Added to YB: 2026-09-03
Pitch date: 2026-08-31
TXN [neutral]
Texas Instruments Incorporated
-0.54%
current return
Author Info
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Company Info
Texas Instruments Incorporated designs, manufactures, and sells semiconductors to electronics designers and manufacturers in the United States, China, the rest of Asia, Europe, the Middle East, Africa, Japan, and internationally.
Market Cap
$238.3B
Pitch Price
$256.19
Price Target
160.00 (-37%)
Dividend
2.18%
EV/EBITDA
25.61
P/E
39.63
EV/Sales
12.61
Sector
Semiconductors and Semiconductor Equipment
Category
value
Texas Instruments Stock Analysis: The Analog Giant Has Built the Fabs. Now It Must Earn the Return.
TXN (monitor): Texas Instruments is moving from building 300mm capacity to proving its returns. Q2 revenue rose 23%, operating profit 48% and inventory days fell to 196, while normalized owner earnings are estimated at $6.50-$7.50 per share. The first reasonable buy range is $160-$190. The key question is whether new capacity lifts utilization and free cash flow per share, or whether underused fabs and Chinese pricing pressure weaken returns.
Read full article (4 min)