Buy or sell guide
Should I Buy TXN Stock Right Now?
A fast read on Wall Street conviction, live analyst commentary on X, and current valuation context for Texas Instruments Incorporated.
Updated 2026-05-06
Wall Street currently rates TXN buy with a 12-month price target of $254 (-12.3% downside). The sections below cover the bull case, key risks, and latest earnings context for TXN.
Wall Street
Buy65 analystsConsensus target
$254 target (-12.3%)Current price $289.44Analyst sentiment
No recent analyst posts capturedWaiting for fresh postsEarnings context
EPS beat 23.5%Reported Wed Apr 22Wall Street verdict
Should I Buy TXN Stock? Here's What Analysts Think
65 analysts currently cover TXN. Below is their consensus rating, price target range, and implied upside.
According to 65 analysts, Texas Instruments Incorporated (TXN) is rated Buy with a consensus 12-month price target of $254 — representing 12% downside from today's price of $289. The bull case target is $325, the bear case is $175.
TXNBuy
From 65 analyst ratings- Current price
- $289.44
- Consensus Target
- $254 (-12.3% downside)
- Forward P/E
- 38.3x
- Coverage
- 65 analyst ratings
High target$325
Low target$175
At $289.44, the consensus setup implies -12.3% versus the 12-month target.
- 30 of 65 analysts lean Buy or Strong Buy, while 28 stay on Hold and 7 lean bearish.
- TXN trades at roughly 38.3x forward earnings, so the bull case still depends on growth staying strong.
- Analysts span a wide range from $175 to $325, so conviction matters as much as the consensus target.
Below, compare that institutional answer with the live analyst commentary on X for TXN right now.
19 of 19 analysts raised targetsUBS $295Citigroup $280JP Morgan $280+5 more
May 2026Live commentary on X
What Analysts Are Saying About Texas Instruments Incorporated Right Now
Real posts from high-reach stock analysts mentioning TXN, shown exactly as written. Sorted by engagement — most discussed first.
No recent posts captured
No high-reach analysts have posted about TXN in the last 7 days. Check back after the next earnings release or market-moving event.
Should you buy TXN?
Is TXN a Buy, Hold, or Sell Right Now?
A structured look at the bull case, the risks, and the most recent earnings execution for TXN before you decide whether to buy, hold, or sell.
Current setup
TXN beat estimates last quarter. Below are the key reasons analysts remain constructive and the risks that could change that view.
Bull Case
What keeps the long thesis intact
- Strong Q1 2026 PerformanceTXN reported a 19% year-over-year revenue increase and EPS exceeded estimates, indicating robust demand recovery.
- Analyst Upgrades and TargetsStifel upgraded TXN to 'Buy' with a $250 target, while Bank of America set a $320 target, reflecting optimism about free cash flow growth.
- Capital Expenditure Cycle CompletionThe nearing completion of TXN's heavy capex cycle is expected to lead to a significant boost in free cash flow in 2026.
- Strategic AI PositioningTXN's acquisition of Silicon Laboratories is anticipated to enhance its technology stack and broaden its offerings in edge AI.
- Solid Balance SheetTXN maintains a current ratio above 4, with debt well-covered by earnings, indicating financial stability.
- Consistent Dividend IncreasesThe company has a strong history of returning capital to shareholders with 22 consecutive years of dividend increases.
Wall Street rates TXN buy, giving the bull case institutional backing from 65 analysts.
Watch Out For
What can break the setup quickly
- Cyclical Industry DependenceTXN's performance is heavily reliant on the cyclical semiconductor industry, which poses risks during downturns.
- Concerns Over Demand DestructionHigher memory costs may lead to demand destruction, impacting TXN's growth prospects.
- Potential Overvaluation RisksSome analyses suggest TXN could be overvalued based on DCF analysis, raising concerns about its current price.
- High Dividend and Cash Payout RatiosTXN's high dividend payout and cash payout ratios may limit its financial flexibility.
- Competitive Market ChallengesThe semiconductor market is highly competitive, which may hinder TXN's ability to realize substantial pricing power.
- Rising Inventory LevelsSharp increases in inventory levels may indicate a prolonged analog semiconductor correction.
Watch whether new negative commentary on TXN points to these structural risks or is simply reacting to short-term price moves.
TXN Earnings Reaction — What the Last Quarter Showed
Last Quarter
- EPS
- $1.68 vs $1.36 est.Beat 23.5%
- Revenue
- $4.8B vs $4.5B est.Beat 6.6%
Full TXN Stock Analysis
Analyst consensus, bull case, AI-generated risk factors, and peer comparison — all in one place.
Should I Buy TXN Right Now?
Bull case, key risks, Wall St analyst verdict, and what council investors are saying — updated daily.
See TXN's True Return
Price is only half the story. See total return with reinvested dividends.
Launch CalculatorIs TXN Undervalued?
DCF intrinsic value, peer multiples, and analyst estimates — see what the stock is really worth.
View ValuationCompare with Peers
Compare business quality, growth, and profitability against top sector peers.
Start ComparisonTXN — Frequently Asked Questions
Quick answers to the most common questions about buying TXN stock.
Should I buy TXN stock right now?
Verdict
TXN faces headwinds — analysts' $254 target is -12.3% from $289.44, suggesting limited near-term upside. This is informational only — verify the data and consider your own risk tolerance before deciding.
Is now a good time to buy TXN?
Timing
Timing depends on your horizon, but the data signals are: consensus rating "Buy" with -12.3% upside to the $254 target. In the past 30 days, 19 of 19 covering analysts raised their price targets — a bullish signal.
What is the price target for TXN stock?
Price Target
TXN's consensus 12-month price target is $254, set by 65 Wall Street analysts. The bull case high is $325 and the bear case low is $175. From the current price of $289.44, this implies -12.3% upside.
Is TXN overvalued or undervalued?
Valuation
TXN appears overvalued — the $254 consensus target is -12.3% from today's $289.44. It trades at a forward P/E of 38.3x. Targets range from $175 (bear) to $325 (bull), reflecting different assumptions about growth and margins.
Should I buy TXN before earnings?
Earnings
TXN reports next quarter. Earnings-week moves are volatile — historically, analyst targets revise upward after a beat and downward after a miss. The current consensus is "Buy" with a $254 target. Consider position sizing rather than going all-in pre-print.
What are analysts saying about TXN stock?
Coverage
Of 65 analysts covering Texas Instruments Incorporated (TXN): 0 Strong Buy, 30 Buy, 28 Hold, 7 Sell, 0 Strong Sell — a "Buy" consensus. The 12-month price target is $254 (range $175–$325). Bullish analysts outnumber bearish by more than 2-to-1.
What are the risks of buying TXN stock?
Risks
7 of the 65 analysts covering TXN rate it Sell or Strong Sell. Common concerns include valuation stretch, slowing growth, and sector-specific headwinds — see the Bull vs. Risk cards above for the specific theses on Texas Instruments Incorporated.
This page is for informational purposes only and does not constitute financial advice. Always conduct your own research before investing.