The headline numbers for Texas Instruments (TXN) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Texas Instruments (TXN) came out with quarterly earnings of $1.41 per share, beating the Zacks Consensus Estimate of $1.32 per share. This compares to earnings of $1.22 per share a year ago.
Texas Instruments Inc (NASDAQ:TXN) will report second-quarter earnings after the close tomorrow, July 22, in which analysts expect earnings of $1.35 per share and a 13.8% year-over-year increase in revenue to $4.35 billion.
Texas Instruments' Q2 performance is likely to reflect benefits from recovery across the industrial and automotive end markets.
Get a deeper insight into the potential performance of Texas Instruments (TXN) for the quarter ended June 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
Zacks.com users have recently been watching Texas Instruments (TXN) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Texas Instruments (TXN) concluded the recent trading session at $216.63, signifying a +1.51% move from its prior day's close.
Micron's AI momentum, faster earnings growth and more attractive valuation give it an edge over Texas Instruments right now.
The US EV market share is projected to surge past 50% in 10 years, which could result in higher demand for Texas Instruments' analog chips and embedded systems. The company's $60 billion investment will increase its domestic production capacity, which can mitigate the tariffs and meet rising demands of EV manufacturers. Given that the company is at least 20% overvalued and is grappling with near-term headwinds from the tariffs, the semiconductor giant remains a hold.
Texas Instruments (TXN) closed at $210.45 in the latest trading session, marking a +1.36% move from the prior day.
Texas Instruments is a Buy due to a cyclical rebound in analog semiconductors, strong pricing power, and massive US reshoring investments. TXN's cost advantage from 300mm wafer technology and broad product portfolio justifies a premium valuation and supports robust margin expansion. Secular trends like electrification and industrial automation drive long-term demand, while low inventories and restocking signal a sustainable recovery.
Texas Instruments stock is overheated, with valuation multiples at historical highs and no margin of safety. Management's ambitious growth targets require above-average sales increases, which I view as unrealistic given the cyclical and discretionary nature of TI's key markets. Heavy Capex, rising debt, and intensifying China competition add risk, while current dividend and buyback policies are less impressive than they appear.