NASDAQ:TXN

Texas Instruments (TXN)

295.71
+10.23 (3.58%)
as of Jun 30, 2026, 4:56:40 pm Market Open.
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Investor Insights
star iconJun 30, 2026, 12:00 am

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

Texas Instruments (TXN-Q) recently experienced a significant share price jump of 10% following the company's positive guidance regarding its supply constraints in the computer chip market. Historically, the company has lagged behind other semiconductor stocks and has limited exposure to the data center segment, relying heavily on industrial and automotive sectors for business. However, there are signs of growth in its data center operations. Despite recent gains, some analysts express caution, pointing to a technical analysis indicating that the stock appears range-bound and may decline if it falls below $160. On a more positive note, TXN has a strong position in the Edge AI market and boasts the longest customer list in the semiconductor industry, largely due to its analog and embedded divisions, with an average 12-month price target among analysts set at $249.

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Consensus
Mixed
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Valuation
Fair Value
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AVGO
BUY ON WEAKNESS
Often considered a proxy for the semiconductor space. The semiconductor market has been consolidating. There have been dramatic improvements in pricing. Expect demand for semiconductors will continue to grow over the next 6 to 12 months. Probably overbought and there will be a point in the next several months to get it at a better price.
HOLD
(Market Call Minute.) Not crazy about this one. A Hold at best.
BUY
(Market Call Minute.) His model price is $33.02, a 12% positive differential.
COMMENT
A home run hitter in technology. When they get a good chipset or good solution, the stock tends to take off. If they strike out a couple of times, it sags quite badly. Right now, there is a general compression of PE multiples for the technology group. A solid company, but you have to live with volatility.
BUY
Very well positioned. Would stay with this company because of its access to Digital Light Processing (DLP) and the mobile phone business. Could easily go into the high $30's if the market settles down.
BUY
The group is kind of in the cyclical side and it is lagging. Doesn’t expect it to be affected much by a bear in the market. Had a higher low.
BUY
Large cap company, is fairly cheap. High end, well run company. Prefect time to get in, if looking for a long term investment.
DON'T BUY
Fairly diversified company. One concern is that they have benefited tremendously over the last few years from the wireless industry. 10% of their semiconductor manufacturing has gone to Nokia (NOK-N). Have had to outsource their business so don't make as much money as if they did it themselves. Ownable but would like it a little bit lower.
BUY
Likes this company as a long-term holding. Not a bad time to take a position. A great company.
PAST TOP PICK
(A Top Pick July 13/04. Down 2%.) Still likes. Still suffering from inventories in the semi-conductor supply chain. Well positioned in some of their products. Likes their DLP technology in television and they are the only supplier of DLP chips.
WEAK BUY
Has had a good move. Widely diversed in the types of chips they sell. Valuation isn't too bad. Would put more money into industrial types of companies rather than technology. Keep it on a short leash.
DON'T BUY
Forming a base, but bases tend to take a long time to form. May recently have had a slight breakout.
BUY
Looks very interesting at this price.
BUY
Have a lot of unique devices that sell at higher margins. Probably a good buy at this point.
BUY
It is a great company. However, it has been doing poorly, and it will continue this down trend because semi-conductor is too high.
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