Texas Instruments (TXN)

Balancing Dividends and Fundamentals: The Case of TEXAS INSTRUMENTS INC (NASDAQ:TXN).

And we take a look at Texas Instruments and Taiwan Semiconductor.

Shareholders of Texas Instruments would probably like to forget the past six months even happened. The stock dropped 22.9% and now trades at $156. This might have investors contemplating their next move.

Semiconductor industry indicators have inflected higher, and valuations have become attractive, making Baird bullish on fabbed analog companies.

Shares of analog chip manufacturer Texas Instruments (NASDAQ:TXN) fell 6.3% in the afternoon session after China imposed a 34% tariff on all U.S. imports amid escalating trade war tensions. This was especially rough for the US chipmakers because a big chunk of their business leans on demand out of China. The new tariffs not only threaten to erode profit margins but also risk reducing market share. 

The brokerage called the Trump administration’s tariffs “convoluted and virtually impossible to assess completely,” largely because of the semiconductor industry’s complex supply chain.

A number of stocks fell in the pre-market session after President Trump announced "reciprocal tariffs" on all US imports, set at a minimum rate of 10%. 

President Donald Trump has set up a new body within the Commerce Department to manage the CHIPS and Science Act, 2022.

Large-cap stocks are known for their staying power and ability to weather market storms better than smaller competitors. However, their sheer size makes it more challenging to maintain high growth rates as they’ve already captured significant portions of their markets.

Many investors find the benefits of dividends, such as money working for you and steady payouts, incredibly appealing.

Technology stocks were heavily shorted by hedge fund and alternative investment managers last month, according to Hazeltree, a financial data firm.

Let’s dig into the relative performance of Texas Instruments (NASDAQ:TXN) and its peers as we unravel the now-completed Q4 analog semiconductors earnings season.

Analyzing TEXAS INSTRUMENTS INC (NASDAQ:TXN)'s Dividend Potential.

Expensive stocks typically earn their valuations through superior growth rates that other companies simply can’t match. The flip side though is that these lofty expectations make them particularly susceptible to drawdowns when market sentiment shifts.

TXN appears to have formed a significant bottom in wave (2).

Wrapping up Q4 earnings, we look at the numbers and key takeaways for the analog semiconductors stocks, including Himax (NASDAQ:HIMX) and its peers.

Donald Trump called for ending the CHIPS Act, which provides manufacturing incentives to semiconductor companies.

Texas Instruments Inc. is one of the world's largest manufacturers of semiconductors, this company also produces scientific calculator products and DLP products for TVs and video projectors. 

Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at onsemi (NASDAQ:ON) and the best and worst performers in the analog semiconductors industry.