Texas Instruments, urged by Elliott Management, faces concerns over oversupply with a 54% margin in 2026 and 50% in 2030, leading to a significant cost increase.
Analysts highlight the challenge of sustaining a 19-20% compound annual growth rate for Texas Instruments to avoid excess capacity, especially with declining consumer demand post-2022.
Elliott Management raises red flags over Texas Instruments' high capex levels, reaching 32% of revenue in 2024, without clear guidance on the impact on free cash flow per share.
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