Texas Instruments stock climbs as Stifel lifts target; what investors watch before Jan. 27 call

Texas Instruments stock climbs as Stifel lifts target; what investors watch before Jan. 27 call

New York, Jan 17, 2026, 17:56 EST — The market has closed.

  • TXN ended Friday trading at $191.58, gaining roughly 1.3%
  • Declared dividend stands at $1.42 per share, with payment scheduled for Feb. 10
  • New price-target updates arrive just before Texas Instruments’ Jan. 27 earnings call

Texas Instruments shares closed Friday 1.3% higher at $191.58, offering investors a final chance to trade the stock before the U.S. market’s extended holiday pause.

U.S. stocks ended the day almost unchanged in a jittery session, Reuters reported. Chipmakers stood out, pushing the Philadelphia semiconductor index up 1.2%. “Most investors will take that as a win,” said Ameriprise Financial’s Anthony Saglimbene, noting the S&P 500 remains “within spitting distance of 7,000.” The market will be closed Monday for the Martin Luther King Jr. holiday, while traders keep an eye on whether monthly options expiration will extend into next week’s trading. (Reuters)

Timing is crucial for Texas Instruments. As earnings season heats up, the focus has shifted toward the tone of management’s comments on orders and the industrial cycle, rather than just the raw numbers.

Texas Instruments’ board announced a quarterly cash dividend of $1.42 per share, set for payment on Feb. 10 to shareholders recorded by Jan. 30, according to a Nasdaq dividend report. (Nasdaq)

Stifel’s Tore Svanberg bumped his price target to $200 from $170, maintaining a Hold rating. He pointed to a return of “analog appetite,” while AI infrastructure remains robust and “edge AI”—shifting computing closer to the device—is becoming “more of a reality.” (TipRanks)

TD Cowen’s Joshua Buchalter raised his price target to $225 from $220, keeping his rating unchanged, according to Streetinsider.

Texas Instruments outperformed several analog rivals on Friday. While Analog Devices dropped 0.92% and NXP Semiconductors slipped 0.52%, TXN climbed 1.30%, according to MarketWatch data. (MarketWatch)

But targets alone don’t move the needle. If upcoming earnings show weaker orders in factories and autos, the “analog appetite” narrative could lose steam fast. TXN usually reacts sharply to that kind of shift.

Texas Instruments will webcast its Q4 and full-year 2025 earnings call on Tuesday, Jan. 27, starting at 3:30 p.m. Central. CEO Haviv Ilan and CFO Rafael Lizardi are expected to cover the results and provide guidance. (Texas Instruments)

The session following the holiday will be crucial, but TXN’s real challenge lies with the Jan. 27 call — particularly any changes in their outlook on inventories, lead times, and pricing.

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