Parkev Tatevosian, CFA 对 $TXN 的判断变化

2026-09-01看涨
《Is Texas Instruments an Undervalued Semiconductor Stock to Buy Right Now? | TXN Stock Analysis》
TXN 值得买入,信心中等;鉴于远期市盈率为 24 倍、DCF 公允价值为 252 美元而当前股价为 259 美元,其估值略偏低。

德州仪器将成为最新一家实施提价的半导体公司。业务已经蓬勃发展,管理团队报告最近一个季度的营收增长23%,达到55亿美元。利润率上升了300个基点,毛利率达到61%。

Texas Instruments will be the latest semiconductor company to implement price increases. Already business is booming and the management team reported 23% growth in revenue up to 5.5 billion in its most recently completed quarter.

Profit margins increased by 300 basis points up to 61% on the gross margin line.