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Texas Instruments Incorporated Stock Price

NasdaqGS:TXN Community·US$255.3b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 266 Fair Values set on narratives written by author

TXN Share Price Performance

US$279.58
90.33 (47.73%)
US$435.69
Fair Value
US$279.58
90.33 (47.73%)
35.8% undervalued intrinsic discount
US$435.69
Fair Value
Price US$279.58
niteco US$435.69
AnalystConsensusTarget US$298.00
AnalystLowTarget US$206.93

TXN Community Narratives

Fair Value
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Fair Value US$435.69 35.8% undervalued intrinsic discount

Engineered for Stability. Positioned for Growth.

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15users have followed this narrative
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Fair Value US$298 6.2% undervalued intrinsic discount

TXN: Gross Margins And Low Inventories Will Drive Recovery If Demand Normalizes

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124users have followed this narrative
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Fair Value US$206.93 35.1% overvalued intrinsic discount

Rising Regulatory Hurdles And US-China Tensions Will Squeeze Profits

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4users have followed this narrative
US$435.69
35.8% undervalued intrinsic discount
Fair Value
Revenue
11% p.a.
Profit Margin
42%
Future PE
47x
Price in 2031
US$670.36
US$298
6.2% undervalued intrinsic discount
Revenue
12.67% p.a.
Profit Margin
39.38%
Future PE
36.07x
Price in 2029
US$410.24
US$206.93
35.1% overvalued intrinsic discount
Revenue
8.85% p.a.
Profit Margin
31.77%
Future PE
34.46x
Price in 2029
US$285.14

Trending Discussion

No trending discussion available.

Updated Narratives

TXN logo

Updating model to reflect more reasonable growth and margin considering fabs, as well as possible PE multiple over 5 year re-rating cycle

Fair Value: US$435.69 35.8% undervalued intrinsic discount
15 users have set this as their fair value
0 users have commented on this narrative
1 users have liked this narrative
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TXN: AI Data Center Power Demand Will Drive Future Cash Strength

Fair Value: US$400 30.1% undervalued intrinsic discount
5 users have set this as their fair value
0 users have commented on this narrative
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TXN: AI Infrastructure And Capex Transition Will Shape Next Free Cash Flow Cycle

Fair Value: US$298 6.2% undervalued intrinsic discount
124 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Excellent balance sheet with proven track record and pays a dividend.

2 Risks
2 Rewards

Texas Instruments Incorporated Key Details

US$19.5b

Revenue

US$8.1b

Cost of Revenue

US$11.3b

Gross Profit

US$5.3b

Other Expenses

US$6.0b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
6.59
58.33%
30.93%
78.0%
View Full Analysis

About TXN

Founded
1930
Employees
33000
CEO
Haviv Ilan
WebsiteView website
www.ti.com

Texas Instruments Incorporated designs, manufactures, and sells semiconductors to electronics designers and manufacturers in the United States, China, the rest of Asia, Europe, the Middle East, Africa, Japan, and internationally. It operates through Analog and Embedded Processing segments. The Analog segment offers power products to manage power requirements across various voltage levels, including battery-management solutions, DC/DC switching regulators, AC/DC and isolated controllers and converters, power switches, linear regulators, voltage references, multiphase controllers and power stages, and lighting products. This segment also provides signal chain products that sense, condition, and measure real-world signals and convert them into data to be transferred or converted for further processing and control, such as amplifiers, data converters, interface products, motor drives, clocks, and logic and sensing products. The Embedded Processing segment offers microcontrollers, processors, wireless connectivity, and radar products; and applications processors for specific computing activity. It also provides DLP products primarily for use in projecting high-definition images; calculators; and application-specific integrated circuits. Its products are used in various markets, such as industrial, automotive, personal electronics, communications equipment, enterprise systems, calculators, and others. The company markets and sells its semiconductor products through direct sales and distributors, as well as through its website. Texas Instruments Incorporated was founded in 1930 and is headquartered in Dallas, Texas.

Recent TXN News & Updates

Seeking Alpha 4h

Texas Instruments: 800-VDC Is The Growth Inflection -- Reiterating Strong Buy

Summary Texas Instruments Incorporated is positioned for margin-accretive growth, driven by robust demand in data center, industrial, and automotive markets. TXN benefits from data center power architecture shifts, manufacturing reshoring, and automation, supporting durable volume and pricing power. I expect operating margins to exceed 50% by eFY28, with strong balance sheet flexibility and capacity to scale production. I reiterate a Strong Buy rating for TXN stock with a $421/share price target at 24.50x eFY27 EV/aEBITDA, citing extended growth runway. Read the full article on Seeking Alpha

Recent updates

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