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

Texas Instruments

Analog / power bottleneck

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

Price $187.19
1D change -0.58%
Market cap $170.43B
Sector Technology

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

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.

Metric TXN
Price $187.19
1D Change -0.58%
Market Cap $170.43B
Enterprise Value $179.78B
Trailing P/E 34.3
Forward P/E 23.7
Price / Sales 9.6
EV / Revenue 10.2
Revenue Growth 10.4%
Earnings Growth -3.2%
Gross Margin 57.0%
Operating Margin 34.0%
Net Margin 28.3%
ROE 30.1%
Free Cash Flow $-300.6M
FCF Margin -1.7%
Debt / Equity 0.91x
Current Ratio 4.35x
Dividend Yield 303.00%
Next Earnings Apr 28, 2026
Quarterly Revenue $4.42B
Revenue QoQ -6.7%
Quarterly Net Income $1.16B
Net Income QoQ -14.7%

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.