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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TOP PICK
A clear leader. Stock has been under pressure because of the wireless side. Inventories are high. Trading at a low multiple now.
DON'T BUY
Trading at around 18 X next year's earnings. Has an excellent set of products but their main exposure is cell phones and their biggest customer is Nokia.
BUY
Off about 42% this year. Longer term, money will flow back into technology and this company will be at the front of the line.
DON'T BUY
There is a downtrend in place along with a bear channel. There's no indication that it is making a bottom.
TOP PICK
(Past top pick Mar 26/04. Down 22%.) Still likes it. No reason for it to have sold off. Diversified across a number of industries.
DON'T BUY
There are a number of downgrades in the semiconductor industry based on soft orders. The whole sector is facing soggy demand right now.
BUY ON WEAKNESS
Very well-positioned in the hand set market. We'll have a 20% hit on earnings once they expense their options. Based on this, their valuation is not as attractive as Intel's. Would be interested at $1/2 lower.
WEAK BUY
Well-positioned in both HDTV and RFID but these areas are relatively small. To get a pure play, would look at others. Likes it for the long term. Short term, there is some concern on the wireless side.
DON'T BUY
Trades almost identically with the semiconductor index. The multiple on these stocks is out of whack with the earnings growth. Expects further weakness.
BUY
One of the best chip companies around. Has great technology. In the right area. There was a huge run-up in the semiconductor area and there is now a pullback. A good stock for a long-term hold.
BUY
Very well-positioned in a lot of the growth areas. Have dropped quite a bit because of the fears that Nokia their orders. Good price.
TOP PICK
Semiconductors are in a bull cycle. Estimates are being revised upwards for capital spending in telecoms, PC sales, handset sales and digital TV. This company should benefit from this.
TOP PICK
TOP PICK
Has put together a good portfolio of products for this semiconductor cycle. A good time to buy.
HOLD
Like the wireless sector. Wouldn't buy a lot. Hold
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