Texas Instruments (TXN)
NASDAQInformation TechnologySemiconductorsSnapshot 2026-07-07
$293.30-3.36%
Close 2026-07-07 · 1-day change
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Texas Instruments grows revenue about 17% next year. Profit per share rises to about $7.68 in 2026. New products and acquisitions boost sales in key sectors. The company keeps improving earnings and revenue steadily.
Revenue growth slows below 10% next year. Profit margins shrink due to rising costs or weak demand. Integration of acquisitions fails to deliver expected synergies.
The stock price is about 34% above our valuation estimate and 25% below the median analyst price. Analysts expect about 17% revenue growth next year. Our view is more cautious on growth sustainability.
Breaks if: EPS falls below $1.77 in Q2 2026
Aim to enhance earnings per share for the second quarter of 2026.
Stated in 2 of last 2 quarters. EPS increased from $1.28 in 2025-Q1 to $1.68 in 2026-Q1, showing progress towards the Q2 2026 EPS target of $1.77 to $2.05. The trajectory is delivering on the stated priority.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Earnings per share between $1.77 and $2.05 for Q2 2026.”
“Earnings per share between $1.13 and $1.39 for Q4 2025.”
Breaks if: Synergies fail to reach $450 million by 2029
Focus on achieving operational synergies post-acquisition.
Breaks if: Revenue falls below $5.0 billion in Q2 2026
Focus on increasing revenue for the second quarter of 2026.
Stated in 2 of last 2 quarters. Revenue grew from $4.22 billion in 2025-Q4 to $4.825 billion in 2026-Q1, indicating progress towards the Q2 2026 revenue target of $5.00 billion to $5.40 billion. The trajectory is delivering on the stated priority.
“TI's second quarter outlook is for revenue in the range of $5.00 billion to $5.40 billion.”
“TI's fourth quarter outlook is for revenue in the range of $4.22 billion to $4.58 billion.”