Added to YB: 2025-12-02
Pitch date: 2025-11-29
TXN [bullish]
Texas Instruments Incorporated
+6.68%
current return
Author Info
No bio for this author
Company Info
Texas Instruments Incorporated designs, manufactures, and sells semiconductors to electronics designers and manufacturers in the United States, China, rest of Asia, Europe, Middle East, Africa, Japan, and internationally.
Market Cap
$163.1B
Pitch Price
$166.84
Price Target
202.00 (+13%)
Dividend
3.03%
EV/EBITDA
22.01
P/E
32.70
EV/Sales
9.96
Sector
Semiconductors and Semiconductor Equipment
Category
turnaround
Texas Instruments – A Large Moat, Low Risk & Double-Digit FCF Growth Ahead
TXN: World's largest analog chip supplier facing prolonged cyclical weakness with 8 straight quarters negative growth. Q3 rev +14% YoY to $4.7B but margins pressured by elevated capex cycle. Mgmt guides FCF/share recovery to $8-12 in 2026 vs $1.64 in 2024 as 300mm fabs ramp. Price target $202, 12.5% IRR.
Read full article (13 min)