Texas Instruments (TXN) Stock Overview
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. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 2/6 |
| Past Performance | 4/6 |
| Financial Health | 3/6 |
| Dividends | 3/6 |
Rewards
Risk Analysis
TXN Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$314.44
FV
10.6% undervalued intrinsic discount15.00%
Revenue growth p.a.
251
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Texas Instruments Incorporated Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$281.02 |
| 52 Week High | US$287.83 |
| 52 Week Low | US$152.73 |
| Beta | 0.99 |
| 1 Month Change | 44.21% |
| 3 Month Change | 30.37% |
| 1 Year Change | 70.82% |
| 3 Year Change | 69.47% |
| 5 Year Change | 49.67% |
| Change since IPO | 25,809.18% |
Recent News & Updates
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.Texas Instruments: The Backbone Of The Data Center Revolution
Apr 27Recent updates
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.Texas Instruments: The Backbone Of The Data Center Revolution
Apr 27
Texas Instruments Inc. (TXN): The "Analog Anchor" and the FY2026 Structural Inflection
Texas Instruments Inc. (TXN) , the bedrock of the global analog semiconductor market, demonstrated a shift in its strategic gears as of Thursday, April 16, 2026 , signaling that its massive multi-year investment cycle is finally transitioning toward harvest.
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.
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.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.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.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.Investors Appear Satisfied With Texas Instruments Incorporated's (NASDAQ:TXN) Prospects As Shares Rocket 26%
Feb 05
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.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.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.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.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.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.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.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.Texas Instruments (NASDAQ:TXN) Will Pay A Larger Dividend Than Last Year At $1.42
Oct 16Texas Instruments (NASDAQ:TXN) Will Pay A Larger Dividend Than Last Year At $1.42
Sep 23Texas Instruments Incorporated Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Aug 01
Texas Instruments Incorporated's (NASDAQ:TXN) P/E Is On The Mark
Jun 18Are Texas Instruments Incorporated (NASDAQ:TXN) Investors Paying Above The Intrinsic Value?
Jun 02Texas Instruments Q1: Better Than Feared For Now
Apr 24300-Millimeter Capacity Expansion Will Unlock Market Opportunities
Declines in industrial and automotive markets suppress revenue growth, affecting a significant portion of the business.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.Texas Instruments: Decent Potential, But Currently Overvalued
Mar 28Texas Instruments Looks Appealing With Expected Cash Flow Improvements (Rating Upgrade)
Feb 21Texas Instruments Q4 Preview: Fixing Inventory Levels (Rating Upgrade)
Jan 17Why Texas Instruments Leads In Capital Allocation
Dec 27Texas Instruments: Stuck In The Middle, Borderline Hold
Dec 02Texas Instruments: A Future Dividend Aristocrat With A Hefty Price Tag
Oct 30Shareholder Returns
| TXN | US Semiconductor | US Market | |
|---|---|---|---|
| 7D | 1.4% | -1.3% | 0.8% |
| 1Y | 70.8% | 108.9% | 27.7% |
Return vs Industry: TXN underperformed the US Semiconductor industry which returned 108.9% over the past year.
Return vs Market: TXN exceeded the US Market which returned 27.7% over the past year.
Price Volatility
| TXN volatility | |
|---|---|
| TXN Average Weekly Movement | 7.0% |
| Semiconductor Industry Average Movement | 10.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.3% |
Stable Share Price: TXN has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: TXN's weekly volatility (7%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1930 | 33,000 | Haviv Ilan | 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.
Texas Instruments Incorporated Fundamentals Summary
| TXN fundamental statistics | |
|---|---|
| Market cap | US$255.75b |
| Earnings (TTM) | US$5.34b |
| Revenue (TTM) | US$18.44b |
47.9x
P/E Ratio13.9x
P/S RatioIs TXN overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| TXN income statement (TTM) | |
|---|---|
| Revenue | US$18.44b |
| Cost of Revenue | US$7.87b |
| Gross Profit | US$10.57b |
| Other Expenses | US$5.23b |
| Earnings | US$5.34b |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 5.86 |
| Gross Margin | 57.32% |
| Net Profit Margin | 28.94% |
| Debt/Equity Ratio | 83.7% |
How did TXN perform over the long term?
See historical performance and comparisonDividends
2.0%
Current Dividend Yield95%
Payout RatioDoes TXN pay a reliable dividends?
See TXN dividend history and benchmarks| Texas Instruments dividend dates | |
|---|---|
| Ex Dividend Date | May 05 2026 |
| Dividend Pay Date | May 19 2026 |
| Days until Ex dividend | 3 days |
| Days until Dividend pay date | 17 days |
Does TXN pay a reliable dividends?
See TXN dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/02 03:49 |
| End of Day Share Price | 2026/05/01 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Texas Instruments Incorporated is covered by 64 analysts. 35 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| George Chang | Aletheia Analyst Network Limited |
| Brett Simpson | Arete Research Services LLP |
| Alexi Unger | Arete Research Services LLP |