Added to YB: 2024-10-29
Pitch date: 2024-10-26
TXN [neutral]
Texas Instruments Incorporated
-10.36%
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
$198.57
Price Target
240.00 (+34%)
Dividend
3.03%
EV/EBITDA
22.01
P/E
32.70
EV/Sales
9.96
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Texas Instruments Inc. – An absolute gem in the semiconductor industry (A Deep Dive)
TXN (limited upside): Analog semis leader, 75% rev from industrial/auto. Strong in-house manufacturing, diverse portfolio. Q3 shows recovery signs despite YoY declines. High capex cycle ending, boosting FCF. 21yr dividend growth. Wall St projects 20%+ EPS CAGR. Richly valued at 27-34x FY25/26 EPS. $240 PT for 2026, 7% CAGR with div.
Read full article (14 min)