Stocks / Semiconductors
TXNSemiconductors
Texas Instruments Incorporated
$257.531d -1.7%5d -0.5%settled close · 2026-09-17
Mkt cap $177B (4/10)β 1.4352w $153–330Shares 910.5MInd. Semiconductors & Related DevicesNasdaq since 1953Emp. 33,000HQ Dallas, TXti.com
The tape, with the calls on it
Who said what, and what TXN did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about TXN
4 long1 shortlatest 2026-07-27
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-07-27 | Terry SmithFounder & CIO, Fundsmith | Bullish | Fundsmith LLP UK | Bought Texas Instruments when it announced significant US capacity investment in analog semiconductors, a… |
| 2026-06-05 | Chris DavisChairman, Davis Advisors | Bullish | Bloomberg Podcasts | Texas Instruments benefits from AI capex as a picks-and-shovels analog chip enabler without the downside risk… |
| 2026-05-19 | Chris DavisChairman, Davis Advisors | Bullish | Insightful Investor | Texas Instruments is investing heavily in US domestic chip factories and shifting from channel to… |
| 2026-04-14 | Brian Belski (BMO)Chief Investment Strategist, BMO | Bearish | CNBC Halftime Final Trades | Cash flow yield has compressed relative to dividend yield (spread narrowed due to stock underperformance)… |
| 2026-01-08 | Unnamed Panelist | Bullish | CNBC Fast Money Final Trade | Short-term breakout within its 5-year trading range and emerging player in AI (auto-caption garbled as… |
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Earnings
Next report: 19 Oct 2026 after the close
Confirmed date · consensus EPS 2.44. Reactions below are the next settled session over the prior close.
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where TXN’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 13 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-07-23 | ||||||
| 2026-07-22 | ||||||
| 2026-05-11 | ||||||
| 2026-05-06 | ||||||
| 2026-05-05 | ||||||
| 2026-04-24 | ||||||
| 2026-04-23 | ||||||
| 2026-04-21 | ||||||
| 2026-04-20 | ||||||
| 2026-04-17 | ||||||
| 2026-04-16 | ||||||
| 2026-04-09 | ||||||
| 2026-04-08 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
TXN is in this morning’s Brief.
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