Added to YB: 2024-01-08
Pitch date: 2024-01-08
TXN [bullish]
Texas Instruments Incorporated
+14.77%
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
$156.33
Price Target
N/A
Dividend
3.03%
EV/EBITDA
22.01
P/E
32.70
EV/Sales
9.96
Sector
Semiconductors and Semiconductor Equipment
Category
growth
TEXAS INSTRUMENTS INC - $TXN
TXN: From calculators to analog chip giant via 90s divestitures. 80K+ SKUs & engineer expertise form moat. Near-term headwinds: inventory cycles, $5B capex thru 2026; but long-term upside: auto/industrial tailwinds, pricing power, buybacks, CHIPS grants. 21x PE. Disclosure: I/clients hold. Bullish post-capex FCF.
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