CHARGED ALPHA
Stock Analysis
TXN Technology Latest YouTube: Q1 2026

Texas Instruments

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Library coverage

Episodes tracked
3
Episodes linked
3
Latest video
Q1 2026
Podcast available
Yes
Current price
$301.12
+3.19 (+1.07%)
Trailing / Forward P/E
51.56x
Forward: 31.99x
Market cap / Volume
Volume:
Revenue / Earnings Growth
18.6%
Earnings: 31.3%
Margins
37.8% op
Gross: 57.3% · Net: 29.1%
Balance sheet
4.46x current
Debt / Equity: 83.7
52-week range / Beta
$152.73 - $331.51
Beta: 1.31
Analyst target
$291.55
Upside: -3.2%
Cash / shareholder return
0.39% FCF yield
Dividend yield: 1.87%

Company context

Industry: Semiconductors
Country: United States
Employees:
Price to book: 16.33x
Return on equity: 32.3%
Texas Instruments Incorporated designs, manufactures, and sells semiconductors to electronics designers and manufacturers in the United States, China, the rest of Asia, Europe, the Middle East, Africa, Japan, and internationally. It operates through Analog and Embedded Processing segments. The Analog segment offers power products to manage power requirements across various voltage levels, including battery-management solutions, DC/DC switching regulators, AC/DC and isolated controllers and converters, power switches, linear regulators, voltage references, multiphase controllers and power stages, and lighting products. This segment also provides signal chain products that sense, condition, and measure real-world signals and convert them into data to be transferred or converted for further processing and control, such as amplifiers, data converters, interface products, motor drives, clocks, and logic and sensing products. The Embedded Processing segment offers microcontrollers, processors, wireless connectivity, and radar products; and applications processors for specific computing activity. It also provides DLP products primarily for use in projecting high-definition images; calculators; and application-specific integrated circuits. Its products are used in various markets, such as industrial, automotive, personal electronics, communications equipment, enterprise systems, calculators, and others. The company markets and sells its semiconductor products through direct sales and distributors, as well as through its website. Texas Instruments Incorporated was founded in 1930 and is headquartered in Dallas, Texas.

Price chart

Market context for TXN

Competitive view

TXN vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

Texas Instruments latest YouTube video thumbnail YouTube
Texas Instruments
TXN
Latest video
Q1 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Intel Corporation latest YouTube video thumbnail YouTube
Intel Corporation
INTC
Latest video
Q1 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.
Expect a more volatile ride than the market average; that can amplify upside, but drawdowns can come fast too.
Salesforce latest YouTube video thumbnail YouTube
Salesforce
CRM
Latest video
Q1 FY2027
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
TXN
$274.05B
Texas Instruments
INTC
$626.09B
Intel Corporation
CRM
$135.86B
Salesforce
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
TXN
51.6x
Texas Instruments
INTC
Intel Corporation
CRM
19.2x
Salesforce
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
TXN
32.0x
Texas Instruments
INTC
80.8x
Intel Corporation
CRM
10.7x
Salesforce
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
TXN
18.6%
Texas Instruments
INTC
7.2%
Intel Corporation
CRM
13.3%
Salesforce
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
TXN
31.3%
Texas Instruments
INTC
Intel Corporation
CRM
52.2%
Salesforce
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
TXN
37.8%
Texas Instruments
INTC
6.9%
Intel Corporation
CRM
21.8%
Salesforce
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
TXN
57.3%
Texas Instruments
INTC
37.2%
Intel Corporation
CRM
77.6%
Salesforce
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
TXN
29.1%
Texas Instruments
INTC
-5.9%
Intel Corporation
CRM
18.7%
Salesforce
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
TXN
32.3%
Texas Instruments
INTC
-2.9%
Intel Corporation
CRM
16.9%
Salesforce
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
TXN
0.4%
Texas Instruments
INTC
-1.3%
Intel Corporation
CRM
12.2%
Salesforce
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
TXN
83.74x
Texas Instruments
INTC
36.03x
Intel Corporation
CRM
124.28x
Salesforce
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
TXN
4.46x
Texas Instruments
INTC
2.31x
Intel Corporation
CRM
0.79x
Salesforce
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
TXN
1.31
Texas Instruments
INTC
2.23
Intel Corporation
CRM
1.15
Salesforce
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
TXN
1.9%
Texas Instruments
INTC
Intel Corporation
CRM
1.0%
Salesforce
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
TXN
-3.2%
Texas Instruments
INTC
-25.2%
Intel Corporation
CRM
53.9%
Salesforce

Episode timeline

Episode archive for TXN

Each row is one earnings episode with every verified platform link available.

Q1 2026
Episode live
Published youtube complete
TXN Stock: EPS Beats by 24% — Q1 2026 Earnings Analysis
Quarterly earnings-analysis entry for Texas Instruments. Use the links on the right to open the video or podcast episode.
Q1 2026
Episode live
Published youtube complete
TXN Q1 2026 earnings analysis
Quarterly earnings-analysis entry for Texas Instruments. Use the links on the right to open the video or podcast episode.
Deep Dive
Episode live
Published podcast complete
Charged Alpha | Texas Instruments (TXN) | S&P 500 Deep Dive — Ep. 180
Quarterly earnings-analysis entry for Texas Instruments. Use the links on the right to open the video or podcast episode.