Added to YB: 2025-01-30
Pitch date: 2025-01-28
TXN [neutral]
Texas Instruments Incorporated
+2.33%
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
$175.33
Price Target
195.00 (+9%)
Dividend
3.03%
EV/EBITDA
22.01
P/E
32.70
EV/Sales
9.96
Sector
Semiconductors and Semiconductor Equipment
Category
value
Texas Instruments Inc. – Can current multiples still be justified?
TXN (too expensive): Q4 revenue -2% YoY, -3% QoQ. Weak auto/industrial demand. EPS $1.30 (-13% YoY). Q1 guidance disappoints: $3.74-4.06B rev, $0.94-1.16 EPS. Valuation concerns at 34x FY24 earnings. $195 price target for 2027, implying minimal upside. Not a buy at current levels.
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