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The London Company Income Equity's investment thesis on Texas Instruments Incorporated ($TXN) — Q2 2026 | Buyside Digest

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$TXNTexas Instruments Incorporated

BULL

The London Company Income Equity

Fund Letter

Q2 2026

Published July 29, 2026

View Fund Profile

$312.48USD

Current Market Price

Market Cap$257.1B

Pitch Price$275.74

Technical Chart

From the Fund Letter

TXN outperformed as improving industrial demand and accelerating AI infrastructure investment drove stronger results. With its multiyear...

— Brian Campbell

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What other investors think about $TXN, and what else The London Company Income Equity is buying.

Other pitches on $TXN

Other investors who've written on Texas Instruments Incorporated

Platinum International Brands FundBULL

Pitched Jun 30, 2024

Texas Instruments provides mission-critical analog components with high customer switching costs and sticky long-term relationships. Market concerns over...

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