View Future GrowthTexas Instruments 過去の業績過去 基準チェック /36Texas Instrumentsの収益は年間平均-10.4%の割合で減少していますが、 Semiconductor業界の収益は年間 増加しています。収益は年間1.8% 1.5%割合で 減少しています。 Texas Instrumentsの自己資本利益率は32%であり、純利益率は28.9%です。主要情報-10.43%収益成長率-10.11%EPS成長率Semiconductor 業界の成長27.66%収益成長率-1.45%株主資本利益率31.99%ネット・マージン28.94%次回の業績アップデート22 Jul 2026最近の業績更新Reported Earnings • Apr 23First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$1.70 (up from US$1.29 in 1Q 2025). Revenue: US$4.83b (up 19% from 1Q 2025). Net income: US$1.55b (up 32% from 1Q 2025). Profit margin: 32% (up from 29% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.6%. Earnings per share (EPS) also surpassed analyst estimates by 23%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.Reported Earnings • Jan 28Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: US$5.50 (up from US$5.24 in FY 2024). Revenue: US$17.7b (up 13% from FY 2024). Net income: US$5.00b (up 4.7% from FY 2024). Profit margin: 28% (down from 31% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Reported Earnings • Oct 22Third quarter 2025 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2025 results: EPS: US$1.50 (up from US$1.48 in 3Q 2024). Revenue: US$4.74b (up 14% from 3Q 2024). Net income: US$1.36b (flat on 3Q 2024). Profit margin: 29% (down from 33% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Reported Earnings • Jul 23Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$1.43 (up from US$1.23 in 2Q 2024). Revenue: US$4.45b (up 16% from 2Q 2024). Net income: US$1.30b (up 16% from 2Q 2024). Profit margin: 29% (in line with 2Q 2024). Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 5.8%. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Reported Earnings • Apr 24First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$1.30 (up from US$1.21 in 1Q 2024). Revenue: US$4.07b (up 11% from 1Q 2024). Net income: US$1.18b (up 7.2% from 1Q 2024). Profit margin: 29% (down from 30% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Reported Earnings • Jan 24Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: US$5.26 (down from US$7.13 in FY 2023). Revenue: US$15.6b (down 11% from FY 2023). Net income: US$4.80b (down 26% from FY 2023). Profit margin: 31% (down from 37% in FY 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.1%. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.すべての更新を表示Recent updatesライブニュース • Jun 22Texas Instruments Unveils Battery Monitor With Advanced Diagnostics for EVs and Energy StorageTexas Instruments launched a high cell count battery monitor with integrated advanced diagnostics aimed at electric vehicles and energy storage systems, adding predictive intelligence and real-time cell diagnostics for safety, efficiency and scalability in next generation designs. The product targets energy management needs in automotive and data center markets linked to AI workloads and sustainability goals, which could help Texas Instruments tap demand in EV platforms and large-scale energy storage tied to those applications. Texas Instruments shares trade at about $322.86, with the stock up 81.9% year to date, reflecting strong recent momentum in investor interest. This battery monitor extends Texas Instruments’ reach into EV powertrains and energy storage infrastructure, areas where reliability and accurate diagnostics are critical, so execution and design wins with major automakers and data center customers will be important to watch.ライブニュース • Jun 13Texas Instruments Gains Analyst Upgrades With Silicon Labs Deal and New EV Battery MonitorTexas Instruments is seeing broad analyst support after strong Q1 2026 results, with multiple banks lifting price targets into a US$278 to US$370 range and citing AI, industrial and automotive demand, and U.S. capacity expansion as key drivers of optimism. The company announced a planned US$7.6b acquisition of Silicon Labs, targeted to close in the first half of 2027, to strengthen its embedded processing portfolio. TI introduced the BQ79826Z-Q1, a high-cell-count EV and energy storage battery monitor with integrated EIS diagnostics, while continuing a multiyear buildout of 300mm analog manufacturing capacity in the U.S. The mix of earnings beats, product launches in EV and energy storage, and capacity investments positions TI squarely in areas where many analysts see structurally higher demand tied to AI, data centers, and electrification. At the same time, the pending Silicon Labs deal and large capital program add execution and integration risk, so you may want to watch how TI manages margins, free cash flow, and balance sheet strength as these initiatives progress.ナラティブの更新 • Jun 10TXN: AI Data Center Power Boom Will Eventually Constrain Free Cash FlowAnalysts 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.お知らせ • Jun 09Texas Instruments Introduces BQ79826Z-Q1 Battery Monitor With Integrated EIS EngineTexas Instruments introduced the industry's highest-cell-count battery monitor with an integrated electrochemical impedance spectroscopy engine, bringing predictive intelligence, comprehensive data and real-time diagnostics to battery monitoring in electric vehicles and energy storage system applications. The BQ79826Z-Q1 battery monitor enhances safety and extends battery life by detecting potential failures from within battery cells. The single chip delivers the highest-cell-count monitoring in its class, tracking up to 44% more channels than previous generations. With this increase in channels, the device significantly decreases the number of components required in a battery pack, reducing system complexity and cost without compromising reliability. The BQ79826Z-Q1 supports up to 26 cells per device, eight more than any competing solution, setting a new industry standard. Fewer monitoring devices means a lower bill of materials, simplified architecture and reduced board space requirements, translating to meaningful cost savings per channel without sacrificing quality or reliability. When paired with the BQ79881-Q1 pack monitor and optional Texas Instruments communications bridge, these devices create a powerful chipset that works across different module sizes, battery chemistries and mechanical designs, giving engineers the flexibility to design once and deploy everywhere. Integrated EIS technology enables the BQ78926Z-Q1 to detect fault conditions earlier – from inside the cells – helping maintain safety and notifying passengers of potential vehicle hazards such as thermal runaway. These same benefits extend to energy storage systems, where reliable battery monitoring is critical to meeting the growing power demands of artificial intelligence data centers. As effective storage solutions become increasingly vital in the grid-to-gate ecosystem, EIS gives engineers real-time visibility into the state of charge and state of health of each battery cell, regardless of system size.ライブニュース • Jun 05Texas Instruments Raises Outlook on AI Data Center Growth and Silicon Labs Acquisition PlansTexas Instruments reported Q1 2026 revenue of about US$4.8b, supported by strong AI data center demand and broad industrial strength, and guided Q2 revenue to US$5.0b to US$5.4b with EPS of US$1.77 to US$2.05. The company agreed to acquire Silicon Labs for roughly US$7.5b to US$7.6b to expand its embedded wireless and connectivity portfolio, with closing targeted in the first half of 2027. Shares have seen sharp swings as strong results and multiple analyst upgrades contrast with around US$88.9m of recent insider stock sales and concerns that the stock trades well above some intrinsic value estimates. The core story is that investors are weighing TI’s AI and industrial momentum, improving free cash flow and ongoing US manufacturing build-out against valuation questions, margin sensitivity from capacity expansion and the added execution risk of the Silicon Labs deal. Short-term trading could remain volatile, especially around the May 28 conference and the July 22 Q2 release, so you may want to be clear about your time horizon and comfort with price swings even if you like the long-term semiconductor and AI data center themes tied to TI.お知らせ • Jun 05Texas Instruments Incorporated Announces Executive Changes, Effective August 1, 2026Texas Instruments Incorporated (TI) announced that Julie Knecht has been named the company's next senior vice president, effective August 1, 2026. Knecht succeeds Rafael Lizardi, who will retire after 25 years with the company. Lizardi will provide continued support in an advisory role until August 31, 2026, to facilitate the transition. Knecht joined Texas Instruments in 1999 and has held a number of finance and accounting roles, most recently serving as chief accounting officer and vice president of accounting and tax since 2021. Prior to that, she was vice president of accounting for more than 10 years. Knecht has a bachelor's degree in accounting from Texas A&M University, a Master of Business Administration from the University of Texas at Austin and is a licensed certified public accountant.お知らせ • Jun 04Texas Instruments Incorporated Announces CFO Changes, Effective August 1, 2026Texas Instruments Incorporated had announced that Julie Knecht had been named the company's next chief financial officer, effective August 1, 2026. Knecht succeeded Rafael Lizardi, who would retire after 25 years with the company. Lizardi would provide continued support in an advisory role until August 31, 2026, to facilitate the transition. Knecht joined Texas Instruments in 1999 and had held a number of finance and accounting roles, most recently serving as chief accounting officer and vice president of accounting and tax since 2021. Prior to that, she was vice president of accounting for more than 10 years. Knecht had a bachelor's degree in accounting from Texas A&M University, a Master of Business Administration from the University of Texas at Austin and was a licensed certified public accountant.Recent Insider Transactions • May 31Independent Director recently sold US$3.2m worth of stockOn the 28th of May, Martin Craighead sold around 10k shares on-market at roughly US$320 per share. This transaction amounted to 41% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$4.2m. Insiders have been net sellers, collectively disposing of US$20m more than they bought in the last 12 months.Recent Insider Transactions Derivative • May 29Independent Director notifies of intention to sell stockMartin Craighead intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 28th of May. If the sale is conducted around the recent share price of US$320, it would amount to US$3.2m. Since December 2025, Martin's direct individual holding has increased from 21.39k shares to 21.96k. Company insiders have collectively sold US$64m more than they bought, via options and on-market transactions in the last 12 months.ナラティブの更新 • May 27TXN: AI Data Center Hype Will Strain Future Free Cash FlowAnalysts 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.Seeking Alpha • May 27Texas Instruments: On A Tear As The Market Realizes The Potential Of 300mm CapacitySummary Texas Instruments is critical to data center power management, enabling AI infrastructure through dominant analog and power chip solutions. TXN's 800 VDC product and vertically integrated 300mm wafer fabs position it for margin expansion and sustained market leadership. Recent guidance implies sequential revenue growth of 7.7% and EPS growth of 13%, reflecting strong operating leverage and internal optimization. I assign TXN a Buy rating, supported by its manufacturing moat, CapEx commitment, and normalization of gross margins as new capacity ramps. Read the full article on Seeking Alphaナラティブの更新 • May 17From ‘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.Recent Insider Transactions Derivative • May 14Independent Director notifies of intention to sell stockCarrie Cox intends to sell 9k shares in the next 90 days after lodging an Intent To Sell Form on the 13th of May. If the sale is conducted around the recent share price of US$306, it would amount to US$2.7m. Since December 2025, Carrie has owned 3.14k shares directly. Company insiders have collectively sold US$55m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • May 13Insider recently sold US$1.5m worth of stockOn the 11th of May, Shanon Leonard sold around 5k shares on-market at roughly US$295 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$4.2m. Insiders have been net sellers, collectively disposing of US$17m more than they bought in the last 12 months.ナラティブの更新 • May 13TXN: Capex Plans And Inventory Range Will Shape Next Free Cash Flow CycleAnalysts 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.Board Change • May 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 8 highly experienced directors. Independent Director Reginald DesRoches was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Apr 29Independent Director recently sold US$4.2m worth of stockOn the 24th of April, Mark Blinn sold around 15k shares on-market at roughly US$278 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$11m more than they bought in the last 12 months.ナラティブの更新 • Apr 28TXN: Higher Inventory And Capex Plans Will Pressure Free Cash FlowAnalysts 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.Recent Insider Transactions Derivative • Apr 26Senior VP & CFO notifies of intention to sell stockRafael Lizardi intends to sell 41k shares in the next 90 days after lodging an Intent To Sell Form on the 24th of April. If the sale is conducted around the recent share price of US$274, it would amount to US$11m. Since December 2025, Rafael's direct individual holding has increased from 65.90k shares to 119.45k. Company insiders have collectively sold US$17m more than they bought, via options and on-market transactions in the last 12 months.Price Target Changed • Apr 23Price target increased by 19% to US$266Up from US$223, the current price target is an average from 32 analysts. New target price is 5.7% below last closing price of US$282. Stock is up 74% over the past year. The company is forecast to post earnings per share of US$7.71 for next year compared to US$5.47 last year.Reported Earnings • Apr 23First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$1.70 (up from US$1.29 in 1Q 2025). Revenue: US$4.83b (up 19% from 1Q 2025). Net income: US$1.55b (up 32% from 1Q 2025). Profit margin: 32% (up from 29% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.6%. Earnings per share (EPS) also surpassed analyst estimates by 23%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.Declared Dividend • Apr 20Fourth quarter dividend of US$1.42 announcedShareholders will receive a dividend of US$1.42. Ex-date: 5th May 2026 Payment date: 19th May 2026 Dividend yield will be 2.4%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is not covered by earnings (101% earnings payout ratio) nor is it covered by cash flows (199% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 12% to bring the payout ratio under control. EPS is expected to grow by 50% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Apr 17Texas Instruments Incorporated Declares A Quarterly Cash Dividend on Common Stock for Second Quarter 2026, Payable May 19, 2026The board of directors of Texas Instruments Incorporated declared a quarterly cash dividend of $1.42 per share of common stock for second quarter 2026, payable May 19, 2026, to stockholders of record on May 5, 2026.ナラティブの更新 • Apr 13TXN: Capex Discipline And Inventory Reset Will Shape Next Free Cash Flow CycleAnalysts 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.ナラティブの更新 • Mar 30TXN: Updated Capex And Inventory Plan Will Support Stronger Long Term Cash GenerationAnalysts 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.Buy Or Sell Opportunity • Mar 25Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to US$197. The fair value is estimated to be US$164, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 5.7% over the last 3 years. Earnings per share has declined by 22%. For the next 3 years, revenue is forecast to grow by 9.3% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.お知らせ • Mar 23Texas Instruments Incorporated Unveils High-Performance Isolated Power Modules with Isoshield TechnologyTexas Instruments Incorporated unveiled new isolated power modules, helping enable increased power density, efficiency and safety in applications ranging from data centers to electric vehicles (EVs). The UCC34141-Q1 and UCC33420 isolated power modules leverage TI's IsoShield technology, a proprietary multichip packaging solution that achieves up to three times higher power density than discrete solutions in isolated power designs. TI is showcasing these innovations at the 2026 Applied Power Electronics Conference (APEC), March 23-26 in San Antonio, Texas. IsoShield technology enables isolated power modules with up to three times higher power density than discrete solutions, shrinking solution size as much as 70%. Joining TI's portfolio of over 350 power modules with optimized packages, these new devices help engineers maximize power density while reducing material costs and design time in any power application. TI's new IsoShield technology copackages a high-performance planar transformer and an isolated power stage, offering functional, basic and reinforced isolation capabilities. It enables a distributed power architecture, helping manufacturers meet functional safety requirements by avoiding single-point failures. The result is a packaging advancement that shrinks solution size by as much as 70% while delivering up to 2W of power, enabling compact, high-performance and reliable designs for automotive, industrial and data center applications that require reinforced isolation. Power density innovations are nowhere more critical than in today's evolving data center and automotive designs. Meeting design requirements in those applications starts with advanced analog semiconductors – the components that enable smarter, more efficient operations. As global data centers continue to scale to meet exponentially growing demand, high-performance power modules must pack more power in smaller spaces. With TI's IsoShield packaging technology, designers can achieve higher power density in compact form factors, ensuring reliable and safe operation of the world's digital infrastructure. Similarly, the increased power density enabled by IsoShield technology helps engineers design lighter and more efficient EVs that significantly extend range and enhance performance. For decades, TI has strategically invested in power management technology, with recent developments in power modules featuring both integrated transformers and integrated inductors. Through innovative proprietary packaging solutions such as IsoShield and MagPack technologies, along with a comprehensive portfolio of over 350 power modules with optimized packages, TI's semiconductors empower engineers to maximize performance in any power design or application. In booth No. 1819 at the Henry B. González Convention Center, TI will feature the isolated power modules with IsoShield technology in a high-power, high-performance automotive silicon carbide (SiC) 300kW traction inverter reference design. Additionally, TI will debut other advancements in data centers, automotive, humanoid robots, sustainable energy and USB Type-C applications, including an 800V to 6V DC/DC power distribution board. This design features TI's portfolio of gallium nitride integrated power stages, digital isolators and microcontrollers that help enable high efficiency and power density in power conversion for next-generation data center computing trays with AI processors. Preproduction and production quantities of the new isolated power modules are available now on TI.com. Evaluation modules, reference designs and simulation models are also available. Part number Package size Voltage UCC34141-Q1 5.85mm ? 7.5mm ? 2.6mm Mid voltage (6V-20V) UCC33420 4mm ? 5mm ? 1mm Low voltage (5V).お知らせ • Mar 17Texas Instruments Unveils Complete 800 VDC Power Architecture For Future Generation AI Data Centers With NVIDIATexas Instruments unveiled a complete 800V direct current (DC) power architecture for next-generation AI data centers built with the NVIDIA 800 VDC reference design. The solution will be showcased at NVIDIA GTC, March 16-19, 2026, at NVIDIA's power architecture display and TI's booth 169, demonstrating how TI's analog and embedded processing technology supports NVIDIA's vision for advancing high-voltage systems in AI data centers. TI has developed a complete 800 VDC power solution for future generation AI data centers with NVIDIA. As part of this collaboration, TI is demonstrating a power architecture requiring only two conversion stages from 800V to processor power. TI's 800 VDC architecture addresses these challenges by maximizing conversion efficiency and power density across the entire power path, simplifying the power architecture and enabling more scalable and reliable AI data center operations. TI's breakthrough approach requires only two conversion stages from 800V to GPU core power: compact 800V to 6V isolated bus converter with higher peak efficiency, followed by a 6V to <1V multiphase buck solution with high current density generation-over-generation. This streamlined architecture supports the NVIDIA reference design.ナラティブの更新 • Mar 16TXN: Evolving Capex And Inventory Framework Will Support Stronger Future Cash GenerationTexas 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.お知らせ • Mar 10Texas Instruments Introduces Two New Microcontroller Families with Edge Artificial Intelligence CapabilitiesTexas Instruments introduced two new microcontroller (MCU) families with edge artificial intelligence (AI) capabilities, supporting the company's commitment to enabling edge AI across its entire embedded processing portfolio. The MSPM0G5187 and AM13Ex MCUs integrate Texas Instruments' TinyEngine neural processing unit (NPU), a dedicated hardware accelerator for MCUs that optimizes deep learning inference operations to reduce latency and improve energy efficiency when processing at the edge. Texas Instruments' integrated TinyEngine NPU can run AI models with up to 90 times lower latency and more than 120 times lower energy utilization per inference than similar MCUs without an accelerator. New general-purpose and real-time MCUs from Texas Instruments include the TinyEngine NPU to enable more efficient edge AI in any application, from simple to complex systems. With integrated generative AI in Texas Instruments' CCStudio IDE and more than 60 models and application examples in CCStudio Edge AI Studio, developers can quickly and easily add edge AI to any device. Texas Instruments' embedded processing portfolio is supported by a comprehensive development ecosystem, including the CCStudio integrated development environment (IDE). Its generative AI features allow engineers to use simple language to accelerate code development, system configuration and debugging through industry-standard agents and models paired with Texas Instruments data. Texas Instruments is accelerating the adoption of edge AI in any electronic device, from real-time monitoring in wearable health monitors and home circuit breakers to physical AI in humanoid robots. The MSPM0G5187 Arm Cortex-M0+ MSPM0 MCU represents a fundamental shift for embedded designers, who can now bring edge AI to a wide range of simpler, smaller and more cost-effective applications. With local computation, the TinyEngine NPU executes computations required by neural networks in parallel to the primary CPU running application code. Compared to similar MCUs without an accelerator, this hardware acceleration minimizes the flash memory footprint, lowers latency by up to 90 times per AI inference, and reduces energy utilization by more than 120 times per AI inference. Such levels of efficiency allow resource-constrained devices – including portable, battery-powered products – to process AI workloads. At under USD 1 in 1,000-unit quantities, the MSPM0G5187 MCU reduces system and operating costs by offering an affordable alternative to other MCU or processor architectures. Motor control applications in appliances, robotics and industrial systems increasingly call for intelligent features such as adaptive control and predictive maintenance, but implementing these capabilities has historically required complex, multi-chip designs. Texas Instruments' new AM13Ex MCUs are the industry's first to integrate a high-performance Arm Cortex-M33 core, TinyEngine NPU and advanced real-time control architecture into a single chip. This degree of integration enables designers to implement sophisticated motor control and AI features simultaneously without external components, lowering bill-of-materials costs by up to 30%. Key enhancements include the ability to maintain precise real-time control loops for up to four motors while the TinyEngine NPU runs adaptive control algorithms for load sensing and energy optimization, and an integrated trigonometric math accelerator that performs calculations 10 times faster than coordinate rotation digital computer (CORDIC) implementations, delivering more precise, responsive motor-control performance. Both MCU families are supported by Texas Instruments' CCStudio Edge AI Studio, a free development environment that simplifies model selection, training and deployment across Texas Instruments' embedded processing portfolio. This edge AI toolchain gives engineers full flexibility to run AI models on Texas Instruments MCUs through either hardware or software implementations. There are more than 60 models and application examples available in the tool to help developers start deploying edge AI in any device, with additional tasks and models planned in the future. Production quantities of the MSPM0G5187 MCU are available for purchase, with the AM13E23019 MCU available in preproduction quantities. Additional package and memory variants will be released by the end of 2026. Multiple payment and shipping options are available.Buy Or Sell Opportunity • Mar 09Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 9.3% to US$196. The fair value is estimated to be US$163, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 5.7% over the last 3 years. Earnings per share has declined by 22%. For the next 3 years, revenue is forecast to grow by 9.3% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.お知らせ • Mar 05Texas Instruments Incorporated, Annual General Meeting, Apr 16, 2026Texas Instruments Incorporated, Annual General Meeting, Apr 16, 2026. Location: 12500 ti boulevard, texas, dallas United Statesナラティブの更新 • Mar 02TXN: Higher Capex And Inventory Levels Will Set Up Future ReboundThe 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.ナラティブの更新 • Feb 16TXN: Higher Street Conviction And Tariff Uncertainty Will Shape Next CycleThe 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.Recent Insider Transactions • Feb 13Insider recently sold US$2.3m worth of stockOn the 10th of February, Mark Gary sold around 10k shares on-market at roughly US$221 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$5.4m more than they bought in the last 12 months.分析記事 • Feb 05Investors 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...お知らせ • Feb 04+ 1 more updateTexas Instruments Incorporated (NasdaqGS:TXN) signed a definitive agreement to acquire Silicon Laboratories Inc. (NasdaqGS:SLAB) for approximately $7.8 billion.Texas Instruments Incorporated (NasdaqGS:TXN) signed a definitive agreement to acquire Silicon Laboratories Inc. (NasdaqGS:SLAB) for approximately $7.8 billion on February 4, 2026. A cash consideration valued at $231 per share will be paid by Texas Instruments Incorporated. The acquisition will create a global leader in embedded wireless connectivity solutions by combining Silicon Labs’ strong portfolio and expertise in mixed signal solutions with Texas Instruments’ leading analog and embedded processing portfolio and internally owned technology and manufacturing capabilities. The combined company will accelerate growth by better serving existing and new customers through enhanced innovation and market access. Texas Instruments expects to fund the transaction with a combination of cash on hand and debt financing to be arranged prior to closing. Upon termination of the Merger Agreement, the Company, under specified circumstances, including termination by the Company to accept a Superior Proposal or termination by Parent if the Board effects a Change of Recommendation, will be required to pay to Parent a termination fee of $259 million. Additionally, Parent, under specified circumstances, including termination due to any Legal Restraint (solely to the extent such Legal Restraint relates to any Regulatory Law) permanently enjoining consummation of the Merger or failure to receive certain required regulatory approvals by the Termination Date (in each case, if all other conditions to closing have been satisfied or waived, other than conditions that by their nature are to be satisfied at the Closing), will be required to pay the Company a termination fee of $499 million. Under the terms of the agreement, which has been unanimously approved by the Board of Directors of both companies. The transaction is not subject to any financing contingency, the expiration or termination of the required waiting periods under the Hart-Scott-Rodino Antitrust Improvements Act of 1976. The transaction is expected to be accretive to Texas Instruments’ earnings per share, excluding transaction-related costs, in the first full year post-close. Goldman Sachs & Co. LLC is serving as exclusive financial advisor to Texas Instruments, Joele Frank, Wilkinson Brimmer Katcher is serving as strategic communications advisor. Qatalyst Partners is serving as exclusive financial advisor to Silicon Labs, and FGS Global is serving as strategic communications advisor. Robert J. Cardone, Alain A. Dermarkar, Michael Walraven of Allen Overy Shearman Sterling US LLP acted as legal advisor to Texas Instruments. Amanda Maki, Andy Eklund, Jennifer M. Kashatus, Nicholas Klein, Brian Hamano, Jamie Knox, Ronald N. Brown, III, Brian J. Boyle, Jeffrey D. Aronson, Michelle Lara, Jeffrey Scharfstein, John J. Gilluly III and Viktor Sapezhnikov of DLA Piper LLP (US) acted as legal advisor to Silicon Laboratories.ナラティブの更新 • Feb 02TXN: Richer P E Framework Will Test 30% Margin AssumptionsAnalysts 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.お知らせ • Jan 29Texas Instruments Incorporated Provides Earnings Guidance for the First Quarter of 2026Texas Instruments Incorporated provided earnings guidance for the first quarter of 2026. for the quarter, the company expects revenue in the range of $4.32 billion to $4.68 billion and earnings per share between $1.22 and $1.48.Reported Earnings • Jan 28Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: US$5.50 (up from US$5.24 in FY 2024). Revenue: US$17.7b (up 13% from FY 2024). Net income: US$5.00b (up 4.7% from FY 2024). Profit margin: 28% (down from 31% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Jan 28Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 35% to US$216. The fair value is estimated to be US$170, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 5.7% over the last 3 years. Earnings per share has declined by 22%. For the next 3 years, revenue is forecast to grow by 8.8% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.Declared Dividend • Jan 20Third quarter dividend of US$1.42 announcedShareholders will receive a dividend of US$1.42. Ex-date: 30th January 2026 Payment date: 10th February 2026 Dividend yield will be 2.9%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is not adequately covered by earnings (99% earnings payout ratio) nor is it covered by cash flows (248% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 9.6% to bring the payout ratio under control. EPS is expected to grow by 46% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.ナラティブの更新 • Jan 19TXN: Inventory Discipline And Tariff Uncertainty Will Guide Cyclical Recovery PathThe 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.お知らせ • Jan 16Texas Instruments Incorporated Declares First Quarter 2026 Dividend, Payable on February 10, 2026The board of directors of Texas Instruments Incorporated declared a quarterly cash dividend of $1.42 per share of common stock, payable February 10, 2026, to stockholders of record on January 30, 2026.お知らせ • Jan 05Texas Instruments Introduces New Automotive Semiconductors and Development Resources to Enhance Safety and Autonomous VehiclesTexas Instruments introduced new automotive semiconductors and development resources to enhance safety and autonomy across vehicle models. TI's scalable TDA5 high-performance computing system-on-a-chip (SoC) family offers power- and safety-optimized processing and edge artificial intelligence (AI) that supports up to Society of Automotive Engineers Level 3 vehicle autonomy. High-performance compute SoCs enable safe, scalable AI across vehicle models. To enhance safety and autonomy in next-generation vehicles, automakers are adopting central computing systems that support AI and sensor fusion for real-time decision-making. Designed for high-performance computing, TI's TDA5 SoCs family offers edge AI acceleration from 10 trillion operations per second (TOPS) to 1200 TOPS with power efficiency beyond 24 TOPS/W. This scalability, enabled by their chiplet-ready design with Universal Chiplet Interconnect Express interface technology, allows designers to implement different feature sets and support up to Level 3 autonomous driving using a single portfolio. Building on over two decades of experience in automotive processing, the family expands the performance of TI's existing portfolio to enable automakers to centralize their computing architectures and process advanced AI models. By integrating the latest generation of TI's C7™? neural processing unit (NPU), TDA5 SoCs provide up to 12 times the AI computing of previous generations with similar power consumption, eliminating the need for costly thermal solutions. This performance supports billions of parameters within language models and transformer networks, increasing in-vehicle intelligence while maintaining cross-domain functionality. The family features the latest Arm®? Cortex®?-A720AE cores, allowing automakers to integrate more safety, security and computing applications. TDA5 SoCs reduce system complexity and costs by supporting cross-domain fusion of ADAS, in-vehicle infotainment and gateway systems within a single chip. Their safety-first architecture further simplifies systems by helping automakers meet Automotive Safety Integrity Level D safety standards without external components. The transceiver supports both satellite and edge architectures, offering automakers the flexibility to simplify and accelerate the global deployment of ADAS features across entry-level to premium vehicles. The AWR2188 features enhanced analog-to-digital converter data processing and a radar chirp signal slope engine, both supporting 30% faster performance than currently available solutions. This level of performance powers advanced radar use cases such as detecting lost cargo, distinguishing between closely positioned vehicles and identifying objects in high-dynamic-range scenarios. Ethernet is an important enabler for this evolution, as it allows systems to collect and transmit more data across vehicle zones in real time through a simple, unified network architecture. TI's newDP83TD555J-Q1 10BASE-T1S Ethernet Serial Peripheral Interface PHY with an integrated media access controller offers nanosecond time synchronization, reliability and Power over Data Line capabilities. These features enable engineers to extend high-performance Ethernet to vehicle edge nodes while reducing cable design complexity and costs. With TI's end-to-end system offering, which includes technologies for advanced sensing, reliable in-vehicle networking and efficient AI processing, automakers can develop systems that improve safety and automation levels across different vehicle models.ナラティブの更新 • Jan 05TXN: Margin Reset And Cyclical Softness Will Set Up Future ReboundNarrative 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.ナラティブの更新 • Dec 14TXN: Inventory Discipline And Shifting Tariff Landscape Will Shape Cyclical Recovery PathAnalysts 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.ナラティブの更新 • Nov 28TXN: Inventory Discipline And Tariff Delay Will Support Modest Recovery AheadAnalysts 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.Recent Insider Transactions Derivative • Nov 25Independent Director notifies of intention to sell stockRonald Kirk intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 24th of November. If the sale is conducted around the recent share price of US$162, it would amount to US$1.6m. Since December 2024, Ronald's direct individual holding has decreased from 11.90k shares to 8.01k. Company insiders have collectively sold US$74m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions Derivative • Nov 21Insider exercised options and sold US$111k worth of stockOn the 13th of November, Christine Witzsche exercised 1k options at a strike price of around US$52.93 and sold these shares for an average price of US$164 per share. This trade did not impact their existing holding. Since March 2025, Christine's direct individual holding has decreased from 22.22k shares to 20.82k. Company insiders have collectively sold US$75m more than they bought, via options and on-market transactions in the last 12 months.ナラティブの更新 • Nov 14TXN: Dividend Increase And Inventory Management Will Support Future Shareholder ReturnsTexas 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.ナラティブの更新 • Oct 31TXN: Gross Margins And Low Inventories Will Drive Recovery If Demand NormalizesTexas 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.Reported Earnings • Oct 22Third quarter 2025 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2025 results: EPS: US$1.50 (up from US$1.48 in 3Q 2024). Revenue: US$4.74b (up 14% from 3Q 2024). Net income: US$1.36b (flat on 3Q 2024). Profit margin: 29% (down from 33% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • Oct 22Texas Instruments Incorporated Provides Earnings Guidance for the Fourth Quarter of 2025Texas Instruments Incorporated provided earnings guidance for the fourth quarter of 2025. For the quarter, the company expects revenue in the range of $4.22 billion to $4.58 billion and earnings per share between $1.13 and $1.39.Buy Or Sell Opportunity • Oct 20Now 21% overvaluedOver the last 90 days, the stock has fallen 16% to US$180. The fair value is estimated to be US$149, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 9.1% over the last 3 years. Earnings per share has declined by 24%. For the next 3 years, revenue is forecast to grow by 9.1% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.お知らせ • Oct 17Texas Instruments Incorporated Announces Board ChangesOn October 16, 2025, Richard K. Templeton notified the Board of Directors of Texas Instruments Incorporated that he will retire as executive chairman and as a member of the Board on December 31, 2025. The Board has appointed Haviv Ilan, the Company’s president and chief executive officer, as the Company’s new chairman, effective on Mr. Templeton’s retirement. Beginning January 2026. Ilan succeeds Rich Templeton, who will retire at the end of 2025 after a 45-year career with the company. Ilan has been a member of the board of directors since 2021 and TI’s president and CEO since 2023. Prior to that, he was chief operating officer and held senior leadership positions across TI’s analog and embedded processing businesses during his 26-year career at the company.ナラティブの更新 • Oct 16Industrial Automation And Automotive Semiconductors Will Shape Future MarketsAnalysts 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 16Texas Instruments (NASDAQ:TXN) Will Pay A Larger Dividend Than Last Year At $1.42The board of Texas Instruments Incorporated ( NASDAQ:TXN ) has announced that the dividend on 12th of November will be...お知らせ • Oct 15Renesas Reportedly Explores Sale of Timing UnitRenesas Electronics Corporation (TSE:6723) is working with bankers at JPMorgan to explore the potential sale of its timing division in a deal that could value the business at close to $2 billion, Reuters' Milana Vinn reported. According to people familiar with the matter, Texas Instruments Incorporated (NasdaqGS:TXN) and Infineon Technologies AG (XTRA:IFX) are among the potential buyers of the unit.分析記事 • Sep 23Texas Instruments (NASDAQ:TXN) Will Pay A Larger Dividend Than Last Year At $1.42The board of Texas Instruments Incorporated ( NASDAQ:TXN ) has announced that the dividend on 12th of November will be...Declared Dividend • Sep 22Second quarter dividend increased to US$1.42Dividend of US$1.42 is 4.4% higher than last year. Ex-date: 31st October 2025 Payment date: 12th November 2025 Dividend yield will be 3.1%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is not adequately covered by earnings (98% earnings payout ratio) nor is it covered by cash flows (329% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 8.6% to bring the payout ratio under control. EPS is expected to grow by 45% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Sep 19Texas Instruments Incorporated Raises Quarterly Cash Dividend, Payable on November 12, 2025Texas Instruments Incorporated (TI) announced it will raise its quarterly cash dividend 4%, from $1.36 per share to $1.42, or $5.68 annualized. The higher dividend will be payable November 12, 2025, to stockholders of record on October 31, 2025, contingent upon formal declaration by the board of directors at its regular meeting in October.分析記事 • Aug 01Texas Instruments Incorporated Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextTexas Instruments Incorporated ( NASDAQ:TXN ) just released its quarterly report and things are looking bullish. The...Reported Earnings • Jul 23Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$1.43 (up from US$1.23 in 2Q 2024). Revenue: US$4.45b (up 16% from 2Q 2024). Net income: US$1.30b (up 16% from 2Q 2024). Profit margin: 29% (in line with 2Q 2024). Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 5.8%. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • Jul 23Texas Instruments Incorporated Provides Earnings Guidance for the Third Quarter of 2025Texas Instruments Incorporated provided earnings guidance for the third quarter of 2025. For the quarter company expects revenue in the range of $4.45 billion to $4.80 billion and earnings per share between $1.36 and $1.60.Declared Dividend • Jul 21First quarter dividend of US$1.36 announcedShareholders will receive a dividend of US$1.36. Ex-date: 31st July 2025 Payment date: 12th August 2025 Dividend yield will be 2.5%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is not covered by earnings (100% earnings payout ratio) nor is it covered by cash flows (340% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 11% to bring the payout ratio under control. EPS is expected to grow by 44% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Jul 18Texas Instruments Incorporated Declares Cash Dividend for the Third Quarter of 2025, Payable on August 12, 2025Texas Instruments Incorporated's board of directors declared a quarterly cash dividend of $1.36 per share of common stock for the third quarter of 2025, payable August 12, 2025, to stockholders of record on July 31, 2025.お知らせ • Jun 28Texas Instruments Incorporated(NasdaqGS:TXN) dropped from Russell Top 50 IndexTexas Instruments Incorporated(NasdaqGS:TXN) dropped from Russell Top 50 IndexBuy Or Sell Opportunity • May 27Now 23% overvaluedOver the last 90 days, the stock has fallen 7.6% to US$183. The fair value is estimated to be US$149, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 9.0% over the last 3 years. Earnings per share has declined by 22%. For the next 3 years, revenue is forecast to grow by 9.3% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.Buy Or Sell Opportunity • May 12Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 4.5% to US$187. The fair value is estimated to be US$151, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 9.0% over the last 3 years. Earnings per share has declined by 22%. For the next 3 years, revenue is forecast to grow by 9.4% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.Reported Earnings • Apr 24First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$1.30 (up from US$1.21 in 1Q 2024). Revenue: US$4.07b (up 11% from 1Q 2024). Net income: US$1.18b (up 7.2% from 1Q 2024). Profit margin: 29% (down from 30% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Seeking Alpha • Apr 24Texas Instruments Q1: Better Than Feared For NowSummary 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お知らせ • Apr 24Texas Instruments Incorporated Provides Earnings Guidance for the Second Quarter of 2025Texas Instruments Incorporated provided earnings guidance for the second quarter of 2025. The company’s second quarter outlook is for revenue in the range of $4.17 billion to $4.53 billion and earnings per share between $1.21 and $1.47.Declared Dividend • Apr 23Fourth quarter dividend of US$1.36 announcedShareholders will receive a dividend of US$1.36. Ex-date: 30th April 2025 Payment date: 13th May 2025 Dividend yield will be 3.5%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is not covered by earnings (100% earnings payout ratio) nor is it covered by cash flows (330% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 12% to bring the payout ratio under control. EPS is expected to grow by 44% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Apr 18Texas Instruments Board Declares Second Quarter 2025 Dividend, Payable on May 13, 2025The board of directors of Texas Instruments Incorporated declared a Second Quarter 2025 cash dividend of $1.36 per share of common stock, payable May 13, 2025, to stockholders of record on April 30, 2025.お知らせ • Apr 15Texas Instruments Introduces New Portfolio of Automotive Lidar, Time and Radar ChipsTexas Instruments introduced a new portfolio of automotive lidar, clock and radar chips to help automakers transform vehicle safety by bringing more autonomous features to a wider range of cars. TI's new LMH13000, the industry's first integrated high-speed lidar laser driver, delivers ultra-fast rise time to improve real-time decision-making. Addressing evolving ADAS needs, TI's new AWR2944P mmWave radar sensor offers advanced front and corner radar capabilities. Real-time decision-making with 30% longer distance measurements. A crucial technology for the future of safe autonomous vehicles, lidar provides a detailed 3D map of the driver's surroundings. This integration also supports an average 30% reduction in system costs while reducing solution size by four times, empowering design engineers to discretely mount compact, affordable lidar modules in more areas and across more vehicle models As lidar technology reaches higher output currents, vast variations in pulse duration over temperature make it challenging to meet eye safety standards. TI's LMH13000 laser driver provides up to 5A of adjustable output current with only 2% variation across its -40C to 125C ambient temperature range, compared to discrete solutions that can have up to 30% variation. The device's short pulse-width generation and current control enable the system to meet Class 1 U.S. Food and Drug Administration eye safety standards. Electronics in ADAS and in-vehicle infotainment systems must work reliably while facing temperature fluctuations, fluctuations and electromagnetic interference. With TI's BAW technology benefits, the new CDC6C-Q1 oscillator and LMK3H0102-Q1 and LMK3C0105-Q1 clock generators increase reliability by 100 times compared to traditional quartz-based clocks, with a failure-in-time rate of 0.3. Enhanced clocking precision and resilience in harsh conditions enable safer operation, cleaner data communication, and higher-speed data processing across next-generation vehicle subsystems. Additionally, the company unveiled a new front and corner radar sensor, the AWR2944P, building on TI's widely adopted AWR2944 platform. The new radar sensor's enhancements improve vehicle safety by extending detection range, improving angular accuracy, and enabling more sophisticated processing algorithms. Key enhancements include: An improved signal-to-noise ratio. A larger memory capacity. An integrated radar hardware accelerator that allows the microcontroller and digital signal processor to execute machine learning for edge artificial intelligence applications. TI's new automotive lidar, clock and Radar solutions build on the company's commitment to helping engineers design adaptable ADAS for a safer, more automated driving experience. Package, availability and pricing. Pre production quantities of the LMH13000, CDC6C-Q1, CDC6C-Q 1, LMK3H0102 -Q1, LMK3H0105-Q1 and LMK 3C0105-Q1.Buy Or Sell Opportunity • Apr 09Now 31% overvaluedOver the last 90 days, the stock has fallen 12% to US$170. The fair value is estimated to be US$129, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.7% over the last 3 years. Earnings per share has declined by 19%. For the next 3 years, revenue is forecast to grow by 10.0% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$146, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 16x in the Semiconductor industry in the US. Total loss to shareholders of 7.9% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$130 per share.新しいナラティブ • Apr 08300-Millimeter Capacity Expansion Will Unlock Market Opportunities Declines in industrial and automotive markets suppress revenue growth, affecting a significant portion of the business. 新しいナラティブ • Apr 07Expanding 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 28Texas Instruments: Decent Potential, But Currently OvervaluedSummary 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 Alphaお知らせ • Mar 18Texas Instruments Debuts New Power- Management Chips to Support the Rapidly Growing Power Needs of Data CentersTexas Instruments debuted new power-management chips to support the rapidly growing power needs of modern data centers. As the adoption of high-performance computing and artificial intelligence (AI) increases, data centers require more power-dense and efficient solutions. TI's new TPS1685 is the industry's first 48V integrated hot-swap eFuse with power-path protection to support data center hardware and processing needs. To simplify data center design, TI also introduced a new family of integrated GaN power stages, the LMG3650R035, LMG3650R025 and LMG3650R070, in industry-standard TOLL packaging. TI is showcasing these devices at the 2025 Applied Power Electronics Conference (APEC), March 16-20, in Atlanta, Georgia. The new power stages integrate a high-performance gate driver with a 650V GaN field-effect transistor (FET) while achieving high efficiency (>98%) and high-power density (>100W/in3). They also integrate advanced protection features including over-current protection, short-circuit protection and over-temperature protection. This is especially important for AC/DC applications like server power, where designers are challenged to push more power into smaller spaces. At APEC 2025, TI will showcase power solutions that enable designers to reimagine new levels of power density and efficiency, including: Dell's 1.8kW server power-supply unit (PSU) with TI GaN power stages: Dell's first high-efficiency 12V PSU design uses a TI integrated GaN power stage. The PSU features a GaN FET with built-in driver, protection and temperature reporting to achieve over 96% system-level efficiency. Vertiv's 5.5kW server PSU: Part of Vertiv's PowerDirect Rack DC power system, the latest PSU from Vertiv is powered by TI GaN technology to deliver up to 132kW per rack. Greatwall's 8kWPS: To help designers increase power density, Greatwall and TI co-developed an 8kW open-rackPSU using TI GaN technology and TI C2000 real-time microcontrollers. Throughout the show, TI power experts will lead 27 industry and technical sessions to address power-management design challenges. Visit TI in the Georgia World Congress Center, Booth No. 1213. The full schedule is available at tuck-in. Package, availability and pricing. Preproduction quantities of the TPS1685, LMG3650R035), LMG3650R070 and LMG3650R025 are available for purchase now on TI.com. Multiple payment and shipping options are available. Evaluation modules are available. Evaluation modules are used to be available for the first and available for purchase now on TI".お知らせ • Mar 12Texas Instruments Introduces Small MCU, Expanding its Comprehensive Arm Cortex-M0+ MSPM0 MCU PortfolioTexas Instruments (TI) introduced the small MCU, expanding its comprehensive Arm Cortex-M0+ MSPM0 MCU portfolio. Measuring only 1.38mm, about the size of a black pepper flake, the wafer chip-scale package (WCSP) for the MSPM0C1104 MCU enables designers to optimize board space in applications such as medical wearables and personal electronics, without compromising performance. With over 100 cost-effective MCUs, TI's MSPM0 MCU portfolio offers scalable configurations of on-chip analog peripherals and a range of computing options to enhance the sensing and control capabilities of embedded designs. TI will display these devices at embedded world 2025, March 11, 2025 – March 13, 2025, in Nuremberg, Germany. The MSPM0C1104 MCU leverages the advantages of WCSP packaging technology, along with intentional feature selection and TI's cost optimization efforts. The size of the eight-ball WCSP is 1.38mm, making it 38% smaller than competing devices. The MCU features 16KB of memory; a 12-bit analog-to-digital converter with three channels; six general-purpose input/output pins; and compatibility with standard communication interfaces such as Universal Asynchronous Receiver Transmitter (UART), Serial Peripheral Interface (SPI) and Inter-Integrated Circuit (IC). Integrating accurate, high-speed analog components into the world's smallest MCU gives engineers the flexibility to maintain the computing performance of their embedded systems without increasing board size. The new MSPM0C1104 joins TI's MSPM0 MCU portfolio, which offers scalability, cost optimization and ease of use to accelerate time to market. TI's MSPM0 MCUs feature pin-to-pin compatible package options and feature sets to match memory, analog and computing requirements in personal electronics, industrial and automotive applications. Starting at USD 0.16 in 1,000-unit quantities, the portfolio includes other small packages to help reduce board size and bill of materials. This optimization and feature integration across the portfolio help engineers design products of any size while reducing cost and complexity in their systems. For further support, TI's comprehensive ecosystem includes an optimized software development kit for all MSPM0 MCUs; a hardware development kit for rapid prototyping; reference designs; and subsystems, which are code examples for common MCU functions. TI's Zero Code Studio tool enables users to configure, develop and run MCU applications in minutes without coding. Engineers can take advantage of this ecosystem to scale designs and reuse code without the need for significant hardware or software modifications. In addition to this ecosystem, TI's MSPM0 MCU portfolio is supported by TI's growing investments in its internal manufacturing capacity to support future demand. At embedded world 2025, TI will demonstrate how its technologies enable engineers to reimagine embedded systems, helping create a more intelligent and connected world. TI's exhibit in Hall 3A, Booth No. 131 will include advancements in real-time monitoring and perception with edge artificial intelligence, connectivity for the Internet of Things, and development with open-source software. Package, availability and pricing: Preproduction quantities of the MSPM0C1104 MCU are available at TI.com. Pricing of the WCSP device is USD 0.20 in 1,000-unit quantities. Multiple payment and shipping options are available. The MSPM0C1104 LaunchPad development kit is available for USD 5.99 on TI.com.お知らせ • Mar 07Texas Instruments Incorporated, Annual General Meeting, Apr 17, 2025Texas Instruments Incorporated, Annual General Meeting, Apr 17, 2025. Location: 12500 ti boulevard, texas, dallas United StatesSeeking Alpha • Feb 21Texas 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 AlphaBuy Or Sell Opportunity • Jan 30Now 21% overvaluedOver the last 90 days, the stock has fallen 9.6% to US$185. The fair value is estimated to be US$153, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.7% over the last 3 years. Earnings per share has declined by 18%. For the next 3 years, revenue is forecast to grow by 9.9% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.Reported Earnings • Jan 24Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: US$5.26 (down from US$7.13 in FY 2023). Revenue: US$15.6b (down 11% from FY 2023). Net income: US$4.80b (down 26% from FY 2023). Profit margin: 31% (down from 37% in FY 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.1%. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.お知らせ • Jan 24Texas Instruments Incorporated Provides Earnings Guidance for the First Quarter 2025Texas Instruments Incorporated provided earnings guidance for the first quarter 2025. The company's first quarter outlook is for revenue in the range of $3.74 billion to $4.06 billion and earnings per share between $0.94 and $1.16.Declared Dividend • Jan 21Third quarter dividend of US$1.36 announcedShareholders will receive a dividend of US$1.36. Ex-date: 31st January 2025 Payment date: 11th February 2025 Dividend yield will be 2.8%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is not adequately covered by earnings (96% earnings payout ratio) nor is it covered by cash flows (338% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 6.5% to bring the payout ratio under control. EPS is expected to grow by 51% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Seeking Alpha • Jan 17Texas 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 Alphaお知らせ • Jan 17Texas Instruments Incorporated Declares First Quarter 2025 Dividend, Payable on February 11, 2025The board of directors of Texas Instruments Incorporated declared a quarterly cash dividend of $1.36 per share of common stock, payable February 11, 2025, to stockholders of record on January 31, 2025.収支内訳Texas Instruments の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史NasdaqGS:TXN 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費31 Mar 2618,4385,3361,8632,07631 Dec 2517,6824,9731,8742,08330 Sep 2517,2665,0161,7482,05330 Jun 2516,6755,0151,7172,02731 Mar 2516,0494,8481,8021,99831 Dec 2415,6414,7751,7851,95930 Sep 2415,7114,9401,7051,92830 Jun 2416,0925,2841,7301,90731 Mar 2416,8015,8771,7261,88631 Dec 2317,5196,4761,8411,86330 Sep 2318,1127,0641,8331,83730 Jun 2318,8217,6491,8251,79731 Mar 2319,5028,2161,8021,73431 Dec 2220,0288,7091,6141,67030 Sep 2220,1908,8851,6901,62530 Jun 2219,5928,5401,6621,58231 Mar 2218,9608,1831,6551,55931 Dec 2118,3447,7361,6581,55430 Sep 2117,5887,2881,6561,55330 Jun 2116,7626,6961,6501,55131 Mar 2115,4216,1451,6251,53931 Dec 2014,4615,5681,6161,53030 Sep 2013,7354,9511,6291,52830 Jun 2013,6895,0211,6251,52131 Mar 2014,1184,9441,6501,53231 Dec 1914,3834,9851,6501,54430 Sep 1914,7505,1521,6791,55830 Jun 1915,2405,2941,6831,56931 Mar 1915,5895,3911,6991,56331 Dec 1815,7845,5371,7161,55930 Sep 1815,8174,6491,7241,54530 Jun 1815,6724,3631,7451,53031 Mar 1815,3484,0161,7421,52431 Dec 1714,9613,6481,7541,50830 Sep 1714,6254,3391,7581,46230 Jun 1714,1844,0721,7771,44031 Mar 1713,7643,8351,7971,40331 Dec 1613,3703,5501,7981,35630 Sep 1613,1453,3411,7851,32230 Jun 1612,8993,1211,7641,28531 Mar 1612,8582,9981,7661,26431 Dec 1513,0002,9431,7761,26730 Sep 1513,0802,9311,7721,28530 Jun 1513,1522,9581,8011,301質の高い収益: TXNは 高品質の収益 を持っています。利益率の向上: TXNの現在の純利益率 (28.9%)は、昨年(30.2%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: TXNの収益は過去 5 年間で年間10.4%減少しました。成長の加速: TXNの過去 1 年間の収益成長率 ( 10.1% ) は、5 年間の平均 ( 年間-10.4%を上回っています。収益対業界: TXNの過去 1 年間の収益成長率 ( 10.1% ) Semiconductor業界22.6%を上回りませんでした。株主資本利益率高いROE: TXNの 自己資本利益率 ( 32% ) は 高い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSemiconductors 、過去の業績が好調な企業。View Financial Health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2026/06/24 11:37終値2026/06/23 00:00収益2026/03/31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SECフォーム10-KSECフォーム10-Q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アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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。64 アナリスト機関George ChangAletheia Analyst Network LimitedAlexi UngerArete Research Services LLPBrett SimpsonArete Research Services LLP61 その他のアナリストを表示
Reported Earnings • Apr 23First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$1.70 (up from US$1.29 in 1Q 2025). Revenue: US$4.83b (up 19% from 1Q 2025). Net income: US$1.55b (up 32% from 1Q 2025). Profit margin: 32% (up from 29% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.6%. Earnings per share (EPS) also surpassed analyst estimates by 23%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.
Reported Earnings • Jan 28Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: US$5.50 (up from US$5.24 in FY 2024). Revenue: US$17.7b (up 13% from FY 2024). Net income: US$5.00b (up 4.7% from FY 2024). Profit margin: 28% (down from 31% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Reported Earnings • Oct 22Third quarter 2025 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2025 results: EPS: US$1.50 (up from US$1.48 in 3Q 2024). Revenue: US$4.74b (up 14% from 3Q 2024). Net income: US$1.36b (flat on 3Q 2024). Profit margin: 29% (down from 33% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Reported Earnings • Jul 23Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$1.43 (up from US$1.23 in 2Q 2024). Revenue: US$4.45b (up 16% from 2Q 2024). Net income: US$1.30b (up 16% from 2Q 2024). Profit margin: 29% (in line with 2Q 2024). Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 5.8%. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Reported Earnings • Apr 24First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$1.30 (up from US$1.21 in 1Q 2024). Revenue: US$4.07b (up 11% from 1Q 2024). Net income: US$1.18b (up 7.2% from 1Q 2024). Profit margin: 29% (down from 30% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jan 24Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: US$5.26 (down from US$7.13 in FY 2023). Revenue: US$15.6b (down 11% from FY 2023). Net income: US$4.80b (down 26% from FY 2023). Profit margin: 31% (down from 37% in FY 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.1%. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
ライブニュース • Jun 22Texas Instruments Unveils Battery Monitor With Advanced Diagnostics for EVs and Energy StorageTexas Instruments launched a high cell count battery monitor with integrated advanced diagnostics aimed at electric vehicles and energy storage systems, adding predictive intelligence and real-time cell diagnostics for safety, efficiency and scalability in next generation designs. The product targets energy management needs in automotive and data center markets linked to AI workloads and sustainability goals, which could help Texas Instruments tap demand in EV platforms and large-scale energy storage tied to those applications. Texas Instruments shares trade at about $322.86, with the stock up 81.9% year to date, reflecting strong recent momentum in investor interest. This battery monitor extends Texas Instruments’ reach into EV powertrains and energy storage infrastructure, areas where reliability and accurate diagnostics are critical, so execution and design wins with major automakers and data center customers will be important to watch.
ライブニュース • Jun 13Texas Instruments Gains Analyst Upgrades With Silicon Labs Deal and New EV Battery MonitorTexas Instruments is seeing broad analyst support after strong Q1 2026 results, with multiple banks lifting price targets into a US$278 to US$370 range and citing AI, industrial and automotive demand, and U.S. capacity expansion as key drivers of optimism. The company announced a planned US$7.6b acquisition of Silicon Labs, targeted to close in the first half of 2027, to strengthen its embedded processing portfolio. TI introduced the BQ79826Z-Q1, a high-cell-count EV and energy storage battery monitor with integrated EIS diagnostics, while continuing a multiyear buildout of 300mm analog manufacturing capacity in the U.S. The mix of earnings beats, product launches in EV and energy storage, and capacity investments positions TI squarely in areas where many analysts see structurally higher demand tied to AI, data centers, and electrification. At the same time, the pending Silicon Labs deal and large capital program add execution and integration risk, so you may want to watch how TI manages margins, free cash flow, and balance sheet strength as these initiatives progress.
ナラティブの更新 • Jun 10TXN: AI Data Center Power Boom Will Eventually Constrain Free Cash FlowAnalysts 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.
お知らせ • Jun 09Texas Instruments Introduces BQ79826Z-Q1 Battery Monitor With Integrated EIS EngineTexas Instruments introduced the industry's highest-cell-count battery monitor with an integrated electrochemical impedance spectroscopy engine, bringing predictive intelligence, comprehensive data and real-time diagnostics to battery monitoring in electric vehicles and energy storage system applications. The BQ79826Z-Q1 battery monitor enhances safety and extends battery life by detecting potential failures from within battery cells. The single chip delivers the highest-cell-count monitoring in its class, tracking up to 44% more channels than previous generations. With this increase in channels, the device significantly decreases the number of components required in a battery pack, reducing system complexity and cost without compromising reliability. The BQ79826Z-Q1 supports up to 26 cells per device, eight more than any competing solution, setting a new industry standard. Fewer monitoring devices means a lower bill of materials, simplified architecture and reduced board space requirements, translating to meaningful cost savings per channel without sacrificing quality or reliability. When paired with the BQ79881-Q1 pack monitor and optional Texas Instruments communications bridge, these devices create a powerful chipset that works across different module sizes, battery chemistries and mechanical designs, giving engineers the flexibility to design once and deploy everywhere. Integrated EIS technology enables the BQ78926Z-Q1 to detect fault conditions earlier – from inside the cells – helping maintain safety and notifying passengers of potential vehicle hazards such as thermal runaway. These same benefits extend to energy storage systems, where reliable battery monitoring is critical to meeting the growing power demands of artificial intelligence data centers. As effective storage solutions become increasingly vital in the grid-to-gate ecosystem, EIS gives engineers real-time visibility into the state of charge and state of health of each battery cell, regardless of system size.
ライブニュース • Jun 05Texas Instruments Raises Outlook on AI Data Center Growth and Silicon Labs Acquisition PlansTexas Instruments reported Q1 2026 revenue of about US$4.8b, supported by strong AI data center demand and broad industrial strength, and guided Q2 revenue to US$5.0b to US$5.4b with EPS of US$1.77 to US$2.05. The company agreed to acquire Silicon Labs for roughly US$7.5b to US$7.6b to expand its embedded wireless and connectivity portfolio, with closing targeted in the first half of 2027. Shares have seen sharp swings as strong results and multiple analyst upgrades contrast with around US$88.9m of recent insider stock sales and concerns that the stock trades well above some intrinsic value estimates. The core story is that investors are weighing TI’s AI and industrial momentum, improving free cash flow and ongoing US manufacturing build-out against valuation questions, margin sensitivity from capacity expansion and the added execution risk of the Silicon Labs deal. Short-term trading could remain volatile, especially around the May 28 conference and the July 22 Q2 release, so you may want to be clear about your time horizon and comfort with price swings even if you like the long-term semiconductor and AI data center themes tied to TI.
お知らせ • Jun 05Texas Instruments Incorporated Announces Executive Changes, Effective August 1, 2026Texas Instruments Incorporated (TI) announced that Julie Knecht has been named the company's next senior vice president, effective August 1, 2026. Knecht succeeds Rafael Lizardi, who will retire after 25 years with the company. Lizardi will provide continued support in an advisory role until August 31, 2026, to facilitate the transition. Knecht joined Texas Instruments in 1999 and has held a number of finance and accounting roles, most recently serving as chief accounting officer and vice president of accounting and tax since 2021. Prior to that, she was vice president of accounting for more than 10 years. Knecht has a bachelor's degree in accounting from Texas A&M University, a Master of Business Administration from the University of Texas at Austin and is a licensed certified public accountant.
お知らせ • Jun 04Texas Instruments Incorporated Announces CFO Changes, Effective August 1, 2026Texas Instruments Incorporated had announced that Julie Knecht had been named the company's next chief financial officer, effective August 1, 2026. Knecht succeeded Rafael Lizardi, who would retire after 25 years with the company. Lizardi would provide continued support in an advisory role until August 31, 2026, to facilitate the transition. Knecht joined Texas Instruments in 1999 and had held a number of finance and accounting roles, most recently serving as chief accounting officer and vice president of accounting and tax since 2021. Prior to that, she was vice president of accounting for more than 10 years. Knecht had a bachelor's degree in accounting from Texas A&M University, a Master of Business Administration from the University of Texas at Austin and was a licensed certified public accountant.
Recent Insider Transactions • May 31Independent Director recently sold US$3.2m worth of stockOn the 28th of May, Martin Craighead sold around 10k shares on-market at roughly US$320 per share. This transaction amounted to 41% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$4.2m. Insiders have been net sellers, collectively disposing of US$20m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • May 29Independent Director notifies of intention to sell stockMartin Craighead intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 28th of May. If the sale is conducted around the recent share price of US$320, it would amount to US$3.2m. Since December 2025, Martin's direct individual holding has increased from 21.39k shares to 21.96k. Company insiders have collectively sold US$64m more than they bought, via options and on-market transactions in the last 12 months.
ナラティブの更新 • May 27TXN: AI Data Center Hype Will Strain Future Free Cash FlowAnalysts 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.
Seeking Alpha • May 27Texas Instruments: On A Tear As The Market Realizes The Potential Of 300mm CapacitySummary Texas Instruments is critical to data center power management, enabling AI infrastructure through dominant analog and power chip solutions. TXN's 800 VDC product and vertically integrated 300mm wafer fabs position it for margin expansion and sustained market leadership. Recent guidance implies sequential revenue growth of 7.7% and EPS growth of 13%, reflecting strong operating leverage and internal optimization. I assign TXN a Buy rating, supported by its manufacturing moat, CapEx commitment, and normalization of gross margins as new capacity ramps. Read the full article on Seeking Alpha
ナラティブの更新 • May 17From ‘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.
Recent Insider Transactions Derivative • May 14Independent Director notifies of intention to sell stockCarrie Cox intends to sell 9k shares in the next 90 days after lodging an Intent To Sell Form on the 13th of May. If the sale is conducted around the recent share price of US$306, it would amount to US$2.7m. Since December 2025, Carrie has owned 3.14k shares directly. Company insiders have collectively sold US$55m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • May 13Insider recently sold US$1.5m worth of stockOn the 11th of May, Shanon Leonard sold around 5k shares on-market at roughly US$295 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$4.2m. Insiders have been net sellers, collectively disposing of US$17m more than they bought in the last 12 months.
ナラティブの更新 • May 13TXN: Capex Plans And Inventory Range Will Shape Next Free Cash Flow CycleAnalysts 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.
Board Change • May 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 8 highly experienced directors. Independent Director Reginald DesRoches was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Apr 29Independent Director recently sold US$4.2m worth of stockOn the 24th of April, Mark Blinn sold around 15k shares on-market at roughly US$278 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$11m more than they bought in the last 12 months.
ナラティブの更新 • Apr 28TXN: Higher Inventory And Capex Plans Will Pressure Free Cash FlowAnalysts 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.
Recent Insider Transactions Derivative • Apr 26Senior VP & CFO notifies of intention to sell stockRafael Lizardi intends to sell 41k shares in the next 90 days after lodging an Intent To Sell Form on the 24th of April. If the sale is conducted around the recent share price of US$274, it would amount to US$11m. Since December 2025, Rafael's direct individual holding has increased from 65.90k shares to 119.45k. Company insiders have collectively sold US$17m more than they bought, via options and on-market transactions in the last 12 months.
Price Target Changed • Apr 23Price target increased by 19% to US$266Up from US$223, the current price target is an average from 32 analysts. New target price is 5.7% below last closing price of US$282. Stock is up 74% over the past year. The company is forecast to post earnings per share of US$7.71 for next year compared to US$5.47 last year.
Reported Earnings • Apr 23First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$1.70 (up from US$1.29 in 1Q 2025). Revenue: US$4.83b (up 19% from 1Q 2025). Net income: US$1.55b (up 32% from 1Q 2025). Profit margin: 32% (up from 29% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.6%. Earnings per share (EPS) also surpassed analyst estimates by 23%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.
Declared Dividend • Apr 20Fourth quarter dividend of US$1.42 announcedShareholders will receive a dividend of US$1.42. Ex-date: 5th May 2026 Payment date: 19th May 2026 Dividend yield will be 2.4%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is not covered by earnings (101% earnings payout ratio) nor is it covered by cash flows (199% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 12% to bring the payout ratio under control. EPS is expected to grow by 50% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Apr 17Texas Instruments Incorporated Declares A Quarterly Cash Dividend on Common Stock for Second Quarter 2026, Payable May 19, 2026The board of directors of Texas Instruments Incorporated declared a quarterly cash dividend of $1.42 per share of common stock for second quarter 2026, payable May 19, 2026, to stockholders of record on May 5, 2026.
ナラティブの更新 • Apr 13TXN: Capex Discipline And Inventory Reset Will Shape Next Free Cash Flow CycleAnalysts 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.
ナラティブの更新 • Mar 30TXN: Updated Capex And Inventory Plan Will Support Stronger Long Term Cash GenerationAnalysts 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.
Buy Or Sell Opportunity • Mar 25Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to US$197. The fair value is estimated to be US$164, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 5.7% over the last 3 years. Earnings per share has declined by 22%. For the next 3 years, revenue is forecast to grow by 9.3% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
お知らせ • Mar 23Texas Instruments Incorporated Unveils High-Performance Isolated Power Modules with Isoshield TechnologyTexas Instruments Incorporated unveiled new isolated power modules, helping enable increased power density, efficiency and safety in applications ranging from data centers to electric vehicles (EVs). The UCC34141-Q1 and UCC33420 isolated power modules leverage TI's IsoShield technology, a proprietary multichip packaging solution that achieves up to three times higher power density than discrete solutions in isolated power designs. TI is showcasing these innovations at the 2026 Applied Power Electronics Conference (APEC), March 23-26 in San Antonio, Texas. IsoShield technology enables isolated power modules with up to three times higher power density than discrete solutions, shrinking solution size as much as 70%. Joining TI's portfolio of over 350 power modules with optimized packages, these new devices help engineers maximize power density while reducing material costs and design time in any power application. TI's new IsoShield technology copackages a high-performance planar transformer and an isolated power stage, offering functional, basic and reinforced isolation capabilities. It enables a distributed power architecture, helping manufacturers meet functional safety requirements by avoiding single-point failures. The result is a packaging advancement that shrinks solution size by as much as 70% while delivering up to 2W of power, enabling compact, high-performance and reliable designs for automotive, industrial and data center applications that require reinforced isolation. Power density innovations are nowhere more critical than in today's evolving data center and automotive designs. Meeting design requirements in those applications starts with advanced analog semiconductors – the components that enable smarter, more efficient operations. As global data centers continue to scale to meet exponentially growing demand, high-performance power modules must pack more power in smaller spaces. With TI's IsoShield packaging technology, designers can achieve higher power density in compact form factors, ensuring reliable and safe operation of the world's digital infrastructure. Similarly, the increased power density enabled by IsoShield technology helps engineers design lighter and more efficient EVs that significantly extend range and enhance performance. For decades, TI has strategically invested in power management technology, with recent developments in power modules featuring both integrated transformers and integrated inductors. Through innovative proprietary packaging solutions such as IsoShield and MagPack technologies, along with a comprehensive portfolio of over 350 power modules with optimized packages, TI's semiconductors empower engineers to maximize performance in any power design or application. In booth No. 1819 at the Henry B. González Convention Center, TI will feature the isolated power modules with IsoShield technology in a high-power, high-performance automotive silicon carbide (SiC) 300kW traction inverter reference design. Additionally, TI will debut other advancements in data centers, automotive, humanoid robots, sustainable energy and USB Type-C applications, including an 800V to 6V DC/DC power distribution board. This design features TI's portfolio of gallium nitride integrated power stages, digital isolators and microcontrollers that help enable high efficiency and power density in power conversion for next-generation data center computing trays with AI processors. Preproduction and production quantities of the new isolated power modules are available now on TI.com. Evaluation modules, reference designs and simulation models are also available. Part number Package size Voltage UCC34141-Q1 5.85mm ? 7.5mm ? 2.6mm Mid voltage (6V-20V) UCC33420 4mm ? 5mm ? 1mm Low voltage (5V).
お知らせ • Mar 17Texas Instruments Unveils Complete 800 VDC Power Architecture For Future Generation AI Data Centers With NVIDIATexas Instruments unveiled a complete 800V direct current (DC) power architecture for next-generation AI data centers built with the NVIDIA 800 VDC reference design. The solution will be showcased at NVIDIA GTC, March 16-19, 2026, at NVIDIA's power architecture display and TI's booth 169, demonstrating how TI's analog and embedded processing technology supports NVIDIA's vision for advancing high-voltage systems in AI data centers. TI has developed a complete 800 VDC power solution for future generation AI data centers with NVIDIA. As part of this collaboration, TI is demonstrating a power architecture requiring only two conversion stages from 800V to processor power. TI's 800 VDC architecture addresses these challenges by maximizing conversion efficiency and power density across the entire power path, simplifying the power architecture and enabling more scalable and reliable AI data center operations. TI's breakthrough approach requires only two conversion stages from 800V to GPU core power: compact 800V to 6V isolated bus converter with higher peak efficiency, followed by a 6V to <1V multiphase buck solution with high current density generation-over-generation. This streamlined architecture supports the NVIDIA reference design.
ナラティブの更新 • Mar 16TXN: Evolving Capex And Inventory Framework Will Support Stronger Future Cash GenerationTexas 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.
お知らせ • Mar 10Texas Instruments Introduces Two New Microcontroller Families with Edge Artificial Intelligence CapabilitiesTexas Instruments introduced two new microcontroller (MCU) families with edge artificial intelligence (AI) capabilities, supporting the company's commitment to enabling edge AI across its entire embedded processing portfolio. The MSPM0G5187 and AM13Ex MCUs integrate Texas Instruments' TinyEngine neural processing unit (NPU), a dedicated hardware accelerator for MCUs that optimizes deep learning inference operations to reduce latency and improve energy efficiency when processing at the edge. Texas Instruments' integrated TinyEngine NPU can run AI models with up to 90 times lower latency and more than 120 times lower energy utilization per inference than similar MCUs without an accelerator. New general-purpose and real-time MCUs from Texas Instruments include the TinyEngine NPU to enable more efficient edge AI in any application, from simple to complex systems. With integrated generative AI in Texas Instruments' CCStudio IDE and more than 60 models and application examples in CCStudio Edge AI Studio, developers can quickly and easily add edge AI to any device. Texas Instruments' embedded processing portfolio is supported by a comprehensive development ecosystem, including the CCStudio integrated development environment (IDE). Its generative AI features allow engineers to use simple language to accelerate code development, system configuration and debugging through industry-standard agents and models paired with Texas Instruments data. Texas Instruments is accelerating the adoption of edge AI in any electronic device, from real-time monitoring in wearable health monitors and home circuit breakers to physical AI in humanoid robots. The MSPM0G5187 Arm Cortex-M0+ MSPM0 MCU represents a fundamental shift for embedded designers, who can now bring edge AI to a wide range of simpler, smaller and more cost-effective applications. With local computation, the TinyEngine NPU executes computations required by neural networks in parallel to the primary CPU running application code. Compared to similar MCUs without an accelerator, this hardware acceleration minimizes the flash memory footprint, lowers latency by up to 90 times per AI inference, and reduces energy utilization by more than 120 times per AI inference. Such levels of efficiency allow resource-constrained devices – including portable, battery-powered products – to process AI workloads. At under USD 1 in 1,000-unit quantities, the MSPM0G5187 MCU reduces system and operating costs by offering an affordable alternative to other MCU or processor architectures. Motor control applications in appliances, robotics and industrial systems increasingly call for intelligent features such as adaptive control and predictive maintenance, but implementing these capabilities has historically required complex, multi-chip designs. Texas Instruments' new AM13Ex MCUs are the industry's first to integrate a high-performance Arm Cortex-M33 core, TinyEngine NPU and advanced real-time control architecture into a single chip. This degree of integration enables designers to implement sophisticated motor control and AI features simultaneously without external components, lowering bill-of-materials costs by up to 30%. Key enhancements include the ability to maintain precise real-time control loops for up to four motors while the TinyEngine NPU runs adaptive control algorithms for load sensing and energy optimization, and an integrated trigonometric math accelerator that performs calculations 10 times faster than coordinate rotation digital computer (CORDIC) implementations, delivering more precise, responsive motor-control performance. Both MCU families are supported by Texas Instruments' CCStudio Edge AI Studio, a free development environment that simplifies model selection, training and deployment across Texas Instruments' embedded processing portfolio. This edge AI toolchain gives engineers full flexibility to run AI models on Texas Instruments MCUs through either hardware or software implementations. There are more than 60 models and application examples available in the tool to help developers start deploying edge AI in any device, with additional tasks and models planned in the future. Production quantities of the MSPM0G5187 MCU are available for purchase, with the AM13E23019 MCU available in preproduction quantities. Additional package and memory variants will be released by the end of 2026. Multiple payment and shipping options are available.
Buy Or Sell Opportunity • Mar 09Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 9.3% to US$196. The fair value is estimated to be US$163, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 5.7% over the last 3 years. Earnings per share has declined by 22%. For the next 3 years, revenue is forecast to grow by 9.3% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
お知らせ • Mar 05Texas Instruments Incorporated, Annual General Meeting, Apr 16, 2026Texas Instruments Incorporated, Annual General Meeting, Apr 16, 2026. Location: 12500 ti boulevard, texas, dallas United States
ナラティブの更新 • Mar 02TXN: Higher Capex And Inventory Levels Will Set Up Future ReboundThe 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.
ナラティブの更新 • Feb 16TXN: Higher Street Conviction And Tariff Uncertainty Will Shape Next CycleThe 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.
Recent Insider Transactions • Feb 13Insider recently sold US$2.3m worth of stockOn the 10th of February, Mark Gary sold around 10k shares on-market at roughly US$221 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$5.4m more than they bought in the last 12 months.
分析記事 • Feb 05Investors 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...
お知らせ • Feb 04+ 1 more updateTexas Instruments Incorporated (NasdaqGS:TXN) signed a definitive agreement to acquire Silicon Laboratories Inc. (NasdaqGS:SLAB) for approximately $7.8 billion.Texas Instruments Incorporated (NasdaqGS:TXN) signed a definitive agreement to acquire Silicon Laboratories Inc. (NasdaqGS:SLAB) for approximately $7.8 billion on February 4, 2026. A cash consideration valued at $231 per share will be paid by Texas Instruments Incorporated. The acquisition will create a global leader in embedded wireless connectivity solutions by combining Silicon Labs’ strong portfolio and expertise in mixed signal solutions with Texas Instruments’ leading analog and embedded processing portfolio and internally owned technology and manufacturing capabilities. The combined company will accelerate growth by better serving existing and new customers through enhanced innovation and market access. Texas Instruments expects to fund the transaction with a combination of cash on hand and debt financing to be arranged prior to closing. Upon termination of the Merger Agreement, the Company, under specified circumstances, including termination by the Company to accept a Superior Proposal or termination by Parent if the Board effects a Change of Recommendation, will be required to pay to Parent a termination fee of $259 million. Additionally, Parent, under specified circumstances, including termination due to any Legal Restraint (solely to the extent such Legal Restraint relates to any Regulatory Law) permanently enjoining consummation of the Merger or failure to receive certain required regulatory approvals by the Termination Date (in each case, if all other conditions to closing have been satisfied or waived, other than conditions that by their nature are to be satisfied at the Closing), will be required to pay the Company a termination fee of $499 million. Under the terms of the agreement, which has been unanimously approved by the Board of Directors of both companies. The transaction is not subject to any financing contingency, the expiration or termination of the required waiting periods under the Hart-Scott-Rodino Antitrust Improvements Act of 1976. The transaction is expected to be accretive to Texas Instruments’ earnings per share, excluding transaction-related costs, in the first full year post-close. Goldman Sachs & Co. LLC is serving as exclusive financial advisor to Texas Instruments, Joele Frank, Wilkinson Brimmer Katcher is serving as strategic communications advisor. Qatalyst Partners is serving as exclusive financial advisor to Silicon Labs, and FGS Global is serving as strategic communications advisor. Robert J. Cardone, Alain A. Dermarkar, Michael Walraven of Allen Overy Shearman Sterling US LLP acted as legal advisor to Texas Instruments. Amanda Maki, Andy Eklund, Jennifer M. Kashatus, Nicholas Klein, Brian Hamano, Jamie Knox, Ronald N. Brown, III, Brian J. Boyle, Jeffrey D. Aronson, Michelle Lara, Jeffrey Scharfstein, John J. Gilluly III and Viktor Sapezhnikov of DLA Piper LLP (US) acted as legal advisor to Silicon Laboratories.
ナラティブの更新 • Feb 02TXN: Richer P E Framework Will Test 30% Margin AssumptionsAnalysts 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.
お知らせ • Jan 29Texas Instruments Incorporated Provides Earnings Guidance for the First Quarter of 2026Texas Instruments Incorporated provided earnings guidance for the first quarter of 2026. for the quarter, the company expects revenue in the range of $4.32 billion to $4.68 billion and earnings per share between $1.22 and $1.48.
Reported Earnings • Jan 28Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: US$5.50 (up from US$5.24 in FY 2024). Revenue: US$17.7b (up 13% from FY 2024). Net income: US$5.00b (up 4.7% from FY 2024). Profit margin: 28% (down from 31% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Jan 28Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 35% to US$216. The fair value is estimated to be US$170, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 5.7% over the last 3 years. Earnings per share has declined by 22%. For the next 3 years, revenue is forecast to grow by 8.8% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
Declared Dividend • Jan 20Third quarter dividend of US$1.42 announcedShareholders will receive a dividend of US$1.42. Ex-date: 30th January 2026 Payment date: 10th February 2026 Dividend yield will be 2.9%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is not adequately covered by earnings (99% earnings payout ratio) nor is it covered by cash flows (248% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 9.6% to bring the payout ratio under control. EPS is expected to grow by 46% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
ナラティブの更新 • Jan 19TXN: Inventory Discipline And Tariff Uncertainty Will Guide Cyclical Recovery PathThe 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.
お知らせ • Jan 16Texas Instruments Incorporated Declares First Quarter 2026 Dividend, Payable on February 10, 2026The board of directors of Texas Instruments Incorporated declared a quarterly cash dividend of $1.42 per share of common stock, payable February 10, 2026, to stockholders of record on January 30, 2026.
お知らせ • Jan 05Texas Instruments Introduces New Automotive Semiconductors and Development Resources to Enhance Safety and Autonomous VehiclesTexas Instruments introduced new automotive semiconductors and development resources to enhance safety and autonomy across vehicle models. TI's scalable TDA5 high-performance computing system-on-a-chip (SoC) family offers power- and safety-optimized processing and edge artificial intelligence (AI) that supports up to Society of Automotive Engineers Level 3 vehicle autonomy. High-performance compute SoCs enable safe, scalable AI across vehicle models. To enhance safety and autonomy in next-generation vehicles, automakers are adopting central computing systems that support AI and sensor fusion for real-time decision-making. Designed for high-performance computing, TI's TDA5 SoCs family offers edge AI acceleration from 10 trillion operations per second (TOPS) to 1200 TOPS with power efficiency beyond 24 TOPS/W. This scalability, enabled by their chiplet-ready design with Universal Chiplet Interconnect Express interface technology, allows designers to implement different feature sets and support up to Level 3 autonomous driving using a single portfolio. Building on over two decades of experience in automotive processing, the family expands the performance of TI's existing portfolio to enable automakers to centralize their computing architectures and process advanced AI models. By integrating the latest generation of TI's C7™? neural processing unit (NPU), TDA5 SoCs provide up to 12 times the AI computing of previous generations with similar power consumption, eliminating the need for costly thermal solutions. This performance supports billions of parameters within language models and transformer networks, increasing in-vehicle intelligence while maintaining cross-domain functionality. The family features the latest Arm®? Cortex®?-A720AE cores, allowing automakers to integrate more safety, security and computing applications. TDA5 SoCs reduce system complexity and costs by supporting cross-domain fusion of ADAS, in-vehicle infotainment and gateway systems within a single chip. Their safety-first architecture further simplifies systems by helping automakers meet Automotive Safety Integrity Level D safety standards without external components. The transceiver supports both satellite and edge architectures, offering automakers the flexibility to simplify and accelerate the global deployment of ADAS features across entry-level to premium vehicles. The AWR2188 features enhanced analog-to-digital converter data processing and a radar chirp signal slope engine, both supporting 30% faster performance than currently available solutions. This level of performance powers advanced radar use cases such as detecting lost cargo, distinguishing between closely positioned vehicles and identifying objects in high-dynamic-range scenarios. Ethernet is an important enabler for this evolution, as it allows systems to collect and transmit more data across vehicle zones in real time through a simple, unified network architecture. TI's newDP83TD555J-Q1 10BASE-T1S Ethernet Serial Peripheral Interface PHY with an integrated media access controller offers nanosecond time synchronization, reliability and Power over Data Line capabilities. These features enable engineers to extend high-performance Ethernet to vehicle edge nodes while reducing cable design complexity and costs. With TI's end-to-end system offering, which includes technologies for advanced sensing, reliable in-vehicle networking and efficient AI processing, automakers can develop systems that improve safety and automation levels across different vehicle models.
ナラティブの更新 • Jan 05TXN: Margin Reset And Cyclical Softness Will Set Up Future ReboundNarrative 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.
ナラティブの更新 • Dec 14TXN: Inventory Discipline And Shifting Tariff Landscape Will Shape Cyclical Recovery PathAnalysts 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.
ナラティブの更新 • Nov 28TXN: Inventory Discipline And Tariff Delay Will Support Modest Recovery AheadAnalysts 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.
Recent Insider Transactions Derivative • Nov 25Independent Director notifies of intention to sell stockRonald Kirk intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 24th of November. If the sale is conducted around the recent share price of US$162, it would amount to US$1.6m. Since December 2024, Ronald's direct individual holding has decreased from 11.90k shares to 8.01k. Company insiders have collectively sold US$74m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions Derivative • Nov 21Insider exercised options and sold US$111k worth of stockOn the 13th of November, Christine Witzsche exercised 1k options at a strike price of around US$52.93 and sold these shares for an average price of US$164 per share. This trade did not impact their existing holding. Since March 2025, Christine's direct individual holding has decreased from 22.22k shares to 20.82k. Company insiders have collectively sold US$75m more than they bought, via options and on-market transactions in the last 12 months.
ナラティブの更新 • Nov 14TXN: Dividend Increase And Inventory Management Will Support Future Shareholder ReturnsTexas 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.
ナラティブの更新 • Oct 31TXN: Gross Margins And Low Inventories Will Drive Recovery If Demand NormalizesTexas 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.
Reported Earnings • Oct 22Third quarter 2025 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2025 results: EPS: US$1.50 (up from US$1.48 in 3Q 2024). Revenue: US$4.74b (up 14% from 3Q 2024). Net income: US$1.36b (flat on 3Q 2024). Profit margin: 29% (down from 33% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • Oct 22Texas Instruments Incorporated Provides Earnings Guidance for the Fourth Quarter of 2025Texas Instruments Incorporated provided earnings guidance for the fourth quarter of 2025. For the quarter, the company expects revenue in the range of $4.22 billion to $4.58 billion and earnings per share between $1.13 and $1.39.
Buy Or Sell Opportunity • Oct 20Now 21% overvaluedOver the last 90 days, the stock has fallen 16% to US$180. The fair value is estimated to be US$149, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 9.1% over the last 3 years. Earnings per share has declined by 24%. For the next 3 years, revenue is forecast to grow by 9.1% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
お知らせ • Oct 17Texas Instruments Incorporated Announces Board ChangesOn October 16, 2025, Richard K. Templeton notified the Board of Directors of Texas Instruments Incorporated that he will retire as executive chairman and as a member of the Board on December 31, 2025. The Board has appointed Haviv Ilan, the Company’s president and chief executive officer, as the Company’s new chairman, effective on Mr. Templeton’s retirement. Beginning January 2026. Ilan succeeds Rich Templeton, who will retire at the end of 2025 after a 45-year career with the company. Ilan has been a member of the board of directors since 2021 and TI’s president and CEO since 2023. Prior to that, he was chief operating officer and held senior leadership positions across TI’s analog and embedded processing businesses during his 26-year career at the company.
ナラティブの更新 • Oct 16Industrial Automation And Automotive Semiconductors Will Shape Future MarketsAnalysts 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 16Texas Instruments (NASDAQ:TXN) Will Pay A Larger Dividend Than Last Year At $1.42The board of Texas Instruments Incorporated ( NASDAQ:TXN ) has announced that the dividend on 12th of November will be...
お知らせ • Oct 15Renesas Reportedly Explores Sale of Timing UnitRenesas Electronics Corporation (TSE:6723) is working with bankers at JPMorgan to explore the potential sale of its timing division in a deal that could value the business at close to $2 billion, Reuters' Milana Vinn reported. According to people familiar with the matter, Texas Instruments Incorporated (NasdaqGS:TXN) and Infineon Technologies AG (XTRA:IFX) are among the potential buyers of the unit.
分析記事 • Sep 23Texas Instruments (NASDAQ:TXN) Will Pay A Larger Dividend Than Last Year At $1.42The board of Texas Instruments Incorporated ( NASDAQ:TXN ) has announced that the dividend on 12th of November will be...
Declared Dividend • Sep 22Second quarter dividend increased to US$1.42Dividend of US$1.42 is 4.4% higher than last year. Ex-date: 31st October 2025 Payment date: 12th November 2025 Dividend yield will be 3.1%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is not adequately covered by earnings (98% earnings payout ratio) nor is it covered by cash flows (329% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 8.6% to bring the payout ratio under control. EPS is expected to grow by 45% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Sep 19Texas Instruments Incorporated Raises Quarterly Cash Dividend, Payable on November 12, 2025Texas Instruments Incorporated (TI) announced it will raise its quarterly cash dividend 4%, from $1.36 per share to $1.42, or $5.68 annualized. The higher dividend will be payable November 12, 2025, to stockholders of record on October 31, 2025, contingent upon formal declaration by the board of directors at its regular meeting in October.
分析記事 • Aug 01Texas Instruments Incorporated Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextTexas Instruments Incorporated ( NASDAQ:TXN ) just released its quarterly report and things are looking bullish. The...
Reported Earnings • Jul 23Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$1.43 (up from US$1.23 in 2Q 2024). Revenue: US$4.45b (up 16% from 2Q 2024). Net income: US$1.30b (up 16% from 2Q 2024). Profit margin: 29% (in line with 2Q 2024). Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 5.8%. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • Jul 23Texas Instruments Incorporated Provides Earnings Guidance for the Third Quarter of 2025Texas Instruments Incorporated provided earnings guidance for the third quarter of 2025. For the quarter company expects revenue in the range of $4.45 billion to $4.80 billion and earnings per share between $1.36 and $1.60.
Declared Dividend • Jul 21First quarter dividend of US$1.36 announcedShareholders will receive a dividend of US$1.36. Ex-date: 31st July 2025 Payment date: 12th August 2025 Dividend yield will be 2.5%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is not covered by earnings (100% earnings payout ratio) nor is it covered by cash flows (340% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 11% to bring the payout ratio under control. EPS is expected to grow by 44% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Jul 18Texas Instruments Incorporated Declares Cash Dividend for the Third Quarter of 2025, Payable on August 12, 2025Texas Instruments Incorporated's board of directors declared a quarterly cash dividend of $1.36 per share of common stock for the third quarter of 2025, payable August 12, 2025, to stockholders of record on July 31, 2025.
お知らせ • Jun 28Texas Instruments Incorporated(NasdaqGS:TXN) dropped from Russell Top 50 IndexTexas Instruments Incorporated(NasdaqGS:TXN) dropped from Russell Top 50 Index
Buy Or Sell Opportunity • May 27Now 23% overvaluedOver the last 90 days, the stock has fallen 7.6% to US$183. The fair value is estimated to be US$149, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 9.0% over the last 3 years. Earnings per share has declined by 22%. For the next 3 years, revenue is forecast to grow by 9.3% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
Buy Or Sell Opportunity • May 12Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 4.5% to US$187. The fair value is estimated to be US$151, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 9.0% over the last 3 years. Earnings per share has declined by 22%. For the next 3 years, revenue is forecast to grow by 9.4% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
Reported Earnings • Apr 24First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$1.30 (up from US$1.21 in 1Q 2024). Revenue: US$4.07b (up 11% from 1Q 2024). Net income: US$1.18b (up 7.2% from 1Q 2024). Profit margin: 29% (down from 30% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Seeking Alpha • Apr 24Texas Instruments Q1: Better Than Feared For NowSummary 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
お知らせ • Apr 24Texas Instruments Incorporated Provides Earnings Guidance for the Second Quarter of 2025Texas Instruments Incorporated provided earnings guidance for the second quarter of 2025. The company’s second quarter outlook is for revenue in the range of $4.17 billion to $4.53 billion and earnings per share between $1.21 and $1.47.
Declared Dividend • Apr 23Fourth quarter dividend of US$1.36 announcedShareholders will receive a dividend of US$1.36. Ex-date: 30th April 2025 Payment date: 13th May 2025 Dividend yield will be 3.5%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is not covered by earnings (100% earnings payout ratio) nor is it covered by cash flows (330% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 12% to bring the payout ratio under control. EPS is expected to grow by 44% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Apr 18Texas Instruments Board Declares Second Quarter 2025 Dividend, Payable on May 13, 2025The board of directors of Texas Instruments Incorporated declared a Second Quarter 2025 cash dividend of $1.36 per share of common stock, payable May 13, 2025, to stockholders of record on April 30, 2025.
お知らせ • Apr 15Texas Instruments Introduces New Portfolio of Automotive Lidar, Time and Radar ChipsTexas Instruments introduced a new portfolio of automotive lidar, clock and radar chips to help automakers transform vehicle safety by bringing more autonomous features to a wider range of cars. TI's new LMH13000, the industry's first integrated high-speed lidar laser driver, delivers ultra-fast rise time to improve real-time decision-making. Addressing evolving ADAS needs, TI's new AWR2944P mmWave radar sensor offers advanced front and corner radar capabilities. Real-time decision-making with 30% longer distance measurements. A crucial technology for the future of safe autonomous vehicles, lidar provides a detailed 3D map of the driver's surroundings. This integration also supports an average 30% reduction in system costs while reducing solution size by four times, empowering design engineers to discretely mount compact, affordable lidar modules in more areas and across more vehicle models As lidar technology reaches higher output currents, vast variations in pulse duration over temperature make it challenging to meet eye safety standards. TI's LMH13000 laser driver provides up to 5A of adjustable output current with only 2% variation across its -40C to 125C ambient temperature range, compared to discrete solutions that can have up to 30% variation. The device's short pulse-width generation and current control enable the system to meet Class 1 U.S. Food and Drug Administration eye safety standards. Electronics in ADAS and in-vehicle infotainment systems must work reliably while facing temperature fluctuations, fluctuations and electromagnetic interference. With TI's BAW technology benefits, the new CDC6C-Q1 oscillator and LMK3H0102-Q1 and LMK3C0105-Q1 clock generators increase reliability by 100 times compared to traditional quartz-based clocks, with a failure-in-time rate of 0.3. Enhanced clocking precision and resilience in harsh conditions enable safer operation, cleaner data communication, and higher-speed data processing across next-generation vehicle subsystems. Additionally, the company unveiled a new front and corner radar sensor, the AWR2944P, building on TI's widely adopted AWR2944 platform. The new radar sensor's enhancements improve vehicle safety by extending detection range, improving angular accuracy, and enabling more sophisticated processing algorithms. Key enhancements include: An improved signal-to-noise ratio. A larger memory capacity. An integrated radar hardware accelerator that allows the microcontroller and digital signal processor to execute machine learning for edge artificial intelligence applications. TI's new automotive lidar, clock and Radar solutions build on the company's commitment to helping engineers design adaptable ADAS for a safer, more automated driving experience. Package, availability and pricing. Pre production quantities of the LMH13000, CDC6C-Q1, CDC6C-Q 1, LMK3H0102 -Q1, LMK3H0105-Q1 and LMK 3C0105-Q1.
Buy Or Sell Opportunity • Apr 09Now 31% overvaluedOver the last 90 days, the stock has fallen 12% to US$170. The fair value is estimated to be US$129, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.7% over the last 3 years. Earnings per share has declined by 19%. For the next 3 years, revenue is forecast to grow by 10.0% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$146, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 16x in the Semiconductor industry in the US. Total loss to shareholders of 7.9% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$130 per share.
新しいナラティブ • Apr 08300-Millimeter Capacity Expansion Will Unlock Market Opportunities Declines in industrial and automotive markets suppress revenue growth, affecting a significant portion of the business.
新しいナラティブ • Apr 07Expanding 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 28Texas Instruments: Decent Potential, But Currently OvervaluedSummary 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 Alpha
お知らせ • Mar 18Texas Instruments Debuts New Power- Management Chips to Support the Rapidly Growing Power Needs of Data CentersTexas Instruments debuted new power-management chips to support the rapidly growing power needs of modern data centers. As the adoption of high-performance computing and artificial intelligence (AI) increases, data centers require more power-dense and efficient solutions. TI's new TPS1685 is the industry's first 48V integrated hot-swap eFuse with power-path protection to support data center hardware and processing needs. To simplify data center design, TI also introduced a new family of integrated GaN power stages, the LMG3650R035, LMG3650R025 and LMG3650R070, in industry-standard TOLL packaging. TI is showcasing these devices at the 2025 Applied Power Electronics Conference (APEC), March 16-20, in Atlanta, Georgia. The new power stages integrate a high-performance gate driver with a 650V GaN field-effect transistor (FET) while achieving high efficiency (>98%) and high-power density (>100W/in3). They also integrate advanced protection features including over-current protection, short-circuit protection and over-temperature protection. This is especially important for AC/DC applications like server power, where designers are challenged to push more power into smaller spaces. At APEC 2025, TI will showcase power solutions that enable designers to reimagine new levels of power density and efficiency, including: Dell's 1.8kW server power-supply unit (PSU) with TI GaN power stages: Dell's first high-efficiency 12V PSU design uses a TI integrated GaN power stage. The PSU features a GaN FET with built-in driver, protection and temperature reporting to achieve over 96% system-level efficiency. Vertiv's 5.5kW server PSU: Part of Vertiv's PowerDirect Rack DC power system, the latest PSU from Vertiv is powered by TI GaN technology to deliver up to 132kW per rack. Greatwall's 8kWPS: To help designers increase power density, Greatwall and TI co-developed an 8kW open-rackPSU using TI GaN technology and TI C2000 real-time microcontrollers. Throughout the show, TI power experts will lead 27 industry and technical sessions to address power-management design challenges. Visit TI in the Georgia World Congress Center, Booth No. 1213. The full schedule is available at tuck-in. Package, availability and pricing. Preproduction quantities of the TPS1685, LMG3650R035), LMG3650R070 and LMG3650R025 are available for purchase now on TI.com. Multiple payment and shipping options are available. Evaluation modules are available. Evaluation modules are used to be available for the first and available for purchase now on TI".
お知らせ • Mar 12Texas Instruments Introduces Small MCU, Expanding its Comprehensive Arm Cortex-M0+ MSPM0 MCU PortfolioTexas Instruments (TI) introduced the small MCU, expanding its comprehensive Arm Cortex-M0+ MSPM0 MCU portfolio. Measuring only 1.38mm, about the size of a black pepper flake, the wafer chip-scale package (WCSP) for the MSPM0C1104 MCU enables designers to optimize board space in applications such as medical wearables and personal electronics, without compromising performance. With over 100 cost-effective MCUs, TI's MSPM0 MCU portfolio offers scalable configurations of on-chip analog peripherals and a range of computing options to enhance the sensing and control capabilities of embedded designs. TI will display these devices at embedded world 2025, March 11, 2025 – March 13, 2025, in Nuremberg, Germany. The MSPM0C1104 MCU leverages the advantages of WCSP packaging technology, along with intentional feature selection and TI's cost optimization efforts. The size of the eight-ball WCSP is 1.38mm, making it 38% smaller than competing devices. The MCU features 16KB of memory; a 12-bit analog-to-digital converter with three channels; six general-purpose input/output pins; and compatibility with standard communication interfaces such as Universal Asynchronous Receiver Transmitter (UART), Serial Peripheral Interface (SPI) and Inter-Integrated Circuit (IC). Integrating accurate, high-speed analog components into the world's smallest MCU gives engineers the flexibility to maintain the computing performance of their embedded systems without increasing board size. The new MSPM0C1104 joins TI's MSPM0 MCU portfolio, which offers scalability, cost optimization and ease of use to accelerate time to market. TI's MSPM0 MCUs feature pin-to-pin compatible package options and feature sets to match memory, analog and computing requirements in personal electronics, industrial and automotive applications. Starting at USD 0.16 in 1,000-unit quantities, the portfolio includes other small packages to help reduce board size and bill of materials. This optimization and feature integration across the portfolio help engineers design products of any size while reducing cost and complexity in their systems. For further support, TI's comprehensive ecosystem includes an optimized software development kit for all MSPM0 MCUs; a hardware development kit for rapid prototyping; reference designs; and subsystems, which are code examples for common MCU functions. TI's Zero Code Studio tool enables users to configure, develop and run MCU applications in minutes without coding. Engineers can take advantage of this ecosystem to scale designs and reuse code without the need for significant hardware or software modifications. In addition to this ecosystem, TI's MSPM0 MCU portfolio is supported by TI's growing investments in its internal manufacturing capacity to support future demand. At embedded world 2025, TI will demonstrate how its technologies enable engineers to reimagine embedded systems, helping create a more intelligent and connected world. TI's exhibit in Hall 3A, Booth No. 131 will include advancements in real-time monitoring and perception with edge artificial intelligence, connectivity for the Internet of Things, and development with open-source software. Package, availability and pricing: Preproduction quantities of the MSPM0C1104 MCU are available at TI.com. Pricing of the WCSP device is USD 0.20 in 1,000-unit quantities. Multiple payment and shipping options are available. The MSPM0C1104 LaunchPad development kit is available for USD 5.99 on TI.com.
お知らせ • Mar 07Texas Instruments Incorporated, Annual General Meeting, Apr 17, 2025Texas Instruments Incorporated, Annual General Meeting, Apr 17, 2025. Location: 12500 ti boulevard, texas, dallas United States
Seeking Alpha • Feb 21Texas 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 Alpha
Buy Or Sell Opportunity • Jan 30Now 21% overvaluedOver the last 90 days, the stock has fallen 9.6% to US$185. The fair value is estimated to be US$153, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.7% over the last 3 years. Earnings per share has declined by 18%. For the next 3 years, revenue is forecast to grow by 9.9% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
Reported Earnings • Jan 24Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: US$5.26 (down from US$7.13 in FY 2023). Revenue: US$15.6b (down 11% from FY 2023). Net income: US$4.80b (down 26% from FY 2023). Profit margin: 31% (down from 37% in FY 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.1%. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
お知らせ • Jan 24Texas Instruments Incorporated Provides Earnings Guidance for the First Quarter 2025Texas Instruments Incorporated provided earnings guidance for the first quarter 2025. The company's first quarter outlook is for revenue in the range of $3.74 billion to $4.06 billion and earnings per share between $0.94 and $1.16.
Declared Dividend • Jan 21Third quarter dividend of US$1.36 announcedShareholders will receive a dividend of US$1.36. Ex-date: 31st January 2025 Payment date: 11th February 2025 Dividend yield will be 2.8%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is not adequately covered by earnings (96% earnings payout ratio) nor is it covered by cash flows (338% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 6.5% to bring the payout ratio under control. EPS is expected to grow by 51% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Seeking Alpha • Jan 17Texas 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 Alpha
お知らせ • Jan 17Texas Instruments Incorporated Declares First Quarter 2025 Dividend, Payable on February 11, 2025The board of directors of Texas Instruments Incorporated declared a quarterly cash dividend of $1.36 per share of common stock, payable February 11, 2025, to stockholders of record on January 31, 2025.
