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Opinions Kim Bolton
Texas InstrumentsTXNTOP PICKMay 01, 2023
Kim BoltonOwned
$166.68
Stock price when the opinion was issued
$322.85
As of Jun 18, 2026. Market Open.
electricalelectronic
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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.
Joe TerranovaOwned
electricalelectronic
BUY
He sold higher-beta semi stocks for lower-beta tech stocks like TXN last fall.
Joe TerranovaOwned
electricalelectronic
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.
Kim BoltonOwned
electricalelectronic
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%.
Kim BoltonOwned
electricalelectronic
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.
electricalelectronic
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.