ON Semiconductor Corp stock: What investors should know now
ON Semiconductor Corp continues to navigate semiconductor headwinds, reporting an EPS beat of $0.64 against estimates of $0.62, despite an 11.2% year-over-year revenue dip. The company focuses on power management, analog, and sensor solutions, particularly for automotive and industrial sectors, leveraging silicon carbide technology. While thin margins and recent insider sales raise questions, strong liquidity, efficient capital use, and Wall Street's cautious but balanced "Hold" ratings suggest stability with potential for future upside as the company capitalizes on electrification trends.
Is It Too Late To Consider Taiwan Semiconductor (NYSE:TSM) After Its 136% One Year Surge?
This article analyzes Taiwan Semiconductor Manufacturing (NYSE:TSM) after its significant 136% surge over the past year. Using two valuation methods, Discounted Cash Flow (DCF) and Price-to-Earnings (P/E), the analysis suggests TSM might be overvalued by 21.2% according to DCF, but undervalued given its P/E ratio of 27.3x compared to the industry average. The piece also explores "Narratives" from other investors, presenting both bullish and cautious perspectives on TSM's fair value and future prospects.
Here is Why Texas Instruments (TXN) is Highly Favored by Hedge Funds
Texas Instruments Inc. (TXN) is highly favored by hedge funds due to its significant role in AI chip development, particularly through a collaboration with NVIDIA Corporation (NVDA) focused on integrating humanoid robots into real-world environments. This partnership leverages TI's real-time motor control, sensing, radar, and power technologies with Nvidia's robotic compute and simulation capabilities. The article also touches upon the broader AI market, highlighting its massive growth potential and the increasing interest from prominent investors and companies.
Rep. Kevin Hern Sells Comcast Corporation (NASDAQ:CMCSA) Stock
Representative Kevin Hern recently sold between $15,001 and $50,000 worth of Comcast (CMCSA) stock on March 17th, from his HERN FAMILY REVOCABLE TRUST. This transaction was part of several stock sales made by Rep. Hern in March, including shares of Exact Sciences, Prologis, and Texas Instruments. Comcast recently declared a quarterly dividend of $0.33, has a market cap of $99.52 billion, and maintains a "Hold" rating with an average analyst price target of $34.71.
Albion Financial Group UT Sells 10,555 Shares of Texas Instruments Incorporated $TXN
Albion Financial Group UT reduced its stake in Texas Instruments (NASDAQ:TXN) by 31.7% in Q4, selling 10,555 shares and retaining 22,690 shares valued at approximately $3.94 million. The semiconductor company's Q4 results slightly missed expectations, reporting $1.27 EPS against an anticipated $1.29 and $4.42 billion revenue versus $4.44 billion, with Q1 2026 EPS guidance set between $1.22 and $1.48. Wall Street analysts currently hold a "Hold" rating on TXN, with an average target price of $214.77, though institutional ownership remains high at 84.99%.
Rep. Kevin Hern Sells Prologis, Inc. (NYSE:PLD) Stock
Representative Kevin Hern (Republican-Oklahoma) recently sold between $50,001 and $100,000 worth of Prologis, Inc. (NYSE: PLD) stock on March 20th through his family trust. This transaction was part of several recent stock sales by Rep. Hern, including shares in Exact Sciences, T. Rowe Price Group, and Medtronic. Prologis shares were down approximately 1.1% at $132.29, with the company reporting a QEPS of $1.44, revenue of $2.25 billion, and an increased quarterly dividend of $1.07.
Rep. Kevin Hern Sells Off Shares of Medtronic PLC (NYSE:MDT)
Representative Kevin Hern recently sold between $15,001 and $50,000 worth of Medtronic (MDT) shares through his family trust on March 20th, among other significant sales in companies like Smartstop Self Storage REIT and Texas Instruments. Medtronic, a medical technology company, recently surpassed quarterly earnings and revenue estimates, provides a $0.71 quarterly dividend, and holds a "Moderate Buy" consensus rating from MarketBeat with an average target price of $109.85. This transaction is part of a broader pattern of asset trimming by Hern across various stocks in March.
Rep. Kevin Hern Sells Off Shares of T. Rowe Price Group, Inc. (NASDAQ:TROW)
Representative Kevin Hern (R-OK) sold T. Rowe Price Group (NASDAQ:TROW) stock worth between $15,001 and $50,000 on March 20, 2026, through his family trust. The asset manager recently reported Q4 EPS of $2.44, missing estimates, but increased its quarterly dividend to $1.30, providing a 5.8% yield. Analysts currently rate TROW as "Reduce" with an average target price of $100.31, while institutional investors hold approximately 73.4% of the shares.
Top Expert Reviews for Texas Instruments, Newmont & EOG Resources
This article provides expert research highlights from Zacks on several prominent companies including Texas Instruments (TXN), Newmont (NEM), and EOG Resources (EOG), along with some micro-cap firms. It details their recent performance, growth drivers, challenges, and financial outlook. The report also includes updates on other companies, recent upgrades and downgrades, and identifies quantum computing as a significant emerging investment opportunity.
Texas Instruments (TXN) SVP lists common stock and option holdings
Texas Instruments SVP Abraham Tsedeniya has filed an initial statement detailing his holdings of Texas Instruments common stock and non-qualified stock options. He directly owns 21,562 common shares, including those from restricted stock units, and holds options with exercise prices from $79.26 to $218.97, expiring between 2027 and 2036. These option grants generally become exercisable in four annual installments.
Globalfoundries’ chief legal officer sells $21k in shares
Globalfoundries Inc.'s Chief Legal Officer, Azar Samak L, sold 500 ordinary shares totaling $21,480. This transaction occurred under a Rule 10b5-1 trading plan and was a permissible exemption to a lock-up agreement. The company recently filed lawsuits against Tower Semiconductor for patent infringement and Mubadala Technology Investment Company conducted a secondary offering of GlobalFoundries shares.
Texas Instruments Inc. stock outperforms competitors on strong trading day
Texas Instruments Inc. (TXN) saw its stock rise by 2.33% to $199.42 on Monday, outperforming the broader market indexes. The S&P 500 Index (SPX) increased by 0.44% and the Dow Jones Industrial Average (DJIA) rose by 0.36% on the same strong trading day. Despite this gain, the company's stock remains 13.79% below its 52-week high of $231.32, achieved in February.
Kevin Hern makes significant sales in Accenture, Texas Instruments, and SmartStop Self Storage stocks
Kevin Hern, representative for Oklahoma’s 1st congressional district, through his family trusts, made significant stock sales in March 2026. These transactions included Accenture plc, Texas Instruments Incorporated, and SmartStop Self Storage REIT, Inc., with values ranging from $250,001 to $1,000,000 for these larger sales. He also sold stocks in several other companies like Becton, Dickinson and Company and Medtronic plc, with smaller transaction values, as recorded in a recent congressional trade report.
Kevin Hern makes significant sales in Accenture, Texas Instruments, and SmartStop Self Storage stocks
Kevin Hern, a U.S. Representative from Oklahoma, has made significant stock sales through family trusts in Accenture, Texas Instruments, and SmartStop Self Storage REIT, among others. The Accenture sales ranged from $250,001 to $500,000, while Texas Instruments and SmartStop Self Storage sales were each between $500,001 and $1,000,000. These transactions occurred in March 2026.
Texas Instruments 2025 Report: AI Drives Data Center Growth & Financial Results - News and Statistics
Texas Instruments reported a 70% year-over-year surge in data center sales in 2025, driven by demand for its analog chips in AI servers. The company's overall revenue increased by 13% to $17.7 billion, with earnings per share rising 4.8% to $5.45. Texas Instruments also expanded its manufacturing capacity and maintained its dividend growth for 22 consecutive years.
Rathbones Group PLC Has $41.55 Million Holdings in Texas Instruments Incorporated $TXN
Rathbones Group PLC reduced its stake in Texas Instruments Incorporated by 5.5% in the fourth quarter, holding shares worth $41.55 million. Meanwhile, several other institutional investors, including Amundi and Invesco Ltd., increased their holdings in the semiconductor company. Recent insider transactions show CFO Rafael R. Lizardi and Director Mark A. Blinn selling shares, while the company announced a quarterly dividend of $1.42 per share.
Metropolis Capital Ltd Purchases 551,161 Shares of Texas Instruments Incorporated $TXN
Metropolis Capital Ltd significantly increased its stake in Texas Instruments (NASDAQ:TXN) by 36.0% during the fourth quarter, acquiring an additional 551,161 shares. The semiconductor company now represents 11.5% of Metropolis Capital Ltd's investment portfolio, making it their second-largest position with a total value of $360.98 million. Other institutional investors like Vanguard Group Inc., State Street Corp, Invesco Ltd., and Alliancebernstein L.P. also adjusted their holdings in Texas Instruments.
BXM Wealth LLC Grows Stock Holdings in Texas Instruments Incorporated $TXN
BXM Wealth LLC significantly increased its stake in Texas Instruments (TXN) by 862.1% in Q4, acquiring an additional 42,235 shares. The semiconductor company's stock is largely owned by institutional investors, with recent insider selling activity. Texas Instruments missed Q4 earnings estimates, issued Q1 guidance, and offers a quarterly dividend of $1.42, while analysts maintain a "Hold" rating with an average target price of $214.77.
Top Expert Reviews for Texas Instruments, Newmont & EOG Resources
Zacks Research Daily has published expert reports on 16 prominent companies, including Texas Instruments (TXN), Newmont (NEM), and EOG Resources (EOG). The reports highlight company performance, growth drivers, and challenges, along with specific stock recommendations and featured reports on other companies like AST SpaceMobile and Chevron. The article also touches on the emerging potential of quantum computing as a significant investment opportunity.
Texas Instruments: Transitioning as an Analog Chip Giant
Texas Instruments is solidifying its position as an analog chip giant, driven by a 70% year-over-year surge in data center sales, crucial for AI servers. The company is actively investing in vertical integration with a new 300mm fabrication facility and has sustained a stable dividend policy with 22 consecutive years of increases. Despite increased capital expenditures, robust financial performance in 2025 shows rising revenue and earnings per share, indicating strong cash flow and profitability.
Allegro MicroSystems (ALGM) Is Up 8.2% After Nvidia’s Marvell Investment Lifts Sector Sentiment – Has The Bull Case Changed?
Allegro MicroSystems (ALGM) saw an 8.2% stock price increase following Nvidia's $2.00 billion investment in Marvell Technology, which boosted semiconductor sector sentiment. While this jump is mainly sentiment-driven, Allegro's core investment narrative remains its role in vehicle electrification and industrial automation. The article notes that despite this positive sentiment, investors should consider geopolitical tensions and supply chain risks, with Allegro's forecasts projecting significant revenue and earnings growth by 2028 and a potential 41% upside to its current price.
JB Capital LLC Takes $3.84 Million Position in Texas Instruments Incorporated $TXN
JB Capital LLC initiated a new position in Texas Instruments (NASDAQ:TXN) during the fourth quarter, acquiring 22,112 shares valued at approximately $3.84 million. This move comes as other major institutional investors also adjusted their holdings in the semiconductor company. Texas Instruments recently reported mixed Q4 earnings, slightly missing EPS and revenue estimates, and announced Q1 2026 guidance, while maintaining a "Hold" consensus rating among analysts despite its over 100% dividend payout ratio.
Texas Instruments Incorporated $TXN Shares Sold by SteelPeak Wealth LLC
SteelPeak Wealth LLC significantly reduced its stake in Texas Instruments (TXN) by 92.7% in Q4, selling 127,331 shares. Despite this, other major institutions like Amundi, Invesco, and VanEck made substantial purchases, with 84.99% of TXN owned by institutional investors. Insiders have been net sellers, and the company slightly missed Q4 EPS/revenue estimates while offering a $1.42 quarterly dividend.
Entegris, Inc. $ENTG Shares Acquired by Perpetual Ltd
Perpetual Ltd increased its stake in Entegris, Inc. (NASDAQ:ENTG) by 2.7% in Q4 2025, bringing its total holdings to 418,090 shares valued at approximately $35.2 million. Other major institutions like Capital Research Global Investors, Van ECK Associates Corp, and Invesco Ltd. also significantly increased their positions in the semiconductor company. Entegris exceeded Q4 earnings and revenue estimates and provided Q1 guidance, with analysts offering a consensus "Hold" rating and an average price target of $133.78.
Forte Biosciences and Pasithea Therapeutics Face Off in Financial Comparison
A financial analysis compares Forte Biosciences (FBRX) and Pasithea Therapeutics (KTTA), both small-cap medical companies. While Forte Biosciences boasts stronger institutional and insider ownership, Pasithea Therapeutics is presented as a potentially more favorable investment due to its lower valuation, higher analyst price targets, and significantly lower share price volatility. The report emphasizes the complex factors investors must consider when evaluating these biotech firms, especially regarding their drug development pipelines.
Thurston Springer Miller Herd & Titak Inc. Acquires 5,153 Shares of Texas Instruments Incorporated $TXN
Thurston Springer Miller Herd & Titak Inc. significantly increased its stake in Texas Instruments (NASDAQ:TXN) by 290.8% in Q4, adding 5,153 shares to hold a total of 6,925 shares valued at approximately $1.20 million. Other major institutions like Amundi and Invesco also boosted their positions, contributing to institutional ownership of 84.99%. Texas Instruments reported Q4 EPS of $1.27, slightly missing estimates, and forecasts Q1 2026 EPS of $1.22–$1.48, while insider sales totaled around $25.5 million over the past quarter.
How Investors Are Reacting To Power Integrations (POWI) Expanding High-Efficiency Flyback Power Capability With GaN ICs
Power Integrations recently launched its TOPSwitchGaN flyback IC family, extending flyback converter power capability up to 440 W while improving efficiency and reducing complexity. This product launch supports the company's long-term strategy of integrated power solutions but faces near-term challenges from trade uncertainties. Analysts currently project significant revenue and earnings growth for Power Integrations by 2028, with a fair value estimate suggesting a slight downside to its current price.
Investment Firm Crumly Dumped Shares of TDIV Worth $3.4 Million. Should Investors Avoid the ETF?
Crumly & Associates Inc. sold 35,046 shares of the First Trust NASDAQ Technology Dividend Index Fund (TDIV) valued at approximately $3.42 million during the first quarter of 2026. Despite the reduction, TDIV remains a holding, accounting for 2.05% of the fund's AUM. The article discusses why Crumly might have trimmed its stake, noting that TDIV, with its focus on dividend-paying tech companies like Microsoft and Texas Instruments, could still be a viable option for income-focused investors despite its expense ratio.
Eldred Rock Partners LLC Decreases Stake in Texas Instruments Incorporated $TXN
Eldred Rock Partners LLC has reduced its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 10.9% during the fourth quarter, selling 7,457 shares. Despite this, Texas Instruments remains a significant part of the fund's portfolio. The article also details other institutional investor activity, key news impacting TXN, analyst ratings, and the company's financial performance and dividend announcements.
Aberdeen Group Reduces Texas Instruments Stake
Aberdeen Group plc, a significant institutional investor, reduced its stake in Texas Instruments (NASDAQ:TXN) by 3% in the fourth quarter of 2025, selling 27,693 shares. This reduction means the fund now holds approximately 902,000 shares valued at $156.5 million, representing about 0.10% of the company's outstanding shares. Observers suggest this move could indicate a shift in investor sentiment within the semiconductor industry or reflect portfolio rebalancing.
Aberdeen Group plc Has $222.02 Million Position in Analog Devices, Inc. $ADI
Aberdeen Group plc has reduced its stake in Analog Devices, Inc. by 3.2% while maintaining a significant $222.02 million position. Institutional investors collectively own a substantial 86.81% of the semiconductor company. Analog Devices recently surpassed quarterly earnings expectations, provided strong Q2 guidance, and increased its quarterly dividend.
Texas Instruments Incorporated $TXN Shares Sold by Aberdeen Group plc
Aberdeen Group plc reduced its holdings in Texas Instruments (NASDAQ:TXN) by 3.0% in the fourth quarter, selling 27,693 shares, though the semiconductor company remains a significant part of their portfolio. Other institutional investors, including Artisan Partners and Rothschild & Co, either raised their stakes or acquired new positions in TXN. Texas Instruments reported an earnings miss for the quarter but announced a regular quarterly dividend of $1.42 per share, with analysts forecasting a positive full-year EPS.
Assessing Taiwan Semiconductor Manufacturing’s Valuation After A Year Of Strong Shareholder Returns
Taiwan Semiconductor Manufacturing (TSM) has shown strong shareholder returns over the past year, despite recent short-term share price fluctuations. While a popular narrative suggests TSM is 15.2% undervalued with a fair value of $400, Simply Wall St's own DCF model estimates a lower fair value of approximately $280 due to cash flow considerations. Investors are encouraged to review the complete narrative and underlying risks, such as geopolitical tensions and potential cooling AI demand, to form their own conclusions.
Assessing Texas Instruments (TXN) Valuation After New IsoShield Power Module Launch
Texas Instruments (TXN) has garnered attention with the launch of its new IsoShield power modules, enhancing power density for data centers and electric vehicles. While one narrative suggests TXN is 38% undervalued with a fair value of $314.44 due to long-term capacity expansion and margin improvements, a discounted cash flow (DCF) model estimates a fair value of $163.27, suggesting the current price of $194.87 is expensive. Investors are encouraged to examine both perspectives and conduct their own analysis.
Texas Instruments to webcast Q1 2026 earnings conference call
Texas Instruments (Nasdaq: TXN) announced it will webcast its first-quarter earnings conference call on Wednesday, April 22, 2026, at 3:30 p.m. Central time. The event will feature discussions on financial results by CEO Haviv Ilan, CFO Rafael Lizardi, and VP of Investor Relations Mike Beckman, with an archived copy available on the company's investor relations website afterward.
CRUS - Cirrus Logic, Inc Stock Price and Quote
This article provides comprehensive financial data for Cirrus Logic, Inc. (CRUS), including its stock price, key financial ratios, performance metrics, and a history of analyst ratings. It also lists recent news articles related to Cirrus Logic and details insider trading activities, offering a snapshot of the company's market position and recent events.
Is Allegro MicroSystems (ALGM) Pricing Leave Room After Recent Share Price Swings
Allegro MicroSystems (ALGM) is currently trading at US$33.30, raising questions about its valuation after recent share price fluctuations. A Discounted Cash Flow (DCF) analysis suggests the stock is overvalued by approximately 13.5%, with an intrinsic value of $29.34 per share. Additionally, its Price/Sales (P/S) ratio of 7.35x exceeds both the industry average and Simply Wall St’s Fair Ratio of 4.90x, indicating it trades at a premium.
US Lawmakers Propose Crackdown on Sales of Chip Tools to China
US lawmakers have introduced a bipartisan bill aimed at tightening restrictions on exports of chipmaking tools to China, particularly from allied nations like the Netherlands and Japan. This legislative push seeks to further curb Beijing's technological advancements by expanding existing limitations on equipment sales from companies such as ASML Holding NV and Tokyo Electron Ltd. A similar bill is anticipated in the Senate later this month.
Texas Instruments price shows cautious gains - Forecast today - 02-04-2026
Texas Instruments (TXN) stock price saw cautious gains, supported by positive signals from the Stochastic indicator easing overbought conditions. However, a short-term corrective bearish wave and trading below its 50-day SMA suggest a likely decline. Economists forecast the stock to target the support level at $184.90 as long as resistance at $201.40 holds.
HF Advisory Group LLC Increases Position in Texas Instruments Incorporated $TXN
HF Advisory Group LLC significantly increased its stake in Texas Instruments (TXN) by 267.2% in Q4, acquiring over 33,000 additional shares to reach a total holding of 45,713 shares valued at approximately $7.93 million. This comes despite Texas Instruments missing Q4 earnings and revenue expectations and several company insiders selling shares recently. Analyst sentiment is mixed, with the stock currently holding an average "Hold" rating.
Spire Wealth Management Has $400,000 Stake in Texas Instruments Incorporated $TXN
Spire Wealth Management significantly reduced its holdings in Texas Instruments (TXN) by 71.8% in Q4, now owning 2,307 shares valued at $400,000. This comes as company insiders have also been selling shares, with 114,284 shares sold recently worth approximately $25.5 million. Despite missing Q4 EPS and revenue estimates, Texas Instruments pays a quarterly dividend of $1.42 and holds a consensus "Hold" rating from analysts.
Compagnie Lombard Odier SCmA Reduces Stock Position in Texas Instruments Incorporated $TXN
Compagnie Lombard Odier SCmA significantly reduced its stake in Texas Instruments (TXN) by 73.6% in Q4, selling over 108,000 shares. Despite this, other institutions like Vanguard and State Street increased their holdings, and Texas Instruments introduced new isolated power modules for data centers and electric vehicles. Analysts maintain a consensus "Hold" rating with an average target price of $214.77, while insiders have recently sold a substantial amount of stock.
Bank Pictet & Cie Europe AG Sells 35,543 Shares of Texas Instruments Incorporated $TXN
Bank Pictet & Cie Europe AG reduced its stake in Texas Instruments (TXN) by 29.2% in Q4, selling 35,543 shares and retaining 86,137 shares valued at approximately $14.94 million. Insider selling has also been noted, with executives selling 114,284 shares worth about $25.53 million in the past three months. Despite a consensus "Hold" rating from analysts, Texas Instruments maintains a market capitalization of $178.7 billion, a dividend yield of 2.9%, and has provided Q1 2026 EPS guidance between $1.22 and $1.48.
Banque Pictet & Cie SA Sells 141,385 Shares of Texas Instruments Incorporated $TXN
Banque Pictet & Cie SA reduced its stake in Texas Instruments (NASDAQ:TXN) by 6.6% in the fourth quarter, selling 141,385 shares and ending with 2,007,963 shares valued at approximately $348.4 million. The semiconductor company slightly missed Q4 earnings estimates, reported Q1 guidance, and announced a quarterly dividend of $1.42. Analysts currently hold a "Hold" rating on TXN with a consensus target price of $214.77, while company insiders have sold a significant amount of stock recently.
Allspring Global Investments Holdings LLC Sells 29,144 Shares of Texas Instruments Incorporated $TXN
Allspring Global Investments Holdings LLC significantly reduced its stake in Texas Instruments (NASDAQ:TXN) by selling 29,144 shares, bringing its total ownership to 289,582 shares valued at $51.4 million. This move comes amidst mixed brokerage ratings, with a consensus "Hold" and a price target of $214.77, as well as notable insider selling totaling $25.5 million by corporate executives. Despite some positive product developments and increased institutional interest from investors like D.E. Shaw, analysts maintain a cautious outlook.
Texas Instruments Incorporated signed a definitive agreement to acquire Silicon Laboratories Inc. from BlackRock, Inc., The Vanguard Group, Inc., and other shareholders for $8 billion.
Texas Instruments Incorporated has entered a definitive agreement to acquire Silicon Laboratories Inc. for $8 billion, paying $231 per share in cash. The acquisition, expected to close in the first half of 2027, has been unanimously approved by both companies' boards and is subject to regulatory and shareholder approvals. Texas Instruments anticipates the deal will be accretive to its earnings per share in the first full year after closing.
Texas Instruments Incorporated (TXN) is attracting investor attention: Here is what you should know
This article from MSN discusses Texas Instruments Incorporated (TXN), highlighting its current relevance to investors. It suggests that investors should be aware of certain aspects concerning the company, though the details are not provided in the snippet. The piece aims to draw attention to TXN as a stock of interest.
Texas Instruments Incorporated (TXN) is attracting investor attention: Here is what you should know
Texas Instruments (TXN) has been gaining investor attention as of late. The article suggests using the Zacks Rank to assess the stock's future performance. Currently, Texas Instruments holds a Zacks Rank #3 (Hold), indicating that its earnings estimates have been mixed.
Texas Instruments (TXN) Outperforms Broader Market: What You Need to Know
Texas Instruments (TXN) recently closed up 1.11% and has outperformed the S&P 500, Dow, and Nasdaq in daily performance, although it experienced a monthly drop of 4.21%. The company is anticipated to report strong earnings per share and revenue growth in its upcoming financial disclosure. Analysts' positive revisions to forecasts suggest confidence in TXN's business performance, contributing to its current Zacks Rank of #3 (Hold) and favorable valuation compared to its industry.
Apple Inc. (AAPL) Expands U.S. Manufacturing Program with $400M Investment
Apple Inc. (NASDAQ:AAPL) is expanding its American Manufacturing Program with a $400 million investment through 2030, partnering with companies like Bosch, Cirrus Logic, and TDK. This initiative aims to strengthen U.S. manufacturing by producing critical components domestically. CEO Tim Cook highlighted the company's commitment to American innovation and supply chain growth, supplementing a previous $600 billion pledge.
