Texas InstrumentsTXN
TXN
About: Dallas-based Texas Instruments generates over 95% of its revenue from semiconductors and the remainder from its well-known calculators. Texas Instruments is the world's largest maker of analog chips, which are used to process real-world signals such as sound and power. Texas Instruments also has a leading market share position in processors and microcontrollers used in a wide variety of electronics applications.
Employees: 34,000
0
Funds holding %
of 7,311 funds
0
Analysts bullish %
of 17 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
14% more call options, than puts
Call options by funds: $2.37B | Put options by funds: $2.08B
11% more first-time investments, than exits
New positions opened: 171 | Existing positions closed: 154
1% more repeat investments, than reductions
Existing positions increased: 909 | Existing positions reduced: 897
1% less funds holding
Funds holding: 2,345 [Q4 2024] → 2,312 (-33) [Q1 2025]
1.75% less ownership
Funds ownership: 86.29% [Q4 2024] → 84.54% (-1.75%) [Q1 2025]
3% less funds holding in top 10
Funds holding in top 10: 39 [Q4 2024] → 38 (-1) [Q1 2025]
8% less capital invested
Capital invested by funds: $151B [Q4 2024] → $138B (-$12.7B) [Q1 2025]
Research analyst outlook
17 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$125
42%
downside
Avg. target
$186
14%
downside
High target
$260
20%
upside
17 analyst ratings
6 positive
35%
8 neutral
47%
3 negative
18%
Citigroup Christopher Danely | 20%upside $260 | Buy Maintained | 7 Jul 2025 |
UBS Timothy Arcuri | 13%upside $245 | Buy Maintained | 7 Jul 2025 |
TD Cowen Joshua Buchalter | 7%downside $200 | Hold Maintained | 25 Jun 2025 |
Cantor Fitzgerald Matthew Prisco | 7%downside $200 | Neutral Maintained | 18 Jun 2025 |
Wells Fargo Joe Quatrochi | 12%downside $190 | Equal-Weight Maintained | 16 Jun 2025 |
Financial journalist opinion
Based on 22 articles about TXN published over the past 30 days
Positive
Zacks Investment Research
1 day ago
MU vs. TXN: Which Semiconductor Stock Is the Better Buy Today?
Micron's AI momentum, faster earnings growth and more attractive valuation give it an edge over Texas Instruments right now.
Negative
Seeking Alpha
6 days ago
Texas Instruments: EV Market Growth Needs To Continue To Spark Revival
The US EV market share is projected to surge past 50% in 10 years, which could result in higher demand for Texas Instruments' analog chips and embedded systems. The company's $60 billion investment will increase its domestic production capacity, which can mitigate the tariffs and meet rising demands of EV manufacturers. Given that the company is at least 20% overvalued and is grappling with near-term headwinds from the tariffs, the semiconductor giant remains a hold.
Neutral
Zacks Investment Research
6 days ago
Texas Instruments (TXN) Rises As Market Takes a Dip: Key Facts
Texas Instruments (TXN) closed at $210.45 in the latest trading session, marking a +1.36% move from the prior day.
Positive
Seeking Alpha
6 days ago
Top 10 High-Yield Dividend Stocks For July 2025
My July 2025 watchlist focuses on high-yield, attractively valued stocks, aiming for a 12% long-term CAGR and outperforming benchmarks. Since its inception, my watchlist has a CAGR of 15.11%, performing in-line with SPY and VYM, while providing a superior dividend yield. The June 2025 watchlist includes 10 stocks with an average forward dividend yield of 3.54% and an expected return of 13.62%.
Neutral
PRNewsWire
6 days ago
Texas Instruments to webcast Q2 2025 earnings conference call
DALLAS , July 1, 2025 /PRNewswire/ -- Texas Instruments Incorporated (TI) (Nasdaq: TXN) will webcast its second quarter 2025 earnings conference call on Tuesday, July 22, at 3:30 p.m. Central time.
Positive
Seeking Alpha
1 week ago
Texas Instruments: A Key Beneficiary Of The New Analog Super Cycle
Texas Instruments is a Buy due to a cyclical rebound in analog semiconductors, strong pricing power, and massive US reshoring investments. TXN's cost advantage from 300mm wafer technology and broad product portfolio justifies a premium valuation and supports robust margin expansion. Secular trends like electrification and industrial automation drive long-term demand, while low inventories and restocking signal a sustainable recovery.
Positive
Seeking Alpha
1 week ago
Texas Instruments: Stock Hits Analog Highs, But A Short Circuit Looms
Texas Instruments stock is overheated, with valuation multiples at historical highs and no margin of safety. Management's ambitious growth targets require above-average sales increases, which I view as unrealistic given the cyclical and discretionary nature of TI's key markets. Heavy Capex, rising debt, and intensifying China competition add risk, while current dividend and buyback policies are less impressive than they appear.
Positive
Benzinga
1 week ago
Dollar's Biggest Crash In Decades: These 7 Stocks Could Win Big
A collapsing U.S. dollar is reshaping the global investing landscape, and seven U.S. companies with strong international sales could be the biggest winners if the greenback keeps sliding into the second half of 2025.
Positive
Zacks Investment Research
1 week ago
Texas Instruments Incorporated (TXN) is Attracting Investor Attention: Here is What You Should Know
Recently, Zacks.com users have been paying close attention to Texas Instruments (TXN). This makes it worthwhile to examine what the stock has in store.
Negative
Zacks Investment Research
1 week ago
Geopolitics, Tariffs Offset AI Prospects in Semis: 2 Stocks
Despite secular growth prospects for the Semiconductor - General industry, rich valuations keep us on the sidelines. NVDA and TXN are worth tracking.
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