UBS Reaffirms Buy Rating for Texas Instruments

UBS has reiterated its buy rating on Texas Instruments Incorporated (NasdaqGS: TXN) with a price target of $350. This announcement was made on June 29, 2026, by UBS analyst Timothy Arcuri. Shares of Texas Instruments traded at $285.43 on Monday.

Analysts Set New Price Targets

On June 29, 2026, UBS maintained its buy rating on Texas Instruments with a price target of $350. Cantor Fitzgerald also maintained a hold rating with a $340 target on the same date. Earlier, on June 24, Stifel reaffirmed its buy rating and set a $360 price target. Citigroup followed suit on June 15, maintaining a buy rating with a $345 target. These consistent buy ratings underscore a positive outlook for the semiconductor giant.

Texas Instruments Incorporated Stock Up 15.2%

Shares of Texas Instruments traded near $285.43 on Monday. The company, with a market cap of approximately $259.77 billion, has a P/E ratio of 48.79 and a forward P/E of 29.81. Its beta stands at 1.309, indicating volatility slightly above the market average. The stock's 52-week low is $152.73, while its high reached $334.03. Key moving averages include a 50-day of $290.72 and a 200-day of $213.28, reflecting recent trading patterns.

Other Institutional Activity in Texas Instruments

Several institutional investors have adjusted their positions in Texas Instruments. BlackRock, Inc. increased its holdings by 2,475,037 shares, bringing its total to 81,515,619 shares valued at about $15.83 billion. Vanguard Capital Management LLC opened a new position with 58,978,704 shares worth approximately $11.45 billion. State Street Corp slightly reduced its stake by 369,056 shares, ending with 43,077,664 shares valued at $8.36 billion. Meanwhile, JPMorgan Chase & Co significantly increased its position by 10,056,903 shares, now holding 38,381,788 shares worth about $7.15 billion.

Insider Buying and Selling at Texas Instruments Incorporated

Recent insider activity at Texas Instruments includes purchases by Pamela Patsley and Curtis Farmer, each acquiring 85 shares at $322.86 on June 19, 2026. On the selling side, Martin Craighead sold 10,000 shares at an average price of $320.43 on May 28, while Ahmad Bahai and Rafael Lizardi sold 5,000 and 47,734 shares, respectively, on May 14.

About Texas Instruments

Texas Instruments Incorporated, based in Dallas, Texas, designs and manufactures semiconductors for various markets, including industrial, automotive, and personal electronics. The company operates through its Analog and Embedded Processing segments, offering products like microcontrollers, processors, and power management solutions. Led by CEO Haviv Ilan, Texas Instruments employs about 33,000 people worldwide.

Bottom Line

UBS's reaffirmation of its buy rating with a $350 target highlights continued confidence in Texas Instruments' growth prospects. Investors closely watch such analyst ratings as they can influence market sentiment. With a strong market position and consistent institutional interest, Texas Instruments remains a key player in the semiconductor industry.