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TXN logo

Texas Instruments Incorporated Stock Price

NasdaqGS:TXN Community·US$236.5b Market Cap
  • 5 Narratives written by author
  • 1 Comments on narratives written by author
  • 303 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

TXN Share Price Performance

US$261.59
77.58 (42.16%)
​
US$324.45
Fair Value
US$261.59
77.58 (42.16%)
19.4% undervalued intrinsic discount
US$324.45
Fair Value
Price US$261.59
AnalystConsensusTarget US$324.45
OLetourneau US$284.32
niteco US$435.69
Thu, 20 Aug 26
Fair ValueUS$324.45
Share Pricen/a

TXN Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$324.45 19.4% undervalued intrinsic discount

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

2users have liked this narrative
1users have commented on this narrative
137users have followed this narrative
OL
OLetourneau's
Fair Value
·
Fair Value US$284.32 8.0% undervalued intrinsic discount

TXN — Fair Value $285

0users have liked this narrative
1users have commented on this narrative
3users have followed this narrative
NI
niteco
niteco's
Fair Value
·
Fair Value US$435.69 40.0% undervalued intrinsic discount

Engineered for Stability. Positioned for Growth.

2users have liked this narrative
0users have commented on this narrative
19users have followed this narrative
TXN logo
Texas Instruments
8.0% undervalued intrinsic discount

TXN — Fair Value $285

View narrative
OL
OLetourneau
Published 9 Aug
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TXN logo
Texas Instruments
40.0% undervalued intrinsic discount

Engineered for Stability. Positioned for Growth.

View narrative
NI
niteco
niteco
Updated 19 May
Read Narrative
TXN logo
Texas Instruments
19.4% undervalued intrinsic discount

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

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 20 Aug
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TXN logo
Texas Instruments
34.6% undervalued intrinsic discount

AI And IoT Demand Will Revolutionize Industrial And Automotive Markets

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AN
AnalystHighTarget
AnalystHighTarget
Updated 23 Jul
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TXN logo
Texas Instruments
16.2% overvalued intrinsic discount

Rising Regulatory Hurdles And US-China Tensions Will Squeeze Profits

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AN
AnalystLowTarget
AnalystLowTarget
Updated 6 Aug
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Trending Discussion

DA
Dark_Oli
TXN logo

Longue vie a Texasinstrument

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Recently Updated Narratives

OL
TXN logo

TXN — Fair Value $285

Fair Value: US$284.32 8.0% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
NI
niteco
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 40.0% undervalued intrinsic discount
19 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
1 likeusers have liked this narrative
AN
AnalystConsensusTarget
TXN logo

TXN: AI Analog Cycle And Capacity Investments Will Drive Next Free Cash Flow Cycle

Fair Value: US$324.45 19.4% undervalued intrinsic discount
137 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

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

2 Risks
3 Rewards
View Full Analysis

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 • 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
User avatar
Narrative Update • 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.

Recent updates

No updates

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