Posts on TXN

Latest ideas and analyses related to Texas Instruments Incorporated Common Stock

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TXN

+53 pts



Demand Was Strong, After All

By Thomasidea on July 29, 2022, 1:43 a.m.
Tagged topics: semiconductors

Views: 9, Votes: 4, Responses: 0, Attachments: 1
ADI , AMD , CRDO , ENTG , MRVL , PI , INTC , TXN , AVT , COHU

+43 pts



Deeper cuts to estimates; introducing bull/bear framework and reinstating ENTG at Buy

By ethonomics on July 15, 2022, 3:51 p.m.
Tagged topics: analyst lowers estimates

Views: 46, Votes: 6, Responses: 1, Attachments: 1
AMD , ADI , AMAT , ARW , AVT , AVGO , INTC , KLAC , LRCX , MRVL , MCHP , MU , NVDA , NXPI , QRVO , QCOM , SWKS , TXN , WDC

+36 pts



A summary of credit analyst recommendations in the Semiconductor sector

By realjoe on July 6, 2022, 10:41 a.m.
Tagged topics: credit research

Views: 28, Votes: 4, Responses: 0, Attachments: 1
NVDA , AKTS , AMD , MRVL , MPWR , AVGO , ADI , TXN

+49 pts



2H22 Semiconductor Preview

By realjoe on June 29, 2022, 10:30 a.m.
Tagged topics: preview

Views: 53, Votes: 5, Responses: 1, Attachments: 1
ADI , NXPI , ON , TXN , ST , TEL , APH , MCHP , MRVL

+38 pts



Mid-year outlook: expect solid numbers to continue near term but adding 2023 headwinds to the models

By bbern3 on June 10, 2022, 12:08 p.m.
Tagged topics: macro pressures

Views: 119, Votes: 5, Responses: 0, Attachments: 1
TSM , GFS , UMC , TXN , Semiconductors

+46 pts



Semiconductors - analysis shows combo of inventory correction & excess supply isn't as likely a scenario as investors think

By josiebe on May 26, 2022, 12:45 p.m.
Tagged topics: analyst checks

Views: 190, Votes: 7, Responses: 2, Attachments: 1
SWKS , QRVO , QCOM , NVDA , AMD , MRVL , MPWR , INTC , MCHP , ADI , MU , NXPI , ON , TXN

+38 pts



What did you learn during earnings?

By bbern3 on May 19, 2022, 12:17 p.m.
Tagged topics: analyst checks

Views: 40, Votes: 4, Responses: 0, Attachments: 1
ADI , AAPL , AMD , AVGO , GFS , INTC , MCHP , MPWR , MRVL , MTSI , MU , NVDA , ON , QCOM , QRVO , SITM , SWKS , TXN

+45 pts



Semiconductors - Investor focus should shift toward names with strong secular trends and more muted cyclical exposure

By bbern3 on April 18, 2022, 10:46 a.m.
Tagged topics: investor sentiments

Views: 47, Votes: 4, Responses: 1, Attachments: 1
AVGO , INTC , ADI , TXN , NVDA , AMD , MRVL , ON

+50 pts



Semiconductors - overall sentiment is bearish, but evolving

By phenphen on April 11, 2022, 11:51 a.m.
Tagged topics: investor sentiments

Views: 76, Votes: 6, Responses: 1, Attachments: 1
AJG , BRO , DUK , EVGR , JNJ , LNT , PG , WMT , UNH , XEL , ADI , AMAT , CCL , LEN , LRCX , MCHP , MU , NXPI , PHM , QRVO , TXN , UAL

+34 pts



Technical Analysis: Inflection Points Risk-Off Rate Rise Remains Relevant

By rIsILAwr on April 11, 2022, 9:04 a.m.
Tagged topics: technical analysis

Views: 41, Votes: 3, Responses: 0, Attachments: 1
ADI , AVGO , CRDO , MRVL , ON , PI , KLAC , MCHP , QRVO , TER , INTC , TXN , AVT , COHU , AMD

+52 pts



Analysts cut estimates across semiconductors on a more challenging macro backdrop

By ethonomics on March 28, 2022, 12:28 p.m.
Tagged topics: analyst lowers estimates , deep dive , analyst downgrade

Views: 210, Votes: 5, Responses: 0, Attachments: 1
QCOM , ADI , QRVO , SWKS , AMD , NVDA , MRVL , MPWR , INTC , MCHP , NXPI , ON , AVGO , TXN

+60 pts



Semiconductors - current valuations imply investors are expecting downside to consensus estimates

By bbern3 on March 22, 2022, 10:42 a.m.
Tagged topics: analyst checks

Views: 217, Votes: 9, Responses: 2, Attachments: 1
ADI , GFS , MCHP , NXPI , ON , TXN , INTC , AAPL , DELL , HPE , HPQ , ANET , CASA , CIEN , CSCO , INFN , JNPR , PLTR , COMM , GLW , IIVI , LITE

+52 pts



Acute semis shortfalls are easing, but inventory channel checks point to weaker end-demand affecting tech hardware

By bbern3 on Dec. 21, 2021, 11:32 a.m.
Tagged topics: deep dive , supply constrained , semiconductors

Views: 112, Votes: 10, Responses: 0, Attachments: 1
MU , TXN , Semiconductors

+37 pts



'Kitting' issues appear to be the primary driver behind inventory increase

By ethonomics on Nov. 24, 2021, 12:02 p.m.
Tagged topics: supply constrained

Views: 175, Votes: 5, Responses: 0, Attachments: 1
AAPL , MCHP , TXN

+35 pts



$AAPL $MCHP $TXN - RayJay checks indicate #iPhone13 production change related to component shortages

By mooreideas on Oct. 13, 2021, 10:11 a.m.
Tagged topics: analyst checks , supply constrained , Raymond James , iPhone 13

Views: 195, Votes: 4, Responses: 0, Attachments: 2
AVGO , MRVL , MU , NVDA , INTC , AMD , WDC , TXN , MCHP , ADI , KLAC , LRCX , AMAT

+47 pts



JP Morgan sees upside to semiconductor 2H estimates driven by strong cyclical backdrop and secular demand trends

By bbern3 on Sept. 20, 2021, 11:37 a.m.
Tagged topics: JP Morgan , semiconductors , upside to estimates

Views: 496, Votes: 6, Responses: 1, Attachments: 2
ADI , MRVL , NXPI , XLNX , ON , TXN , MCHP

+46 pts



Goldman expects tight semi supply to extend to at least 2022, recommends owning stocks in the sector

By bbern3 on Sept. 3, 2021, 9:35 a.m.
Tagged topics: buying opportunity , supply constrained , Goldman Sachs , strong demand , semiconductors

Views: 233, Votes: 5, Responses: 1, Attachments: 2
MPWR , MRVL , NVDA , AVGO , NXPI , QRVO , SMTC , TXN , VECO , ADI , AKTS

+38 pts



Oppenheimer expects a beat-and-raise earnings season for semis, see larger companies better positioned for prioritized supply and share gains

By rIsILAwr on July 8, 2021, 1:14 p.m.
Tagged topics: earnings preview , supply constrained , beat and raise , Oppenheimer , semiconductors

Views: 188, Votes: 3, Responses: 1, Attachments: 30
AMD , MRVL , NVDA , INTC , MU , AVGO , TXN , ADI , XLNX , MXIM , SWKS , QRVO , MCHP , NXPI

+36 pts



$AMD, $INTC, $MRVL, $NVDA - BMO says inflation typically hurts semis, estimates every 100bps increase in rates decrease semis valuation by 13%

By bbern3 on May 17, 2021, 11:18 a.m.
Tagged topics: valuations , interest rates , BMO , semiconductors , inflation fears

Views: 183, Votes: 3, Responses: 0, Attachments: 10