TXN Texas Instruments Inc.

$TXN adding it to my GARP portfolio. PEG 0.97 (below 1.5 threshold), revenue growth of 22.8% (in the 15-25% GARP sweet spot), P/E of 26.50, and 2.18% dividend yield. What's not to like

$TXN that's a whole lotta calculators! Don't people realize you can use your phone!?! Short.

$TXN | TEXAS INSTRUMENTS INCORPORATED Q3 2026 EARNINGS HIGHLIGHTS ◆ EPS: $2.62 vs. $2.44 est. ✅ ◆ Revenue: $6.05B vs. $5.94B est. ✅ ◆ Net Income: $2.43B (+77.8% YoY) ◆ Operating Income: $2.87B (+72.8% YoY) ◆ R&D Expense: $530M (+2.3% YoY) ◆ Operating Cash Flow: $3.42B (+56.1% YoY) Segment Performance: ◆ Analog: $4.91B (+32% YoY) ◆ Embedded Processing: $858M (+21% YoY) ◆ Other: $286M (-6% YoY) Key Metrics: ◆ Q3 free cash flow was $2.96B; trailing 12-month FCF reached $8.42B, up 249% YoY. ◆ Q3 capital expenditures were $463M, down sharply from $1.20B in Q3 2025. ◆ Revenue grew 11% sequentially and 28% YoY, driven by industrial, automotive, and data center. Forward Guidance: ◆ Q4 2026 revenue guidance: $5.80B to $6.30B. ◆ Q4 2026 EPS guidance: $2.45 to $2.79.

$TXN So TXN RAISES it's dividend and no one gives a chit. I love this stock. It pays back to investors. AMD and other do NOT!

$TXN this frothburger should be back in the 250s...way overvalued and extremely overbought as RSI is in the nosebleeds...

$TXN Friday's 4.4 percent jump was a macro trade, not a TI trade. Nonfarm payrolls printed 29,000 against 84,000 expected, unemployment rose to 4.2 percent, Treasury yields cooled, and the whole semiconductor complex caught a bid. TI closed at 293.80. Here is the arithmetic underneath: that close sits about 3.6 percent below the Street's average price target of 304.26 (MarketBeat). The macro bid just priced in the rest of the target. Meanwhile the fundamentals are running in place. Q2 revenue was up 23 percent year over year, but Stifel notes TI's factories ran flat in Q3 versus Q2, and JPMorgan calls the analog recovery much more gradual than anticipated. Q3 prints October 21. Guidance is 5.65 to 6.15 billion in revenue; factory utilization and free cash flow are the reads.

$TXN like numbers? $MU Trailing PE down to 14.3 Forward PE 6.2 Peg ratio .13 Quick ratio 2.9 The company revenue is projected to grow at 85 to 90% above 2026 and GM’s will be above 85% in q1 2027 which the company projects will be the lowest of the year. As a comparison the s&p 500 trades at a forward pe of 19 and will only grow revenue at 12%. These are crazy good numbers that I have never seen before.

$TXN oh no way! Another 10%+ 🚀 ripper within days/weeks memorialized into the stocktits records. # 7251 You can delay me, but you cannot 🚀 block me. Call me Howard. Simons’ successor won’t pick up his phone. $SPY

$TXN - TEXAS INSTRUMENTS CEO ON EV DEMAND "[Auto] demand is coming in pretty strong in Q3. We did see a nice sequential growth. We are seeing mid-teens year-over-year growth. But I think customers have not had - not kept a lot of inventory on their side. So when they saw maybe demand growing, maybe a little bit of more EV as fuel prices went up, they were not well positioned.”

$TXN Q3 revenue came in at 6.06 billion dollars, up 28% year over year, and EPS was 2.62 dollars vs 2.44 dollars expected, per FactSet. Gross profit was 3.89 billion dollars on that revenue, so gross margin was roughly 64.2%, up from 57.4% a year ago and 61.4% in Q2. Operating profit jumped 73% to 2.87 billion dollars. Q4 guide is 5.80 to 6.30 billion dollars in revenue and 2.45 to 2.79 dollars in EPS, both above what analysts were expecting.

🟢 $TXN 285C Oct 23 💰 $117,820 premium 💵 $0/contract 📊 0.66x Vol/OI 📍 Spot $283.89 💰 Large premium | 🚨 Repeat sweep 🌊 Dark Flow | Options Flow

$TXN Investing is my hobby. Most of my tickers go down. Perhaps due to the market. Every time I see a "nugget". And I do my DD and buy. Chances are looking good. How can I (we all) be mistaking. Momentum and excitement. Ends mostly with deception. Not this time hopefully. Tip of the hat for Texas. IMHO

$TXN You want a trade you can talk about around the fire pit this fall and winter to your degen friends? They still won’t believe you… here it is. 326.04 sell this bad boy after that gap fill. Then tell them some dude name PantySniffer69420 told you. Follow me for more stupid calls to make you rich.

$TXN Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $2.62 up 77.03% YoY • Reported revenue of $6.05B up 27.69% YoY • Texas Instruments expects between $2B to $3B of capital expenditures in 2026; beyond 2026, capital expenditures will be dependent on revenue and growth expectations.

$TXN PRE-EARNINGS FLOW 👀 PRE-EARNINGS FLOW: Bullish lean—$1.2M in calls vs. $68K in puts on the filtered tape, with calls making up 90.8% of contracts. SHORT-DATED FLOW: • Oct. 23 $302.50 calls: ~$436.3K across three ask-side buys • Oct. 23 $300 calls: $247.4K block at ask • Oct. 23 $285 calls: $298K at ask NET PREMIUM: +$1.16M overall, with +$719K net calls and −$438K net puts. Positive call premium and net put selling support the bullish tilt. EXPECTED MOVE: ±$17 post earnings (~5.9%), implying roughly $269–$303 around $286. EXPECTED REVENUE AND EPS COMPARED TO PREVIOUS QUARTER: • Revenue: $5.93B est. vs. $5.46B prior—up 8.6% • EPS: $2.42 est. vs. $2.14 prior—up 13.1% NOTABLE FLOW: • ~$981.7K concentrated in Oct. 23 $285–$302.50 calls • Jan. 21, 2028 $475 calls: $224.8K sweep above ask • Nov. 20 $245 puts: $68K sweep at ask GEX: • Oct. 23: +$4.1M at $302.50, +$3M at $310 and +$2M at $290; −$822.8K at $270

$TXN Reports Q3 after the close Wednesday. Company guide is revenue of 5.65 to 6.15 billion dollars and EPS of 2.23 to 2.57 dollars. Consensus is basically at the high end on revenue, 5.92 billion, with EPS at 2.42 (MarketBeat). Q2 shows why margin carries the print. Analog revenue was 4.37 billion dollars, up 26%, embedded processing up 16%, and gross margin came in at 61.4% vs 57.9% a year ago. Industrial was up about 30% and data center revenue roughly doubled. Stock closed Friday at 276.48, down about 1% on the day.

• Business: Texas Instruments Incorporated designs and manufactures analog semiconductors and embedded processing chips for industrial, automotive, and personal electronics markets worldwide. • Options Flow Breakdown: Aggressive call sweeping on 10/02 concentrated at ask prices,, $26.3K in 10/09 $312.5 calls, and long-dated LEAPS ($57.8K in Jan 2027 $400 calls). Total flow indicates institutional speculative positioning for continued upside. • Overall Bias: BULLISH• Rationale: $TXN is holding above its primary consolidation zone at $279.00, supported by clean higher-low structure on the weekly timeframe and repeated upside call sweep activity. 🎯 Key Levels: 🐂 Bull Trigger: $295.00 / $300.00 🚀 Targets: $312.50 / $325.00 / $334.00 🛡 Support: $292.50 / $279.00 ⚠️ Risk: $275.00 / $250.00 #TXN #stocks #finance #hovdid