New insider activity at Texas Instruments ( (TXN) ) has taken place on May 1, 2026.
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Texas Instruments has seen notable insider activity, with two senior vice presidents executing sizable stock sales. SVP Mark Gary sold 13,689 shares of Texas Instruments stock in a transaction valued at $3,822,653. In a separate move, SVP Mark T. Roberts disposed of 28,080 shares, with the sale totaling $7,871,795. These transactions underscore significant profit-taking at the executive level and may draw attention from investors tracking insider sentiment at Texas Instruments.
Recent Updates on TXN stock
Texas Instruments’ stock reacted to an upbeat Q1 earnings call that showed broad-based revenue acceleration, margin expansion, and a recovery in free cash flow, driven by strong Analog and Embedded growth plus surging Data Center and Industrial demand. Analysts’ price target revisions were largely tied to this stronger-than-expected revenue and profitability profile, especially the operating leverage from higher volumes and favorable mix.
Another key driver behind target changes was management’s guidance that Q2 revenue and EPS should run slightly above seasonal trends, suggesting the current upturn may persist despite caution on demand durability after a prior “false start.” Views also incorporated the impact of the planned Silicon Labs acquisition and elevated inventories, with the deal seen as strategically supportive of long-term embedded ambitions but creating near-term margin pressure and complexity, while inventory levels and mixed automotive trends—particularly weakness in China—were factored in as risks to the trajectory embedded in new targets.
Spark’s Take on TXN Stock
According to Spark, TipRanks’ AI Analyst, TXN is a Outperform.
The score is driven primarily by strong profitability and recovering fundamentals, reinforced by a positive earnings update and constructive near-term guidance. Technicals also support the stock given a clear uptrend, though overbought signals add near-term risk. The main limiter is valuation (P/E ~28.6) plus balance-sheet and cash-conversion watch items (higher leverage vs prior years and relatively light FCF conversion).
To see Spark’s full report on TXN stock, click here.
More about Texas Instruments
YTD Price Performance: 63.08%
Average Trading Volume: 7,548,976
Technical Sentiment Signal: Buy
Current Market Cap: $255.8B