Texas Instruments Incorporated Website

Texas Instruments Incorporated

NasdaqGS-TXN

Company Overview

Texas Instruments Incorporated designs, manufactures, and sells semiconductors to electronics designers and manufacturers worldwide. It operates in two segments, Analog and Embedded Processing. The Analog segment offers power products to manage power requirements in various levels using battery-management solutions, DC/DC switching regulators, AC/DC and isolated controllers and converters, power switches, linear regulators, voltage supervisors, voltage references, and lighting products. This segment also provides signal chain products that sense, condition, and measure signals to allow information to be transferred or converted for further processing and control for use in end markets, including amplifiers, data converters, interface products, motor drives, clocks, and sensing products. The Embedded Processing segment offers microcontrollers that are used in electronic equipment; digital signal processors for mathematical computations; and applications processors for specific computing activity. This segment offers products for use in various markets, such as industrial, automotive, personal electronics, communications equipment, enterprise systems, and calculators and other. The company also provides DLP products primarily for use in projectors to create high-definition images; calculators; and application-specific integrated circuits. It markets and sells its semiconductor products through direct sales and distributors, as well as through its website. Texas Instruments Incorporated was founded in 1930 and is headquartered in Dallas, Texas.

  • Name

    Texas Instruments Incorporated

  • CEO

    Haviv Ilan

  • Website

    www.ti.com

  • Sector

    Semiconductors and Semiconductor Equipment

  • Year Founded

    1930

Company Statistics

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Bulls Say

  • Texas Instruments has a leading market share position in the lucrative analog semiconductor market, holding scale advantages that virtually no other rival can match.

  • A key element of Texas Instruments' success has come from its massive global sales staff, which allows the firm to cross-sell its extensive semiconductor product portfolio to existing customers.

  • Texas Instruments’ ability to manufacture analog parts on 300-millimeter silicon wafers has provided the company with robust gross margin expansion in years past.

Bears Say

  • If US-China trade tensions continue, customers in China may gravitate toward analog and embedded parts made by Chinese upstarts, rather than those provided by TI.

  • Despite its strong position and diverse exposure, Texas Instruments is still vulnerable to the cyclicality of the overall semiconductor industry.

  • Texas Instruments' other business segment, which includes DLPs, calculators, and other products, has nice margins but may see declining revenue over the next few years.

Source: Morningstar Analysis - Oct 22, 2025

What's happening

Nov 13, 2025 - Dec 13, 2025

Texas Instruments Inc. Sees Strong Growth Amid Mixed Market Signals

  • Texas Instruments reported a significant year-over-year increase in semiconductor billings, driven by remarkable growth in DRAM.
  • The company anticipates double-digit growth for 2025 despite facing tariff-related challenges and analyst downgrades.
  • TXN outperformed the S&P 500 and the Information Technology sector during this evaluation period.

Over the past month, Texas Instruments Inc. (TXN) experienced a notable increase of 10%, significantly outperforming the S&P 500, which saw a slight decline of 0.2%. This impressive performance was largely attributed to strong developments within the semiconductor industry, particularly a substantial rise in billings that surged by 33% year-over-year to $71.3 billion for October. A key contributor to this growth was dynamic random access memory (DRAM), which demonstrated an exceptional increase of 90%. These positive trends bolstered investor sentiment regarding TXN's market position.

On December 3rd, Texas Instruments announced its recovery from previous stagnation with expectations of double-digit growth projected at around 13% for 2025. This optimistic outlook emerged despite ongoing challenges such as tariff-related disruptions affecting various end markets. Additionally, TXN emphasized its strategy to capitalize on data center opportunities estimated at $1.2 billion with an impressive year-over-year growth rate of 50%. Such insights reinforced confidence in TXN's potential for expansion within this lucrative segment.

However, not all news during this timeframe was favorable; fluctuations in stock performance and analyst downgrades reflected some bearish sentiments among investors. For instance, Mizuho analysts revised their price target downward from $150 to $145 while maintaining an Underperform rating due to cautious assessments regarding TXN’s future amid broader macroeconomic uncertainties. Furthermore, insider selling activity raised concerns when Director Kirk Ronald sold nearly ten thousand shares shortly after exercising options at lower prices.

Despite these mixed signals leading up to early December—where shares dipped below levels seen earlier in November—Texas Instruments exhibited resilience throughout the month by closing near highs last observed since October at approximately $165 per share following strong earnings results and positive industry momentum indicators. Ultimately, Texas Instruments Inc outperformed not only its own domain but also broader market indices like the S&P 500 during this one-month evaluation period with an overperformance margin of approximately 10.3%. Additionally, it outperformed the Information Technology (XLK) sector by an impressive margin of over 61 percent.

NasdaqGS:TXN