TXNSemiconductors
FollowFollowingUnfollowFree · no card
Get what investors say about TXN next
1 investor call on TXN in the last 90 days (1 bullish, 0 bearish). Follow TXN free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
or continue with Google ·
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.
Who’s talking about TXN
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-21 | John Mowry | Bullish | Fox Business (uncut) | Texas Instruments is the best way to capitalize on physical AI because its analog chips power the automotive… |
| 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)… |
| 2026-04-09 | Tore SvanbergSemiconductor analyst, Stifel | Bullish | Bloomberg The Close | Texas Instruments' six-year CapEx cycle is ending and will restore free cash flow; data center power… |
| 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… |
| 2025-03-14 | Julian RobinsCo-founder, partner & head of research, Fundsmith | Bullish | Terry Smith | Texas Instruments is the world's largest analog/embedded processor maker with average chip ASP under $1… |
Next report: 25 Jan 2027 after the close
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 21 Oct 2026 | after the close | 2.62 vs 2.44 | -3.9% |
Notable options days
Sessions in the last 120 where TXN’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 6 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-29 | ||||||
| 2026-10-22 | ||||||
| 2026-10-21 | ||||||
| 2026-10-02 | ||||||
| 2026-07-23 | ||||||
| 2026-07-22 |
TXN on the Wheel
TXN passed our 1-month put test (30-delta put, 30–45 days, sold at the bid, bought back at half the credit), 2016–2026.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
Idea Scout
Following TXN? Every Sunday we read the tape so you don't have to — who's recommending what, where they agree, and who just changed their mind. One free email a week.
Free · double opt-in · unsubscribe in one click