Texas Instruments Q1 Review: Strong Start To The Year
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Gytis Zizys4.24K FollowersFollow5ShareSavePlay(10min)CommentsFollow us on Google for the latest stock newsFollow Seeking Alpha on Google for the latest stock newsSummaryTexas Instruments delivered a double beat and raised guidance, with Q1 revenue up 19% y/y and EPS beating by $0.32.The Analog segment drove 81% of revenue, fueled by robust AI data center demand and strong industrial market growth across sectors and geographies.Gross margin expanded to 58% and operating margin to 37%, benefiting from 300mm wafer manufacturing and the ramping Sherman fab.Q2 guidance exceeded consensus, confirming AI infrastructure tailwinds, while diversified industrial exposure offers some protection from potential AI sector volatility.
Getty Images Texas Instruments Overview Texas Instruments (TXN) reported a phenomenal first quarter of the year, which was very well received by the investment community, sending its shares up over 11% in the post-market hours. I covered TXN back in January ofThis article was written byGytis Zizys4.24K FollowersFollowMSc in Finance. Long-term horizon investor mostly with 2-5 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to time.Analyst’s Disclosure: I/we have a beneficial long position in the shares of MU either through stock ownership, options, or other derivatives. 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. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.