52 stories mentioning TXNUpdated 24d ago
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Pamela H Patsley, Director, on April 24, 2026, sold 4,306 shares in Texas Instruments (TXN) for $1,188,918. Following the Form 4 filing with the SEC, Patsley has control over a total of 34,487 common shares of the company, with 34,487 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/97476/000009747626000110/xslF345X05/wk-form4_1777321873.xml
Rafael R Lizardi, Senior Vice President & CFO, on April 24, 2026, sold 40,541 shares in Texas Instruments (TXN) for $11,117,556. Following the Form 4 filing with the SEC, Lizardi has control over a total of 119,479 common shares of the company, with 85,485 shares held directly and 33,994 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/97476/000009747626000111/xslF345X05/wk-form4_1777321879.xml
Mark A Blinn, Director, on April 24, 2026, sold 15,000 shares in Texas Instruments (TXN) for $4,162,689. Following the Form 4 filing with the SEC, Blinn has control over a total of 11,716 common shares of the company, with 11,670 shares held directly and 46 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/97476/000009747626000112/xslF345X05/wk-form4_1777321884.xml
Amichai Ron, Senior Vice President, on April 24, 2026, sold 18,365 shares in Texas Instruments (TXN) for $5,003,214. Following the Form 4 filing with the SEC, Ron has control over a total of 81,085 common shares of the company, with 81,085 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/97476/000009747626000113/xslF345X05/wk-form4_1777321890.xml
Todd M Bluedorn, Director, on April 24, 2026, sold 4,306 shares in Texas Instruments (TXN) for $1,180,930. Following the Form 4 filing with the SEC, Bluedorn has control over a total of 8,191 common shares of the company, with 8,191 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/97476/000009747626000114/xslF345X05/wk-form4_1777321895.xml
Shanon J Leonard, Senior Vice President, on April 24, 2026, sold 18,189 shares in Texas Instruments (TXN) for $5,055,707. Following the Form 4 filing with the SEC, Leonard has control over a total of 31,975 common shares of the company, with 31,975 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/97476/000009747626000115/xslF345X05/wk-form4_1777321899.xml
US equity indexes closed mixed this week, as quarterly earnings helped the technology sector top charts while a failure to hold the second round of Iran peace talks knocked confidence.* The S&P 500 closed at 7,165.08 on Friday, up 0.6% this week, according to data compiled by FactSet. The Nasdaq Composite ended at 24,836.60, rising 1.5% over the past five days. The Dow Jones Industrial Average ended at 49,310.32, down 0.4% from a week ago.* Technology and energy led sector gainers, while health care and financials were among the steepest decliners.* Intel's Q1 galvanized the technology sector as the chipmaker reported blowout results, pushing its shares as high as 25% on Friday. Arm (ARM), Advanced Micro Devices (AMD), and Texas Instruments (TXN) each delivered returns of more than 20% this week.* Investors balked after Tesla (TSLA) unveiled its capital expenditure guidance for 2026, taking the shine off Q1 beats. TechCrunch reported the firm plans to spend $25 billion this year, compared with $8.5 billion in 2025. Tesla's shares ended 5.9% lower this week.* Late Friday, WTI and Brent crude oil futures trading at $94.74 and $105.79, respectively, were higher from a week ago, reflecting mainly the US-Iran's failure to hold the second round of talks in Pakistan earlier this week. The duo remained at an impasse up until Thursday, as Tehran refused to negotiate a peace deal as long as the US Navy continued to blockade its ports and Washington refused to lift the siege.* However, on Friday, news emerged that US envoys Steve Witkoff and Jared Kushner will travel to Islamabad, Pakistan, on Saturday to participate in direct talks with Iran, CNN cited the White House. On the same day, Tehran also announced it is sending Foreign Minister Abbas Araghchi to Pakistan, the news report said. WTI and Brent crude futures traded lower on Friday.
Texas Instruments (TXN) has an average rating of overweight and mean price target of $275.55, according to analysts polled by FactSet.Price: $274.58, Change: $-7.65, Percent Change: -2.71%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We up our 12-month target to $273 from $224, on a P/E of 30x our 2027 EPS, above peers and TXN's five-year historical forward average of about 27x to reflect our view of improving fundamentals and FCF potential. After a strong Q1 beat, we raise our 2026 EPS to $7.87 from $6.76 and 2027 to $9.10 from $7.73. Industrial revenue surged more than 30% in Q1 (20% seq.), with the broader industrial market segment (thousands of smaller customers) re-engaging after an extended hibernation. Despite this, Industrial remains 15% below its Q3 2022 peak, suggesting at least 4-6 quarters of further runway ahead. Years of elevated capex is now allowing TXN to fulfill customer demands with no shortages and is now allowing TXN to take back share given its greater supply/availability. Easing of capex spend is also starting to play out, which we see driving FCF well over $8B by '27 (vs. $2.6B in '25) while gross margins are also turning the corner, as utilization improves and pricing holding up better than expected.
US equity indexes fell as technology and consumer discretionary stocks weighed on investor sentiment, which remains frail as the standoff over the Strait of Hormuz, the choke-point for about a fifth of global crude oil flows, persists.The Nasdaq Composite fell 0.9% to 24,438.50, with the Dow Jones Industrial Average down 0.4% to 49,310.32, and the S&P 500 lower by 0.4% to 7,108.40 on Thursday. Utilities and industrials led the gainers.Shares of IBM (IBM) slid 8.3%, among the steepest decliners on the Dow, following Q1 results. Software growth decelerated to 8% in constant currency from 11% in Q4 and 9% in Q3, a "potential red flag for the bears," CFRA said in a note.Tesla (TSLA) slid 3.6% after the firm issued higher-than-expected 2026 capital expenditure guidance. TechCrunch reported the group is planning to spend $25 billion, compared with $8.5 billion in 2025.ServiceNow (NOW) reported strong Q1 results, but softer organic revenue trends and a slightly weaker margin outlook weighed on the overall forecast, Oppenheimer said in a note. Shares of ServiceNow sank 18%, the worst performer on the S&P 500.Texas Instruments (TXN) soared 19%, among the top outperformers on the S&P 500 and the Nasdaq, after the company posted higher Q1 earnings and sales and set out Q2 guidance above consensus.In geopolitical developments, President Donald Trump ordered the US Navy to "shoot and kill" any boat that is laying mines in Hormuz, according to a Truth Social post on Thursday. On the same day, Iran flaunted its tightened grip over Hormuz with a video of commandos storming a cargo ship named MSC Francesca, Reuters reported.The United States and Iran remain at an impasse, with Tehran refusing to negotiate a peace deal as long as the US Navy continues to blockade its ports and Washington refuses to lift the siege. Trump said the pressure is on Iran to reach a deal ending the war, claiming he has "all the time in the world," CNN reported.Iran "had made the lifting of the US blockade a precondition for the resumption of negotiations," Helima Croft, head of global commodity strategy at RBC Capital Markets, said in a note. "President Trump, for his part, has indicated that the ceasefire will remain in place for now, leaving the conflict in a no airstrike, minimal movement of ships, unsustainable equilibrium."West Texas Intermediate crude oil futures jumped 3.6% to $96.51, and Brent crude futures advanced 3.7% to $105.58.In precious metals, gold futures fell 1.1% to $4,703.3, and silver futures dropped 3.5% to $75.27 as higher crude oil prices tend to raise inflation concerns. Most US Treasury yields rose, reflecting a similar dynamic in the fixed-income complex in addition to the macroeconomic data. The 10-year yield jumped 3.1 basis points to 4.33%, and the two-year rate climbed 3.8 basis points to 3.83%.In US economic news, initial jobless claims rose to 214,000 in the week ended April 18 from an upwardly revised 208,000, compared with the 210,000 print expected in a Bloomberg-compiled survey.Meanwhile, the April flash reading of manufacturing conditions from S&P Global improved to a 47-month high of 54.0 from 52.3 in March, compared with the 52.5 anticipated in a Bloomberg-compiled poll.
US equity indexes traded lower ahead of Thursday's close, as technology and consumer discretionary stocks weighed amid a continuing standoff over the reopening of the Strait of Hormuz.The Nasdaq Composite fell 1% to 24,423.1, with the Dow Jones Industrial Average down 0.4% to 49,299.9, and the S&P 500 lower by 0.4% to 7,107.2.Shares of International Business Machines (IBM) slid 8.1%, among the steepest decliners on the Dow, following Q1 results. Software growth decelerated to 8% in constant currency from 11% in Q4 and 9% in Q3, a "potential red flag for the bears," CFRA said in a note.Tesla (TSLA) dropped 3.5% after the electric vehicle manufacturer issued higher-than-expected 2026 capital expenditure guidance. TechCrunch reported the electric vehicle manufacturer is planning to spend $25 billion this year, compared with $8.5 billion in 2025.Texas Instruments (TXN) soared 18%, among the biggest outperformers on the S&P 500 and the Nasdaq, after the company posted higher Q1 earnings and revenue and set out Q2 guidance above consensus.President Donald Trump has ordered the US Navy to "shoot and kill" any boat that is laying mines in Hormuz, according to his Truth Social post on Thursday. On the same day, Iran flaunted its tightened grip over Hormuz with a video of commandos storming a cargo ship named MSC Francesca, Reuters reported.The United States and Iran remain at an impasse, with Tehran refusing to negotiate a peace deal as long as the US Navy continues to blockade its ports and Washington refuses to lift the siege.West Texas Intermediate crude oil futures jumped 3.6% to $96.51, and Brent crude futures advanced 3.7% to $105.58.
Tech stocks were mixed late Thursday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) falling 1.7% and the State Street SPDR S&P Semiconductor ETF (XSD) rising 1.3%.The Philadelphia Semiconductor index added 0.9%.In corporate news, Meta Platforms (META) plans to eliminate roughly 8,000 jobs, or 10% of its workforce, in an attempt to boost efficiency and offset significant spending on AI, Bloomberg reported, citing a memo the company sent to employees. Meta shares were down 2.3%.IBM (IBM) shares fell past 8% after its quarterly results. Software growth decelerated to 8% in constant currency from 11% in Q4 and 9% in Q3, a "potential red flag for the bears," CFRA said in a note late Wednesday.ServiceNow (NOW) reported strong Q1 results, but softer organic revenue trends and a slightly weaker margin outlook weighed on its overall forecast, Oppenheimer said in a note. Its shares tumbled past 17%.Texas Instruments (TXN) shares jumped past 18% after it posted higher Q1 earnings and revenue and set out Q2 guidance above consensus.
Tech stocks were mixed Thursday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) falling 1.8% and the State Street SPDR S&P Semiconductor ETF (XSD) rising 1.2%.The Philadelphia Semiconductor index added 0.9%.In sector news, SpaceX is considering manufacturing its own graphics processing units, or GPUs, as part of efforts to secure AI chip supply, Reuters reported Thursday, citing excerpts from a regulatory filing ahead of a planned IPO. The space and satellite firm lists "manufacturing our own GPUs" among the "substantial capital expenditures" it is undertaking, the excerpts of its S-1 registration reportedly showed.In corporate news, IBM (IBM) shares fell past 9% after its quarterly results. Software growth decelerated to 8% in constant currency from 11% in Q4 and 9% in Q3, a "potential red flag for the bears," CFRA said in a note.ServiceNow (NOW) reported strong Q1 results, but softer organic revenue trends and a slightly weaker margin outlook weighed on its overall forecast, Oppenheimer said in a note. Its shares tumbled 18%.Texas Instruments (TXN) shares jumped 17% after it posted higher Q1 earnings and revenue and set out Q2 guidance above consensus.
Texas Instruments (TXN) reported higher Q1 earnings and revenue late Wednesday and also set out Q2 guidance above consensus.Shares advanced 19% as intraday trading volume soared to over 17 million from a daily average of roughly 7.4 million.United Rentals (URI) reported overnight higher Q1 adjusted earnings and revenue and lifted its 2026 sales guidance.Shares soared 21%, with intraday trading volume climbing over 925,500 from a daily average of about 656,000.West Pharmaceutical Services (WST) reported higher Q1 non-GAAP earnings and net sales on Thursday. The company also issued a Q2 outlook above analysts' expectations and raised its 2026 guidance.Shares climbed 12% as intraday trading volume jumped to over 1.47 million from a daily average of about 944,000.Price: $281.28, Change: $+44.97, Percent Change: +19.03%
US equity indexes fell in midday trading on Thursday as investors evaluated quarterly earnings, and after Washington and Tehran remained deadlocked over a reopening of the Strait of Hormuz, the chokepoint for about a fifth of global crude oil flows.The Nasdaq Composite fell 0.9% to 24,443.5, with the Dow Jones Industrial Average down by 0.6% to 49,181.9. The S&P 500 was 0.5% lower at 7,098.8.Financials and technology led the decliners, while utilities and industrials were among the top gainers.Tesla (TSLA) shares dropped 3.8% after the electric vehicle manufacturer issued higher-than-expected 2026 capital expenditure guidance. TechCrunch reported the electric vehicle manufacturer is planning to spend $25 billion this year, compared with $8.5 billion in 2025.ServiceNow (NOW) reported strong Q1 results, but softer organic revenue trends and a slightly weaker margin outlook weighed on its overall forecast, Oppenheimer said in a note. Shares of ServiceNow sank 18.6%, the worst performer on the S&P 500.International Business Machines (IBM) fell 10%, the steepest decline on the Dow, following its quarterly results. Software growth decelerated to 8% in constant currency from 11% in Q4 and 9% in Q3, a "potential red flag for the bears," CFRA said in a note.Texas Instruments (TXN) shares were up nearly 19%, among the biggest outperformers on the S&P 500 and the Nasdaq, after the company posted higher Q1 earnings and revenue and set out Q2 guidance above consensus.United Rentals (URI) traded 22% higher, the top gainer on the S&P 500, after the company reported overnight higher Q1 adjusted earnings and revenue and lifted its 2026 sales guidance.President Donald Trump has ordered the US Navy to "shoot and kill" any boat that is laying mines in Hormuz, according to his Truth Social post on Thursday. On the same day, Iran flaunted its tightened grip over Hormuz with a video of commandos storming a cargo ship named MSC Francesca, Reuters reported.The United States and Iran remain at an impasse, with Tehran refusing to negotiate a peace deal as long as the US Navy continues to blockade its ports and Washington refuses to lift the siege. Mediators are trying to get the diplomatic process back on track, including arranging a possible meeting between warring parties as soon as Friday, The Wall Street Journal reported.West Texas Intermediate crude oil futures rose 2.8% to $92.13, and Brent crude futures advanced 1.7% to $103.63.In precious metals, gold futures were steady at $4,751.5, and silver futures dropped 2% to $76.44.In economic news, US initial jobless claims rose to 214,000 in the week ended April 18 from an upwardly revised 208,000, compared with the 210,000 print expected in a Bloomberg-compiled survey.Meanwhile, the April flash reading of manufacturing conditions from S&P Global improved to a 47-month high of 54.0 from 52.3 in March, compared with the 52.5 anticipated in a Bloomberg-compiled poll.US Treasury yields were mixed, with the 10-year increasing 4.3 basis points at 4.34% and the two-year adding 3.5 basis points at 3.83%.
Texas Instruments (TXN) is expected to benefit from industrial resurgence, especially in aero/defense, data center demand and rising benefits from its US-based manufacturing, according to a note by Bank of America on Thursday.The brokerage also said the company's on a path to stronger free cash flow as it moves beyond its big capital spending cycle. It also sees it able to leverage the last three years of heavy capex in US fabs to possibly gain share in an "everything-is-constrained" chip environment.BofA also said it likes Texas Instruments' positioning in DC power, where it holds "content across the rack and is seeing growing momentum in application-specific sockets" as architectures move to higher voltage/higher power-density systems.However, BofA noted that ongoing geopolitics remain a sector-wide risk, but added that TXN has historically had a relatively more defensive profile.BofA upgraded the stock to buy from neutral and raised the price target to $320 from $235.Price: $283.62, Change: $+47.31, Percent Change: +20.02%
All three major US stock indexes were down slightly in late-morning trading Thursday, as investors continued to monitor developments in the Strait of Hormuz.In company news, Tesla (TSLA) reported Q1 adjusted EPS late Wednesday of $0.41, up from $0.27 a year ago and above the FactSet consensus analyst estimate of $0.36. First-quarter revenue was $22.39 billion, up from $19.34 billion a year ago and above the FactSet consensus of $22.1 billion. The company said it intends to use Intel's (INTC) upcoming 14A process to make chips at its Terafab advanced AI project in Austin, Texas, Reuters reported late Wednesday, citing Tesla CEO Elon Musk. Chief Financial Officer Vaibhav Taneja said late Wednesday that Tesla has delayed the rollout of its most advanced driver-assistance features in China due to regulatory issues. Lastly, the firm is creating 1,000 new jobs at its Gruenheide gigafactory in Germany by the end of June to raise weekly production by roughly 20% from Q3, Reuters reported Thursday, citing a company spokesperson. Tesla shares were about 1.8% lower.ServiceNow (NOW) reported Q1 non-GAAP earnings late Wednesday of $0.97 per diluted share, up from $0.81 a year earlier and matching the FactSet consensus estimate. First-quarter revenue was $3.77 billion, up from $3.09 billion a year ago and above the FactSet consensus of $3.75 billion. ServiceNow said Q1 subscription revenue growth saw about a "75 basis point headwind from delayed closings of several large on-premise deals in the Middle East, due to the ongoing conflict in the region." For Q2, the company said it expects subscription revenue of $3.815 billion to $3.820 billion, above the FactSet consensus of $3.751 billion. For full-year 2026, it expects subscription revenue of $15.74 billion to $15.78 billion, above the FactSet consensus of $15.55 billion. ServiceNow shares were down 17.2%.Thermo Fisher Scientific (TMO) reported fiscal Q1 adjusted earnings Thursday of $5.44 per share, up from $5.15 a year earlier and above the FactSet consensus of $5.25. Fiscal Q1 revenue was $11.01 billion, up from $10.36 billion a year ago and above the FactSet consensus of $10.86 billion. Thermo Fisher shares were down 10.4%.Warner Bros. Discovery (WBD) said Thursday its shareholders voted to approve the adoption of the merger agreement with Paramount Skydance (PSKY). The deal is expected to close in Q3, the company said. Warner Bros. shares were down 0.4%, while Paramount shares were down 5.4%.Texas Instruments (TXN) reported Q1 earnings late Wednesday of $1.68 per diluted share, up from $1.28 a year earlier and above the FactSet consensus of $1.36. First-quarter revenue was $4.83 billion, up from $.07 billion a year ago and above the FactSet consensus of $4.53 billion. For Q2, the company said it expects EPS of $1.77 to $2.05 on revenue of $5 billion to $5.40 billion. Analysts polled by FactSet expect $1.57 and $4.86 billion, respectively. Texas Instrument shares were up 18.5%.Avis Budget Group (CAR) has seen its stock fall by over 62% in just two days after rising nearly 600% since late March, Bloomberg reported Thursday, citing data from S3 Partners. Avis short sellers pocketed $2.8 billion during Wednesday's rout, countering the $2.7 billion they lost the prior three days, the report said, citing S3 Partners. Avis shares were down 47.1%.Price: $378.26, Change: $-9.25, Percent Change: -2.39%
Texas Instruments (TXN) reported "very strong" Q1 results, however, ongoing high capital spending and valuation concerns keep the long-term outlook cautious, Morgan Stanley said in a note Thursday.Management highlighted broad-based strength across the business and noted there was no clear pull-ahead activity. Still, results for the March and June quarters were significantly above-seasonal, which creates some caution looking ahead and sets a high bar for the September quarter, usually the strongest of the year, the bank said.The firm added that it is giving Texas Instruments credit and modeling to seasonality for the rest of 2026 and 2027, because H2 2026 is expected to be stronger than H1, with pricing likely becoming more important and possible supply tightness giving the company a share opportunity.The bank said the bullish view was that after five years of high capital expenditure, the company would generate more free cash flow than earnings in 2027, but comments on the earnings call suggest high spending may continue into 2027 unless revenue slows. "Further, we have expected the acquisition of [Silicon Laboratories (SLAB)] to drive something of a negative re-rating, given the importance of cash return to the story."Morgan Stanley adjusted Texas Instruments' price target from $180 to $221 while keeping its underweight rating.Price: $275.64, Change: $+39.33, Percent Change: +16.64%
Texas Instruments (TXN) has an average rating of overweight and mean price target of $258.17, according to analysts polled by FactSet.Price: $274.77, Change: $+38.46, Percent Change: +16.28%
Texas Instruments (TXN) has an average rating of overweight and mean price target of $270.07, according to analysts polled by FactSet.Price: $275.53, Change: $+39.22, Percent Change: +16.60%
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