What is the fair value of TXN?

Based on inv-AI’s institutional-grade analysis, the 12-month fair value estimate for Texas Instruments Incorporated (TXN) is $179 (range: $155–$210). Confidence level: HIGH.

Is TXN overvalued or undervalued?

Texas Instruments Incorporated (TXN) is rated Fairly Priced (High) by inv-AI. The current price is $194.63 versus a mid fair value of $179, implying -8% upside.

What is the TXN price target for 2026?

inv-AI’s 2026 fair value range for Texas Instruments Incorporated (TXN) is $155 (bear) to $210 (bull), with a base case of $179.

Texas Instruments Incorporated (TXN) Valuation

Rating: Fairly Priced (High)

12-Month Fair Value: $155 – $179 – $210

Confidence: HIGH

Undisputed #1 analog semiconductor leader with wide moat (300mm 30-40% cost advantage, 80K products, 100K customers), but 35x forward P/E (52% premium to 10-year median) prices in perfect FCF inflection execution with zero margin of safety. FCF of $2.94B doesn't cover $5.2B in capital returns. Near-term R/R unfavorable (0.50:1); long-term favorable (1.80:1) if capex-to-FCF transition delivers.

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