Texas Instruments (TXN) Aktievy
Texas Instruments Incorporated designar, tillverkar och säljer halvledare till elektronikdesigners och tillverkare i USA, Kina, övriga Asien, Europa, Mellanöstern, Afrika, Japan och internationellt. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 1/6 |
| Framtida tillväxt | 2/6 |
| Tidigare resultat | 3/6 |
| Finansiell hälsa | 3/6 |
| Utdelningar | 3/6 |
Belöningar
Riskanalys
TXN Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$435.69
FV
29.9% undervärderad intrinsisk rabatt11.00%
Revenue growth p.a.
455
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0users have commented on this narrative
13users have followed this narrative
Texas Instruments Incorporated Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$305.55 |
| 52 veckors högsta | US$334.03 |
| 52 veckors lägsta | US$152.73 |
| Beta | 1.31 |
| 1 månads förändring | 1.47% |
| 3 månaders förändring | 41.27% |
| 1 års förändring | 39.93% |
| 3 års förändring | 66.35% |
| 5 års förändring | 62.73% |
| Förändring sedan börsintroduktionen | 28,070.77% |
Senaste nyheter och uppdateringar
Uppdatering av berättelse • 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.Seeking Alpha • Jun 29
Texas Instruments: Buy On Pullbacks
Summary Texas Instruments remains a Buy, supported by strong industrial and data center growth, margin expansion, and robust free cash flow. Industrial segment accelerated 30% Y/Y and remains 15% below its 2022 peak, signaling further upside in the highest-margin business. Data center revenue surged 90% Y/Y, with management highlighting increased design-ins and sustained demand into H2 2026 and 2027. Forward P/E has compressed from the low 30s to the mid 20s, making TXN more attractive on pullbacks amid sector volatility and geopolitical risks. Read the full article on Seeking Alpha
Uppdatering av berättelse • 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.Recent updates
Uppdatering av berättelse • 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.Seeking Alpha • Jun 29
Texas Instruments: Buy On Pullbacks
Summary Texas Instruments remains a Buy, supported by strong industrial and data center growth, margin expansion, and robust free cash flow. Industrial segment accelerated 30% Y/Y and remains 15% below its 2022 peak, signaling further upside in the highest-margin business. Data center revenue surged 90% Y/Y, with management highlighting increased design-ins and sustained demand into H2 2026 and 2027. Forward P/E has compressed from the low 30s to the mid 20s, making TXN more attractive on pullbacks amid sector volatility and geopolitical risks. Read the full article on Seeking AlphaUppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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...Analysartikel • Aug 01
Texas Instruments Incorporated Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Texas Instruments Incorporated ( NASDAQ:TXN ) just released its quarterly report and things are looking bullish. The...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 AlphaNy berättelse • Apr 08
300-Millimeter Capacity Expansion Will Unlock Market Opportunities
Declines in industrial and automotive markets suppress revenue growth, affecting a significant portion of the business.Ny berättelse • Apr 07
Expanding 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 28
Texas Instruments: Decent Potential, But Currently Overvalued
Summary 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 AlphaAktieägarnas avkastning
| TXN | US Semiconductor | US Marknad | |
|---|---|---|---|
| 7D | 4.2% | 5.1% | 0.2% |
| 1Y | 39.9% | 69.0% | 19.6% |
Avkastning vs industri: TXN presterade sämre än US Semiconductor branschen som gav 69 % under det senaste året.
Avkastning vs Marknaden: TXN översteg US marknaden som gav 19.6 % under det senaste året.
Prisvolatilitet
| TXN volatility | |
|---|---|
| TXN Average Weekly Movement | 8.9% |
| Semiconductor Industry Average Movement | 13.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
Stabil aktiekurs: TXN har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: TXN s veckovolatilitet ( 9% ) har varit stabil under det senaste året.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 1930 | 33,000 | Haviv Ilan | www.ti.com |
Texas Instruments Incorporated designar, tillverkar och säljer halvledare till elektronikdesigners och tillverkare i USA, Kina, övriga Asien, Europa, Mellanöstern, Afrika, Japan och internationellt. Verksamheten bedrivs genom segmenten Analog och Embedded Processing. Segmentet Analog erbjuder kraftprodukter för att hantera effektbehov på olika spänningsnivåer, inklusive batterihanteringslösningar, DC/DC-regulatorer, AC/DC- och isolerade regulatorer och omvandlare, strömbrytare, linjära regulatorer, spänningsreferenser, flerfasregulatorer och effektsteg samt belysningsprodukter.
Texas Instruments Incorporated Sammanfattning av grunderna
| TXN grundläggande statistik | |
|---|---|
| Börsvärde | US$271.73b |
| Vinst(TTM) | US$5.34b |
| Intäkter(TTM) | US$18.44b |
52.1x
P/E-förhållande15.1x
P/S-förhållandeÄr TXN övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| TXN resultaträkning (TTM) | |
|---|---|
| Intäkter | US$18.44b |
| Kostnad för intäkter | US$7.87b |
| Bruttovinst | US$10.57b |
| Övriga kostnader | US$5.23b |
| Intäkter | US$5.34b |
Senast redovisade vinst
Mar 31, 2026
Nästa vinstdatum
Jul 22, 2026
| Vinst per aktie (EPS) | 5.86 |
| Bruttomarginal | 57.32% |
| Nettovinstmarginal | 28.94% |
| Skuld/egenkapitalförhållande | 83.7% |
Hur har TXN utvecklats på lång sikt?
Se historisk utveckling och jämförelseUtdelningar
1.9%
Aktuell utdelningsavkastning95%
UtbetalningskvotFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/07/14 11:46 |
| Aktiekurs vid dagens slut | 2026/07/14 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Texas Instruments Incorporated bevakas av 63 analytiker. 32 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| George Chang | Aletheia Analyst Network Limited |
| Brett Simpson | Arete Research Services LLP |
| Alexi Unger | Arete Research Services LLP |