Price (90d)
$286.08Signal Score (90d)
160Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $17.68B | $5.00B | $5.45 |
| 2024 | $15.64B | $4.80B | $5.24 |
| 2023 | $17.52B | $6.51B | $7.13 |
| 2022 | $20.03B | $8.75B | $9.51 |
| 2021 | $18.34B | $7.77B | $8.38 |
Social Signal Score
Earnings
Tue, Oct 27(in 2 months)
Consensus estimate $2.37 per share
Typical surprise +8.3% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Jul 22$2.14 vs $1.91beat
- Wed, Apr 22$1.68 vs $1.36beat
- Tue, Jan 27$1.27 vs $1.29miss
- Tue, Oct 21$1.48 vs $1.49miss
- Tue, Jul 22$1.41 vs $1.36beat
- Wed, Apr 23$1.28 vs $1.07beat
Estimates and results for TXN via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Valuation
Project earnings forward and see what return today's price implies.
Seeded from TXN's reported EPS growth of -10.2% a year over 4 years.
- EPS in 5 years
- $3.21
- Implied price
- $102.81
- Return from $279.58
- -18.1% a year
To earn 15.0% a year on these assumptions you'd need to buy at $51.11 — -81.7% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 22 | 27 | 32 | 37 | 42 |
|---|---|---|---|---|---|
| -20.2% | -32.5% | -29.7% | -27.3% | -25.1% | -23.2% |
| -15.2% | -28.3% | -25.3% | -22.7% | -20.4% | -18.4% |
| -10.2% | -24.0% | -20.9% | -18.1% | -15.7% | -13.6% |
| -5.2% | -19.8% | -16.5% | -13.6% | -11.0% | -8.7% |
| -0.2% | -15.6% | -12.1% | -9.0% | -6.3% | -3.9% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Mentions (3)
- 4chan /biz/biz·1d ago·Neutral
TXN what the fuck are you doing
View source ↗ - Newszacks.com·2d ago·Positive
TXN's $5.8B Shareholder Returns: Can FCF Support Bigger Payouts Ahead? Texas Instruments' surging free cash flow, lower capital spending and stronger growth boost its capacity for dividends and share buybacks.
View source ↗ - 4chan /biz/biz·7d ago·Positive
>>62572707 Also, the chip companies would use the radiation hardening needed for space chips as an excusr to jew up all the prices Texas Instruments litterally have chips for sensors and shit where the regular one is like 2 bucks and the radiation hardened version for aerospace is over 100 bucks. It would still be very unlikely but at least remotely plausible if spacex owned the whole stack of products, but at the moment it is beyond impossible to make money out of space data centers.
View source ↗