Texas Instruments
Leading analog and embedded processing semiconductor company serving industrial, automotive, personal electronics, and communications equipment markets
What the page says before deeper research
Quality, growth, value, ownership, risk, and source confidence.
Moat 9.2/100 with low retention risk and high switching costs.
Growth appears mixed from +15% YoY revenue growth.
Forward P/E of 34.6x versus +15% growth gives a 2.3x multiple-to-growth read.
No SEC-backed 13F layer is matched yet, so ownership confirmation is unavailable.
Retention and AI disruption risks are low; valuation is not flagged expensive.
Fundamentals from finnhub as of 2026-05-17; ownership confirmation is not available here.
This is a company-specific operating check for TXN’s latest top-line direction.
Beginner valuation check
Data pending from FMP or Finnhub.
Positive price performance shows recent market sentiment, not a full investment thesis.
Forward P/E around 34.6x means investors pay about $34.6 for each expected $1 of future profit per share, usually the next 12 months or next fiscal year. It is a forecast, not a fact.
A P/E around 51.3x means investors pay about $51.3 for each $1 the company earned per share over the last 12 months, usually the last four quarterly reports.
Source: market data index. As of May 21, 2026. P/E can be unavailable or misleading when earnings are negative.
Beginner guide
Texas Instruments makes tiny electronic parts called chips that go inside everything from cars and phones to toys and appliances to make them work.
Leading analog and embedded processing semiconductor company serving industrial, automotive, personal electronics, and communications equipment markets
Texas Instruments makes money through Analog (~75% of revenue) and Embedded Processing (~20% of revenue).
Sticky customer relationships through multi-year design cycles (2-5 years) create predictable revenue streams
Texas Instruments can disappoint if execution, competition, valuation, or demand cycles weaken growth, margins, customer retention, or investor confidence.
Texas Instruments is like a business operating system for analog: customers pay because replacing it can be disruptive.
You are basically betting that Texas Instruments can keep turning analog into durable value while managing execution, competition, valuation, or demand cycles.
A 0-100 shortcut for how defensible the business looks in this company brief. Texas Instruments is scored at 9.2.
How painful it is for customers to leave. this company brief rates Texas Instruments as high.
Whether existing customers tend to spend more or less over time. The company brief model uses 115%.
The main pieces of the company here are Analog and Embedded Processing.
Price divided by earnings. It is a quick valuation check, but it can mislead when earnings are temporarily high, low, or negative.
A quarterly filing that shows what many large institutional investors owned at quarter end.
The first four questions
Texas Instruments can re-rate if Analog demand stays resilient, especially given multi-year design cycles that make customer relationships sticky.
TXN can disappoint if execution, competition, valuation, or demand cycles weaken growth, margins, customer retention, or investor confidence.
Forward P/E (34.6x)
Next earnings date unavailable from configured sources.
Bull / Neutral / Bear
Investors stay focused on whether TXN can keep turning Analog into durable cash generation while the forward multiple remains the main valuation anchor.
Forward P/E around 34.6x remains understandable versus growth and business quality.
Analog demand holds up and TXN keeps benefiting from sticky customer relationships built through multi-year design cycles.
Revenue growth stays near the reported +14.9% pace or improves.
Investors stay focused on whether TXN can keep turning Analog into durable cash generation while the forward multiple remains the main valuation anchor.
Forward P/E around 34.6x remains understandable versus growth and business quality.
The thesis weakens if demand cycles soften, customers delay designs, or the premium valuation stops being supported by operating results.
Revenue growth slows, or ownership/industry signals turn weaker.
Beginner checklist
Needs earnings calendar data from a provider.
This is a company-specific operating check for TXN’s latest top-line direction.
Margin trend needs company financial statement data; do not infer it from price movement.
This is the cleanest current valuation anchor in the provided data.
No SEC-backed ownership rows are available for this ticker yet.
Needs insider transaction data from a provider.
For TXN, Analog is the core operating engine to watch first.
Texas Instruments is exposure to technology hardware & semiconductors operating model with high switching costs and 115% net revenue retention.
Sticky customer relationships through multi-year design cycles (2-5 years) create predictable revenue streams
The main question is whether the company can keep customer value compounding without margin pressure eroding the moat.
Pro access unlocks the workflow simulator for this company brief.
Simulator coverage pending
This ticker has a company brief, but richer workflow modules have not been built yet.
No SEC-backed 13F rows are matched for this ticker yet. We do not fabricate ownership rows.
- Sticky customer relationships through multi-year design cycles (2-5 years) create predictable revenue streams
- Deep analog expertise and manufacturing scale advantages nearly impossible for new entrants to replicate
- Customers reluctant to switch suppliers due to lengthy qualification processes and risk of system failures
- 300mm fab transition and automotive/industrial focus provide structural cost advantages and margin expansion
- AI/ML inference at edge drives increased demand for efficient power management and signal processing ICs