Texas Instruments

Engineered for Stability. Positioned for Growth.

niteco

Invested

Community Contributor

Published

01 Dec 25

Updated

19 May 26

Views

324

19 May

US$298.39

niteco's Fair Value

US$435.69

31.5% undervalued

65.6%

-3.2%

65.6%

-3.2%

You can edit this narrative until May 20 12:05 AM. Then, changes will post as Updates.

Author's Valuation

US$435.6931.5% undervalued

niteco's Fair Value

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.

17 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.

13 views

Valuator

Company Info

Notes

niteco'sFair Value

US$435.69

31.5% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

Decrease

Increase

Forecast revenue growth rate

10.81%

Historical revenue growth rate

-1.45%

Semiconductors revenue growth rate

1.44%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

11.19%

Calculation

US$13.05b

Earnings '31

47.00x

PE Ratio '31

US$613.30b

Market Cap '31

US$613.30b

Market Cap '31

914.89m

No. shares '31

US$670.36

Share Price '31

US$670.36 Share Price '31

Discounted to 2026 @ 9.00% p.a.

US$435.69

Fair Value '26