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Stockchase Opinions

Jim Cramer - Mad MoneyTexas InstrumentsTXNBUYNov 18, 2020

Great cash management with a strong history. Loves it.
$153.55

Stock price when the opinion was issued

$322.85

As of Jun 18, 2026. Market Open.

electricalelectronic
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DON'T BUY

Not doing well. Cars are their strong area, but cars will not be good, and comms are bad. A terrible last quarter. You can hold onto this.

DON'T BUY

He's frustrated with it, up only 2% year to date, and he's slightly under water it. This ranks 28th of his 31 tech holdings. The company moves slowly and far less nimble than its peers who are doing much better. It was downgraded today.

COMMENT

They deliver poor conference calls stressing things like too much inventory and not enough demand gives analysts little to work with. They trash their own company. Shares sell after these calls only to rebound.

WEAK BUY

They are the king of the analog chips, used from washing machines to TVs. Analog will always be around, though haven't participated much in AI> A stable stocks that pays around 2.8% $188 is his price target.

TOP PICK

This is a conservative play in the tech market. It has a great franchise in the semi-conductor market. It is the king of the analog segment which is not as volatile on the pricing side. In the real world not everything is digital and analog chips are everywhere. Its chips manage power requirements, etc. as well as the micro-controls segment on the wireless side. In its its April 25th report it increased guidance as well as providing great top and bottom lines.

BUY
He sold higher-beta semi stocks for lower-beta tech stocks like TXN last fall.
PAST TOP PICK
(A Top Pick Feb 02/22, Down 2%) Compared to other tech, this is a winner. It's boring--analog products to manage power in electronics, and embedded processing which are used in cars, fridges and other electronics. They make semis in these boring segments, so it's done well. They will build a new plant in Texas in 2025 and will be the king of these processors. It's now fairly valued now.
PAST TOP PICK
(A Top Pick Dec 21/21, Down 13%) Has sold shares in the company. Thinks it might be good for a long term investor (despite not owning shares).
DON'T BUY
You want to buy analog chips that favour low-grade, industrial applications. The massive flow of funds into semis is now unwinding significantly. Primary trade on semis is a long-term short. A buy could be 18 months away at least. His preferred stock is ADI.
PARTIAL BUY
Trades at 16x earnings. They will make their quarter. It's too cheap to ignore. You can start buying a little.
BUY
They would've reported a great quarter if not for the Chinese Covid lockdown, but still a good report.
PAST TOP PICK
(A Top Pick Dec 21/21, Up 2.03%) Really well run. Will do well with return to domestic production. He sold on a change of heart, thinking that orders had been brought forward. He'd revisit at some point.
BUY
They have a diverse chipmaker that are sold to industrials, the internet of things and cars. It boasts good profitability, valuation and growth at these levels.
TOP PICK
Massive company that flies under the radar. Attractive, perpetual compounders. Financial safety, high ROIC, enviable capital allocation flexibility. Very sound company. King of both embedded and analog processing, which goes in fridges and dryers, etc. Embedded processing is about micro-controllers. Not as sexy as others, but they're in absolutely everything. Tremendous cashflow. Price target of $214. Yield is 2.52%.
BUY
Has been a fantastic company. It is a semi-conductor company that has been run like a business right from the beginning. Many other semi's are adopting its business model. Buy on weakness and hold. If looking for more leverage consider LAM and KLA which are the 'picks and shovels' of the gold rush in this sector.