Published

01 Dec 25

Updated

19 May 26

Views

436

Invested

Texas InstrumentsTXN

Fair Value

US$435.69

Share price19 May

US$293.0832.7% undervalued

1Y35.67%

7D2.68%

Engineered for Stability. Positioned for Growth.

niteco

Author hasn't set their bio yet

Published

01 Dec 25

Updated

19 May 26

Views

436

Invested

Shared on 19 May 26

Fair value Increased 21%

Updating model to reflect more reasonable growth and margin considering fabs, as well as possible PE multiple over 5 year re-rating cycle

niteco has decreased revenue growth from 17.0% to 11.0%, increased profit margin from 38.0% to 42.0% and increased future PE multiple from 33.0x to 47.0x.

25 views

Shared on 17 May 26

Fair value Increased 14%

From ‘Positioned’ to ‘Performing’

Texas Instruments starts to show it’s not just building for the future anymore: sales rise faster than expected, and its factory changes begin to lift profitability. A planned cash deal for Silicon Labs could add new product reach, but it also brings new debt risk just as the company is entering a stronger cash‑return phase.

30 views

Fair Value vs Share Price

US$435.69

vs US$293.0832.7% undervalued

11%

Revenue growth

42%

Profit margin

Recent News & Updates

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Recent updates

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Stay ahead on Texas Instruments

Fair value estimate changes
Narrative and analyst updates
Key company announcements

Company analysis

Acceptable track record with mediocre balance sheet.

Market capUS$266.7b

PB15.9x

Estimated Growth10.6%

Dividend Yield1.9%

Full analysis

CEO & management

Haviv Ilan

CEO

6.0yrs

CEO Tenure

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.