NASDAQ:TXN

Texas Instruments (TXN)

290.90
+5.84 (2.05%)
as of Jun 8, 2026, 8:00:00 pm Market Open.
85 watching
0
Investor Insights
star iconJun 7, 2026, 12:00 am

This summary was created by AI, based on 4 opinions in the last 12 months.

Texas Instruments (TXN-Q) has recently garnered attention after issuing strong guidance that led to a 10% jump in shares. Despite this short-term gain, there are concerns about the stock's long-term performance, as it has lagged behind its semiconductor peers and has historically had limited exposure to the data center market. The review mentions that while its industrial and automotive segments are significant, TXN's overall growth has not met expectations. Technically, the stock appears range-bound, with a potential breakdown if it falls below $160. However, on a positive note, TXN is recognized for its leadership in Edge AI and embedded processors, boasting the longest customer list due to its analog and embedded divisions, while analysts have set an average price target that suggests upside potential.

consensus icon
Consensus
cautious
valuation icon
Valuation
fair value
review icon
Similar
Analog, ADI
WEAK BUY

They are the king of the analog chips, used from washing machines to TVs. Analog will always be around, though haven't participated much in AI> A stable stocks that pays around 2.8% $188 is his price target.

TOP PICK

This is a conservative play in the tech market. It has a great franchise in the semi-conductor market. It is the king of the analog segment which is not as volatile on the pricing side. In the real world not everything is digital and analog chips are everywhere. Its chips manage power requirements, etc. as well as the micro-controls segment on the wireless side. In its its April 25th report it increased guidance as well as providing great top and bottom lines.

BUY
He sold higher-beta semi stocks for lower-beta tech stocks like TXN last fall.
PAST TOP PICK
(A Top Pick Feb 02/22, Down 2%) Compared to other tech, this is a winner. It's boring--analog products to manage power in electronics, and embedded processing which are used in cars, fridges and other electronics. They make semis in these boring segments, so it's done well. They will build a new plant in Texas in 2025 and will be the king of these processors. It's now fairly valued now.
PAST TOP PICK
(A Top Pick Dec 21/21, Down 13%) Has sold shares in the company. Thinks it might be good for a long term investor (despite not owning shares).
DON'T BUY
You want to buy analog chips that favour low-grade, industrial applications. The massive flow of funds into semis is now unwinding significantly. Primary trade on semis is a long-term short. A buy could be 18 months away at least. His preferred stock is ADI.
PARTIAL BUY
Trades at 16x earnings. They will make their quarter. It's too cheap to ignore. You can start buying a little.
BUY
They would've reported a great quarter if not for the Chinese Covid lockdown, but still a good report.
PAST TOP PICK
(A Top Pick Dec 21/21, Up 2.03%) Really well run. Will do well with return to domestic production. He sold on a change of heart, thinking that orders had been brought forward. He'd revisit at some point.
BUY
They have a diverse chipmaker that are sold to industrials, the internet of things and cars. It boasts good profitability, valuation and growth at these levels.
TOP PICK
Massive company that flies under the radar. Attractive, perpetual compounders. Financial safety, high ROIC, enviable capital allocation flexibility. Very sound company. King of both embedded and analog processing, which goes in fridges and dryers, etc. Embedded processing is about micro-controllers. Not as sexy as others, but they're in absolutely everything. Tremendous cashflow. Price target of $214. Yield is 2.52%.
BUY
Has been a fantastic company. It is a semi-conductor company that has been run like a business right from the beginning. Many other semi's are adopting its business model. Buy on weakness and hold. If looking for more leverage consider LAM and KLA which are the 'picks and shovels' of the gold rush in this sector.
TOP PICK
They make most of their chips in-house, which makes sense during supply shortages. If we see a growth in the real economy (not metaverse), all the sensors in devices like your garage door opener or TV remote, then TI will see a huge benefit. They boast thousands of customers and products, and strong cash flow. (Analysts’ price target is $202.46)
BUY

Instead of ADI, he owns TXN, which does digital and analog chips. One of the most profitable of all of the chip manufacturers, and this is why he owns it.

DON'T BUY

TXN vs. ADI Likes ADI because of chips for driverless vehicles, and involved in 4G and 5G with telecoms. Aerospace and military applications. Fundamentals are better, dividend growth better. Over the next 5-10 years, better runway to grow, and with it earnings, profits, share price, and dividends.

Showing 16 to 30 of 115 entries