Added to YB: 2026-07-28
Pitch date: 2026-07-24
TXN [neutral]
Texas Instruments Incorporated
-0.84%
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, the rest of Asia, Europe, the Middle East, Africa, Japan, and internationally.
Market Cap
$255.3B
Pitch Price
$281.79
Price Target
N/A
Dividend
2.03%
EV/EBITDA
27.39
P/E
42.47
EV/Sales
13.49
Sector
Semiconductors and Semiconductor Equipment
Category
turnaround
Texas Instruments Q2: analog snap-back, or scarcity spike?
TXN (earnings): F2Q26 rev $5.46B (+23% YoY, +13% seq), ~4% above Street; GM 61.4% (+200bps beat, +550bps off trough); EPS $2.14. DIO drained to 196 (-13d), lead times up. Data Center ~doubled YoY, Industrial +30%. Q3 guide $5.65-6.15B. Bull vs scarcity-spike debate; auto pull-in the yellow flag testable vs ON/NXPI prints.
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