Texas Instruments Inc.
Texas Instruments (TXN) is a long-established semiconductor company best known for analogue and embedded processing chips used across industrial, automotive, consumer and communications equipment. With a market capitalisation of around $164.4 billion, the business is prized for consistent free cash flow, high margins in its analogue franchise and a longstanding programme of dividends and share buybacks. That combination has made it popular with income-oriented investors and those seeking exposure to broad technology demand without pure-play memory or logic cyclicality. Key risks include the semiconductor industry’s cyclical nature, exposure to global supply chains and geopolitical trade tensions, and competition from other analogue and mixed-signal vendors. Financial and operational performance can vary with end-market demand, so valuation, dividend sustainability and capital allocation merit close attention. This summary is for general educational purposes only and is not personal financial advice — values can fall as well as rise and returns are not guaranteed.
Why It's Moving
Texas Instruments Stock Faces Profit-Taking After Months-Long Rally, Erasing Recent Gains
- Stock tumbled from $225.70 in mid-February to $190.76 currently, wiping out gains from the January earnings-driven surge that initially pushed shares to $207 on improved industrial demand and AI infrastructure investments
- Forward P/E ratio of 30.27 has compressed valuations to industry parity, suggesting the market has already priced in much of the optimistic outlook that drove the earlier rally
- Despite the recent decline, full-year consensus estimates project earnings growth of 17% and revenue growth of 9.6%, maintaining analyst confidence in the company's strategic positioning in AI semiconductors despite near-term volatility
Texas Instruments Stock Faces Profit-Taking After Months-Long Rally, Erasing Recent Gains
- Stock tumbled from $225.70 in mid-February to $190.76 currently, wiping out gains from the January earnings-driven surge that initially pushed shares to $207 on improved industrial demand and AI infrastructure investments
- Forward P/E ratio of 30.27 has compressed valuations to industry parity, suggesting the market has already priced in much of the optimistic outlook that drove the earlier rally
- Despite the recent decline, full-year consensus estimates project earnings growth of 17% and revenue growth of 9.6%, maintaining analyst confidence in the company's strategic positioning in AI semiconductors despite near-term volatility
When is the next earnings date for Texas Instruments Inc. (TXN)?
Texas Instruments is estimated to announce its Q1 2026 earnings between April 22 and April 24, 2026, though the company has not yet officially confirmed the exact date. The estimate is based on the company's historical earnings release patterns. This upcoming report will cover the first quarter of fiscal year 2026 and will be followed by a conference call for investors.
Stock Performance Snapshot
Analyst Rating
Analysts suggest keeping Texas Instruments' stock as is, with a target price of $184.
Financial Health
Texas Instruments is performing well with strong profits, cash flow, and revenue growth.
Dividend
Texas Instruments' dividend yield of 2.88% is reasonable for those seeking dividend income. If you invested $1000 you would be paid $55.00 a year in dividends (based on the last 12 months).
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Baskets Featuring TXN
The U.S. Semiconductor Surge
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Explore BasketWhy You’ll Want to Watch This Stock
Steady cash generation
TI’s analogue franchises often deliver predictable free cash flow and dividend capacity, though revenue can fluctuate with industry cycles.
Diversified end-markets
Exposure to industrial, automotive and consumer markets helps spread risk, but global demand shifts and supply chains remain important factors.
Competitive dynamics
Strong margins from proprietary analogue products underpin returns, yet competition and geopolitical issues can affect growth and margins.
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