Jim Cramer on Texas Instruments: "It'll Come Around"

Texas Instruments Incorporated (NASDAQ:TXN) is one of the stocks on Jim Cramer’s radar recently. Noting that they are up 32% on TXN, a caller asked if it is time to sell or hold. Cramer replied:

“No, no, you want to hold it. Why? Because every one of these other semiconductors has ignited. This one hasn’t yet. It’ll come around. It’s been a cyclical rotation. I like this story.”

Texas Instruments Incorporated (NASDAQ:TXN) designs and manufactures semiconductors and related products used in industrial, automotive, and electronic applications. Mairs & Power stated the following regarding Texas Instruments Incorporated (NASDAQ:TXN) in its third quarter 2025 investor letter:

“The Information Technology sector was the largest contributor to the underperformance of equities during the period. A handful of companies witnessed outsized share price performance driven by enthusiasm around artificial intelligence (AI), while the Fund largely lacked exposure to these companies. Additionally, several technology companies the Fund has exposure to also underperformed the market, specifically Entegris (ENTG), Motorola Solutions (MSI), and Texas Instruments Incorporated (NASDAQ:TXN). For Texas Instruments, the lackluster demand environment continues, and while we are confident that this will turn at some point, the uncertainty introduced from tariffs is hanging over the stock for the time being.”

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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Disclosure: None. This article is originally published at Insider Monkey.