Texas Instruments is a stock, not an exchange-traded fund, and it carries unusually deep analyst coverage. Reviewing current targets from firms including Bank of America ($370), UBS ($380), Stifel ($360), Benchmark ($360), Rosenblatt ($350), Freedom Capital Markets ($330), Bernstein ($310), Wells Fargo ($300), Mizuho ($305), Truist ($300), Morgan Stanley ($255), Barclays ($250), and Goldman Sachs ($225), among others, produces a wide band from $225 to $400. The mean of 18 valid targets is about $326, which rounds to a central target of $330.
The range itself tells much of the story. Bullish analysts, such as KeyBanc and Seaport Global at $400, emphasize multiyear content gains in automotive and industrial markets and growing exposure to power-analog chips for AI data centers. Cautious voices, led by Morgan Stanley's Sell rating and Goldman Sachs at $225, argue the shares already price in much of that recovery and flag persistent free-cash-flow and valuation concerns. Notably, this calculated mean should not be read as an official published consensus, and the spread between the top and bottom targets is unusually wide for a large-cap semiconductor name.
With the stock near $296, reaching $330 would require a gain of about 12% — a substantial but not extreme move for a semiconductor stock that has already more than doubled off its 52-week low. The path rests on fundamentals. Texas Instruments posted third-quarter 2026 revenue of about $6.06 billion, up 28% year over year, with EPS of $2.62 beating estimates. Analog revenue climbed 32%, and data-center revenue surged roughly 95% year over year to about 13% of sales. Fourth-quarter guidance calls for revenue of $5.8 billion to $6.3 billion, an above-seasonal outlook supported by industrial, automotive, and data-center demand.
Several forces could push the stock toward $330. The analog upcycle is broadening beyond data centers into industrial and automotive end markets, lifting utilization and gross margin, which reached about 64% in the latest quarter. Texas Instruments' 300-mm manufacturing footprint gives it cost and scale advantages as demand recovers. The company continues to raise its dividend — now in its 23rd consecutive year of increases — and management emphasizes long-term free-cash-flow-per-share growth. Continued analyst target increases, including recent upgrades and upward revisions, reflect improving earnings visibility.
The obstacles are equally real. At a trailing P/E (price-to-earnings ratio) well above historical norms, the stock already discounts a sustained recovery; any softening in analog demand or a data-center capex slowdown could compress that multiple. Goldman Sachs and Morgan Stanley maintain Sell ratings, arguing valuation has outrun fundamentals. The analog market remains cyclical, and competition, tariff or trade-policy shifts, and the timing of the planned Silicon Labs acquisition (expected to close in the first half of 2027) all introduce execution risk. A guidance shortfall in a future quarter could quickly erode the premium the market now assigns.
The stock's 52-week range runs from roughly $152 to about $339. The $330 target sits just beneath that prior high, making the $338–$340 zone a meaningful resistance area that the shares would need to clear. On the downside, the $280–$300 region has served as a consolidation band, with the psychologically important $300 level acting as a pivot. A decisive break above the $338 high would open the path toward the $350–$400 targets held by the most bullish analysts, while a failure to hold $280 could invite a retest of lower support.
Analyst price targets typically reflect a roughly 12-month research horizon, though individual firms vary in methodology. The most important upcoming catalysts are the fourth-quarter earnings report and any updates to 2027 guidance, commentary on data-center and automotive demand, gross-margin trajectory, the regulatory review of the Silicon Labs acquisition, and any changes to capital-expenditure plans. Analyst revisions, sector sentiment, and macroeconomic indicators tied to industrial spending should also be watched closely, though none of these offers a guarantee about the stock's path.
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The central $330 target is a calculated average of 18 analyst price targets, not a promise. It sits about 12% above the latest close and just below the stock's 52-week high. The bull case rests on a broadening analog recovery, surging data-center demand, and strong recent earnings; the bear case points to a rich valuation, cyclical risk, and genuine sell-side skepticism at the low end of a $225-to-$400 range. Investors should monitor fourth-quarter results, 2027 guidance, margin trends, and the Silicon Labs acquisition as the factors most likely to determine whether Texas Instruments can sustain a move toward — or beyond — $330.
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A.I.dvisor indicates that over the last year, TXN has been closely correlated with ADI. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if TXN jumps, then ADI could also see price increases.
| Ticker / NAME | Correlation To TXN | 1D Price Change % | ||
|---|---|---|---|---|
| TXN | 100% | -2.84% | ||
| ADI - TXN | 84% Closely correlated | -2.77% | ||
| MCHP - TXN | 82% Closely correlated | -0.64% | ||
| MCHPP - TXN | 82% Closely correlated | -0.75% | ||
| ON - TXN | 77% Closely correlated | -3.62% | ||
| NXPI - TXN | 71% Closely correlated | -0.82% | ||
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