TXN Texas Instruments Loading... : Bullish and Bearish Analyst Opinions
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18:24
Sep 02
Sep 02
AlphaSense reports its semiconductor sentiment index hit a cycle high of 44.
AlphaSense reports its semiconductor sentiment index hit a cycle high of 44, driven by AI infrastructure demand, memory strength, and advanced equipment investment, with the buildout intact despite emerging funding and power constraints.
22:34
Sep 01
Sep 01
Dell's earnings drive a multi-ticker read-through research note covering storage, optics.
Dell's earnings drive a multi-ticker read-through research note covering storage, optics, power semis, and PC OEMs, with mixed directional impacts but no explicit author positions stated.
19:48
Aug 20
Aug 20
Author announces expert calls on analog, compute, and memory sectors.
Author announces expert calls on analog, compute, and memory sectors, listing tickers as research context without stating any positions or directional views.
LOW
19:46
Aug 20
Aug 20
Expert call summary on analog, compute, and memory supply chains.
Expert call summary on analog, compute, and memory supply chains; questions explore demand durability and shortages without author positions or forward calls.
14:00
Aug 19
Aug 19
ADI is building strategic 'die bank' inventory ahead of demand, but its own channel weeks have fallen below its 6-7 week target, indicating demand is outpacing supply. This is a leading indicator for potential pricing power and supply tightness in analog components. — Signals a potential industry-wide analog supply shortage, giving pricing power to suppliers like ADI and its competitor TI.
MED
05:11
Aug 19
Aug 19
UBS research note lists humanoid robot supply chain beneficiaries without any author position.
UBS research note lists humanoid robot supply chain beneficiaries without any author position or directional call, so all tickers are indexed as watch.
LOW
04:31
Aug 14
Aug 14
China 28nm capex increases mature-node pricing risk.
Watch mature-node foundries and analog suppliers due to long-term pricing risks from China's 28nm capex recovery.
MED
13:48
Aug 07
Aug 07
TXN well-positioned as IDMs fight for capacity
Author notes TXN is favorably positioned among IDMs due to internal fab ownership and inventory, which could provide a competitive advantage when auto/industrial cycle peaks and capacity competition intensifies.
MED
23:17
Aug 06
Aug 06
Watch TXN on analog recovery signals
Watch TXN on the analog/MCU cycle recovery and data-center catalog growth; positive read-through only, no explicit position from author.
MED
22:42
Aug 05
Aug 05
"Watch automotive semis on content-led recovery."
Watch automotive semiconductor suppliers on ADAS, infotainment, higher I/O, and battery-vehicle content growth. KLIC call confirms automotive-led recovery rather than broad industrial analog; no position stated.
MED
17:40
Aug 05
Aug 05
Research note analyzing GlobalFoundries read-throughs across semiconductor suppliers.
Research note analyzing GlobalFoundries read-throughs across semiconductor suppliers, with mixed directional impacts but no explicit author positions or trade calls.
23:37
Aug 04
Aug 04
Industrial semis watch on destocking completion
Watch TXN, ADI, MCHP, ARW, AVT because channel destocking is largely complete and Lattice's industrial strength supports a cyclical recovery, though Lattice-specific share gains limit direct extrapolation. No ownership language stated.
MED
23:33
Jul 30
Jul 30
Monitor analog/industrial semiconductor peers; read-through indicates no broad pricing recovery.
MED
22:43
Jul 30
Jul 30
Watch Texas Instruments as industrial test capacity additions signal improving demand.
Watch Texas Instruments as industrial test capacity additions signal improving demand visibility, though near-term FCF may face modest headwinds from capex.
MED
23:10
Jul 23
Jul 23
800V HVDC on track for 1Q27 production
Digitimes reports Nvidia 800V HVDC production beginning end of 1Q27 with ramp from 2Q27, earlier than SemiAnalysis's feared 2028 delay, flagged as a potential catalyst for power-supply component names. No personal directional commitment from author.
MED
15:52
Jul 23
Jul 23
Texas Instruments reported Q2 revenue of $5.5B with a bullish Q3 outlook up to $6.15B.
Texas Instruments reported Q2 revenue of $5.5B with a bullish Q3 outlook up to $6.15B, but the Seeking Alpha Quant rating remains a neutral HOLD due to elevated inventory balances.
12:03
Jul 23
Jul 23
Pre-market movers report shows sharp declines in Google and Tesla after earnings while Now, CSX.
Pre-market movers report shows sharp declines in Google and Tesla after earnings while Now, CSX, and Lockheed Martin gain on strong results.
10:29
Jul 23
Jul 23
Wells Fargo raises its price target on Texas Instruments to 310 dollars from 300 dollars.
08:39
Jul 23
Jul 23
Reports TXN 2Q26 earnings beat with guidance above seasonal; no directional view.
MED
07:41
Jul 23
Jul 23
The author provides a detailed research read-through of Texas Instruments' earnings call.
The author provides a detailed research read-through of Texas Instruments' earnings call, listing affected companies as beneficiaries of a broad semiconductor recovery without stating any personal position.
LOW
06:24
Jul 23
Jul 23
Notes that four companies reported strong earnings but share prices are unchanged or declining.
Notes that four companies reported strong earnings but share prices are unchanged or declining; no directional stance taken.
LOW
01:17
Jul 23
Jul 23
Texas Instruments reported higher quarterly profit and revenue.
Texas Instruments reported higher quarterly profit and revenue, indicating improved sales performance without a forward-looking trade call.
LOW
00:15
Jul 23
Jul 23
Texas Instruments reported a forecast that topped estimates but failed to excite investors who.
Texas Instruments reported a forecast that topped estimates but failed to excite investors who have bid up the company's shares this year.
22:02
Jul 22
Jul 22
Texas Instruments CEO Haviv Ilan reports a broad demand recovery led by automotive and China.
Texas Instruments CEO Haviv Ilan reports a broad demand recovery led by automotive and China, with customers at unsustainably low inventory levels.
22:02
Jul 22
Jul 22
TXN reported Q2 revenue and EPS beats with gross margin of 61.4% and above-consensus Q3.
TXN reported Q2 revenue and EPS beats with gross margin of 61.4% and above-consensus Q3 guidance; shares fell ~3% AH despite the beat.
LOW
20:32
Jul 22
Jul 22
Monitor TXN after earnings beat but postmarket decline; watch for re-entry or further weakness.
MED
20:27
Jul 22
Jul 22
Texas Instruments reported better-than-expected Q2 2026 revenue and earnings.
Texas Instruments reported better-than-expected Q2 2026 revenue and earnings, with Q3 guidance also exceeding analyst estimates.
20:26
Jul 22
Jul 22
Texas Instruments beats Q2 2026 earnings estimates with EPS of 2.14 dollars and revenue of 5.46.
Texas Instruments beats Q2 2026 earnings estimates with EPS of 2.14 dollars and revenue of 5.46 billion dollars while guiding Q3 revenue above consensus.
20:15
Jul 22
Jul 22
Major tech stocks show mixed price action with Google flat, IBM and ServiceNow up.
Major tech stocks show mixed price action with Google flat, IBM and ServiceNow up, while Tesla and Texas Instruments trade lower.
20:05
Jul 22
Jul 22
Texas Instruments reported second quarter revenue of 5.46 billion dollars and issued third.
Texas Instruments reported second quarter revenue of 5.46 billion dollars and issued third quarter revenue guidance between 5.65 and 6.15 billion dollars.
About TXN Analyst Coverage
Buzzberg tracks TXN (Texas Instruments) across 37 sources. 17 bullish vs 0 bearish calls from 48 analysts. Sentiment: predominantly bullish (14%). 120 total trade ideas tracked. Past 7 days: 2 watch. Latest voices: AlphaSense, TheValueist, pequityresearch.