Added to YB: 2025-05-12
Pitch date: 2025-05-11
TXN [bullish]
Texas Instruments Incorporated
+55.32%
current return
Author Info
No bio for this author
Company Info
Texas Instruments Incorporated designs, manufactures, and sells semiconductors to electronics designers and manufacturers in the United States, China, the rest of Asia, Europe, the Middle East, Africa, Japan, and internationally.
Market Cap
$238.3B
Pitch Price
$179.70
Price Target
N/A
Dividend
2.18%
EV/EBITDA
25.61
P/E
39.63
EV/Sales
12.61
Sector
Semiconductors and Semiconductor Equipment
Category
turnaround
I added to my position in Texas Instruments.
TXN (added to position): Analog chip leader down on Elliott activist campaign & capex-heavy US fab buildout replacing buybacks. Author sees savvy capital allocation: govt CHIPS subsidies + capex cycle ending = FCF to skyrocket. Analog upcycle (autos, EV chip density) ahead. Stock flat 5yrs = entry point before re-rating.
Read full article (4 min)