Texas Instruments Inc.

Texas Instruments Inc.

TXN

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Market Cap$278.2B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Texas Instruments Inc.Texas Instruments Inc.51.81.84%32%15.40.8

Earnings Call Q1 2026

April 22, 2026 - AI Summary

Strong Revenue Growth: Texas Instruments (TI) reported first-quarter revenue of $4.8 billion, showing a 9% increase sequentially and a robust 19% increase year-over-year (YOY). Key growth segments included Analog, which grew 22% YOY, and Embedded Processing, which grew 12% YOY. The only decline was in the Other segment, which decreased by 16%.
Positive Market Signals: The demand across industrial and data center markets has been accelerating, with industrial revenue increasing over 30% YOY and data center revenue surging approximately 90% YOY. TI's guidance for Q2 is between $5 billion to $5.4 billion, indicating a continuation of strong performance, slightly above seasonal growth expectations.
Strong Free Cash Flow: Cash flow from operations was reported at $1.5 billion for the quarter, contributing to a trailing 12-month free cash flow of $4.4 billion. TI estimates that free cash flow per share for 2026 could reach around $8 if revenue continues growing mid- to high single digits, presenting an opportunity for stable long-term growth for investors.

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$288.12

Target Price by Analysts

6.6% downsideTexas Instruments Target Price DetailsTarget Price
$40.92

Current Fair Value

86.7% downside

Overvalued by 86.7% based on the discounted cash flow analysis.

Share Statistics

Market cap$278.20 Billion
Enterprise Value$288.84 Billion
Dividend Yield$5.62 (1.84%)
Earnings per Share$5.45
Beta1.3
Outstanding Shares909,000,000

Return

Return on Equity31.99%ROE
Return on Assets15.60%
Return on Invested Capital21.87%

Valuation & Multiples

P/E Ratio51.77P/E Ratio
PEG166.78PEG
Price to Sales15.43Price to Sales
Price to Book Ratio17.14Price to Book Ratio
Enterprise Value to Revenue15.67
Enterprise Value to EBIT42.2
Enterprise Value to Net Income53
Total Debt to Enterprise0.05
Debt to Equity0.85Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
April 28, 2026
EPS Estimate
$1.37
Average shareholder expectation
Revenue Estimate
$4.52 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 28, 2026
EPS Estimate
$1.90
Average shareholder expectation
Revenue Estimate
$5.20 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio1.0194 26.38%
Total Calls8,015,978 41.01%
Total Puts8,171,817 20.41%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %86.54% 0.53%
Total Invested$152.19B 10.78%
Investors Holding2,516 33.00%

ESG Score

No data

About Texas Instruments Inc.

CEO: Richard Templeton

Relevant Senate Committees

Joint Committee on Taxation

This non-partisan committee provides the official revenue estimates and technical analysis for all tax legislation. Its reports and expertise directly influence the corporate tax structures, capital investment credits, and overall tax burden affecting Texas Instruments.

Finance

As the most powerful economic committee, it controls taxation and trade policy. Decisions on corporate tax rates, R&D credits, and tariffs directly impact Texas Instruments' profitability, investment decisions, and global supply chain costs.

Appropriations

This committee allocates discretionary federal spending. Its subcommittees determine the precise cash flow for defense programs, scientific research, and infrastructure projects, which can directly translate into contracts, R&D funding, or demand for TXN's products.

Judiciary

This committee oversees antitrust laws and intellectual property, which are crucial for a major technology and manufacturing company like Texas Instruments. Decisions on mergers, acquisitions, and patent enforcement directly impact TXN's competitive landscape and core assets.

Armed Services

This committee oversees the Department of Defense and authorizes the annual NDAA, directly determining revenue streams and R&D funding for defense contractors. Texas Instruments' semiconductors are integral to many military technologies, making this committee highly relevant for a significant end-market.

Commerce, Science, and Transportation

This committee has broad jurisdiction over interstate commerce and regulates key customer industries for Texas Instruments, such as telecommunications, aerospace, and general technology. It also impacts science and R&D funding which is critical for semiconductor innovation.

Foreign Relations

As a global semiconductor manufacturer, Texas Instruments is heavily reliant on international trade, supply chains, and market access. This committee's decisions on sanctions, treaties, and foreign policy directly impact TXN's ability to operate and sell globally.