Stock analysis

Texas Instruments (TXN) stock analysis

Texas Instruments

Last appearance: Fuse Pick on 2026-09-23.

Texas Instruments (TXN) stands out with a clear, material catalyst: Q2 2026 results showed 23% revenue growth, 52% EPS growth, and data center revenues doubling year-over-year, driven by AI infrastructure demand. The company also announced a 7% dividend increase, marking 23 consecutive years of raises, and maintains robust cash generation and expanding margins. Recent news flow highlights strong demand in industrial, automotive, and data center markets, with management expecting to outgrow the data center market in 2026. The tape confirms strength: TXN is near 20-day highs, with strong closes, moderate extension, and relative strength versus SPY, suggesting the move is not yet exhausted. This combination of fundamental momentum and technical setup supports a 5–30 session thesis.

Published thesis · 2026-09-23

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Appearances

Date Role TickerFuse order Last Change Score Analysis
2026-09-23Fuse Pick272.62276.48+1.42 %Fuse Score 84Analysis
2026-09-22Top 10271.41276.48+1.87 %Quant Score 84Analysis