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Texas Instruments Incorporated Stock Price

NasdaqGS:TXN Community·US$261.3b Market Cap
  • 5 Narratives written by author
  • 1 Comments on narratives written by author
  • 279 Fair Values set on narratives written by author

TXN Share Price Performance

US$286.08
102.37 (55.72%)
US$435.69
Fair Value
US$286.08
102.37 (55.72%)
34.3% undervalued intrinsic discount
US$435.69
Fair Value
Price US$286.08
niteco US$435.69
AnalystConsensusTarget US$298.00
AnalystHighTarget US$400.00

TXN Community Narratives

Fair Value
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Fair Value US$435.69 34.3% undervalued intrinsic discount

Engineered for Stability. Positioned for Growth.

2users have liked this narrative
0users have commented on this narrative
21users have followed this narrative
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Fair Value US$298 4.0% undervalued intrinsic discount

TXN: Gross Margins And Low Inventories Will Drive Recovery If Demand Normalizes

1users have liked this narrative
1users have commented on this narrative
126users have followed this narrative
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Fair Value US$400 28.5% undervalued intrinsic discount

AI And IoT Demand Will Revolutionize Industrial And Automotive Markets

2users have liked this narrative
0users have commented on this narrative
6users have followed this narrative
US$284.32
0.6% overvalued intrinsic discount
Fair Value
Revenue
14.2% p.a.
Profit Margin
30%
Future PE
32x
Price in 2036
US$737.46
US$435.69
34.3% undervalued intrinsic discount
Fair Value
Revenue
11% p.a.
Profit Margin
42%
Future PE
47x
Price in 2031
US$670.36
US$400
28.5% undervalued intrinsic discount
Revenue
18.6% p.a.
Profit Margin
40.88%
Future PE
39.98x
Price in 2029
US$550.59
US$298
4.0% undervalued intrinsic discount
Revenue
12.67% p.a.
Profit Margin
39.38%
Future PE
36.07x
Price in 2029
US$410.24

Trending Discussion

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Longue vie a Texasinstrument

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Updated Narratives

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TXN — Fair Value $285

Fair Value: US$284.32 0.6% overvalued intrinsic discount
1 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative
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Updating model to reflect more reasonable growth and margin considering fabs, as well as possible PE multiple over 5 year re-rating cycle

Fair Value: US$435.69 34.3% undervalued intrinsic discount
21 users have set this as their fair value
0 users have commented on this narrative
1 users have liked this narrative
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TXN: AI Analog Supply Tightness Will Eventually Cap Free Cash Flow Upside

Fair Value: US$225.15 27.1% overvalued intrinsic discount
4 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Excellent balance sheet with proven track record and pays a dividend.

2 Risks
2 Rewards

Texas Instruments Incorporated Key Details

US$19.5b

Revenue

US$8.1b

Cost of Revenue

US$11.3b

Gross Profit

US$5.3b

Other Expenses

US$6.0b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
6.59
58.33%
30.93%
78.0%
View Full Analysis

About TXN

Founded
1930
Employees
33000
CEO
Haviv Ilan
WebsiteView website
www.ti.com

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. It operates through Analog and Embedded Processing segments. The Analog segment offers power products to manage power requirements across various voltage levels, including battery-management solutions, DC/DC switching regulators, AC/DC and isolated controllers and converters, power switches, linear regulators, voltage references, multiphase controllers and power stages, and lighting products. This segment also provides signal chain products that sense, condition, and measure real-world signals and convert them into data to be transferred or converted for further processing and control, such as amplifiers, data converters, interface products, motor drives, clocks, and logic and sensing products. The Embedded Processing segment offers microcontrollers, processors, wireless connectivity, and radar products; and applications processors for specific computing activity. It also provides DLP products primarily for use in projecting high-definition images; calculators; and application-specific integrated circuits. Its products are used in various markets, such as industrial, automotive, personal electronics, communications equipment, enterprise systems, calculators, and others. The company markets and sells its semiconductor products through direct sales and distributors, as well as through its website. Texas Instruments Incorporated was founded in 1930 and is headquartered in Dallas, Texas.

Recent TXN News & Updates

New Narrative Aug 09

TXN — Fair Value $285

The unglamorous silicon everything electrical depends on. TI's moat is manufacturing, not design: 300mm scale cost leadership, 100,000+ SKUs sold direct, product lifecycles measured in decades.
Narrative Update Aug 06

TXN: AI Analog Supply Tightness Will Eventually Cap Free Cash Flow Upside

The analyst price target for Texas Instruments is updated higher, with the fair value estimate moving from $206.93 to $225.15 as analysts factor in tighter analog supply supported by AI driven demand, broader strength in automotive, industrial and data center, and expectations for stronger margins and a lower future P/E. Analyst Commentary Recent Street research on Texas Instruments points to strong interest in the stock, but also highlights a split in opinion on how much of the AI and end market story is already reflected in the current valuation.

Recent updates

No updates