Texas Instruments Incorporated (TXN) — closed signal from September 19, 2025
Partial Published before the outcome was known, scored automatically when the window closed on December 18, 2025 — -2.1% at the close.
Predicted vs. what happened
What happened
Reached 19% of the predicted growth at its peak, without hitting the target.
The thesis — published September 19, 2025
TXN looks like it could bounce after a sharp drop, but the trend is still down, so patience helps. Investor mood is decent, and a 22nd straight dividend raise shows strong finances. A new China investigation into U.S. analog chips is a real risk. Consider starting near 180-182, then add only if the price climbs back above 186 or if buyers clearly start taking control as the analog chip market steadies.
Primary drivers
- Stock fell hard and may rebound soon; investor mood is still positive.
- The 22nd dividend raise points to solid cash and leadership confidence.
- Analog chip demand may be near a bottom and could level out.
- China's anti-dumping probe adds headline and sales uncertainty.
How it played out
TXN: target was not reached
Lyra published TXN at $180 on 2025-09-19 with a short-term thesis for 16% expected growth. The thesis pointed to a possible rebound after a sharp drop, decent investor mood, a 22nd straight dividend raise, analog chip demand that may have been near a bottom, and risk from China's anti-dumping probe.
Inside the window from 2025-09-19 to 2025-12-18, TXN peaked at $185.63 on 2025-09-26, a 3.1% gain. It stayed below the $206.96 target and ended at $176.19. The thesis partially played out in the first week, but it did not reach the published target.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
Read the next call before it closes.
This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.