Texas Instruments Incorporated stock analysis

Published Drillr research and company-specific analysis. Existing articles keep their current URLs and citation behavior.

Research
Can Texas Instruments' $5.2B Guidance Lift Analog Peers Trading at 2023 Trough Multiples?
Texas Instruments' Q2 guidance of $5.2B (11% above consensus) confirms industrial demand recovery, but Analog Devices and ON Semiconductor trade at 18-19x forward—400-500bp below TXN—despite identical end-market exposure. Long ADI and ON over 90 days targets 5-8% outperformance as Q2 results validate the turn.
4/23/2026
Research
QCOM Drops 25.5% as Mobile Chips Stall — While NVDA, AMD and MU Pull Ahead
Qualcomm's 25.5% plunge underscores mobile and auto chip slowdown, hurting QCOM, NXPI, and TXN, while AI tailwinds propel NVDA, AMD, and MU. The article analyzes exposure, financials, and ranks conviction plays amid the sector divide.
4/10/2026

Can Texas Instruments' $5.2B Guidance Lift Analog Peers Trading at 2023 Trough Multiples?