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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 $284.07
1D change +0.02%
Market cap $258.53B
Sector Technology

Shared metric table

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Metric TXN
Price $284.07
1D Change +0.02%
Market Cap $258.53B
Enterprise Value $267.48B
Trailing P/E 48.6
Forward P/E 29.7
PEG Ratio 1.37x
Price / Sales 14.0
EV / Revenue 14.5
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 2.00%
Next Earnings Jul 22, 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.