Earnings reaction · TXN

How analysts reacted to Texas Instruments’ results

Texas Instruments reported on October 21, 2026 (quarter ended Sep 2026). In the next sessions, 13 Wall Street firms published notes: 9 raised their price target, 2 cut it and 2 kept it unchanged. The median target of the 13 firms with a before-and-after figure went from $305 to $330 (+8%). 1 firm upgraded the stock. The shares rose 2% on Oct 21, the day of the report.

Oct 21, 2026 reported13 firms9 raised2 cut
Median target$305 → $330+8% · 13 firms
Target changes9 raised2 cut · 2 kept · 1↑ 0↓ ratings
Share move+2%Oct 21 · $277.78 → $284.65
EPS vs consensusBeat 9%2.62 vs 2.4 expected

Every firm’s call 13

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 0% ($284.69 on Oct 23), against a median target of $330 from these firms. Texas Instruments consensus today

Before After Share price
Freedom BrokerUpgradeBuy$260$330+27%Oct 22
BarclaysHold$250$280+12%Oct 22
Goldman SachsSell$225$250+11%Oct 22
Morgan StanleySell$255$278+9%Oct 22
JP MorganBuy$340$365+7%Oct 22
BernsteinHold$290$310+7%Oct 22
RosenblattBuy$350$360+3%Oct 22
StifelBuy$360$370+3%Oct 22
TruistHold$300$305+2%Oct 22
CantorHold$340$340KeptOct 22
SusquehannaBuy$340$340KeptOct 22
MizuhoHold$305$290−5%Oct 22
UBSBuy$380$360−5%Oct 22

Earlier Texas Instruments reports

Latest earnings reactions

All earnings reactions

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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