Texas Instruments Incorporated

NasdaqGS:TXN 株式レポート

時価総額：US$248.6b

Texas Instruments 将来の成長

Future 基準チェック /26

Texas Instruments利益と収益がそれぞれ年間17.1%と11.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に43.4% 17.3%なると予測されています。

主要情報

17.1%

収益成長率

17.30%

EPS成長率

Semiconductor 収益成長28.8%
収益成長率11.5%
将来の株主資本利益率43.42%
アナリストカバレッジ

Good

最終更新日13 Aug 2026

今後の成長に関する最新情報

Recent updates

新しいナラティブ • 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.
ナラティブ更新 • 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.
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
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
分析記事 • 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 Alpha

業績と収益の成長予測

NasdaqGS:TXN - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202827,50110,30511,85613,78524
12/31/202724,8699,1509,68211,98132
12/31/202621,9037,8078,19110,07030
6/30/202619,4536,0175,3558,667N/A
3/31/202618,4385,3363,7217,824N/A
12/31/202517,6824,9732,6037,153N/A
9/30/202517,2665,0162,0806,897N/A
6/30/202516,6755,0151,5036,439N/A
3/31/202516,0494,8481,4556,150N/A
12/31/202415,6414,7751,4986,318N/A
9/30/202415,7114,9401,4686,244N/A
6/30/202416,0925,2841,4946,449N/A
3/31/202416,8015,8779406,277N/A
12/31/202317,5196,4761,3496,420N/A
9/30/202318,1127,0641,6486,538N/A
6/30/202318,8217,6493,1827,367N/A
3/31/202319,5028,2164,4007,736N/A
12/31/202220,0288,7095,9238,720N/A
9/30/202220,1908,8855,9239,035N/A
6/30/202219,5928,5405,8898,697N/A
3/31/202218,9608,1836,4539,050N/A
12/31/202118,3447,7366,2948,756N/A
9/30/202117,5887,2887,1328,524N/A
6/30/202116,7626,6966,4877,539N/A
3/31/202115,4216,1456,3427,138N/A
12/31/202014,4615,5685,4906,139N/A
9/30/202013,7354,9515,1685,768N/A
6/30/202013,6895,0215,7146,317N/A
3/31/202014,1184,944N/A6,393N/A
12/31/201914,3834,985N/A6,649N/A
9/30/201914,7505,152N/A7,040N/A
6/30/201915,2405,294N/A7,154N/A
3/31/201915,5895,391N/A7,184N/A
12/31/201815,7845,537N/A7,189N/A
9/30/201815,8174,649N/A6,973N/A
6/30/201815,6724,363N/A6,589N/A
3/31/201815,3484,016N/A5,680N/A
12/31/201714,9613,648N/A5,363N/A
9/30/201714,6254,339N/A4,821N/A
6/30/201714,1844,072N/A4,564N/A
3/31/201713,7643,835N/A4,756N/A
12/31/201613,3703,550N/A4,614N/A
9/30/201613,1453,341N/A4,786N/A
6/30/201612,8993,121N/A4,730N/A
3/31/201612,8582,998N/A4,441N/A
12/31/201513,0002,943N/A4,397N/A
9/30/201513,0802,931N/A4,110N/A

アナリストによる今後の成長予測

収入対貯蓄率: TXNの予測収益成長率 (年間17.1% ) は 貯蓄率 ( 3.7% ) を上回っています。

収益対市場: TXNの収益 ( 17.1% ) US市場 ( 17.1% ) よりも低い成長が予測されています。

高成長収益: TXNの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: TXNの収益 ( 11.5% ) US市場 ( 13% ) よりも低い成長が予測されています。

高い収益成長: TXNの収益 ( 11.5% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: TXNの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 43.4 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/08/18 17:36
終値2026/08/18 00:00
収益2026/06/30
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Texas Instruments Incorporated 32 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。62

アナリスト機関
George ChangAletheia Analyst Network Limited
Alexi UngerArete Research Services LLP
Brett SimpsonArete Research Services LLP