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Compute Stack AI Platforms Power Buildout Robotics
TXN Power, Analog & Electrification

Texas Instruments

Analog / power bottleneck

Detail page

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

Price $287.80
1D change +0.90%
Market cap $261.92B
Sector Technology

Shared metric table

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Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

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Metric TXN
Price $287.80
1D Change +0.90%
Market Cap $261.92B
Enterprise Value $270.87B
Trailing P/E 49.3
Forward P/E 31.3
Price / Sales 14.2
EV / Revenue 14.7
Revenue Growth 18.6%
Earnings Growth 31.3%
Gross Margin 57.3%
Operating Margin 37.8%
Net Margin 29.1%
ROE 32.3%
Free Cash Flow $1.07B
FCF Margin 5.8%
Debt / Equity 0.84x
Current Ratio 4.46x
Dividend Yield 197.00%
Next Earnings Jul 28, 2026
Quarterly Revenue $4.83B
Revenue QoQ +9.1%
Quarterly Net Income $1.54B
Net Income QoQ +32.8%

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.