Texas Instruments (TXN) Panoramica del titolo
Texas Instruments Incorporated progetta, produce e vende semiconduttori a progettisti e produttori di elettronica negli Stati Uniti, in Cina, nel resto dell'Asia, in Europa, nel Medio Oriente, in Africa, in Giappone e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 1/6 |
| Crescita futura | 3/6 |
| Prestazioni passate | 4/6 |
| Salute finanziaria | 5/6 |
| Dividendi | 4/6 |
TXN Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$435.69
FV
38.2% sottovalutato sconto intrinseco11.00%
Revenue growth p.a.
489
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Concorrenti di Texas Instruments Incorporated
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$269.04 |
| Massimo di 52 settimane | US$334.03 |
| Minimo di 52 settimane | US$152.73 |
| Beta | 1.33 |
| Variazione di 1 mese | -8.20% |
| Variazione a 3 mesi | -7.05% |
| Variazione di 1 anno | 45.11% |
| Variazione a 3 anni | 61.36% |
| Variazione a 5 anni | 41.86% |
| Variazione dall'IPO | 24,704.66% |
Notizie e aggiornamenti recenti
Seeking Alpha • Jul 27
Texas Instruments: 800-VDC Is The Growth Inflection -- Reiterating Strong Buy
Summary Texas Instruments Incorporated is positioned for margin-accretive growth, driven by robust demand in data center, industrial, and automotive markets. TXN benefits from data center power architecture shifts, manufacturing reshoring, and automation, supporting durable volume and pricing power. I expect operating margins to exceed 50% by eFY28, with strong balance sheet flexibility and capacity to scale production. I reiterate a Strong Buy rating for TXN stock with a $421/share price target at 24.50x eFY27 EV/aEBITDA, citing extended growth runway. Read the full article on Seeking Alpha
Aggiornamento narrativa • Jul 23
TXN: AI Data Center Power Demand Will Drive Future Cash Strength
Analysts have lifted the Texas Instruments fair value estimate to $400.00 from $381.98, citing stronger assumptions for revenue growth, profit margins, and future P/E as they respond to a series of higher Street price targets related to AI data center and industrial demand themes. Analyst Commentary Street research on Texas Instruments has turned more constructive, with a cluster of higher price targets and several upgrades framed around AI data center demand, recovering industrial and auto markets, and expectations for stronger earnings execution into upcoming quarters.Recent updates
Seeking Alpha • Jul 27
Texas Instruments: 800-VDC Is The Growth Inflection -- Reiterating Strong Buy
Summary Texas Instruments Incorporated is positioned for margin-accretive growth, driven by robust demand in data center, industrial, and automotive markets. TXN benefits from data center power architecture shifts, manufacturing reshoring, and automation, supporting durable volume and pricing power. I expect operating margins to exceed 50% by eFY28, with strong balance sheet flexibility and capacity to scale production. I reiterate a Strong Buy rating for TXN stock with a $421/share price target at 24.50x eFY27 EV/aEBITDA, citing extended growth runway. Read the full article on Seeking AlphaAggiornamento narrativa • Jul 23
TXN: AI Data Center Power Demand Will Drive Future Cash Strength
Analysts have lifted the Texas Instruments fair value estimate to $400.00 from $381.98, citing stronger assumptions for revenue growth, profit margins, and future P/E as they respond to a series of higher Street price targets related to AI data center and industrial demand themes. Analyst Commentary Street research on Texas Instruments has turned more constructive, with a cluster of higher price targets and several upgrades framed around AI data center demand, recovering industrial and auto markets, and expectations for stronger earnings execution into upcoming quarters.
Aggiornamento narrativa • Jul 09
TXN: AI Infrastructure And Capex Transition Will Shape Next Free Cash Flow Cycle
The analyst price target for Texas Instruments has moved higher from $280.63 to $298.00 as analysts emphasize stronger long-term AI infrastructure demand, increased power analog opportunities in data centers, and improving conditions in core industrial and auto markets. Analyst Commentary Recent research updates on Texas Instruments cluster around a constructive view of the company’s role in AI infrastructure and improving trends in core end markets, with several large firms lifting price targets and, in some cases, upgrading ratings.Aggiornamento narrativa • Jun 25
TXN: AI Data Center Power Demand Will Support Stronger Long Term Cash Generation
Texas Instruments' analyst price target has risen from $270.00 to about $382.00, as analysts cite improving expectations for revenue growth, profit margins, and the role of power and analog chips in AI data centers, as well as in core industrial and auto markets. Analyst Commentary Recent research on Texas Instruments highlights a clear shift toward more constructive views on the stock, with bullish analysts lifting price targets and, in several cases, upgrading ratings as they reassess the company’s role in AI data centers, industrial applications, and auto markets.
Aggiornamento narrativa • Jun 10
TXN: AI Data Center Power Boom Will Eventually Constrain Free Cash Flow
Analysts have raised Texas Instruments' price targets into a higher $300 to $400 range, citing underappreciated multi‑year content gains, improving industrial and auto demand, and growing AI data center power needs that, in their updated models, support modestly higher revenue growth and profit margin assumptions. Analyst Commentary Recent research on Texas Instruments highlights a clear shift toward higher price targets clustered in the $300 to $400 range, often paired with more constructive ratings.Aggiornamento narrativa • May 27
TXN: AI Data Center Hype Will Strain Future Free Cash Flow
Analysts have raised Texas Instruments' implied price target by roughly $3 to about $207 as they factor in stronger multi year content gains in industrial and auto markets, along with increased exposure to power analog demand tied to AI data centers. Analyst Commentary Across recent research, the tone around Texas Instruments has skewed constructive, but not all commentary has been uniformly positive.
Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Articolo di analisi • 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...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 AlphaRendimenti per gli azionisti
| TXN | US Semiconductor | US Mercato | |
|---|---|---|---|
| 7D | -2.9% | 4.0% | 2.4% |
| 1Y | 45.1% | 54.1% | 19.6% |
Ritorno vs Industria: TXN ha avuto una performance inferiore rispetto al US Semiconductor che ha registrato un rendimento 54.1 % nell'ultimo anno.
Rendimento vs Mercato: TXN ha superato il mercato US che ha restituito 19.6 % nell'ultimo anno.
Volatilità dei prezzi
| TXN volatility | |
|---|---|
| TXN Average Weekly Movement | 7.0% |
| Semiconductor Industry Average Movement | 13.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: TXN non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 7% ) di TXN è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1930 | 33,000 | Haviv Ilan | www.ti.com |
Texas Instruments Incorporated progetta, produce e vende semiconduttori a progettisti e produttori di elettronica negli Stati Uniti, in Cina, nel resto dell'Asia, in Europa, nel Medio Oriente, in Africa, in Giappone e a livello internazionale. Opera attraverso i segmenti Analogico ed Embedded Processing. Il segmento Analogico offre prodotti di potenza per la gestione dei requisiti di alimentazione a vari livelli di tensione, tra cui soluzioni per la gestione delle batterie, regolatori di commutazione CC/CC, regolatori e convertitori CA/CC e isolati, interruttori di potenza, regolatori lineari, riferimenti di tensione, regolatori e stadi di potenza multifase e prodotti per l'illuminazione.
Texas Instruments Incorporated Riepilogo dei fondamenti
| TXN statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$245.70b |
| Utili (TTM) | US$6.02b |
| Ricavi(TTM) | US$19.45b |
40.8x
Rapporto P/E12.6x
Rapporto P/STXN è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| TXN Conto economico (TTM) | |
|---|---|
| Ricavi | US$19.45b |
| Costo del fatturato | US$8.11b |
| Profitto lordo | US$11.35b |
| Altre spese | US$5.33b |
| Utili | US$6.02b |
Ultimi utili riportati
Jun 30, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 6.59 |
| Margine lordo | 58.33% |
| Margine di profitto netto | 30.93% |
| Rapporto debito/patrimonio netto | 78.0% |
Come si è comportato TXN nel lungo periodo?
Vedi performance storica e confrontoDividendi
2.1%
Rendimento attuale del dividendo85%
Rapporto di remunerazioneTXN paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di TXN| Texas Instruments date dei dividendi | |
|---|---|
| Data di stacco del dividendo | Jul 31 2026 |
| Data di pagamento dei dividendi | Aug 11 2026 |
| Giorni fino al dividendo Ex | 4 days |
| Giorni prima della data di pagamento dei dividendi | 7 days |
TXN paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di TXNAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/04 04:06 |
| Prezzo dell'azione a fine giornata | 2026/08/03 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Texas Instruments Incorporated è coperta da 64 analisti. 33 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| George Chang | Aletheia Analyst Network Limited |
| Alexi Unger | Arete Research Services LLP |
| Brett Simpson | Arete Research Services LLP |