Rosenblatt Raises Texas Instruments (TXN) Price Target to $360

On October 22, 2026, Rosenblatt maintained its Buy rating on Texas Instruments Incorporated (NASDAQ: TXN) and raised its price target from $350.00 to $360.00. The update came during a busy stretch of analyst activity surrounding the semiconductor giant.

TXN Texas Instruments Incorporated

$284.65 ▲ +63.05% year to date

1M 3M YTD

Daily close · Oct 21, 2026

Rosenblatt's Call on Texas Instruments

Rosenblatt kept a favorable outlook on the chip maker by reiterating its Buy rating and boosting the price target to $360.00 from $350.00 on October 22, 2026. The firm continues to show confidence in the semiconductor firm's long-term prospects.

Other Institutional Activity in Texas Instruments

Large investment firms have adjusted their positions in Texas Instruments recently. Banque Pictet & Cie cut its stake by 669,453 shares to end with 844,012 shares valued at about $236.4 million on October 16, 2026. Nisa Investment Advisors trimmed its holdings by 11,706 shares down to 326,980 shares worth roughly $91.6 million on October 20, 2026. James Hambro & Partners grew its holdings by 12,556 shares on October 19, 2026, holding 490,504 shares worth about $137.4 million. Earlier, Bank Of New York Mellon Corporation lowered its stake by 1,343,361 shares to 15,059,099 shares valued at $4.24 billion as of June 30, 2026.

Texas Instruments Incorporated Stock Holds Steady

Texas Instruments shares recently traded around $277.68 on October 22, 2026, down about 1.3% from the session's close of $281.39. The stock sits above its 50-day moving average of $272.12 and above its 200-day moving average of $255.83. Shares trade roughly 16.9% below their 52-week high of $334.03 and well above their 52-week low of $152.73.

Recent Earnings

Texas Instruments generated $19.45 billion in trailing-twelve-month revenue. The semiconductor maker reported a net profit margin of 31.1% and a return on equity of 35.2%, with trailing-twelve-month earnings per share at $7.71. The company operates through its Analog and Embedded Processing segments, serving electronics manufacturers globally.

Dividend

Texas Instruments pays an annual dividend rate of $6.08 per share, representing a dividend yield of 2.14% based on recent trading levels. The company's dividend payout ratio stands at 85.5%.

Insider Buying and Selling at Texas Instruments Incorporated

Company insiders completed several share sales earlier in the year. Officer Ahmad Bahai sold 5,000 shares at $309.13 for a total of $1.55 million on May 14, 2026. Chief Financial Officer Rafael R Lizardi disposed of 47,734 shares worth $14.71 million on May 14, 2026. Director Martin S Craighead sold 10,000 shares valued at $3.2 million on May 28, 2026. Later, on August 27, 2026, officer Tsedeniya Abraham sold 7,000 shares for about $1.85 million.

Analysts Set New Price Targets

Several other Wall Street firms updated their views on Texas Instruments alongside Rosenblatt on October 22, 2026. Barclays maintained an Equal-Weight rating and lifted its target from $250.00 to $280.00. JP Morgan kept an Overweight rating while raising its target from $340.00 to $365.00. Stifel maintained a Buy rating and increased its target from $360.00 to $370.00. Mizuho maintained a Neutral rating while lowering its target from $305.00 to $290.00. Overall, the stock carries a consensus buy rating with a mean price target of $331.11 across 28 analyst opinions.

About Texas Instruments

Headquartered in Dallas, Texas Instruments designs, manufactures, and sells semiconductors to electronics makers across the globe. The firm employs roughly 33,000 people and focuses heavily on analog chips and embedded processing technologies that power everyday industrial, automotive, and consumer electronics.

Bottom Line

Rosenblatt's decision to raise its price target highlights continued analyst confidence in Texas Instruments. Market participants will monitor upcoming earnings reports and institutional filing updates to track how demand holds up across the semiconductor sector.