Earnings reaction · TXN

How analysts reacted to Texas Instruments’ results

Texas Instruments reported on July 22, 2026 (quarter ended Jun 2026). In the next sessions, 14 Wall Street firms published notes: 12 raised their price target, 1 cut it and 1 kept it unchanged. The median target of the 14 firms with a before-and-after figure went from $300 to $335 (+12%). The shares fell 3% on Jul 23, the first session after the report.

Jul 22, 2026 reported14 firms12 raised1 cut
Median target$300 → $335+12% · 14 firms
Target changes12 raised1 cut · 1 kept
Share move−3%Jul 23 · $294.19 → $284.99
EPS vs consensusBeat 12%2.14 vs 1.91 expected

Every firm’s call 14

The first note from each firm in the session that reacted to the results and the next two, with its previous target. Since then the shares have gained 4% ($297.23 on Oct 6), against a median target of $335 from these firms. Texas Instruments consensus today

Before After Share price
BairdBuy$300$385+28%Jul 23
JP MorganBuy$280$340+21%Jul 23
BernsteinHold$250$290+16%Jul 23
StoneXBuy$315$360+14%Jul 23
Goldman SachsSell$200$225+13%Jul 23
Morgan StanleySell$230$255+11%Jul 23
TruistHold$278$300+8%Jul 23
RosenblattBuy$330$350+6%Jul 24
EvercoreBuy$316$330+4%Jul 23
Wells FargoHold$300$310+3%Jul 23
KeyBancBuy$390$400+3%Jul 23
MizuhoHold$300$305+2%Jul 23
CantorHold$340$340KeptJul 23
TD CowenBuy$360$340−6%Jul 23

Earlier Texas Instruments reports

Latest earnings reactions

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How this works: the earnings date and EPS figures come from Nasdaq. The calls are the notes in our database from the session that reacted to the results and the next two, one per firm (its first); for reports after the close, notes dated the report day are treated as previews and left out. “Before” is the previous target quoted in the note or, if missing, the firm’s last target in our database. The median target uses firms with both figures. The share move compares the close before the reaction session with the close of the session that moved most (the report day or the next one). Which firms’ targets come true

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