Texas Instrument: Small Beat in 3Q24, Uninspiring 4Q Guidance, the Stock Is Very Expensive.
TXN reported 3Q24 earnings above Consensus but 4Q guidance shows a delayed recovery, with declining revenue and EPS. Industrial demand is still...
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Texas Instruments Incorporated: Will The Industrial and Automotive Market Recovery Save The Day? - Major Drivers
Texas Instruments reported its third quarter 2024 results, evidencing a mixed financial landscape amid varying market conditions. Revenue stood at...
176 Views
Earnings: TXN, LRCX, MXL, SK Hynix, TER, BESI
Summary: TXN - Rebound in almost all end markets, even Automotive in China. Weakness in ROW, but I think it’s trough. LRCX - 25 is a growth...
172 Views
Texas Instruments: Is Its China Revival Here To Stay? - Major Drivers
The Texas Instruments had a mixed Q2, reporting revenue of $3.8 billion, a 4% sequential increase but 16% YoY decline. This contrasted with their...
279 Views
Automotive: Rev Your Engines
I’m calling a very definitive bottom in Automotive semiconductor stocks. I’ve been mixed on automotive for quite some time, and as recently as...
389 Views