Texas Instruments Incorporated (NASDAQ:TXN) features on the D. E. Shaw Stock Portfolio: Top 10 Stocks to Buy.
Texas Instruments Incorporated (NASDAQ:TXN) is one of the long-term holdings of D. E. Shaw. The fund first purchased a stake in the company back in the fourth quarter of 2010. This position comprised close to 1.3 million shares. Minor additions and subtractions were made to this in the coming years. Since the fourth quarter of 2024, however, the fund has been aggressively buying the shares of Texas Instruments. It has added to the position by 241%, 17%, 87%, and 93% in the last four quarters. Filings for the fourth quarter of 2025 show that the fund owned nearly 7.5 million shares in the semiconductor company.
READ MORE: 33 Stocks That Should Double in 3 Years.
Texas Instruments Incorporated (NASDAQ:TXN) has been attracting interest from Wall Street for a variety of factors. One of these is that the company, after allocating heavy capital expenditures to shore up local manufacturing over the past few years, recently announced that it would be reducing 2026 CapEx guidance to a range of $2 billion to $3 billion. This shift is expected to nearly double Free Cash Flow. CEO Haviv Ilan recently stated the company is on track to deliver over $8 per share in FCF in 2026, a massive jump that has caught the attention of value-oriented funds. Another positive development regarding the semi firm is the purchase of Silicon Labs for $7.5 billion. Analysts expect over $450 million in gross cost synergies.
While we acknowledge the potential of TXN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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