Análisis Argos
TXN
TXNCara
Texas Instruments Incorporated · Technology
US$ 293.08
precio al 2026-07-04
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
58/100
LA RESPUESTA
El mercado le pide crezca 57.1% al año — más de lo que ha demostrado (1%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Retorno sobre el capital alto (19%).
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Venta significativa de insiders en el último trimestre.
VALOR1/6FUTURO3/6PASADO5/6SALUD4/6DIVIDENDO3/6
El Iris de calidad
VALOR1/6FUTURO3/6PASADO5/6SALUD4/6DIVIDENDO3/6
ValorCotiza por encima de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoRetorno al accionista moderado
Score Argos58de 100Cara
Ingresos13%
US$ 17.7 B
Margen operativo2%
34.1%
Flujo de caja libre73%
US$ 2.6 B
Deuda neta
US$ 12.2 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 266.7B
P/E53.3x
EV/EBITDA34.8x
FCF yield1%
ROIC18.5%
Margen operativo34.1%
Crecim. ingresos+13.0%/año
Piotroski F7/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

zacks.com · 2 jul
TXN Stock Soars 52% in Three Months: Is There More Upside Ahead?
Texas Instruments' 52% surge is backed by AI infrastructure demand, data center growth, internal manufacturing plans and strong cash generation.
prnewswire.com · 1 jul
Texas Instruments to webcast Q2 2026 earnings conference call
DALLAS, July 1, 2026 /PRNewswire/ -- Texas Instruments Incorporated (TI) (Nasdaq: TXN) will webcast its second quarter earnings conference call on Wednesday, July 22, at 3:30 p.m. Central time.
zacks.com · 1 jul
Why Texas Instruments (TXN) is a Top Growth Stock for the Long-Term
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zacks.com · 1 jul
Semiconductor ETFs to Buy as Micron Leads $2T AI-Led Chip Market Rally
MU's AI-driven memory surge fuels a historic rally, making semiconductor ETFs a diversified way to tap the industry's broad-based momentum.
gurufocus.com · 30 jun
Texas Instruments Inc (TXN) Stock Up 4.4% but GF Value Says Overvalued -- GF Score: 84/100
On June 30, 2026, Texas Instruments Inc (TXN) shares rose 4.4% to a current price of $298.07. Over the past week, the stock has seen a decline of 2.1%, and for
zacks.com · 30 jun
4 Semiconductor Stocks to Buy Right Now to Ride on the AI Capex Boom
Micron, FormFactor, Texas Instruments and Taiwan Semiconductor are positioned to benefit as AI capex fuels demand for chips, memory and testing.
zacks.com · 30 jun
TXN's Inventory Strategy Pays Off: Can It Support More Growth?
Texas Instruments Incorporated's TXN decision to build higher inventory during the semiconductor downturn is beginning to deliver results as demand improves across key end markets. Instead of aggressively cutting production during the slowdown, the company continued manufacturing chips and built inventory to ensure faster deliveries when customers returned.
seekingalpha.com · 29 jun
Texas Instruments: Buy On Pullbacks
Texas Instruments remains a Buy, supported by strong industrial and data center growth, margin expansion, and robust free cash flow. Industrial segment accelerated 30% Y/Y and remains 15% below its 2022 peak, signaling further upside in the highest-margin business. Data center revenue surged 90% Y/Y, with management highlighting increased design-ins and sustained demand into H2 2026 and 2027.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.