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Texas Instruments Still Beyond Criticism On Quality, But Not So Bulletproof On Valuation And Expectations

Aug. 02, 2021 1:58 PM ETTexas Instruments Incorporated (TXN)
Stephen Simpson profile picture
Stephen Simpson


  • Texas Instruments posted another strong quarter during this semiconductor upswing, with revenue and operating profits both beating analyst estimates by comfortable margins.
  • Management guided for sequentially flat revenue in the third quarter, and it is well worth asking if capacity constraints, plateauing demand, and limited incremental operating leverage are near-term risks.
  • Long term, it's hard to argue with owning TI shares, as it is one of the best-run chip companies, but the long-term prospective returns today aren't so attractive.

Texas Instruments Incorporated
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My “love the company, don’t love the stock” position on Texas Instruments (NASDAQ:TXN) hasn’t changed all that much, and with the shares up about 8% since my last update (slightly better than

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Stephen Simpson profile picture
Stephen Simpson is a freelance financial writer and investor.Spent close to 15 years on the Street (sell-side, buy-side, equities, bonds).

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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