Stock Pulse
Texas Instruments (TXN) experienced significant stock declines [1], [2], [3], [4], [5] due to new Chinese tariffs targeting U.S.-made chips, putting TXN at a disadvantage compared to competitors with overseas manufacturing [2], [5]. This exacerbates existing concerns about TXN's sluggish revenue growth, declining margins, and potential overvaluation [10]. While a prior market rally briefly boosted the stock price [6], the company's projected earnings decrease and stagnant EPS estimates raise concerns about long-term growth [6], [7]. Despite these challenges, TXN is undergoing a manufacturing transformation that could improve its long-term cost structure and potentially lead to outperformance in the next five years [9]. However, the ongoing US-China trade tensions pose a significant risk to TXN's near-term performance [4]. A director's routine stock transaction related to compensation had no significant impact [11].