Recent Downgrade Sparks Debate: Social media has been buzzing with reactions to a recent double downgrade of Texas Instruments by a major financial institution. Many users express concern over the company's projected lag in margin and earnings recovery compared to peers. The sentiment reflects a growing unease among investors about the firm’s capital strategy.
Sherman Fab News Mixed: Discussions also center on the start of production at Texas Instruments’ new Sherman Fab, with some seeing it as a long-term positive for growth. However, others question if the heavy upfront costs will weigh on short-term performance. This split in opinion keeps the conversation lively and dynamic.
Note: This discussion summary was generated from an AI condensation of post data.
Texas Instruments Insider Trading Activity
Texas Instruments insiders have traded $TXN stock on the open market 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $TXN stock by insiders over the last 6 months:
- RONALD KIRK sold 9,990 shares for an estimated $1,621,687
- AHMAD BAHAI (Sr. Vice President) sold 1,500 shares for an estimated $308,030
- CHRISTINE WITZSCHE (Sr. Vice President) sold 1,000 shares for an estimated $164,306
- MARK A BLINN sold 0 shares for an estimated $72
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Texas Instruments Revenue
Texas Instruments had revenues of $4.7B in Q3 2025. This is an increase of 14.24% from the same period in the prior year.
You can track TXN financials on Quiver Quantitative's TXN stock page.
Texas Instruments Congressional Stock Trading
Members of Congress have traded $TXN stock 8 times in the past 6 months. Of those trades, 1 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $TXN stock by members of Congress over the last 6 months:
- REPRESENTATIVE THOMAS H. KEAN, JR. purchased up to $15,000 on 11/26.
- REPRESENTATIVE JULIE JOHNSON has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 11/13, 08/14.
- REPRESENTATIVE JARED MOSKOWITZ has traded it 3 times. They made 0 purchases and 3 sales worth up to $80,000 on 10/10.
- SENATOR MARKWAYNE MULLIN sold up to $50,000 on 09/24.
- REPRESENTATIVE LISA C. MCCLAIN sold up to $15,000 on 08/04.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Texas Instruments Hedge Fund Activity
We have seen 1,029 institutional investors add shares of Texas Instruments stock to their portfolio, and 1,228 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 5,774,791 shares (+53.9%) to their portfolio in Q3 2025, for an estimated $1,061,002,350
- AMUNDI added 3,580,147 shares (+61.0%) to their portfolio in Q3 2025, for an estimated $657,780,408
- CITADEL ADVISORS LLC removed 3,466,542 shares (-91.6%) from their portfolio in Q3 2025, for an estimated $636,907,761
- SOUNDWATCH CAPITAL LLC removed 2,972,576 shares (-99.9%) from their portfolio in Q3 2025, for an estimated $546,151,388
- JPMORGAN CHASE & CO removed 2,943,633 shares (-9.8%) from their portfolio in Q3 2025, for an estimated $540,833,691
- INVESCO LTD. added 2,366,695 shares (+16.8%) to their portfolio in Q3 2025, for an estimated $434,832,872
- WELLINGTON MANAGEMENT GROUP LLP removed 2,188,631 shares (-11.4%) from their portfolio in Q3 2025, for an estimated $402,117,173
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Texas Instruments Analyst Ratings
Wall Street analysts have issued reports on $TXN in the last several months. We have seen 8 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- Rosenblatt issued a "Buy" rating on 10/22/2025
- Goldman Sachs issued a "Buy" rating on 10/22/2025
- TD Cowen issued a "Buy" rating on 10/22/2025
- JP Morgan issued a "Overweight" rating on 10/22/2025
- Susquehanna issued a "Positive" rating on 10/22/2025
- Mizuho issued a "Underperform" rating on 10/20/2025
- Morgan Stanley issued a "Underweight" rating on 09/12/2025
To track analyst ratings and price targets for Texas Instruments, check out Quiver Quantitative's $TXN forecast page.
Texas Instruments Price Targets
Multiple analysts have issued price targets for $TXN recently. We have seen 19 analysts offer price targets for $TXN in the last 6 months, with a median target of $200.0.
Here are some recent targets:
- William Stein from Truist Securities set a target price of $195.0 on 12/19/2025
- James Schneider from Goldman Sachs set a target price of $156.0 on 12/15/2025
- Kevin Cassidy from Rosenblatt set a target price of $200.0 on 10/22/2025
- Tore Svanberg from Stifel set a target price of $170.0 on 10/22/2025
- Harlan Sur from JP Morgan set a target price of $210.0 on 10/22/2025
- Christopher Rolland from Susquehanna set a target price of $200.0 on 10/22/2025
- Matthew Prisco from Cantor Fitzgerald set a target price of $170.0 on 10/22/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
