TXN Texas Instruments Loading... : Bullish and Bearish Analyst Opinions
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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
15:17
May 13
May 13
Watch TXN for its 300mm cost advantage, data center shift, and industrial recovery thesis, but the current multiple prices in success, limiting near-term upside.
HIGH
22:15
May 11
May 11
Analog power semiconductors benefit AI on-device
The AI on-device trend, where AI is embedded into all devices (cars, buses, bicycles, pedestrians), will drive demand for analog and power semiconductors that manage power efficiency. The speaker highlighted Navitas (NVTS) surging 25%, and also mentioned Texas Instruments (TXN) and ON Semiconductor (ON) as similar beneficiaries of this structural shift.
MED
14:28
May 11
May 11
The author notes that ISRG will manage through semiconductor component cost inflation following price increases by TXN and NXPI, but advises understanding the pieces of the spreading cost inflation.
HIGH
14:19
May 11
May 11
The author notes that many may underestimate the analog componentry in robotics, highlighting Texas Instruments and Analog Devices as key suppliers without expressing a directional view.
HIGH
21:48
May 10
May 10
The tweet notes that analog semiconductor stocks have not experienced the same valuation re-rating as the broader supply chain, implying relative underperformance.
HIGH
17:38
May 09
May 09
The author expresses a more bullish view on Texas Instruments compared to another stock, indicating a positive forward-looking outlook for TXN.
HIGH
12:36
May 09
May 09
Long TXN on a second round of price increases across analog and power semiconductors, reinforcing strong demand and pricing power.
HIGH
12:40
May 07
May 07
Avoid TXN as SiTime call reinforces semiconductor dispersion; broad analog recovery not confirmed and AI-exposed names preferred.
HIGH
12:25
May 06
May 06
Embedded semi demand stabilizing but competitive dynamics from AMD's FPGA/x86 expansion create mixed outlook; watch.
HIGH
22:54
May 04
May 04
Long Texas Instruments as beneficiary of GaN market validation and expanding robotics sensing content in power and mixed-signal.
HIGH
About TXN Analyst Coverage
Buzzberg tracks TXN (Texas Instruments) across 16 sources. 10 bullish vs 0 bearish calls from 20 analysts. Sentiment: predominantly bullish (20%). 51 total trade ideas tracked.