Added to YB: 2025-06-20
Pitch date: 2025-05-04
TXN [bullish]
Texas Instruments Incorporated
+12.25%
current return
Author Info
No bio for this author
Company Info
Texas Instruments Incorporated designs, manufactures, and sells semiconductors to electronics designers and manufacturers in the United States, China, rest of Asia, Europe, Middle East, Africa, Japan, and internationally.
Market Cap
$163.1B
Pitch Price
$159.84
Price Target
200.00 (+11%)
Dividend
3.03%
EV/EBITDA
22.01
P/E
32.70
EV/Sales
9.96
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Texas Instruments Incorporated - $TXN
TXN: High-quality analog semiconductor leader (44% op margin 2023) recovering from 9-qtr sales decline. Q1 rev +11%, Q2 guide +9-19% YoY. Capex cycle ending 2026, FCF/share to hit $9-10. Resumed buybacks ($1.2B recent). Elliott pushed for more cash return. Target $200 by 2027 (15% ann return incl 3.3% yield). Risks: recession, trade war.
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