Texas Instruments is mid-cycle on analog/embedded recovery as industrial and auto end markets bottom. The aggressive in-house 300mm capacity buildout pressures near-term free cash flow but locks in a multi-decade cost advantage. Chinese analog competition is intensifying at the low end. Capital returns story is intact but multiple is rich given growth profile.
Thesis reviewed May 29, 2026
Texas Instruments Incorporated is headquartered in United States, which is currently showing moderate signals.
🇺🇸United States48EARLYView United States risk detail →💻Semiconductors0WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| ARM | Arm Holdings plc | 50 | +17% | ↓0% | EARLY |
| ONTO | Onto Innovation Inc. | 50 | +17% | ↓0% | EARLY |
| STM | STMicroelectronics N.V. | 50 | +12% | ↓0% | NEUTRAL |
| MU | Micron Technology, Inc. | 50 | +16% | ↓0% | EARLY |
| AMAT | Applied Materials, Inc. | 50 | +14% | ↓0% | EARLY |
| ON | ON Semiconductor Corporation | 50 | -12% | ↓0% | AVOID |
| AMD | Advanced Micro Devices, Inc. | 47 | +14% | ↓0% | EARLY |
Investors who hold TXN may also have indirect exposure through these country funds.
Industrial book-to-bill returns above 1.0 first time since 2023
Lehi Utah fab achieves first qualified production
Chinese analog vendors gain share in commodity catalog parts
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Thomas H. KeanNJ | R | Buy | $1k–$15k | Apr 14, 26 | |
| Kevin HernOK | R | Buy | Unknown amount | Mar 18, 26 | |
| Julie JohnsonTX | D | Buy | $1k–$15k | Dec 18, 25 | |
| Markwayne Mullin | Sell | $15k–$50k | Sep 24, 25 | ||
| Markwayne Mullin | Buy | $15k–$50k | May 13, 25 | ||
| Markwayne Mullin | Sell | $15k–$50k | Apr 8, 25 | ||
| Thomas H Tuberville | Sell | $15k–$50k | Jan 10, 25 | ||
| Jared MoskowitzFL | D | Buy | $1k–$15k | Nov 8, 24 | |
| Josh GottheimerNJ | D | Sell | $1k–$15k | Aug 30, 24 | |
| John JamesMI | R | Buy | $1k–$15k | Sep 4, 24 | |
| John JamesMI | R | Buy | $1k–$15k | Nov 10, 23 | |
| Jared MoskowitzFL | D | Buy | $1k–$15k | Jul 14, 23 | |
| Josh GottheimerNJ | D | Sell | $1k–$15k | Jun 21, 24 | |
| Kevin HernOK | R | Buy | $1k–$15k | May 21, 24 |