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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 $258.14
1D change -1.05%
Market cap $235.75B
Sector Technology

Shared metric table

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Metric TXN
Price $258.14
1D Change -1.05%
Market Cap $235.75B
Enterprise Value $242.80B
Trailing P/E 39.7
Forward P/E 24.3
PEG Ratio 0.93x
Price / Sales 12.1
EV / Revenue 12.5
Revenue Growth 22.8%
Earnings Growth 51.8%
Gross Margin 58.3%
Operating Margin 42.6%
Net Margin 31.1%
ROE 35.2%
Free Cash Flow $3.55B
FCF Margin 18.2%
Debt / Equity 0.78x
Current Ratio 4.86x
Dividend Yield 2.20%
Next Earnings Oct 27, 2026
Quarterly Revenue $5.46B
Revenue QoQ +13.2%
Quarterly Net Income $1.98B
Net Income QoQ +28.2%

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.