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Silicon Stack Data Center Fabric AI Software Power + Grid Robotics
TXN Power, Cooling & Grid

Texas Instruments

Analog / power bottleneck

Detail page

AI racks need far more power conversion, monitoring, and analog control than traditional systems.

Price $277.36
1D change -0.28%
Market cap $253.58B
Sector Technology

Shared metric table

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Metric TXN
Price $277.36
1D Change -0.28%
Market Cap $253.58B
Enterprise Value $258.86B
Trailing P/E 36.0
Forward P/E 24.0
PEG Ratio 0.84x
Price / Sales 12.2
EV / Revenue 12.5
Revenue Growth 27.7%
Earnings Growth 77.0%
Gross Margin 60.2%
Operating Margin 47.5%
Net Margin 34.3%
ROE 39.7%
Free Cash Flow $4.78B
FCF Margin 23.0%
Debt / Equity 0.71x
Current Ratio 5.59x
Dividend Yield 2.19%
Next Earnings Jan 26, 2027
Quarterly Revenue $6.05B
Revenue QoQ +10.8%
Quarterly Net Income $2.42B
Net Income QoQ +22.5%

TXN thesis lens

Analog / power bottleneck

Why it could benefit

  • AI racks need far more power conversion, monitoring, and analog control than traditional systems.
  • Texas Instruments also has a strategic mature-node and 300mm manufacturing advantage.
  • It is the cleanest large-cap way to play the analog side of AI infrastructure without needing one exact winner.

Moat / edge

  • Huge catalog breadth and long customer relationships.
  • Internal manufacturing scale lowers cost and improves supply control.
  • Analog design wins can last for years once qualified.

What to watch

  • Industrial and data-center demand recovery.
  • Gross-margin and utilization trends as capacity scales.
  • Progress on internal 300mm manufacturing transition.

Key risks

  • Analog is still cyclical, especially in industrial and auto markets.
  • A broad slowdown can offset AI-specific wins for a while.