TXN Texas Instruments Loading... : Bullish and Bearish Analyst Opinions
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14:58
Jul 19
Jul 19
The tweet previews the upcoming earnings week with GOOGL and INTC in focus, noting AI spending scrutiny and semiconductor sector pressure after a bear market correction.
00:51
Jul 01
Jul 01
Power semiconductors offer high margins and value.
Power semiconductor companies like Monolithic Power Systems, Texas Instruments, Analog Devices, and Infineon are attractive. MPWR has a gross margin of 55%, significantly higher than the S&P 500 average, and is currently undergoing a healthy correction, offering a good buying opportunity.
MED
13:53
Jun 25
Jun 25
Author highlights BlackBerry's 100% gain since coverage, strong earnings beat, and QNX's role as the invisible OS in 275 million cars with a royalty model, framing it as a misunderstood long-term compounder.
14:34
Jun 23
Jun 23
Long TXN as a quality semiconductor supply-chain name added during the dip.
MED
00:56
Jun 17
Jun 17
Author lists hot earnings names with valuation ignored but provides no personal position or forward call, making this a research watchlist.
LOW
22:01
Jun 15
Jun 15
Optical and power semis join AI rally.
Optical communication and power semiconductor stocks are the third AI hardware group. JP Morgan says it is time to buy, and names like Coherent, Marvell, Texas Instruments, and ON Semiconductor are surging as AI demand extends beyond memory and CPUs to connectivity and power management.
MED
18:20
Jun 15
Jun 15
Citi raised price targets on Texas Instruments and ON Semiconductor citing power infrastructure growth, but the tweet is a research summary without an explicit author position.
03:02
Jun 15
Jun 15
Author dismisses a panic-driven trade in SiC/GaN components, arguing the market is overreacting and recommending WFE and full-system suppliers instead.
23:38
Jun 10
Jun 10
The tweet reports a broad-based mature-node supply tightening and MCU price hikes across ST, Infineon, TI, and Chinese makers, driven by AI demand and limited capacity expansion, but does not state a personal position or forward call.
20:12
Jun 07
Jun 07
Co-mentioned alongside SiC/GaN power semiconductor thesis for NVIDIA Rubin Ultra rack architecture; author flags as names to be covered in upcoming report but does not specify individual directional conviction for each.
MED
15:39
Jun 02
Jun 02
Author argues STM is deeply undervalued with multiple catalysts including SiC market share, STM32 recovery, SPCX satellite exposure, and optics capacity, calling $3 EPS in 2027 a lay-up at 23x.
10:52
Jun 01
Jun 01
Watch TXN as a supplier in the 800 VDC power tree; broad ecosystem participation but eventual open reference designs may compress margins.
MED
23:55
May 31
May 31
Research basket of analog and power semi names across the GaN, SiC, and power management ecosystem — author frames this explicitly as a "do more research" list, not a position list. Monitor for further re-rating as Nvidia's 800VDC architecture buildout accelerates, particularly in smaller-cap names.
MED
13:06
May 30
May 30
Watch TXN as an analog semi long called out by Maplelane's Leon Shaulov at Sohn 2026; relayed by thevalueist as part of the broader GAI infrastructure investment thesis.
MED
18:30
May 29
May 29
The author provides a detailed supply-chain beneficiary list of Nvidia's 800V DC architecture partners but only takes a personal long position in NVTS, while the rest are indexed as watch.
22:02
May 28
May 28
Named as a power semiconductor beneficiary of NVIDIA's 800VDC data center power shift; rack power density cited as a structural bottleneck. Observational co-mention, no directional commitment.
LOW
16:19
May 28
May 28
Buy TXN as the convergence of slashed capex (creating massive 300mm capacity leverage), industry-wide pricing increases, and inventory normalization driving working capital and FCF higher simultaneously creates a multi-year earnings print cycle.
HIGH
11:07
May 26
May 26
Buy basket of MCU/power semi stocks as they sit at the crossroads of robotics, space, EV, automation, and grid electrification — a diversified thematic play if AI infrastructure slows.
MED
23:00
May 23
May 23
Power semiconductors gaining importance in auto
As vehicles become more complex and electrified, power management and efficiency become critical. Analog/power semiconductor companies like Onsemi, Navitas, and Texas Instruments are seeing improving earnings and growing importance in the supply chain. This sector is not yet fully appreciated by the market, offering a catch-up opportunity.
MED
21:56
May 21
May 21
Long TXN on the back of a broad demand-led analog recovery, pricing power, and expanding industrial/auto content; margin ceiling limits upside but structural shift supports re-rating.
HIGH
18:05
May 19
May 19
Long TXN as a supplier of analog and power management semiconductors for SpaceX's electronics.
HIGH
15:37
May 19
May 19
The tweet factually reports that several semiconductor stocks are trading near their 52-week highs without expressing any forward-looking opinion or trade recommendation.
HIGH
21:11
May 16
May 16
Long $TXN for its analog and power management semiconductors used by SpaceX.
HIGH
20:22
May 16
May 16
Long TXN as a provider of power management ICs critical to SpaceX satellite and ground equipment.
HIGH
00:05
May 15
May 15
Bearish view on ICAPS/analog/mature-node names as capacity digestion limits near-term capex recovery despite improving utilization; end-market durability remains uncertain.
HIGH
16:42
May 14
May 14
Watch TXN for its domestic 300mm analog manufacturing cost advantage and long-term reshoring benefits.
HIGH
15:07
May 14
May 14
Long TXN for its large domestic 300mm analog capacity, creating structural cost advantages in industrial and automotive markets.
HIGH
17:07
May 13
May 13
Long these power semiconductor plays benefiting from the 800V AI rack transition, which expands the value pool as power density and efficiency become critical constraints.
HIGH
16:25
May 13
May 13
Texas Instruments is transitioning from heavy capital investment to a harvesting phase with structural cost advantages from 300mm expansion and favorable demand from industrial recovery and AI data center buildout, though valuation limits upside.
HIGH
15:21
May 13
May 13
The tweet references Texas Instruments' 300mm recovery and data center pivot but provides no explicit forward-looking price opinion or trade thesis from the author.
HIGH
About TXN Analyst Coverage
Buzzberg tracks TXN (Texas Instruments) across 22 sources. 15 bullish vs 0 bearish calls from 26 analysts. Sentiment: predominantly bullish (23%). 66 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: DeItaone, Kim Tae-seong, KawzInvests.