Texas Instruments Toekomstige groei
Future criteriumcontroles 2/6
Texas Instruments zal naar verwachting groeien in winst en omzet met respectievelijk 17.2% en 11.8% per jaar. De winst per aandeel zal naar verwachting groeien met 17.6% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 43.4% zijn.
Belangrijke informatie
17.2%
Groei van de winst
17.58%
Groei van de winst per aandeel
| Semiconductor winstgroei | 30.5% |
| Inkomstengroei | 11.8% |
| Toekomstig rendement op eigen vermogen | 43.42% |
| Dekking van analisten | Good |
| Laatst bijgewerkt | 23 Aug 2026 |
Recente toekomstige groei-updates
Recent updates
Seeking Alpha • Aug 29
Texas Instruments: The Upcycle Everyone Waited For Might Finally Be Here
Summary Texas Instruments is emerging from a prolonged industrial and automotive downturn, with Q2 showing broad-based growth across all tracked end markets. Analog segment revenue surged 26% year over year, and pricing power has returned, with management confirming the first broad price increases in years. TXN's valuation is now roughly in line with Analog Devices, offering a higher dividend yield and benefiting from secular growth in chip content and data center exposure. I rate TXN Buy/Hold, favoring near-term demand recovery and pricing tailwinds, while monitoring valuation, inventory restocking risks, and the Silicon Labs acquisition. Read the full article on Seeking Alpha
Narratiefupdate • Aug 20
TXN: AI Analog Cycle And Capacity Investments Will Drive Next Free Cash Flow Cycle
Analysts have lifted the Texas Instruments fair value estimate from $298.00 to $324.45, reflecting higher price targets across the Street. They cite stronger AI driven analog demand, broader growth in automotive, industrial and data center, and the company's existing manufacturing capacity as key supports for updated revenue and earnings assumptions.
Nieuw narratief • Aug 09
TXN — Fair Value $285
The unglamorous silicon everything electrical depends on. TI's moat is manufacturing, not design: 300mm scale cost leadership, 100,000+ SKUs sold direct, product lifecycles measured in decades.
Narratiefupdate • Aug 06
TXN: AI Analog Supply Tightness Will Eventually Cap Free Cash Flow Upside
The analyst price target for Texas Instruments is updated higher, with the fair value estimate moving from $206.93 to $225.15 as analysts factor in tighter analog supply supported by AI driven demand, broader strength in automotive, industrial and data center, and expectations for stronger margins and a lower future P/E. Analyst Commentary Recent Street research on Texas Instruments points to strong interest in the stock, but also highlights a split in opinion on how much of the AI and end market story is already reflected in the current valuation.
Narratiefupdate • Jul 23
TXN: AI Data Center Power Demand Will Drive Future Cash Strength
Analysts have lifted the Texas Instruments fair value estimate to $400.00 from $381.98, citing stronger assumptions for revenue growth, profit margins, and future P/E as they respond to a series of higher Street price targets related to AI data center and industrial demand themes. Analyst Commentary Street research on Texas Instruments has turned more constructive, with a cluster of higher price targets and several upgrades framed around AI data center demand, recovering industrial and auto markets, and expectations for stronger earnings execution into upcoming quarters.Narratiefupdate • Jul 09
TXN: AI Infrastructure And Capex Transition Will Shape Next Free Cash Flow Cycle
The analyst price target for Texas Instruments has moved higher from $280.63 to $298.00 as analysts emphasize stronger long-term AI infrastructure demand, increased power analog opportunities in data centers, and improving conditions in core industrial and auto markets. Analyst Commentary Recent research updates on Texas Instruments cluster around a constructive view of the company’s role in AI infrastructure and improving trends in core end markets, with several large firms lifting price targets and, in some cases, upgrading ratings.Narratiefupdate • Jun 25
TXN: AI Data Center Power Demand Will Support Stronger Long Term Cash Generation
Texas Instruments' analyst price target has risen from $270.00 to about $382.00, as analysts cite improving expectations for revenue growth, profit margins, and the role of power and analog chips in AI data centers, as well as in core industrial and auto markets. Analyst Commentary Recent research on Texas Instruments highlights a clear shift toward more constructive views on the stock, with bullish analysts lifting price targets and, in several cases, upgrading ratings as they reassess the company’s role in AI data centers, industrial applications, and auto markets.Narratiefupdate • Jun 10
TXN: AI Data Center Power Boom Will Eventually Constrain Free Cash Flow
Analysts have raised Texas Instruments' price targets into a higher $300 to $400 range, citing underappreciated multi‑year content gains, improving industrial and auto demand, and growing AI data center power needs that, in their updated models, support modestly higher revenue growth and profit margin assumptions. Analyst Commentary Recent research on Texas Instruments highlights a clear shift toward higher price targets clustered in the $300 to $400 range, often paired with more constructive ratings.Narratiefupdate • May 27
TXN: AI Data Center Hype Will Strain Future Free Cash Flow
Analysts have raised Texas Instruments' implied price target by roughly $3 to about $207 as they factor in stronger multi year content gains in industrial and auto markets, along with increased exposure to power analog demand tied to AI data centers. Analyst Commentary Across recent research, the tone around Texas Instruments has skewed constructive, but not all commentary has been uniformly positive.
Narratiefupdate • May 17
From ‘Positioned’ to ‘Performing’
The thesis has moved from “positioned for” to “delivering.” Q1 2026 revenue of $4.83B came in above the top of guidance, up 19% YoY and 9% sequentially, with industrial up ~30% and data center up ~90% - the latter now a confirmed growth vector, not future optionality. Gross margin expanded to 58% with Q2 guidance implying a further step to the low-to-mid 59% range as 300mm utilization gains take hold.Narratiefupdate • May 13
TXN: Capex Plans And Inventory Range Will Shape Next Free Cash Flow Cycle
Analysts have lifted the implied fair value for Texas Instruments to $280.63 from $222.96, citing updated assumptions for revenue growth, profit margins and future P/E as the main factors behind their higher price targets across the Street. Analyst Commentary Recent Street research on Texas Instruments has leaned more positive, with a cluster of higher price targets and several rating upgrades from large firms and independent research houses.Narratiefupdate • Apr 28
TXN: Higher Inventory And Capex Plans Will Pressure Free Cash Flow
Analysts have raised their fair value estimate for Texas Instruments from $160 to about $209.61 as they factor in expectations for higher revenue growth, slightly stronger profit margins, and a richer future P/E multiple, following a wave of higher Street price targets and several recent upgrades. Analyst Commentary Street research around Texas Instruments has been active, with a cluster of higher price targets and several upgrades pointing to a more constructive stance on the shares.Narratiefupdate • Apr 13
TXN: Capex Discipline And Inventory Reset Will Shape Next Free Cash Flow Cycle
Analysts have increased their fair value estimate for Texas Instruments by about $4 to $222.96, reflecting a series of recent price target hikes and upgrades that cite expectations for revenue trends, capital spending plans and free cash flow recovery, even as some remain cautious on longer term margin and inventory assumptions. Analyst Commentary Recent Street research around Texas Instruments reflects a mix of optimism on free cash flow and capital deployment, alongside some caution on how inventory plans and future capital spending could affect margins and valuation over time.Narratiefupdate • Mar 30
TXN: Updated Capex And Inventory Plan Will Support Stronger Long Term Cash Generation
Analysts have nudged Texas Instruments' average price target higher into the mid $200s, citing a series of raised Street targets and updated views on capex, inventory levels and free cash flow scenarios that align with slightly stronger revenue growth and margin assumptions in the refreshed model. Analyst Commentary Recent Street research on Texas Instruments has centered on capex, inventory policy and free cash flow, with analysts recalibrating their models around the company’s updated capital management framework.Narratiefupdate • Mar 16
TXN: Evolving Capex And Inventory Framework Will Support Stronger Future Cash Generation
Texas Instruments' analyst price targets have broadly moved higher, with several firms lifting their views by $5 to $45 as analysts factor in updated capex plans, inventory intentions, and expectations for the company's revenue and free cash flow scenarios. Analyst Commentary Bullish analysts are largely focused on Texas Instruments' updated capital plans, inventory framework, and potential for free cash flow, using these inputs to refresh their valuation work and lift price targets across the board.Narratiefupdate • Mar 02
TXN: Higher Capex And Inventory Levels Will Set Up Future Rebound
The analyst price target for Texas Instruments has increased from $245 to $270, as analysts incorporate updated views on capital expenditure intensity, inventory levels, and revenue and free cash flow scenarios reflected in recent research. Analyst Commentary Recent research around Texas Instruments points to a more constructive tone from bullish analysts, who are updating their models around capital intensity, inventory levels, and potential free cash flow outcomes.Narratiefupdate • Feb 16
TXN: Higher Street Conviction And Tariff Uncertainty Will Shape Next Cycle
The analyst fair value estimate for Texas Instruments has shifted from about $191 to roughly $219. Analysts attribute this change to updated expectations for revenue growth, profit margins, and a higher future P/E multiple following a wave of recent price target increases across the Street.Analyse-artikel • Feb 05
Investors Appear Satisfied With Texas Instruments Incorporated's (NASDAQ:TXN) Prospects As Shares Rocket 26%
Despite an already strong run, Texas Instruments Incorporated ( NASDAQ:TXN ) shares have been powering on, with a gain...Narratiefupdate • Feb 02
TXN: Richer P E Framework Will Test 30% Margin Assumptions
Analysts have raised their price target framework for Texas Instruments to $160.00 from $141.27, reflecting updated assumptions for slightly higher revenue growth, a modestly richer future P/E multiple, and a profit margin outlook that now centers closer to 30%. Analyst Commentary Recent Street research on Texas Instruments has been active, with several firms revisiting their models and resetting price targets.Narratiefupdate • Jan 19
TXN: Inventory Discipline And Tariff Uncertainty Will Guide Cyclical Recovery Path
The analyst price target for Texas Instruments has moved modestly higher to reflect an updated fair value of about $191 compared with roughly $189 previously. Analysts are factoring in recent Street research that balances concerns about pressure on margins and fab utilization with continued long-term confidence, as reflected in multiple target increases and maintained positive ratings.Narratiefupdate • Jan 05
TXN: Margin Reset And Cyclical Softness Will Set Up Future Rebound
Narrative Update Analysts have reduced the implied fair value for Texas Instruments to $245 from $260. This reflects updated views on higher required returns, more moderate revenue growth, softer profit margins, and a higher future P/E multiple following recent price target cuts and more cautious commentary on margins, utilization, and end demand.Narratiefupdate • Dec 14
TXN: Inventory Discipline And Shifting Tariff Landscape Will Shape Cyclical Recovery Path
Analysts have trimmed their blended price target on Texas Instruments by less than $1 to approximately $189. This reflects slightly lower margin expectations and a slower than typical early-cycle recovery, even as revenue growth assumptions edge modestly higher.Narratiefupdate • Nov 28
TXN: Inventory Discipline And Tariff Delay Will Support Modest Recovery Ahead
Analysts have lowered their price targets for Texas Instruments, with estimates now ranging from $150 to $210. This reflects concerns about margin pressures, mixed earnings results, stabilizing rather than improving inventory cycles, and the company's exposure to macroeconomic headwinds.Narratiefupdate • Nov 14
TXN: Dividend Increase And Inventory Management Will Support Future Shareholder Returns
Texas Instruments’ analyst price target has been reduced by analysts from approximately $190 to $189 per share. They cite ongoing gross margin pressure, inventory normalization, a lack of near-term catalysts, and broader market uncertainty as primary factors influencing their outlook.Narratiefupdate • Oct 31
TXN: Gross Margins And Low Inventories Will Drive Recovery If Demand Normalizes
Texas Instruments' analyst price target has decreased by approximately $13 to around $190, as analysts cite narrowing margins, slower revenue growth, and macroeconomic uncertainty for their more cautious outlook. Analyst Commentary Recent analyst reports reveal a mix of cautiousness and confidence regarding Texas Instruments, with notable opinions on the company’s valuation, earnings prospects, and sector dynamics.Narratiefupdate • Oct 16
Industrial Automation And Automotive Semiconductors Will Shape Future Markets
Analysts have slightly lowered their price target for Texas Instruments, reducing it by $2.36 to $203.06. This adjustment is attributed to a muted pace of recovery, cautious management outlooks, and persistent uncertainty around tariffs and market inventories.Analyse-artikel • Oct 16
Texas Instruments (NASDAQ:TXN) Will Pay A Larger Dividend Than Last Year At $1.42
The board of Texas Instruments Incorporated ( NASDAQ:TXN ) has announced that the dividend on 12th of November will be...Analyse-artikel • Sep 23
Texas Instruments (NASDAQ:TXN) Will Pay A Larger Dividend Than Last Year At $1.42
The board of Texas Instruments Incorporated ( NASDAQ:TXN ) has announced that the dividend on 12th of November will be...Seeking Alpha • Apr 24
Texas Instruments Q1: Better Than Feared For Now
Summary Texas Instruments Incorporated reports a genuine recovery in analog demand, especially in the industrial sector, after seven quarters of decline. Despite improved margins and revenue growth, tariff risks pose significant challenges for sustained growth. Management emphasizes flexibility in production to mitigate geopolitical risks, but Chinese revenue exposure remains a concern. Given the uncertainties, I prefer Infineon or NXPI over TXN stock for better positioning in the current cycle. Read the full article on Seeking AlphaWinst- en omzetgroeiprognoses
| Datum | Inkomsten | Inkomsten | Vrije kasstroom | Geldmiddelen uit operationele activiteiten | Gem. Aantal analisten |
|---|---|---|---|---|---|
| 12/31/2028 | 27,580 | 10,412 | 11,813 | 13,785 | 24 |
| 12/31/2027 | 24,928 | 9,206 | 9,797 | 11,981 | 32 |
| 12/31/2026 | 21,913 | 7,813 | 8,245 | 10,070 | 31 |
| 6/30/2026 | 19,453 | 6,017 | 5,355 | 8,667 | N/A |
| 3/31/2026 | 18,438 | 5,336 | 3,721 | 7,824 | N/A |
| 12/31/2025 | 17,682 | 4,973 | 2,603 | 7,153 | N/A |
| 9/30/2025 | 17,266 | 5,016 | 2,080 | 6,897 | N/A |
| 6/30/2025 | 16,675 | 5,015 | 1,503 | 6,439 | N/A |
| 3/31/2025 | 16,049 | 4,848 | 1,455 | 6,150 | N/A |
| 12/31/2024 | 15,641 | 4,775 | 1,498 | 6,318 | N/A |
| 9/30/2024 | 15,711 | 4,940 | 1,468 | 6,244 | N/A |
| 6/30/2024 | 16,092 | 5,284 | 1,494 | 6,449 | N/A |
| 3/31/2024 | 16,801 | 5,877 | 940 | 6,277 | N/A |
| 12/31/2023 | 17,519 | 6,476 | 1,349 | 6,420 | N/A |
| 9/30/2023 | 18,112 | 7,064 | 1,648 | 6,538 | N/A |
| 6/30/2023 | 18,821 | 7,649 | 3,182 | 7,367 | N/A |
| 3/31/2023 | 19,502 | 8,216 | 4,400 | 7,736 | N/A |
| 12/31/2022 | 20,028 | 8,709 | 5,923 | 8,720 | N/A |
| 9/30/2022 | 20,190 | 8,885 | 5,923 | 9,035 | N/A |
| 6/30/2022 | 19,592 | 8,540 | 5,889 | 8,697 | N/A |
| 3/31/2022 | 18,960 | 8,183 | 6,453 | 9,050 | N/A |
| 12/31/2021 | 18,344 | 7,736 | 6,294 | 8,756 | N/A |
| 9/30/2021 | 17,588 | 7,288 | 7,132 | 8,524 | N/A |
| 6/30/2021 | 16,762 | 6,696 | 6,487 | 7,539 | N/A |
| 3/31/2021 | 15,421 | 6,145 | 6,342 | 7,138 | N/A |
| 12/31/2020 | 14,461 | 5,568 | 5,490 | 6,139 | N/A |
| 9/30/2020 | 13,735 | 4,951 | 5,168 | 5,768 | N/A |
| 6/30/2020 | 13,689 | 5,021 | 5,714 | 6,317 | N/A |
| 3/31/2020 | 14,118 | 4,944 | N/A | 6,393 | N/A |
| 12/31/2019 | 14,383 | 4,985 | N/A | 6,649 | N/A |
| 9/30/2019 | 14,750 | 5,152 | N/A | 7,040 | N/A |
| 6/30/2019 | 15,240 | 5,294 | N/A | 7,154 | N/A |
| 3/31/2019 | 15,589 | 5,391 | N/A | 7,184 | N/A |
| 12/31/2018 | 15,784 | 5,537 | N/A | 7,189 | N/A |
| 9/30/2018 | 15,817 | 4,649 | N/A | 6,973 | N/A |
| 6/30/2018 | 15,672 | 4,363 | N/A | 6,589 | N/A |
| 3/31/2018 | 15,348 | 4,016 | N/A | 5,680 | N/A |
| 12/31/2017 | 14,961 | 3,648 | N/A | 5,363 | N/A |
| 9/30/2017 | 14,625 | 4,339 | N/A | 4,821 | N/A |
| 6/30/2017 | 14,184 | 4,072 | N/A | 4,564 | N/A |
| 3/31/2017 | 13,764 | 3,835 | N/A | 4,756 | N/A |
| 12/31/2016 | 13,370 | 3,550 | N/A | 4,614 | N/A |
| 9/30/2016 | 13,145 | 3,341 | N/A | 4,786 | N/A |
| 6/30/2016 | 12,899 | 3,121 | N/A | 4,730 | N/A |
| 3/31/2016 | 12,858 | 2,998 | N/A | 4,441 | N/A |
| 12/31/2015 | 13,000 | 2,943 | N/A | 4,397 | N/A |
| 9/30/2015 | 13,080 | 2,931 | N/A | 4,110 | N/A |
Toekomstige groeivoorspellingen analisten
Verdiensten versus spaarpercentage: De verwachte winstgroei TXN ( 17.2% per jaar) ligt boven de spaarquote ( 3.7% ).
Winst versus markt: De winst van TXN ( 17.2% per jaar) zal naar verwachting langzamer groeien dan de markt US ( 17.3% per jaar).
Hoge groeiwinsten: De winst van TXN zal naar verwachting groeien, maar niet aanzienlijk.
Omzet versus markt: De omzet van TXN ( 11.8% per jaar) zal naar verwachting langzamer groeien dan de markt US ( 13.5% per jaar).
Hoge groei-inkomsten: De omzet van TXN ( 11.8% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.
Groeiprognoses winst per aandeel
Toekomstig rendement op eigen vermogen
Toekomstige ROE: Het rendement op eigen vermogen TXN zal naar verwachting over 3 jaar zeer hoog zijn ( 43.4 %).
Ontdek groeibedrijven
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/09/10 04:11 |
| Aandelenkoers aan het einde van de dag | 2026/09/10 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Texas Instruments Incorporated wordt gevolgd door 62 analisten. 32 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| George Chang | Aletheia Analyst Network Limited |
| Brett Simpson | Arete Research Services LLP |
| Alexi Unger | Arete Research Services LLP |