Should I Buy TXN? TXN 2026 Analysis

Should You Buy Texas Instruments Inc (TXN) Today? Analysis, Price Targets, and 2026 Outlook.

Conclusion

Hold

Latest Price

218.970

1 Day change

1.30%

52 Week Range

222.000

Analysis Updated At

2026/01/26

Based on the data provided, Texas Instruments Inc (TXN) is not an ideal buy for a beginner investor with a long-term strategy at this time. While the company has shown some positive financial growth and analyst upgrades, the stock faces significant insider selling, cautious congressional trading activity, and a lack of strong proprietary trading signals. Additionally, the pre-market price is slightly down, and technical indicators do not suggest a strong entry point. Waiting for clearer positive catalysts or stronger signals would be advisable.

Technical Analysis

The technical indicators show a mixed picture. The MACD is positive but contracting, RSI is neutral, and moving averages are bullish. However, the stock is trading near its pivot point (192.769) with resistance at 197.349 and support at 188.188. This suggests limited immediate upside potential.

Options Data

Bullish

Open Interest Put-Call Ratio

Bearish

Option Volume Put-Call Ratio

The high option volume put-call ratio of 1.93 indicates bearish sentiment in the options market, suggesting traders are hedging or expecting downside.

Technical Summary

Sell

Buy

Positive Catalysts

Analyst upgrades from Susquehanna and BNP Paribas, citing industrial restocking and AI infrastructure growth.
Revenue growth of 14.24% YoY in Q3
Broadening AI infrastructure supply chain, which could benefit the company in the long term.

Neutral/Negative Catalysts

Significant insider selling, with a 426.47% increase in the last month.
Congress members have sold the stock recently, indicating caution.
Goldman Sachs' double downgrade to Sell, citing lackluster execution and less leverage in the upcycle.
Gross margin decline of -3.66% YoY in Q3
Pre-market price down by -0.34%, with broader market sentiment slightly negative (S&P 500 down -0.15%).

Financial Performance

In Q3 2025, Texas Instruments reported revenue growth of 14.24% YoY and a slight net income increase of 0.07% YoY. EPS rose by 0.68% YoY, but gross margin declined by -3.66% YoY, reflecting potential cost pressures.

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

Analyst sentiment is mixed but leans slightly positive. Recent upgrades include Susquehanna raising the price target to $225 and BNP Paribas upgrading to Neutral with a $190 target. However, Goldman Sachs downgraded the stock to Sell with a $156 target, citing execution concerns and limited leverage in the upcycle.

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 USD and a high forecast of 245 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

Averages

193.53

High

245

Current: 216.170

Low

125

Averages

193.53

High

245

KeyBanc

Overweight

maintain

$220 -> $240

AI Analysis

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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TXN Should I Buy

TXN Should I Buy

Should You Buy Texas Instruments Inc (TXN) Today? Analysis, Price Targets, and 2026 Outlook.

Technical Analysis

Options Data

Technical Summary

Positive Catalysts

Neutral/Negative Catalysts

Financial Performance

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

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