New York, Jan 18, 2026, 18:19 (EST) — Market closed.
- Texas Instruments ended Friday 1.3% higher, closing at $191.58 before the holiday-shortened week.
- Stifel raised its price target to $200 but maintained a Hold rating, pointing to early signs of demand picking up.
- Investors are gearing up for Texas Instruments’ earnings report on Jan. 27, eager to hear management’s take on industrial and automotive chip demand.
Stifel lifted its price target on Texas Instruments (TXN) to $200 from $170, maintaining a Hold rating. The firm cited a resurgence in “analog appetite” and noted that edge AI is becoming “more of a reality.” A price target reflects the firm’s estimate of fair value over the next year, while a Hold rating indicates a neutral stance—neither a strong buy nor sell. (TipRanks)
It’s significant as U.S. markets reopen Tuesday following the Martin Luther King Jr. Day holiday. Earnings season is picking up, and chip stocks are drawing fresh attention. With a short week ahead, thinner positioning could amplify price swings.
Texas Instruments stands as a key indicator for the “old economy” segment of semiconductors—the analog and embedded chips found in factories, cars, and various machinery. Investors are watching closely to see if orders are leveling off or if customers are still clearing out excess inventory.
Shares of Texas Instruments closed Friday at $191.58, gaining $2.46 or 1.30%, after fluctuating between $190.07 and $192.47. Approximately 6.9 million shares changed hands. (Texas Instruments Investor Relations)
The broader market saw choppy action ahead of the long weekend. The S&P 500 and Nasdaq ended Friday mostly flat, whereas the Philadelphia SE Semiconductor index climbed roughly 1.2%. “Historically the middle part of January tends to be pretty choppy,” noted Bruce Zaro, managing director at Granite Wealth Management. (Reuters)
Texas Instruments gained 1.3%, edging ahead of several analog rivals, MarketWatch data showed. In contrast, Analog Devices and NXP Semiconductors each dropped 0.6%. (MarketWatch)
Texas Instruments makes analog chips that handle power and convert real-world signals into data, along with embedded processors found in cars and industrial gear. Because of this market focus, the stock tends to track factory and auto demand more closely than the high-flying AI names.
Texas Instruments announced a quarterly cash dividend of $1.42 per share, set to be paid on Feb. 10 to shareholders recorded as of Jan. 30. (Texas Instruments)
Texas Instruments set its Q4 and full-year earnings call for Jan. 27 at 3:30 p.m. Central. The webcast will be led by Chairman and CEO Haviv Ilan, CFO Rafael Lizardi, and head of investor relations Mike Beckman, the company said. (Texas Instruments)
The stock has seen some back-and-forth this month. It dropped 2.24% on Jan. 15 but bounced back the next day, pushing it about 0.7% higher over the last five sessions. (Investing)
Texas Instruments recently flagged that tariff uncertainty and sluggish analog demand have pressured its outlook. Investors will be watching closely for any shift in that message. (Reuters)
However, the positive spin in broker notes could quickly dim if Texas Instruments signals a slowdown in industrial orders, weaker demand in autos, or customers sticking to cautious buying habits. A fresh rise in bond yields would also weigh on chip stocks with higher multiples.
Texas Instruments is set to release its earnings after the bell on Jan. 27. (Nasdaq)
