Texas Instruments Gestion
Gestion contrôle des critères 3/4
Le PDG Texas Instruments est Haviv Ilan, nommé en Apr2023, a un mandat de 3.08 ans. La rémunération annuelle totale est $ 22.67M, composée du salaire de 5.7% et des bonus 94.3%, y compris les actions et options de la société. détient directement 0.007% des actions de la société, d'une valeur de $ 19.16M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 5.9 ans et 10.3 ans.
Informations clés
Haviv Ilan
Directeur général
US$22.7m
Rémunération totale
| Pourcentage du salaire du PDG | 5.72% |
| Durée du mandat du directeur général | 3.1yrs |
| Propriété du PDG | 0.007% |
| Durée moyenne d'occupation des postes de direction | 5.9yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 10.3yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • May 17
From ‘Positioned’ to ‘Performing’
The thesis has moved from “positioned for” to “delivering.” Q1 2026 revenue of $4.83B came in above the top of guidance, up 19% YoY and 9% sequentially, with industrial up ~30% and data center up ~90% - the latter now a confirmed growth vector, not future optionality. Gross margin expanded to 58% with Q2 guidance implying a further step to the low-to-mid 59% range as 300mm utilization gains take hold.
Mise à jour du récit • May 13
TXN: Capex Plans And Inventory Range Will Shape Next Free Cash Flow Cycle
Analysts have lifted the implied fair value for Texas Instruments to $280.63 from $222.96, citing updated assumptions for revenue growth, profit margins and future P/E as the main factors behind their higher price targets across the Street. Analyst Commentary Recent Street research on Texas Instruments has leaned more positive, with a cluster of higher price targets and several rating upgrades from large firms and independent research houses.
Mise à jour du récit • Apr 28
TXN: Higher Inventory And Capex Plans Will Pressure Free Cash Flow
Analysts have raised their fair value estimate for Texas Instruments from $160 to about $209.61 as they factor in expectations for higher revenue growth, slightly stronger profit margins, and a richer future P/E multiple, following a wave of higher Street price targets and several recent upgrades. Analyst Commentary Street research around Texas Instruments has been active, with a cluster of higher price targets and several upgrades pointing to a more constructive stance on the shares.Seeking Alpha • Apr 27
Texas Instruments: The Backbone Of The Data Center Revolution
Summary Texas Instruments Incorporated is positioned for significant growth as global data center capacity is expected to double by 2030, driving demand for analog and power chips. TXN’s acquisition of Silicon Labs enhances its technology stack and is expected to deliver $450M in synergies through integration and insourcing. Strong balance sheet, operational leverage, and power infrastructure tailwinds are projected to sustain TXN’s momentum through at least the end of the decade. I reiterate TXN as a Strong Buy rating with a $415/share price target, supported by robust analog and embedded processing demand and domestic production expansion. Read the full article on Seeking Alpha
Nouveau récit • Apr 16
Texas Instruments Inc. (TXN): The "Analog Anchor" and the FY2026 Structural Inflection
Texas Instruments Inc. (TXN) , the bedrock of the global analog semiconductor market, demonstrated a shift in its strategic gears as of Thursday, April 16, 2026 , signaling that its massive multi-year investment cycle is finally transitioning toward harvest.Mise à jour du récit • Apr 13
TXN: Capex Discipline And Inventory Reset Will Shape Next Free Cash Flow Cycle
Analysts have increased their fair value estimate for Texas Instruments by about $4 to $222.96, reflecting a series of recent price target hikes and upgrades that cite expectations for revenue trends, capital spending plans and free cash flow recovery, even as some remain cautious on longer term margin and inventory assumptions. Analyst Commentary Recent Street research around Texas Instruments reflects a mix of optimism on free cash flow and capital deployment, alongside some caution on how inventory plans and future capital spending could affect margins and valuation over time.
Mise à jour du récit • Mar 30
TXN: Updated Capex And Inventory Plan Will Support Stronger Long Term Cash Generation
Analysts have nudged Texas Instruments' average price target higher into the mid $200s, citing a series of raised Street targets and updated views on capex, inventory levels and free cash flow scenarios that align with slightly stronger revenue growth and margin assumptions in the refreshed model. Analyst Commentary Recent Street research on Texas Instruments has centered on capex, inventory policy and free cash flow, with analysts recalibrating their models around the company’s updated capital management framework.Mise à jour du récit • Mar 16
TXN: Evolving Capex And Inventory Framework Will Support Stronger Future Cash Generation
Texas Instruments' analyst price targets have broadly moved higher, with several firms lifting their views by $5 to $45 as analysts factor in updated capex plans, inventory intentions, and expectations for the company's revenue and free cash flow scenarios. Analyst Commentary Bullish analysts are largely focused on Texas Instruments' updated capital plans, inventory framework, and potential for free cash flow, using these inputs to refresh their valuation work and lift price targets across the board.Mise à jour du récit • Mar 02
TXN: Higher Capex And Inventory Levels Will Set Up Future Rebound
The analyst price target for Texas Instruments has increased from $245 to $270, as analysts incorporate updated views on capital expenditure intensity, inventory levels, and revenue and free cash flow scenarios reflected in recent research. Analyst Commentary Recent research around Texas Instruments points to a more constructive tone from bullish analysts, who are updating their models around capital intensity, inventory levels, and potential free cash flow outcomes.Mise à jour du récit • Feb 16
TXN: Higher Street Conviction And Tariff Uncertainty Will Shape Next Cycle
The analyst fair value estimate for Texas Instruments has shifted from about $191 to roughly $219. Analysts attribute this change to updated expectations for revenue growth, profit margins, and a higher future P/E multiple following a wave of recent price target increases across the Street.Article d’analyse • Feb 05
Investors Appear Satisfied With Texas Instruments Incorporated's (NASDAQ:TXN) Prospects As Shares Rocket 26%
Despite an already strong run, Texas Instruments Incorporated ( NASDAQ:TXN ) shares have been powering on, with a gain...Mise à jour du récit • Feb 02
TXN: Richer P E Framework Will Test 30% Margin Assumptions
Analysts have raised their price target framework for Texas Instruments to $160.00 from $141.27, reflecting updated assumptions for slightly higher revenue growth, a modestly richer future P/E multiple, and a profit margin outlook that now centers closer to 30%. Analyst Commentary Recent Street research on Texas Instruments has been active, with several firms revisiting their models and resetting price targets.Mise à jour du récit • Jan 19
TXN: Inventory Discipline And Tariff Uncertainty Will Guide Cyclical Recovery Path
The analyst price target for Texas Instruments has moved modestly higher to reflect an updated fair value of about $191 compared with roughly $189 previously. Analysts are factoring in recent Street research that balances concerns about pressure on margins and fab utilization with continued long-term confidence, as reflected in multiple target increases and maintained positive ratings.Mise à jour du récit • Jan 05
TXN: Margin Reset And Cyclical Softness Will Set Up Future Rebound
Narrative Update Analysts have reduced the implied fair value for Texas Instruments to $245 from $260. This reflects updated views on higher required returns, more moderate revenue growth, softer profit margins, and a higher future P/E multiple following recent price target cuts and more cautious commentary on margins, utilization, and end demand.Mise à jour du récit • Dec 14
TXN: Inventory Discipline And Shifting Tariff Landscape Will Shape Cyclical Recovery Path
Analysts have trimmed their blended price target on Texas Instruments by less than $1 to approximately $189. This reflects slightly lower margin expectations and a slower than typical early-cycle recovery, even as revenue growth assumptions edge modestly higher.Mise à jour du récit • Nov 28
TXN: Inventory Discipline And Tariff Delay Will Support Modest Recovery Ahead
Analysts have lowered their price targets for Texas Instruments, with estimates now ranging from $150 to $210. This reflects concerns about margin pressures, mixed earnings results, stabilizing rather than improving inventory cycles, and the company's exposure to macroeconomic headwinds.Mise à jour du récit • Nov 14
TXN: Dividend Increase And Inventory Management Will Support Future Shareholder Returns
Texas Instruments’ analyst price target has been reduced by analysts from approximately $190 to $189 per share. They cite ongoing gross margin pressure, inventory normalization, a lack of near-term catalysts, and broader market uncertainty as primary factors influencing their outlook.Mise à jour du récit • Oct 31
TXN: Gross Margins And Low Inventories Will Drive Recovery If Demand Normalizes
Texas Instruments' analyst price target has decreased by approximately $13 to around $190, as analysts cite narrowing margins, slower revenue growth, and macroeconomic uncertainty for their more cautious outlook. Analyst Commentary Recent analyst reports reveal a mix of cautiousness and confidence regarding Texas Instruments, with notable opinions on the company’s valuation, earnings prospects, and sector dynamics.Mise à jour du récit • Oct 16
Industrial Automation And Automotive Semiconductors Will Shape Future Markets
Analysts have slightly lowered their price target for Texas Instruments, reducing it by $2.36 to $203.06. This adjustment is attributed to a muted pace of recovery, cautious management outlooks, and persistent uncertainty around tariffs and market inventories.Article d’analyse • Oct 16
Texas Instruments (NASDAQ:TXN) Will Pay A Larger Dividend Than Last Year At $1.42
The board of Texas Instruments Incorporated ( NASDAQ:TXN ) has announced that the dividend on 12th of November will be...Article d’analyse • Sep 23
Texas Instruments (NASDAQ:TXN) Will Pay A Larger Dividend Than Last Year At $1.42
The board of Texas Instruments Incorporated ( NASDAQ:TXN ) has announced that the dividend on 12th of November will be...Article d’analyse • Aug 01
Texas Instruments Incorporated Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Texas Instruments Incorporated ( NASDAQ:TXN ) just released its quarterly report and things are looking bullish. The...Article d’analyse • Jun 18
Texas Instruments Incorporated's (NASDAQ:TXN) P/E Is On The Mark
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...Article d’analyse • Jun 02
Are Texas Instruments Incorporated (NASDAQ:TXN) Investors Paying Above The Intrinsic Value?
Key Insights The projected fair value for Texas Instruments is US$149 based on 2 Stage Free Cash Flow to Equity Current...Seeking Alpha • Apr 24
Texas Instruments Q1: Better Than Feared For Now
Summary Texas Instruments Incorporated reports a genuine recovery in analog demand, especially in the industrial sector, after seven quarters of decline. Despite improved margins and revenue growth, tariff risks pose significant challenges for sustained growth. Management emphasizes flexibility in production to mitigate geopolitical risks, but Chinese revenue exposure remains a concern. Given the uncertainties, I prefer Infineon or NXPI over TXN stock for better positioning in the current cycle. Read the full article on Seeking AlphaNouveau récit • Apr 08
300-Millimeter Capacity Expansion Will Unlock Market Opportunities
Declines in industrial and automotive markets suppress revenue growth, affecting a significant portion of the business.Nouveau récit • Apr 07
Expanding 300-Millimeter Capacity Will Shape The Semiconductor Landscape
Strategic investment in manufacturing capabilities is expected to bolster revenue growth and profitability through efficient demand fulfillment and reduced production costs.Seeking Alpha • Mar 28
Texas Instruments: Decent Potential, But Currently Overvalued
Summary I rate Texas Instruments as a HOLD due to its overvaluation and low financial growth, despite future potential in the EV markets. TXN's revenue growth is driven mainly by the analog segment, particularly in the automotive and industrial sectors, but overall financial growth remains low. The company's high P/E and P/FCF ratios, declining net income, and falling free cash flow indicate overvaluation and potential risks for dividend sustainability. Intrinsic value calculations suggest TXN is overvalued by approximately 28.53%, reinforcing my HOLD rating despite the promising growth in the EV market. Read the full article on Seeking AlphaSeeking Alpha • Feb 21
Texas Instruments Looks Appealing With Expected Cash Flow Improvements (Rating Upgrade)
Summary Texas Instruments' stock has become more appealing due to a slight price drop and improved clarity on CapEx spending, so I'm upgrading my rating to a buy. Despite weak margins in 2024, signs of semiconductor industry recovery and expected earnings growth make current valuations reasonable. Texas Instruments' strong dividend yield and commitment to returning cash to shareholders through dividends and buybacks enhance its investment appeal. Investors should monitor TXN's margins and CapEx spending in 2025 and 2026, as these are crucial for future share price and dividend growth. Read the full article on Seeking AlphaSeeking Alpha • Jan 17
Texas Instruments Q4 Preview: Fixing Inventory Levels (Rating Upgrade)
Summary Texas Instruments Incorporated's inventory issues are improving, offering potential for outperformance in 2025, though shares remain expensive and Q4 earnings are critical. Despite past revenue declines and overvaluation, TXN is starting to manage inventory better, presenting a unique opportunity. Texas Instruments' analog technology is crucial for AI applications, but the market remains pessimistic; I believe there's room for shares to beat expectations. Valuation metrics are stretched; while the company has potential in AI, inventory control and future growth remain key uncertainties, leading to a cautious hold rating. Read the full article on Seeking AlphaSeeking Alpha • Dec 27
Why Texas Instruments Leads In Capital Allocation
Summary I rate Texas Instruments as a "hold" due to strategic, long-term investments and growth in the Chinese auto industry. I believe Texas Instruments will maintain a strong position in the market, with a market share remaining around 18%-19%. Texas Instruments, a top 15 semiconductor company, excels in the analog market with a strong history and commitment to capital allocation. With a 7.3% position at an average price of $152.59 and a fair value of $160.60, I see no reason to buy more or sell at current levels. Read the full article on Seeking AlphaSeeking Alpha • Dec 02
Texas Instruments: Stuck In The Middle, Borderline Hold
Summary Texas Instruments offers stability and a 2.7% dividend yield, making it attractive in a tech sector with few high-yield options. My portfolio strategy includes TXN for sector diversification, but I prefer high-yield stocks and covered call ETFs for income and downside protection. TXN's profitability secures its place on my watchlist, but its limited short-term growth potential keeps my position size lower. Since purchasing TXN, I've seen a 13% gain in 7 months, but I remain cautious due to its lack of compelling short-term catalysts. Read the full article on Seeking AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$5b |
| Dec 31 2025 | US$23m | US$1m | US$5b |
| Sep 30 2025 | n/a | n/a | US$5b |
| Jun 30 2025 | n/a | n/a | US$5b |
| Mar 31 2025 | n/a | n/a | US$5b |
| Dec 31 2024 | US$19m | US$1m | US$5b |
| Sep 30 2024 | n/a | n/a | US$5b |
| Jun 30 2024 | n/a | n/a | US$5b |
| Mar 31 2024 | n/a | n/a | US$6b |
| Dec 31 2023 | US$16m | US$1m | US$6b |
| Sep 30 2023 | n/a | n/a | US$7b |
| Jun 30 2023 | n/a | n/a | US$8b |
| Mar 31 2023 | n/a | n/a | US$8b |
| Dec 31 2022 | US$12m | US$912k | US$9b |
| Sep 30 2022 | n/a | n/a | US$9b |
| Jun 30 2022 | n/a | n/a | US$9b |
| Mar 31 2022 | n/a | n/a | US$8b |
| Dec 31 2021 | US$10m | US$878k | US$8b |
| Sep 30 2021 | n/a | n/a | US$7b |
| Jun 30 2021 | n/a | n/a | US$7b |
| Mar 31 2021 | n/a | n/a | US$6b |
| Dec 31 2020 | US$7m | US$779k | US$6b |
| Sep 30 2020 | n/a | n/a | US$5b |
| Jun 30 2020 | n/a | n/a | US$5b |
| Mar 31 2020 | n/a | n/a | US$5b |
| Dec 31 2019 | US$6m | US$712k | US$5b |
Rémunération vs marché: La rémunération totale de Haviv ($USD 22.67M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 14.79M ).
Rémunération et revenus: La rémunération de Haviv a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Haviv Ilan (56 yo)
3.1yrs
Titularisation
US$22,669,509
Compensation
Mr. Haviv Ilan serves as its President and Chief Executive Officer of Texas Instruments Incorporated since April 01, 2023 and serves as its Director since December 2, 2021 and serves as its Chairman since...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 3.1yrs | US$22.67m | 0.0068% $ 19.2m | |
| Senior VP & CFO | 9.3yrs | US$7.11m | 0.013% $ 36.9m | |
| Senior Vice President of Analog Signal Chain | 8.3yrs | US$7.50m | 0.0083% $ 23.3m | |
| Senior Vice President of Embedded Processing & DLP® Products | 6.7yrs | US$7.43m | 0.0089% $ 25.1m | |
| VP & Chief Accounting Officer | 5.1yrs | pas de données | 0.0010% $ 2.8m | |
| Senior VP & CTO | 8.3yrs | pas de données | 0.0047% $ 13.1m | |
| Senior VP & Chief Information Officer | 4.3yrs | pas de données | pas de données | |
| VP & Head of Investor Relations | no data | pas de données | pas de données | |
| Senior VP | no data | pas de données | 0.0028% $ 7.8m | |
| Senior Vice President of Communications & Investor Relations | no data | pas de données | 0.0028% $ 7.9m | |
| Senior Vice President of Sales & Marketing | no data | pas de données | 0.0059% $ 16.6m | |
| Senior Vice President of Human Resources | 4.3yrs | pas de données | 0.0027% $ 7.7m |
5.9yrs
Durée moyenne de l'emploi
49yo
Âge moyen
Gestion expérimentée: L'équipe dirigeante de TXN est chevronnée et expérimentée (5.9 années d'ancienneté moyenne).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 4.4yrs | US$22.67m | 0.0068% $ 19.2m | |
| Independent Director | 21.7yrs | US$369.86k | 0.00034% $ 956.8k | |
| Lead Independent Director | 10.8yrs | US$431.53k | 0% $ 0 | |
| Independent Director | 22.3yrs | US$369.86k | 0.0038% $ 10.7m | |
| Independent Director | 12.7yrs | US$364.86k | 0.0014% $ 4.1m | |
| Independent Director | 15.2yrs | US$369.86k | 0.0011% $ 3.2m | |
| Independent Director | 9.2yrs | US$373.19k | 0.00057% $ 1.6m | |
| Independent Director | 3.1yrs | US$339.86k | 0% $ 0 | |
| Independent Director | 13.3yrs | US$339.86k | 0.000010% $ 28.1k | |
| Independent Director | 7.8yrs | US$367.36k | 0.0024% $ 6.8m | |
| Independent Director | 9.8yrs | US$339.86k | 0.00024% $ 675.4k | |
| Independent Director | 2.2yrs | US$367.36k | 0% $ 0 |
10.3yrs
Durée moyenne de l'emploi
63.5yo
Âge moyen
Conseil d'administration expérimenté: Le conseil d'administration de la TXN est chevronné et expérimenté ( 10.3 années d'ancienneté moyenne).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/26 20:46 |
| Cours de l'action en fin de journée | 2026/05/22 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Texas Instruments Incorporated est couverte par 65 analystes. 35 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| George Chang | Aletheia Analyst Network Limited |
| Alexi Unger | Arete Research Services LLP |
| Brett Simpson | Arete Research Services LLP |