“Congress Has Been Loading Up on These 2 Stocks in 2026!”
TXN fundamentals (FCF/dividends) are strong, but valuation is high and most upside is priced in; neutral to slightly bearish on near-term gains.
Now we have Texas Instruments, who in a lot of ways is pretty much the complete opposite of Broadcom. Not necessarily from a business perspective, but from a performance perspective.
Over the last 5 years or so, the stock is only up about 38%. And you can see from late 2021, really till early 2026, the price performance was extremely choppy. It was very volatile and ultimately went nowhere.
And then all of a sudden, the stock price surged from around $150, $160 a share and peaked at $332 a share in the summer of 2026. Now, in the last few months alone, we've seen a little bit of a pullback from those peaks, but the stock is still up 46.8% this year.