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Posted by
Two Blokes Apr 29 -
Filed in
Stock
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2 views
I rate Texas Instruments as a hold due to balanced risk-reward, margin pressures, elevated inventory levels, and tariff uncertainties clouding the medium-term outlook. TXN's 1Q25 results showed revenue growth and signs of recovery, but gross margins and elevated inventory levels remain concerns. Despite revenue improvements, margin pressures from higher manufacturing costs and tariff uncertainties in China pose significant risks to TXN's profitability.
