruments Incorporated, 20 rate it a Buy, 13 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks Texas Instruments Incorporated 97 out of 100 across roughly 4,600 US stocks as at 23 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 23 Oct 2026, Texas Instruments Incorporated ranks 97 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (100 of 100).
No one can know that. What the data says: the median 12-month target from 35 analysts implies +19.4% from the last close, and Ticker Nerd's factor model ranks Texas Instruments Incorporated 97 out of 100 as at 23 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Texas Instruments Incorporated publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for TXN are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $250 to $400 over the next 12 months.
Texas Instruments Incorporated returned +69.7% over the 12 months to 23 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Texas Instruments Inc. is a semiconductor company that designs, manufactures, tests, and sells analog and embedded processing chips used in a wide range of electronic systems.
The most recent item we track (Zacks Investment Research, 23 Oct 2026): "Texas Instruments (TXN) Upgraded to Strong Buy: What Does It Mean for the Stock?". Texas Instruments (TXN) was upgraded to Zacks Rank #1 (Strong Buy), reflecting increased optimism about its earnings prospects. The excerpt says this could support near-term stock gains.
Texas Instruments Inc. is a semiconductor company that designs, manufactures, tests, and sells analog and embedded processing chips used in a wide range of electronic systems. Its product portfolio includes amplifiers, data converters, sensors, interface devices, power management products, microcontrollers, processors, and isolation technologies, supported by a broad catalog of more than 80,000 products. The company serves customers across industrial, automotive, personal electronics, communications equipment, enterprise systems, and medical applications, helping enable functions such as signal conditioning, power control, sensing, and real-time processing. Texas Instruments Inc. also maintains calculator and DLP-related product lines as part of its broader electronics business. Headquartered in Dallas, Texas, Texas Instruments Inc. plays an important role in supplying foundational components that support modern electronics and industrial technology worldwide.
CEO Mr. Haviv Ilan · 33,000 employees · United States · https://www.ti.com
