TXN TEXAS INSTRUMENTS INC
Price Chart
Executive Summary
Barclays executed a rare double upgrade from Underweight to Equal-Weight with a 43% price target increase to $250, now 5.7% above current price of $236.31. The broader consensus remains mixed at 52% Buy-rated (16 of 31 analysts), with a mean PT of $228.71 — Barclays' target sits in the 84th percentile. Firm has 60% accuracy on 5 calls, above its 54% historical rate, and average return of 8.6%. Four upgrades in 30 days signal improving sentiment, while EPS estimates are rising: +3 revisions up vs. 1 down in past month. Contrarian signal diverges from Goldman Sachs' maintained Sell rating and B of A's trim of position by 39.4%. Bottom line: high-conviction upgrade from above-average firm amid strengthening fundamentals and institutional accumulation.
Impact Score
Consensus & Targets
Of 31 analysts, 16 rate it Buy or Strong Buy (52%), 22 Hold (71% including Hold), 6 Sell or Strong Sell (19%). Consensus direction is neutral-biased with no clear momentum; however, 4 of the last 5 actions were upgrades, indicating recent positive drift.
Price target mean is $228.71, median $235, range $175–$275. Current price at $236.31 implies 0.7% upside to mean. Barclays' $250 target is 9.3% above mean and 5.7% above current price, placing it in the top tier of bullish calls. Rosenblatt's $330 and Baird's $300 remain the most aggressive.
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-04-23 | Barclays | upgrade | Equal-Weight | $250.00 |
| 2026-04-23 | Rosenblatt | maintain | Buy | $330.00 |
| 2026-04-23 | Baird | maintain | Outperform | $300.00 |
| 2026-04-23 | Goldman Sachs | maintain | Sell | $200.00 |
| 2026-04-23 | B of A Securities | upgrade | Buy | $320.00 |
| 2026-04-17 | Mizuho | upgrade | Neutral | $215.00 |
| 2026-04-09 | Stifel | upgrade | Buy | $250.00 |
| 2026-02-23 | Cantor Fitzgerald | maintain | Neutral | $250.00 |
| 2026-02-05 | Rosenblatt | maintain | Buy | $240.00 |
| 2026-01-28 | Jefferies | maintain | Hold | $210.00 |
4 upgrades and 0 downgrades in the past 30 days. EPS estimates are trending up: +3 revisions in the last 30 days vs. 1 down for current year (0y), and +3 up vs. 0 down for next year (+1y). Current quarter (0q) saw 2 upward revisions, 1 downward. No revisions in past 7 days.
Firm Track Record — Barclays
Barclays accuracy: 54% on 6761 calls | avg return: 3.9%
Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 15 firms with ≥5 scored calls.
| Firm | Accuracy | Calls | Avg Return | vs Average |
|---|---|---|---|---|
| Baird | 80% | 4/5 | 10.2% | top tier |
| JP Morgan | 80% | 4/5 | 8.6% | top tier |
| Evercore ISI Group | 75% | 3/4 | 9.3% | top tier |
| Keybanc | 67% | 2/3 | 1.6% | top tier |
| Benchmark | 67% | 6/9 | 2.8% | top tier |
| Truist Securities | 67% | 6/9 | 3.8% | top tier |
| Stifel | 67% | 4/6 | 10.9% | top tier |
| Jefferies | 67% | 2/3 | 8.6% | top tier |
| Cantor Fitzgerald | 64% | 7/11 | 4.1% | top tier |
| Barclays | 60% | 3/5 | 8.6% | above average |
Barclays has 60% accuracy (3 of 5 calls correct), above its long-term 54% (3,624 of 6,761) average, with an 8.6% average return on rated stocks. Among 15 firms, Barclays ranks 10th in accuracy but 4th in average return. Top performers include Stifel (67%, 10.9% return) and Baird (80%, 10.2%).
Earnings Estimates
Next earnings: Jul 20, 2026
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| +1q | $1.81 | $1.59 — $2.10 | $5.2B | ↑0 ↓0 |
| 0y | $6.46 | $5.85 — $7.28 | $19.6B | ↑1 ↓0 |
| +1y | $7.74 | $6.88 — $9.71 | $21.7B | ↑2 ↓0 |
| 0q | $1.58 | $1.49 — $1.66 | $4.9B | ↑1 ↓0 |
Cross-Platform Signals
Signal diverges from insider and congressional activity: Rep. Kevin Hern sold $500K–$1M on March 18. Institutionally, BANK OF AMERICA CORP trimmed position by 39.4%, but Norges Bank re-entered with $2.5B stake and Renaissance Technologies initiated $137M position. Short interest remains elevated at 56.0% short ratio, suggesting ongoing bearish overhang despite recent upgrades.
Actionable Insight
Barclays’ double upgrade from an above-average return firm, combined with rising EPS estimates and new institutional accumulation, outweighs recent insider selling. Position for upside toward $250 over next 60 days, especially if next earnings (July 20) beats.
Documents Analyzed
Report based on filing metadata.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 8, 2026
1d ago
|
ANALYST-UPGRADE
| $208.94 awaiting T+1 | awaiting T+1 | — | $290.90 (+39.23%) |
|
Jun 2, 2026
7d ago
|
8-K
| $308.04 $304.96 | ▼ −1.00% | ▼ −1.40% | $290.90 (−5.56%) |
|
May 31, 2026
9d ago
|
ANALYST-UPGRADE
| $215.69 $218.93 | ▲ +1.50% | ▲ +1.69% | $290.90 (+34.87%) |
|
May 23, 2026
17d ago
|
ANALYST-UPGRADE
| $281.89 $277.06 | ▼ −1.71% | ▼ −2.50% | $290.90 (+3.20%) |
|
May 23, 2026
17d ago
|
ANALYST-UPGRADE
| $281.89 $277.06 | ▼ −1.71% | ▼ −2.50% | $290.90 (+3.20%) |
|
May 22, 2026
18d ago
|
ANALYST-UPGRADE
| $309.46 $323.83 | ▲ +4.64% | ▲ +4.06% | $290.90 (−6.00%) |
|
May 17, 2026
23d ago
|
ANALYST-UPGRADE
| $229.18 $233.57 | ▲ +1.92% | ▲ +2.11% | $290.90 (+26.93%) |
|
May 15, 2026
25d ago
|
Insider Cluster
| $299.77 $302.34 | ▲ +0.86% | ▲ +1.51% | $290.90 (−2.96%) |
|
May 11, 2026
4w ago
|
Insider Cluster
| $297.62 $294.65 | ▼ −1.00% | ▼ −0.86% | $290.90 (−2.26%) |
|
May 9, 2026
4w ago
|
ANALYST-UPGRADE
| $214.95 $214.54 | ▼ −0.19% | ▼ −0.13% | $290.90 (+35.34%) |
US Market Status
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