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TXNTexas Instruments IncorporatedBuy Wait5.7·$312.38+3.74%
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Texas Instruments Incorporated (TXN) Stock Analysis

Buy WaitModerate Confidence

Technology · Semiconductors

Wait for pullback to $280.76. Weak momentum; also recent C-suite change — blocks BUY_NOW at $312.38. Engine's entry $280.76 (Support Atr Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Analyst target reached - limited upside remaining; Expensive valuation.

Texas Instruments designs and manufactures analog (79% of 2025 revenue) and embedded processing (15%) semiconductors sold to 100,000+ electronics manufacturers globally, generating $17.68B revenue in 2025. About 60% of revenue comes from customers headquartered outside the U.S.;... Read more

$312.38+15.7% A.UpsideScore 5.7/10#15 of 45 Semiconductors
QualityF-score8 / 9FCF yield0.39%
IncomeYield1.89%(5y avg 2.71%)Payout95.04%at-risk
Entry $280.76(Support Atr Sticky)Stop $252.71Target $324.88(resistance)A.R:R -1.1:1Setup A.R:R 2.9:1
Analyst target$291.55-6.7%33 analysts
$324.88our TP
$312.38price
$291.55mean
$200
$400

Wait for pullback to $280.76. Weak momentum; also recent C-suite change — blocks BUY_NOW at $312.38. Engine's entry $280.76 (Support Atr Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Analyst target reached - limited upside remaining; Expensive valuation. Chart setup: No clear chart pattern; technical signals are mixed. Growth is cheap relative to earnings, but the technical setup has not yet produced a breakout above resistance (PEG 1.44, quality 8.0/10, growth 7.8/10). Score 5.7/10, moderate confidence.

Passes 6/9 gates (positive momentum, clean insider activity, news events none recent, earnings proximity 37d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.

TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Wed, Jul 22, 202637d to earnings· next earnings call

Thesis

Rewards
Strong earnings beat streak (4/4)
High-quality business
Strong growth profile
Risks
Analyst target reached - limited upside remaining
Expensive valuation

Key Metrics

P/E (TTM)51.6
P/E (Fwd)32.0
Mkt Cap$274.0B
EV/EBITDA32.7
Profit Mgn29.1%
ROE32.3%
Rev Growth18.6%
Beta1.31
Dividend1.89%
Rating analysts45

Quality Signals

Piotroski F8/9MoatWideCompounder

Options Flow

P/C0.41bullish
IV56%elevated
Max Pain$348+11.2% vs spot

Concentration Risks(10-K Item 1A)

  • MEDIUMGeographicChina (products shipped into)50%
    10-K Item 1A: 'revenue from products shipped into China represented about 50% of our revenue in 2025'
  • MEDIUMGeographicChina (end customers headquartered)20%
    10-K Item 1A: 'Revenue from end customers headquartered in China represented about 20% of our revenue in 2025'

Material Events(8-K, last 90d)

  • 2026-03-25Item 5.02LOW
    Hagop Kozanian, Senior Vice President of Texas Instruments, announced intention to retire effective August 31, 2026. No successor named; no reason cited beyond planned retirement.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

1 floor-breaker

Priced at a premium — multiples above sector norms. Needs delivery on growth + margins to justify.static

Ev Ebitda
0.0
Ps
0.1
Pe
2.4
Analyst Target
3.0
Forward Pe
3.6
Peg Ratio
5.3
Forward P/E: 32.0xPEG: 1.44Expensive valuation
GatesA.R:R -1.1=NEGATIVEMomentum 4.9<5.5 (soft — BUY_NOW allowed but watch)Executive change: officer departure/appointmentMomentum 4.9>=4.5Insider activity: OKNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 37d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Aggressive
RSI
45 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $273.88Resistance $331.51

Price Targets

$253
$281
$325
A.Upside+4.0%
A.R:R-1.1:1
Setup A.R:R (at entry)2.9:1

Position Sizing

ConvictionHigh conviction
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (-14.1% upside)
! Negative risk/reward — downside exceeds upside

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-07-22 (37d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is TXN stock a buy right now?

Wait for pullback to $280.76. Weak momentum; also recent C-suite change — blocks BUY_NOW at $312.38. Engine's entry $280.76 (Support Atr Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Analyst target reached - limited upside remaining; Expensive valuation. Chart setup: No clear chart pattern; technical signals are mixed. Growth is cheap relative to earnings, but the technical setup has not yet produced a breakout above resistance (PEG 1.44, quality 8.0/10, growth 7.8/10). Target $324.88 (+4.0%), stop $252.71 (−23.6%), Setup A.R:R 2.9:1. Score 5.7/10, moderate confidence.

What is the TXN stock price target?

Take-profit target: $324.88 (+15.7% upside). Target $324.88 (+4.0%), stop $252.71 (−23.6%), Setup A.R:R 2.9:1. Stop-loss: $252.71.

What are the risks of investing in TXN?

Analyst target reached - limited upside remaining; Expensive valuation.

Is TXN overvalued or undervalued?

Texas Instruments Incorporated trades at a P/E of 51.6 (forward 32.0). TrendMatrix value score: 2.7/10. Verdict: Buy (Wait for Entry).

What do analysts say about TXN?

45 analysts cover TXN with a consensus score of 3.5/5. Average price target: $292.

What does Texas Instruments Incorporated do?Texas Instruments designs and manufactures analog (79% of 2025 revenue) and embedded processing (15%) semiconductors...

Texas Instruments designs and manufactures analog (79% of 2025 revenue) and embedded processing (15%) semiconductors sold to 100,000+ electronics manufacturers globally, generating $17.68B revenue in 2025. About 60% of revenue comes from customers headquartered outside the U.S.; products shipped into China represented approximately 50% of 2025 revenue.

Related stocks: TSM (Taiwan Semiconductor Manufactur) · CRDO (Credo Technology Group Holding ) · AVGO (Broadcom Inc.) · MU (Micron Technology, Inc.) · ALAB (Astera Labs, Inc.)
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