GET DAILY SIGNALSTexas Instruments (TXN): Can Shares Reach the $335 Analyst Target?
Key Takeaways
- The central $335 stock price target is the rounded arithmetic mean of roughly 30-plus current analyst targets that average about $336–$337, implying upside of roughly 21% from the recent close of $277.36.
- Analyst price targets span a wide range of approximately $240 to $400, reflecting genuine disagreement about how far the current recovery can run.
- Texas Instruments just posted a strong quarter: third-quarter 2026 EPS of $2.62, up about 77% year over year, on revenue of $6.06 billion, up roughly 28%.
- The strongest supports are TI's analog leadership, rising AI data-center power demand, and an industrial and automotive recovery; the biggest risks are a premium valuation near 36 times earnings and profit-taking.
- Shares dropped sharply in early November 2026 despite the earnings beat, as investors locked in gains after a year-to-date rally of roughly 56%.
- For more detail on the company's latest developments, explore the Major News and Today's Price Move pages, review the AI-driven Forecast, and track Earnings dates and estimates.
- For a broader view of automated market analysis, explore Trending AI Robots.
Analyst Price Targets and Consensus View
Texas Instruments Incorporated (TXN) is the world's largest analog-chip maker, based in Dallas. The $335 central target reflects a broad review of current Street targets. Depending on the source and the number of analysts included, the average analyst price target clusters near $336–$337, with individual targets ranging from roughly $240 to as high as $400. That unusually wide range signals real division: some firms see multi-year growth in power-management and analog chips tied to AI data centers, while others argue the shares already reflect that optimism. I also checked this using Tickeron’s AI Screener to see how the stock compares to others in the industry.
Recent individual calls illustrate the spread. Stifel carries a $370 target and Rosenblatt a $360 target, while Arete Research has held a target near $381. In contrast, Cantor Fitzgerald's target sits around $300. Several firms upgraded or raised targets in late October 2026 following the earnings report, even as others trimmed figures to account for a stretched valuation. The consensus rating across major aggregators is best described as a moderate Buy-to-Overweight, with a meaningful minority at Hold.
Current Market Position and Path Toward the Target
As of the November 6, 2026 close, TXN traded at $277.36. Reaching $335 would require a move of about 21%, a substantial advance by any standard. The path is complicated by the stock's own momentum: after rallying roughly 56% year to date and peaking near $334 in June 2026, shares fell sharply in early November despite a blowout quarter, a classic sign that much good news was already priced in. To move toward $335, the market would need to extend the recovery narrative—sustained industrial and automotive demand, continued AI-related power-chip growth, and margin expansion—while absorbing elevated expectations around valuation.
What Could Support a Move Toward the Target
Texas Instruments' third-quarter results gave bulls concrete evidence. Revenue of $6.06 billion grew about 28% year over year, and EPS of $2.62 nearly doubled, with net margin expanding toward 40%. Management has pointed to improving demand in industrial and automotive end markets—two of TI's largest—and to accelerating sales into AI data centers, where power-management and analog content per rack is rising. TI's scale, broad product catalog, and in-house 300mm manufacturing give it structural cost advantages as utilization recovers. A forward P/E ratio near 24, well below the trailing figure, suggests analysts expect meaningful earnings growth to continue, which is the core of most bullish stock forecasts. From what I see, this earnings momentum remains a key driver to monitor.
What Could Prevent the Target From Being Reached
The clearest obstacle is valuation. At roughly 36 times trailing earnings, the stock prices in a strong recovery, leaving little room for error. The sharp November selloff—driven partly by a $2 billion debt offering and broad profit-taking—shows how quickly sentiment can reverse even on good numbers. Semiconductor demand remains cyclical, and any slowdown in industrial orders, a pullback in AI capital spending, or rising competition in analog chips could compress both earnings estimates and the multiple investors are willing to pay. Analysts at the lower end of the $240-to-$400 range specifically argue the shares are already fully valued.
Technical Levels and Market Structure
Technically, TXN broke below its 20-day moving average near $291 in early November and is testing support around the $277 area, close to its 60-day moving average. The 52-week range runs from about $152.73 to $334.03, meaning the $335 target sits essentially at the prior cycle high—a natural resistance level. A durable reclaim of the $290–$300 zone would be a constructive signal, while a decisive break below $277 could open a deeper retracement before the longer-term uptrend resumes. I’m watching this closely as the stock tests these levels.
Time Horizon and What Investors Should Monitor
Analyst price targets generally reflect a roughly 12-month research horizon, though individual firms may differ. The most important near-term catalysts are the company's next quarterly earnings and guidance, plus any analyst revisions following it. Investors should also track industrial and automotive order trends, AI data-center capital spending, gross-margin progression as 300mm utilization rises, and interest-rate decisions that influence valuation multiples across the semiconductor sector.
Using Tickeron’s AI Daily Buy/Sell Signals
Tickeron's AI Daily Buy/Sell Signals use artificial intelligence to continuously monitor thousands of stocks and ETFs, generating Buy, Sell, or Hold signals from changing market conditions, technical behavior, and AI-driven analysis. Rather than replacing an analyst's judgment, the tool helps traders surface opportunities, keep an eye on existing positions, and spot shifting trends more efficiently. For investors tracking whether a name like TXN can sustain a move toward its price target, these signals can provide a useful, data-driven complement to fundamental research.
Final Assessment
Can TXN reach $335? The target, drawn from a mean of current analyst price targets near $336–$337, sits about 21% above the recent $277.36 close and roughly at the stock's prior 52-week high. Getting there would require the market to keep rewarding strong earnings growth and AI-linked analog demand while accepting a still-premium valuation—a combination that the early-November selloff, which came despite excellent results, shows is not guaranteed. The wide $240-to-$400 analyst range underscores how split the Street is between those who see durable multi-year growth and those who see a fully priced recovery. Investors should watch earnings guidance, industrial and auto demand, AI spending, and the $290–$300 technical zone before drawing conclusions. No outcome is assured, and this analysis is not a recommendation.
Disclaimer
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Contributor
Sergey Savastiouk, Ph.D. has a degree in Applied Mathematics from Moscow University and has extensive experience as an entrepreneur, investor, manager, and mathematician. His professional expertise is in applied mathematics, mathematical modeling, system and pattern analysis, and software and hardware system integration. He has served as the CEO of several hi-tech start-up companies and nonprofit organizations, which has given him proven capabilities in business strategy for high-tech start-up companies, market assessment, company formation, team building, product development, marketing, and sales. He has published numerous articles in journals and magazines on related fields. As a retail investor, he spent 15 years developing his proprietary trading and quantitative algorithms (now Tickeron’s A.I.), which brought him significant returns in trading the stock market. His current work and goal in founding Tickeron is to bring professional, sophisticated stock market analysis capabilities to retail investors via an easy-to-use interface.
TXN in +3.87% Uptrend, growing for three consecutive days on November 03, 2026
Moving higher for three straight days is viewed as a bullish sign. Keep an eye on this stock for future growth. Considering data from situations where TXN advanced for three days, in 181 of 292 cases, the price rose further within the following month. The odds of a continued upward trend are 62%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Aroon Indicator entered an Uptrend today. In 128 of 233 cases where TXN Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 55%.
Bearish Trend Analysis
The 10-day RSI Indicator for TXN moved out of overbought territory on October 30, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 27 similar instances where the indicator moved out of overbought territory. In 20 of the 27 cases, the stock moved lower in the following days. This puts the odds of a move lower at 74%.
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 38 of 59 cases where TXN's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 64%.
The Momentum Indicator moved below the 0 level on November 06, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on TXN as a result. In 68 of 90 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 76%.
The Moving Average Convergence Divergence Histogram (MACD) for TXN turned negative on November 05, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 43 similar instances when the indicator turned negative. In 30 of the 43 cases the stock turned lower in the days that followed. This puts the odds of success at 70%.
TXN moved below its 50-day moving average on November 06, 2026 date and that indicates a change from an upward trend to a downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where TXN declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 61%.
TXN broke above its upper Bollinger Band on October 26, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Fundamental Analysis (Ratings)
The Tickeron PE Growth Rating for this company is 12 (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron SMR rating for this company is 29 (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Profit vs. Risk Rating rating for this company is 29 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 80, placing this stock better than average.
The Tickeron Price Growth Rating for this company is 44 (best 1 - 100 worst), indicating steady price growth. TXN’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Valuation Rating of 81 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: TXN's P/B Ratio (14.067) is slightly higher than the industry average of (5.443). P/E Ratio (41.961) is within average values for comparable stocks, (15.640). Projected Growth (PEG Ratio) (0.991) is also within normal values, averaging (3.803). Dividend Yield (0.022) settles around the average of (0.014) among similar stocks. P/S Ratio (12.255) is also within normal values, averaging (46.468).
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General Information
a manufacturer of integrated circuit semiconductors and calculators
Industry Semiconductors
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