Texas Instruments

TXN-Q

NASDAQ:TXN

126.64
0.57 (0.45%)
Texas Instruments Inc. is an American technology company that designs and manufactures semiconductors, which it sells to electronics designers and manufacturers globally.
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Analysis and Opinions about TXN-Q

Signal
Opinion
Expert
BUY
BUY
December 6, 2019
It is a Top 10 holding for them. There was warning in their recent earnings, but they have good stability in 5G deployment. This is a good opportunity to buy back in as he sees a target of $157.
Texas Instruments (TXN-Q)
December 6, 2019
It is a Top 10 holding for them. There was warning in their recent earnings, but they have good stability in 5G deployment. This is a good opportunity to buy back in as he sees a target of $157.
Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$122.370
Owned
Yes
COMMENT
COMMENT
November 29, 2019
TXN or others? He owns some semi-conductors like NVDA and XLNX. He does not own TXN. If you want yield, he would suggest INTC.
Texas Instruments (TXN-Q)
November 29, 2019
TXN or others? He owns some semi-conductors like NVDA and XLNX. He does not own TXN. If you want yield, he would suggest INTC.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$120.210
Owned
Unknown
DON'T BUY
DON'T BUY
November 29, 2019
A large semi-conductor company. Earnings beat by 4 cents, but revenues were down. The cycle is down because smartphone sales are down. More cyclical aspects to come. If demand slows or inventory goes up, it's not a good sign.
Texas Instruments (TXN-Q)
November 29, 2019
A large semi-conductor company. Earnings beat by 4 cents, but revenues were down. The cycle is down because smartphone sales are down. More cyclical aspects to come. If demand slows or inventory goes up, it's not a good sign.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$120.220
Owned
No
HOLD
HOLD
October 4, 2019
One of the pioneers in integrated circuits. They are benefiting from the use of their circuits in almost all consumer and commercial products. A well run company. The dividend should be sustainable and able to grow. More of an income stock than a growth stock now however. Yield 2.8%
One of the pioneers in integrated circuits. They are benefiting from the use of their circuits in almost all consumer and commercial products. A well run company. The dividend should be sustainable and able to grow. More of an income stock than a growth stock now however. Yield 2.8%
David Baskin
President, Baskin Wealth Management
Price
$130.140
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
October 1, 2019
Many small/mid-caps tech stocks, especially software have been dragged down. TXN is trading at his price target now, but he'd buy it if it fell into the $110's. This pays around 2.5%, offering protection from volatility. Gradually buy into this.
Many small/mid-caps tech stocks, especially software have been dragged down. TXN is trading at his price target now, but he'd buy it if it fell into the $110's. This pays around 2.5%, offering protection from volatility. Gradually buy into this.
Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$128.590
Owned
No
COMMENT
COMMENT
January 31, 2018

He would stratify the semiconductor market into 2 categories, digital and analog. In many cases, this company is the old analog style company, and in many cases, have a lot of chips that are very, very primitive in the economy, using them in lighting, baseboard heating, radios, TV, etc. Digital chips are used to power the Internet, and are obviously much more expensive chips. There has been increased penetration of semiconductor content in emerging markets, and it is going to be a continuing play moving forward. Any exposure to that category is good. Unfortunately, all technology stocks have run very hard in the last few years. He would like to see a bit of a roll over in the semiconductor market, which is when he would be looking to adding more money.

Texas Instruments (TXN-Q)
January 31, 2018

He would stratify the semiconductor market into 2 categories, digital and analog. In many cases, this company is the old analog style company, and in many cases, have a lot of chips that are very, very primitive in the economy, using them in lighting, baseboard heating, radios, TV, etc. Digital chips are used to power the Internet, and are obviously much more expensive chips. There has been increased penetration of semiconductor content in emerging markets, and it is going to be a continuing play moving forward. Any exposure to that category is good. Unfortunately, all technology stocks have run very hard in the last few years. He would like to see a bit of a roll over in the semiconductor market, which is when he would be looking to adding more money.

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$109.670
Owned
Unknown
PARTIAL SELL
PARTIAL SELL
December 19, 2017

He would be a little cautious on this. Its valuation is in the low 20s, which is quite high on a PE ratio. There has been an ongoing commoditization of the chip market, so it tends to be very volatile. If you own, consider selling some of your holdings, if not all of it, and move on to something which has a little more stability.

Texas Instruments (TXN-Q)
December 19, 2017

He would be a little cautious on this. Its valuation is in the low 20s, which is quite high on a PE ratio. There has been an ongoing commoditization of the chip market, so it tends to be very volatile. If you own, consider selling some of your holdings, if not all of it, and move on to something which has a little more stability.

Gordon Reid
President, GoodReid Investment Counsel
Price
$104.100
Owned
Unknown
BUY
BUY
November 13, 2017

(Market Call Minute.) The whole semiconductor sector in the US is doing well. This is one of the leading companies in that, so he suspects they will continue to do well.

Texas Instruments (TXN-Q)
November 13, 2017

(Market Call Minute.) The whole semiconductor sector in the US is doing well. This is one of the leading companies in that, so he suspects they will continue to do well.

Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$97.030
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
October 18, 2017

(A Top Pick November 22/16. Up 28%.) Internet of things has been a theme. He is all about finding secular long-term themes that could go on for years, getting to the best companies, and staying in them as long as they work and the fundamentals are there.

Texas Instruments (TXN-Q)
October 18, 2017

(A Top Pick November 22/16. Up 28%.) Internet of things has been a theme. He is all about finding secular long-term themes that could go on for years, getting to the best companies, and staying in them as long as they work and the fundamentals are there.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$93.430
Owned
No
PAST TOP PICK
PAST TOP PICK
August 16, 2017

(A Top Pick Sept 13/16. Up 25.29%.) For the last 2.5 years, probably the most powerful secular theme in the market has been in technology, specifically 3 big themes of 1) cloud-based computing, 2) software as a service and 3) Internet of things. In the Internet of things, we talk about all the devices that are being attached to the Internet, and this company sells analog chips that go into all these connected devices. This is one you can continue to Buy.

(A Top Pick Sept 13/16. Up 25.29%.) For the last 2.5 years, probably the most powerful secular theme in the market has been in technology, specifically 3 big themes of 1) cloud-based computing, 2) software as a service and 3) Internet of things. In the Internet of things, we talk about all the devices that are being attached to the Internet, and this company sells analog chips that go into all these connected devices. This is one you can continue to Buy.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$82.460
Owned
Yes
PAST TOP PICK
PAST TOP PICK
July 18, 2017

(A Top Pick July 19/16. Up 29.14%.) A major long-term theme he is focusing on is the Internet of things, connected devices. We are moving into a world where every machine is connected to the web, and this company creates a lot of the analog chips that get designed into products. Sold his holdings about a month ago. It broke out a couple of days ago, so would be a Buy at today’s price.

(A Top Pick July 19/16. Up 29.14%.) A major long-term theme he is focusing on is the Internet of things, connected devices. We are moving into a world where every machine is connected to the web, and this company creates a lot of the analog chips that get designed into products. Sold his holdings about a month ago. It broke out a couple of days ago, so would be a Buy at today’s price.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$82.160
Owned
No
COMMENT
COMMENT
May 2, 2017

A very good company, and active in both the analog and digital side. It is struggling a little bit on margins on the analog side, and doing well on the digital side. What gives him pause is the multiple. It has done wonderfully, but is trading at about 22 or 23 times earnings, which is way out of his league. He doesn’t want to pay that on what is going to be a cyclical story.

A very good company, and active in both the analog and digital side. It is struggling a little bit on margins on the analog side, and doing well on the digital side. What gives him pause is the multiple. It has done wonderfully, but is trading at about 22 or 23 times earnings, which is way out of his league. He doesn’t want to pay that on what is going to be a cyclical story.

Gordon Reid
President, GoodReid Investment Counsel
Price
$79.250
Owned
No
TOP PICK
TOP PICK
November 22, 2016

After basing all summer long, this has broken out technically. They make integrated circuits that go into almost everything. The “internet of things” is where we are going to connect machines and appliances to each other through the Internet for control, measurement, etc. The company designs specific chips that get designed into a product, and then they are there for as long as the product is made. This gives them good, long lasting margins. It has about 15% of its revenue from the auto industry. Dividend yield of 2.69%. (Analysts’ price target is $74.27.)

Texas Instruments (TXN-Q)
November 22, 2016

After basing all summer long, this has broken out technically. They make integrated circuits that go into almost everything. The “internet of things” is where we are going to connect machines and appliances to each other through the Internet for control, measurement, etc. The company designs specific chips that get designed into a product, and then they are there for as long as the product is made. This gives them good, long lasting margins. It has about 15% of its revenue from the auto industry. Dividend yield of 2.69%. (Analysts’ price target is $74.27.)

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$74.400
Owned
Yes
COMMENT
COMMENT
October 17, 2016

A great sector to be focused in, and technology is his greatest weighting. Within technology, semiconductors is about the most powerful theme. He really likes this because it is at the heart of the Internet of things. Almost every major device is going to wind up connected to the Internet, i.e., presses in a factory, home appliances, etc. This company designs analog semiconductors, specifically for a task for a purpose. They get designed into a product, and then they stay there as long as the product is manufactured. The use of semiconductors will continue to grow, whether or not the economy is growing. Pays a 2.2% dividend.

Texas Instruments (TXN-Q)
October 17, 2016

A great sector to be focused in, and technology is his greatest weighting. Within technology, semiconductors is about the most powerful theme. He really likes this because it is at the heart of the Internet of things. Almost every major device is going to wind up connected to the Internet, i.e., presses in a factory, home appliances, etc. This company designs analog semiconductors, specifically for a task for a purpose. They get designed into a product, and then they stay there as long as the product is manufactured. The use of semiconductors will continue to grow, whether or not the economy is growing. Pays a 2.2% dividend.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$68.420
Owned
Yes
TOP PICK
TOP PICK
September 13, 2016

He invests in leadership themes, and one of his key themes is “The Internet of Things”. Virtually everything is becoming connected to the Internet, from your refrigerator to your car. This company makes very specific semiconductor chips that are often designed specifically for a customer, has a very long life and have pretty good margins. An example is Autos which is 15% of their sales, but the content over the next few years will likely double.

Texas Instruments (TXN-Q)
September 13, 2016

He invests in leadership themes, and one of his key themes is “The Internet of Things”. Virtually everything is becoming connected to the Internet, from your refrigerator to your car. This company makes very specific semiconductor chips that are often designed specifically for a customer, has a very long life and have pretty good margins. An example is Autos which is 15% of their sales, but the content over the next few years will likely double.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$67.450
Owned
Yes
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