LongTXNJun 2026
Texas Instruments Incorporated
Texas Instruments supplies analog and embedded-processing chips used across a wide range of applications. First Eagle sees sustained AI demand for GPUs, CPUs and networking…
TXN
Which hedge funds are long TXN?
3 published ideas on Texas Instruments Incorporated across 3 funds — 3 long and 0 short.
Texas Instruments Incorporated hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Texas Instruments Incorporated: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongTXNOct 2026
Texas Instruments Incorporated
Baron sees Texas Instruments as the leading analog and embedded semiconductor company despite the current cyclical downturn. The company is seeing early signs of improvement in…
LongTXNSep 2026
Texas Instruments
Texas Instruments reported revenue above the top end of guidance and around 4% ahead of consensus, with year-over-year growth of 23%. Profitability improved as stronger volumes…