Texas Instruments Inc. shares rose 7.14% in pre-market trading, reaching a 20-day high, following the company's optimistic Q1 2026 revenue and earnings per share guidance.
The company projects Q1 revenue between $4.32 billion and $4.68 billion, exceeding analyst expectations, and anticipates earnings per share in the range of $1.22 to $1.48, which also surpasses estimates. This positive outlook reflects strong market demand and effective operational strategies, contributing to investor confidence and driving the stock price higher.
The strong guidance indicates Texas Instruments' resilience in the semiconductor market, suggesting potential for continued growth and shareholder returns, especially as the company has consistently increased its dividend for 22 consecutive years.
Wall Street analysts forecast TXN stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for TXN is 193.53 USD with a low forecast of 125.00 USD and a high forecast of 245.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
20 Analyst Rating
Wall Street analysts forecast TXN stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for TXN is 193.53 USD with a low forecast of 125.00 USD and a high forecast of 245.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
10 Buy
5 Hold
5 Sell
Hold
Current: 216.170
Low
125.00
Averages
193.53
High
245.00
Current: 216.170
Low
125.00
Averages
193.53
High
245.00
KeyBanc
Overweight
maintain
$220 -> $240
2026-01-28
New
Reason
KeyBanc
Price Target
$220 -> $240
AI Analysis
2026-01-28
New
maintain
Overweight
Reason
KeyBanc raised the firm's price target on Texas Instruments to $240 from $220 and keeps an Overweight rating on the shares. The firm notes the company posted in-line Q4 results and guided Q1 higher. Better than seasonal guidance was attributed to data center and continued strength in Industrials, which grew 18% year-over-year in Q4 and still has plenty of runway, as it is still 25% below prior peak. Texas Instruments indicated that bookings and turns increased steadily through the quarter and characterized the cyclical recovery as "slow."
Cantor Fitzgerald
Matthew Prisco
Neutral
maintain
$190 -> $225
2026-01-28
New
Reason
Cantor Fitzgerald
Matthew Prisco
Price Target
$190 -> $225
2026-01-28
New
maintain
Neutral
Reason
Cantor Fitzgerald analyst Matthew Prisco raised the firm's price target on Texas Instruments to $225 from $190 and keeps a Neutral rating on the shares. Texas Instruments delivered a notably strong quarter with its first sequential Q1 growth guide since 2010, improving gross margin trends, and signs of recovery driven by data center strength and a broad-based industrial rebound, the analyst tells investors in a research note. Management commentary and updated depreciation and capex outlooks reinforce confidence in a gradual recovery and a path toward $9-$10 of free cash flow by 2027, Cantor says.
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Baird
Tristan Gerra
maintain
$195 -> $225
2026-01-28
New
Reason
Baird
Tristan Gerra
Price Target
$195 -> $225
2026-01-28
New
maintain
Reason
Baird analyst Tristan Gerra raised the firm's price target on Texas Instruments to $225 from $195 and keeps an Outperform rating on the shares. The firm updated its model foolowing results wich suggested the company is well entrenched into a cycle recovery.
Stifel
Tore Svanberg
Hold
maintain
$200 -> $215
2026-01-28
New
Reason
Stifel
Tore Svanberg
Price Target
$200 -> $215
2026-01-28
New
maintain
Hold
Reason
Stifel analyst Tore Svanberg raised the firm's price target on Texas Instruments to $215 from $200 and keeps a Hold rating on the shares. Though gross margins remain pressured, the firm believes that TI is "firmly in position to recover steadily" in calendar 2026, even as the company's free cash flow generation is already building, the analyst tells investors in a post-earnings note. It maintains a Hold rating primarily on valuation, the analyst added.
About TXN
Texas Instruments Incorporated is a global semiconductor company that designs, manufactures, tests, and sells analog and embedded processing chips for markets, such as industrial, automotive, personal electronics, communications equipment, and enterprise systems. Its Analog segment includes product lines, such as Power and Signal Chain. Power includes products that help customers manage power in electronic systems. Its portfolio is designed to manage power requirements across different voltage levels, including battery-management solutions, DC/DC switching regulators, AC/DC and isolated DC/DC switching regulators, power switches, linear and low-dropout regulators, voltage references, and others. Signal Chain includes products that sense, condition, and measure real-world signals to allow information to be transferred or converted for further processing and control. The Embedded Processing segment includes microcontrollers, digital signal processors (DSPs) and applications processors.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
