Truist Texas Instruments · TXN

Truist Securities Raises Texas Instruments Price Target to $278

Analyst: William Stein 1 min read Reproduced verbatim
Rating
Hold
Target
$278
from $225 (+24%)
Outcome
Reached
on April 23, 2026
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What the analyst said

Truist Securities analyst William Stein raised the price target on Texas Instruments (NASDAQ: TXN) to $278.00 (from $225.00) while maintaining a Hold rating.

“A recovery you no longer need to imagine; PT to $278; Great qtr, but we look elsewhere for even more gearing.

TXN delivered an excellent CQ1 result & CQ2 guide, as demand strength broadened from AI/DC to industrial. See our sector update that told investors the same story last week.

It’s great for TXN and semis broadly, but we expect the trends to be even better for suppliers with more gearing (those with lower margins or margins that haven’t recovered yet).

For TXN we take our CY27 EPS to $8.68 (from $7.50); PT to $278 (from $225) based on 32x (3x discount to now-elevated peers).

Investors should view our Hold rating in the context of “everything is getting better in semis”.”

Disclaimer
The price target and rating on this page are the opinion of the issuing research firm and its analyst, not of Price Target. This page is published for informational purposes only and is not investment advice, a recommendation, or an offer to buy or sell any security. Past performance does not guarantee future results. Consider your own circumstances and consult a licensed financial adviser before making investment decisions.

This research note is reproduced verbatim from the issuing firm. Price Target never edits, paraphrases or alters analysts’ words — we only republish them in one place.

Where the price stands

TXN trades at $277. The 17 analysts who set a target in the last 3 months range from $250 to $370, with a median of $330. This $278 target is 16% below the median.

Since the note TXN has moved +17% (from $236). 12-month window: day 198 of 365, closes on April 23, 2027.

Track record

This call✓ Target reached on April 23, 2026, 0 days after the note.

Firm track recordTruist: 79% of its 28 targets at least a year old were reached within 12 months (#16 of 26 firms). Accuracy ranking →

Earnings reactionOne of 19 notes after Texas Instruments’s Apr 22 results: 19 raised · 0 cut · 0 kept. See every call →

Truist on Texas Instruments

Truist price targets on Texas Instruments

4 calls from January 28, 2026 to October 22, 2026. The target went from $225 to $305 (+36%). The rating stayed Hold.

Truist targetTXN share price
  1. October 22, 2026Target raised from $300 (+2%)Hold$305
  2. July 23, 2026Target raised from $278 (+8%)Hold$300
  3. April 23, 2026 This noteTarget raised from $225 (+24%)Hold$278
  4. January 28, 2026Earliest call shownHold$225
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Other analysts on Texas Instruments

DZ BankHold Upgraded, raised price target +25% Oct 28 $300from $240 Freedom BrokerBuy Upgraded, raised price target +27% Oct 22 $330from $260 BernsteinHold Raised price target +7%, kept rating Oct 22 $310from $290 JP MorganBuy Raised price target +7%, kept rating Oct 22 $365from $340 Morgan StanleySell Raised price target +9%, kept rating Oct 22 $278from $255
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Price Target is an archive of Wall Street analyst research, published for informational purposes only. Nothing on this site is investment advice, a recommendation, or an offer to buy or sell any security. Analyst ratings and price targets are the opinions of the issuing firms, not of Price Target. Always do your own research or consult a licensed financial adviser.