Texas Instruments jumps 3.7% as chip-cycle recovery optimism and fresh analyst target hikes lift sentiment

Texas Instruments Incorporated (TXN) is up 3.7% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to improving sentiment around an analog semiconductor cycle recovery, reinforced by recent upbeat quarterly guidance and a string of higher analyst price targets. This could also reflect a broader bid in higher-quality chip names as investors position for better industrial and data-center demand trends.

Details:

The company’s most recent outlook called for March-quarter revenue of about $4.32 billion to $4.68 billion and EPS of roughly $1.22 to $1.48, which investors have treated as a sign that demand is stabilizing and sequential growth is returning.

Several Wall Street notes in recent weeks have lifted price targets and emphasized expanding free-cash-flow potential as capital intensity moderates after a multi-year capacity build.

Some analysts have highlighted continued strength in data-center-related demand as an incremental support to Texas Instruments’ broader analog portfolio.

If there was no single company-specific headline today, the gain may simply be follow-through from these themes combined with sector-wide momentum in semiconductors.

Sources:

Investing.com, Benzinga, Schaeffer’s Research

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$TXN Insider Trading Activity

$TXN insiders have traded $TXN stock on the open market 12 times in the past 6 months. Of those trades, 0 have been purchases and 12 have been sales.

Here’s a breakdown of recent trading of $TXN stock by insiders over the last 6 months:

RAFAEL R LIZARDI (Sr. Vice President & CFO) has made 0 purchases and 3 sales selling 71,628 shares for an estimated $15,882,149.
MARK GARY (Sr. Vice President) has made 0 purchases and 2 sales selling 23,169 shares for an estimated $5,236,204.
AHMAD BAHAI (Sr. Vice President) has made 0 purchases and 2 sales selling 9,500 shares for an estimated $2,170,503.
RONALD KIRK sold 9,990 shares for an estimated $1,621,687
HAGOP H KOZANIAN (Sr. Vice President) sold 6,843 shares for an estimated $1,546,167
MARK T. ROBERTS (Sr. Vice President) sold 4,461 shares for an estimated $986,603
MARK A BLINN sold 3,144 shares for an estimated $696,646
CHRISTINE WITZSCHE (Sr. Vice President) sold 1,000 shares for an estimated $164,306

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

$TXN Hedge Fund Activity

We have seen 951 institutional investors add shares of $TXN stock to their portfolio, and 1,382 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 removed 25,454,774 shares (-77.1%) from their portfolio in Q4 2025, for an estimated $4,416,148,741
BANK OF AMERICA CORP /DE/ removed 7,436,022 shares (-39.1%) from their portfolio in Q4 2025, for an estimated $1,290,075,456
GOLDMAN SACHS GROUP INC removed 3,816,938 shares (-35.7%) from their portfolio in Q4 2025, for an estimated $662,200,573
ALLIANCEBERNSTEIN L.P. removed 3,685,826 shares (-31.9%) from their portfolio in Q4 2025, for an estimated $639,453,952
D. E. SHAW & CO., INC. added 3,615,526 shares (+93.2%) to their portfolio in Q4 2025, for an estimated $627,257,605
CAPITAL RESEARCH GLOBAL INVESTORS removed 2,592,065 shares (-18.0%) from their portfolio in Q4 2025, for an estimated $449,697,356
VAN ECK ASSOCIATES CORP added 2,474,062 shares (+27.1%) to their portfolio in Q4 2025, for an estimated $429,225,016

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$TXN Congressional Stock Trading

Members of Congress have traded $TXN stock 7 times in the past 6 months. Of those trades, 1 have been purchases and 6 have been sales.

Here’s a breakdown of recent trading of $TXN stock by members of Congress over the last 6 months:

REPRESENTATIVE JULIE JOHNSON has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 12/18, 11/13.
REPRESENTATIVE THOMAS H. KEAN, JR. purchased up to $15,000 on 11/26.
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.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

$TXN Analyst Ratings

Wall Street analysts have issued reports on $TXN in the last several months. We have seen 6 firms issue buy ratings on the stock, and 1 firms issue sell ratings.

Here are some recent analyst ratings:

JP Morgan issued a "Overweight" rating on 01/28/2026
Rosenblatt issued a "Buy" rating on 01/28/2026
Benchmark issued a "Buy" rating on 01/28/2026
Mizuho issued a "Underperform" rating on 01/28/2026
Goldman Sachs issued a "Buy" rating on 10/22/2025
TD Cowen issued a "Buy" rating on 10/22/2025
Susquehanna issued a "Positive" rating on 10/22/2025

To track analyst ratings and price targets for $TXN, check out Quiver Quantitative's $TXN forecast page.

$TXN Price Targets

Multiple analysts have issued price targets for $TXN recently. We have seen 17 analysts offer price targets for $TXN in the last 6 months, with a median target of $225.0.

Here are some recent targets:

Matthew Prisco from Cantor Fitzgerald set a target price of $250.0 on 02/23/2026
Kevin Cassidy from Rosenblatt set a target price of $240.0 on 02/05/2026
Cody Acree from Benchmark set a target price of $250.0 on 01/28/2026
Timothy Arcuri from UBS set a target price of $260.0 on 01/28/2026
Joe Quatrochi from Wells Fargo set a target price of $215.0 on 01/28/2026
John Vinh from Keybanc set a target price of $240.0 on 01/28/2026
James Schneider from Goldman Sachs set a target price of $175.0 on 01/28/2026

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.