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Analysts are saying that Texas Instruments could fall by 2030. Bullish on TXN? Invest in Texas Instruments on SoFi with no commissions. If it’s your first time signing up for SoFi, you’ll receive up to $1,000 in stock when you first fund your account. Plus, get a 1% bonus if you transfer your investments and keep them there until December 31, 2025. Texas Instruments Inc. (TXN) already takes care of its shareholders with dividend hikes and share buybacks, and rising revenue and high margins may pave the way for share gains. TXN is a cyclical stock, however, with limited exposure to the artificial intelligence boom. Current Stock Overview Market Cap: $149.01 billion Trailing P/E Ratio: 33.33 Forward P/E Ratio: 26.04 1-Year Return: -22% 2025 YTD: -13% Texas Instruments is trading around $164 per share and has been in a funk since hitting an all-time high of $221 in July. The stock has recovered 12% from its 52-week low of $146 set in April, and promising financial results suggest a further rebound could take shape. The semiconductor maker delivered 14% year-over-year revenue growth in Q3, reported in October. Sales improved 7% sequentially as the company’s critical analog business continues to recover from a cyclical slump. Analog sales increased 16% year-over-year and made up 79% of total Q3 revenue. If that growth continues, it can generate meaningful momentum for Texas Instruments’ stock. Analog sales are cyclical, however, and if the positive sales trend consistently reverses, it can pressure shares. Texas Instruments also has limited exposure to the current artificial intelligence boom. It doesn’t make AI chips and acts more as a small supporting player with moderate revenue growth. The company may be missing out on a great opportunity by not pursuing AI more aggressively. Texas Instruments can also face pressure due to tariffs and trade uncertainty since it sources materials from China and other parts of the world. The company also needs rare earth metals, and if China tightens its export controls, it can squeeze profit margins. The company does have a long history of buybacks and dividend hikes, which have helped mitigate the stock’s ups and downs. Texas Instruments has raised its quarterly payout for 22 years straight and has reduced its share count by 47% between 2004 and 2024. TXN is a consensus Buy with a price target of $202.03 based on the ratings of 31 analysts, according to Benzinga. The high target is $298 from Evercore ISI Group on October 23, 2024. The low is $125 from Barclays on April 22, 2025. The three most recent targets from JPMorgan, TD Cowen, and Cantor Fitzgerald average $193.33 with an implied 18% upside. Quick Snapshot Table of Predictions & Methodology for Forecasting Bull & Bear Case Texas Instruments’ revenue is on the upswing, but the stock has lagged the market for several years. Analog sales are on the rebound and make up 79% of TXN’s total revenueSales have grown, pointing to strong momentumTXN’s ability to buy back shares and raise its dividend for 22 consecutive years indicates a robust balance sheet Texas Instruments isn’t fully capitalizing on the AI boom, resulting in a missed opportunityTariffs pressure profit marginsRare earth metal restrictions from China would make it more difficult for Texas Instruments to fulfill orders and result in lower margins Stock Price Prediction for 2025 CoinCodex doesn’t see much price movement for Texas Instruments stock for the rest of the year. The midpoint is near the current price, with a moderate upside on the high end and a moderate drop on the low. Rising analog sales are great for Texas Instruments' prospects, but tariff wars and China’s rare earth metal restrictions can dampen profit margins. Stock Price Prediction for 2026 CoinCodex projects CoinCodex dropping in 2026. Tariffs, trade wars, and a cyclical downswing in analog sales can drag total sales and make it challenging for Texas Instruments to build on 2025’s success. Stock Price Prediction for 2030 CoinCodex is once again bearish on TXN, with the highest price target suggesting a pullback. The low-end targets suggest that Texas Instruments’ analog sales decline and trade war pressure persist for some time. Investment Considerations Texas Instruments has regularly rewarded investors with dividend hikes and stock buybacks. As it finally starts to rebound from cyclical struggles and paves the road for future gains, looming rare earth metal restrictions and a potentially reignited trade war threaten to stamp out the company’s progress. Texas Instruments is suitable for dividend income investors who appreciate the stock’s high yield and believe that the U.S. and China will reach favorable trade deals. Frequently Asked Questions
