TEXAS INSTRUMENTS: This Analog Giant Deserves A Place In Long-Term Portfolios
2026-04-13 18:55:06 ET
Thesis
I still view Texas Instruments Incorporated (TXN) as one of the best semiconductor plays available today, and I think there are three things guiding that view: (1) Texas Instruments is about to begin to finally benefit from a multi-year, $30-billion manufacturing buildout that will lead to mega margins, (2) a unique opportunity to be a significant artificial intelligence infrastructure beneficiary, and (3) Texas Instruments has a track record of returning value to investors that few other tech companies can come close to, in the form of 22 years of dividend increases. At close to $215 per share, I think TXN now is a stock that is just coming out of an investment-heavy phase, into a decade of margin expansion and FCF acceleration....
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TEXAS INSTRUMENTS: This Analog Giant Deserves A Place In Long-Term Portfolios
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