Texas Instruments Updates CapEx Plans and Acquisition of Silicon Labs
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 24 2026
0mins
Should l Buy TXN?
For 2027 and beyond, CapEx will continue to depend on revenue and expected growth, the company said in prepared remarks ahead of its 2026 capital management call. "For 2027 and beyond, CapEx will continue to depend on revenue and expected growth. Our long-term objective remains the same, to support new technology development, revenue growth and extend our low-cost manufacturing advantage," the company added. TI (TXN) also updated its inventory days target to 150-250 days. "We plan to fund the recently announced acquisition of Silicon Labs (SLAB) through a combination of cash on hand as well as debt financing that we will arrange prior to closing. Silicon Labs will enhance our leadership in embedded wireless connectivity solutions, and we expect it to close in the first half of 2027," TI said. Says commitment to return all FCF over time is "unchanged."
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Analyst Views on TXN
Wall Street analysts forecast TXN stock price to fall
20 Analyst Rating
10 Buy
5 Hold
5 Sell
Hold
Current: 202.670
Low
125.00
Averages
193.53
High
245.00
Current: 202.670
Low
125.00
Averages
193.53
High
245.00
About TXN
Texas Instruments Incorporated is a global semiconductor company that designs, manufactures, tests, and sells analog and embedded processing chips for markets, such as industrial, automotive, personal electronics, communications equipment, and enterprise systems. Its Analog segment includes product lines, such as Power and Signal Chain. Power includes products that help customers manage power in electronic systems. Its portfolio is designed to manage power requirements across different voltage levels, including battery-management solutions, DC/DC switching regulators, AC/DC and isolated DC/DC switching regulators, power switches, linear and low-dropout regulators, voltage references, and others. Signal Chain includes products that sense, condition, and measure real-world signals to allow information to be transferred or converted for further processing and control. The Embedded Processing segment includes microcontrollers, digital signal processors (DSPs) and applications processors.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Long-Term Investment Value: All three stocks are reliable dividend payers, with attractive yields and stable business models, making them ideal for long-term investment, allowing investors to grow wealth through dividend reinvestment or augment retirement income.
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- Advantages of Enterprise Products Partners: With a distribution yield of 6% and 27 consecutive years of increases, Enterprise's distributable cash flow is projected to cover its distribution 1.7 times in 2025, showcasing its stability and resilience in the energy infrastructure sector.
- Growth Potential of Texas Instruments: Texas Instruments has a dividend yield of 2.6%, lower than the others, but has increased its dividend for 22 years, with data center sales surging 70% year-over-year in Q4 2025, highlighting its growth potential in an increasingly digital world.
- Long-term Investment Value: All three companies are reliable dividend stocks suitable for long-term holding, allowing investors to either reinvest dividends or utilize the growing income stream to enhance retirement income, although Realty Income was not recommended by The Motley Fool Stock Advisor, its stability remains noteworthy.
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- Risk Resilience of Enterprise Products: Enterprise Products Partners boasts a distribution yield of 6%, with annual increases for 27 years, and a distributable cash flow coverage ratio of 1.7 times in 2025, showcasing its stability and resilience in the energy market, making it suitable for long-term holding.
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