[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-texas-instruments-stock-jumped-18-this-week-heres-why-analysts-see-324-fair-value-KO":222},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[150,154,158,162,166,170,174,178,182,186,190,194,198,202,206,210,214,218],{"slug":151,"title":152,"modified":153},"bloomberg","Bloomberg","2025-01-16T14:23:44",{"slug":155,"title":156,"modified":157},"morningstar","Morningstar","2025-01-16T14:25:16",{"slug":159,"title":160,"modified":161},"sentieo","Sentieo","2025-01-16T17:58:27",{"slug":163,"title":164,"modified":165},"googlefinance","Google Finance","2025-01-17T19:39:37",{"slug":167,"title":168,"modified":169},"tradingview","TradingView","2025-01-16T18:17:01",{"slug":171,"title":172,"modified":173},"factset","Factset","2025-01-16T18:20:16",{"slug":175,"title":176,"modified":177},"finviz","Finviz","2025-01-16T18:23:40",{"slug":179,"title":180,"modified":181},"ycharts","YCharts","2025-01-16T18:32:19",{"slug":183,"title":184,"modified":185},"marketbeat","MarketBeat","2025-03-11T00:27:23",{"slug":187,"title":188,"modified":189},"benzinga","Benzinga","2025-03-11T00:31:00",{"slug":191,"title":192,"modified":193},"gurufocus","Gurufocus","2025-03-11T00:31:12",{"slug":195,"title":196,"modified":197},"fast-graphs","FAST Graphs","2025-03-11T00:31:19",{"slug":199,"title":200,"modified":201},"tipranks","TipRanks","2025-03-11T00:31:26",{"slug":203,"title":204,"modified":205},"seeking-alpha","Seeking Alpha","2025-03-11T00:31:45",{"slug":207,"title":208,"modified":209},"thestreet","TheStreet","2025-03-11T00:31:52",{"slug":211,"title":212,"modified":213},"investing-com","Investing.com","2025-03-11T00:32:00",{"slug":215,"title":216,"modified":217},"zacks","Zacks","2025-03-26T15:40:40",{"slug":219,"title":220,"modified":221},"alphasense","AlphaSense","2025-03-11T00:32:15",{"post":223,"seo":259,"relatedPosts":265,"suggestedPosts":347},{"id":224,"title":225,"date":226,"modified":227,"excerpt":228,"content":229,"wordCount":230,"lang":231,"uri":232,"slug":233,"cloudinaryAssetId":234,"featuredImageOriginalUrl":235,"featuredImageMetadata":236,"author":239,"editor":245,"categories":250,"relatedPosts":256,"seo":257},103110,"이번 주 텍사스 인스트루먼트 주가는 18% 상승했습니다. 애널리스트들이 공정 가치를 324달러로 보는 이유는 다음과 같습니다.","2026-04-25T13:00:00","2026-04-25T00:13:31","\u003Cp>이번 주 텍사스 인스트루먼트(TXN) 주가가 실적 호조와 2분기 전망 호조로 급등한 이유를 알아보세요.\u003C\u002Fp>\n","\n\u003Ch3 class=\"wp-block-heading\" id=\"h-key-stats-for-txn-stock\">TXN 주식 주요 통계\u003C\u002Fh3>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>지난 주 실적:\u003C\u002Fstrong> +18.6%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>52주 범위:\u003C\u002Fstrong> $153 ~ $288\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>밸류에이션 모델 목표가:\u003C\u002Fstrong> $324\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>내재 상승 여력 :\u003C\u002Fstrong> 16.9 년 동안 2.7 %\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">TIKR의 새로운 밸류에이션 모델을 사용하여 5년간 애널리스트의 예측으로 TXN과 같은 좋아하는 주식의 가치를 평가하세요(무료) >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-what-happened\">\u003Cstrong>\u003Cstrong>무슨 일이 있었나요?\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp id=\"h-what-happened\">텍사스 인스트루먼트 (\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">TXN\u003C\u002Fa>\u003C\u002Fstrong>) 주가는 이번 주 예상보다 강력한 \u003Ca href=\"https:\u002F\u002Finvestor.ti.com\u002Fnews-releases\u002Fnews-release-details\u002Fti-reports-first-quarter-2026-financial-results-and-shareholder\">1분기 실적을\u003C\u002Fa> 발표하고 2분기 가이던스를 발표한 후 급등했습니다. 투자자들은 이 보고서를 여러 반도체 시장의 수요가 개선되고 있다는 신호로 받아들였습니다. 4월 24일 주가는 실적 발표 후 랠리 이후 277달러에 가까운 가격으로 마감했습니다.\u003C\u002Fp>\n\n\n\n\u003Cp>1분기 매출은 전년 동기 대비 19% 증가한 48억 3,000만 달러, 주당 순이익은 1.68달러를 기록했습니다. 두 수치 모두 월가의 예상치를 상회했습니다. 경영진은 산업 시장과 데이터 센터 수요가 성장을 주도했으며, 이는 아날로그 칩의 대량 최종 시장이기 때문에 중요하다고 말했습니다.\u003C\u002Fp>\n\n\n\n\u003Cp>텍사스 인스트루먼트는 또한 2분기 매출을 50억 달러에서 54억 달러로, 주당순이익을 1.77달러에서 2.05달러로 예상했습니다. 이는 애널리스트들의 예상치를 상회하는 것이었기 때문에 투자자들은 빠르게 기대치를 상향 조정했습니다. CEO 하비브 일란은 데이터 센터 매출이 전년 대비 약 90% 증가했으며, 이는 AI 인프라 지출이 이제 TI에도 도움이 되고 있음을 보여주는 것이라고 말했습니다.\u003C\u002Fp>\n\n\n\n\u003Cp>이 랠리는 반도체가 전반적으로 급등하는 동안에도 일어났습니다. 인텔의 강력한 신호와 AI 관련 인프라 지출에 대한 열기가 지속되면서 칩 주가는 상승세를 보였습니다. 이러한 광범위한 섹터 모멘텀이 이번 주 TXN의 상승에 영향을 미쳤을 것입니다.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">TXN에 대한 애널리스트의 성장 전망 및 목표가 보기 (무료) >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-is-txn-stock-undervalued\">\u003Cstrong>\u003Cstrong>\u003Cstrong>TXN 주식이 저평가되어 있나요?\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cfigure class=\"wp-block-image size-large\">\u003Cimg width=\"922\" height=\"1024\" data-public-id=\"images\u002FTXN-Guided-Valuation_103113c8339\u002FTXN-Guided-Valuation_103113c8339.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_922,h_1024,c_scale\u002Ff_webp,q_auto\u002Fv1777075730\u002Fimages\u002FTXN-Guided-Valuation_103113c8339\u002FTXN-Guided-Valuation_103113c8339.webp?_i=AA\" alt=\"\" class=\"wp-post-103110 wp-image-103113\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1777075730\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_922,h_1024,c_scale\u002Ff_webp,q_auto\u002Fv1777075730\u002Fimages\u002FTXN-Guided-Valuation_103113c8339\u002FTXN-Guided-Valuation_103113c8339.webp?_i=AA 922w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_270,h_300,c_scale\u002Ff_webp,q_auto\u002Fv1777075730\u002Fimages\u002FTXN-Guided-Valuation_103113c8339\u002FTXN-Guided-Valuation_103113c8339.webp?_i=AA 270w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_768,h_853,c_scale\u002Ff_webp,q_auto\u002Fv1777075730\u002Fimages\u002FTXN-Guided-Valuation_103113c8339\u002FTXN-Guided-Valuation_103113c8339.webp?_i=AA 768w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1382,h_1536,c_scale\u002Ff_webp,q_auto\u002Fv1777075730\u002Fimages\u002FTXN-Guided-Valuation_103113c8339\u002FTXN-Guided-Valuation_103113c8339.webp?_i=AA 1382w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1843,h_2048,c_scale\u002Ff_webp,q_auto\u002Fv1777075730\u002Fimages\u002FTXN-Guided-Valuation_103113c8339\u002FTXN-Guided-Valuation_103113c8339.webp?_i=AA 1843w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_1333,c_scale\u002Ff_webp,q_auto\u002Fv1777075730\u002Fimages\u002FTXN-Guided-Valuation_103113c8339\u002FTXN-Guided-Valuation_103113c8339.webp?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_1556,c_scale\u002Ff_webp,q_auto\u002Fv1777075730\u002Fimages\u002FTXN-Guided-Valuation_103113c8339\u002FTXN-Guided-Valuation_103113c8339.webp?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_333,c_scale\u002Ff_webp,q_auto\u002Fv1777075730\u002Fimages\u002FTXN-Guided-Valuation_103113c8339\u002FTXN-Guided-Valuation_103113c8339.webp?_i=AA 300w\" sizes=\"auto, (max-width: 922px) 100vw, 922px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">TXN 가이드 밸류에이션 모델 (\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">TIKR\u003C\u002Fa>\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp>12\u002F31\u002F28까지 실현된 가치평가 모델 가정 하에서, 주식은 다음을 사용하여 모델링되었습니다:\u003C\u002Fp>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>매출 성장률(CAGR):\u003C\u002Fstrong> 13.1%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>영업 마진\u003C\u002Fstrong> 34.1%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Exit P\u002FE 배수:\u003C\u002Fstrong> 30.6배\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp>이러한 입력값을 바탕으로 모델은 목표 주가를 324달러로 추정하여 현재 주가 대비 총 16.9%의 상승 여력과 향후 2.7년간 연 수익률 6.0%를 의미합니다.\u003C\u002Fp>\n\n\n\n\u003Cp>주당 약 277달러에 거래되는 TXN은 후행 수익의 47.4배, 향후 12개월 수익의 약 34.0배 수준에서 거래되고 있습니다. 이는 많은 과거 반도체 평균을 상회하는 수준이지만, 투자자들은 견고한 마진, 광범위한 고객 기반, 강력한 잉여 현금 흐름 프로필로 인해 TI에 프리미엄을 지불하는 경우가 많습니다.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-large\">\u003Cimg width=\"1024\" height=\"683\" data-public-id=\"images\u002FTXN-Revenues-and-Operating-Margins_103114efcc4\u002FTXN-Revenues-and-Operating-Margins_103114efcc4.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1024,h_683,c_scale\u002Ff_webp,q_auto\u002Fv1777075936\u002Fimages\u002FTXN-Revenues-and-Operating-Margins_103114efcc4\u002FTXN-Revenues-and-Operating-Margins_103114efcc4.webp?_i=AA\" alt=\"\" class=\"wp-post-103110 wp-image-103114\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1777075936\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1024,h_683,c_scale\u002Ff_webp,q_auto\u002Fv1777075936\u002Fimages\u002FTXN-Revenues-and-Operating-Margins_103114efcc4\u002FTXN-Revenues-and-Operating-Margins_103114efcc4.webp?_i=AA 1024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1777075936\u002Fimages\u002FTXN-Revenues-and-Operating-Margins_103114efcc4\u002FTXN-Revenues-and-Operating-Margins_103114efcc4.webp?_i=AA 300w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_768,h_512,c_scale\u002Ff_webp,q_auto\u002Fv1777075936\u002Fimages\u002FTXN-Revenues-and-Operating-Margins_103114efcc4\u002FTXN-Revenues-and-Operating-Margins_103114efcc4.webp?_i=AA 768w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1536,h_1024,c_scale\u002Ff_webp,q_auto\u002Fv1777075936\u002Fimages\u002FTXN-Revenues-and-Operating-Margins_103114efcc4\u002FTXN-Revenues-and-Operating-Margins_103114efcc4.webp?_i=AA 1536w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2048,h_1365,c_scale\u002Ff_webp,q_auto\u002Fv1777075936\u002Fimages\u002FTXN-Revenues-and-Operating-Margins_103114efcc4\u002FTXN-Revenues-and-Operating-Margins_103114efcc4.webp?_i=AA 2048w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1777075936\u002Fimages\u002FTXN-Revenues-and-Operating-Margins_103114efcc4\u002FTXN-Revenues-and-Operating-Margins_103114efcc4.webp?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1777075936\u002Fimages\u002FTXN-Revenues-and-Operating-Margins_103114efcc4\u002FTXN-Revenues-and-Operating-Margins_103114efcc4.webp?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1777075936\u002Fimages\u002FTXN-Revenues-and-Operating-Margins_103114efcc4\u002FTXN-Revenues-and-Operating-Margins_103114efcc4.webp?_i=AA 1400w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">TXN 매출 및 영업 마진(TIKR)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp>이 비즈니스는 이미 주기적인 경기 침체에서 회복하기 시작했습니다. 2023년과 2024년에 감소했던 매출은 2025년에 13.0% 증가했고, LTM 영업 마진은 35.9%로 개선되었습니다. 이는 수익 저점이 지나가고 있음을 시사하며, 이는 더 높은 밸류에이션을 정당화할 수 있습니다.\u003C\u002Fp>\n\n\n\n\u003Cp>하지만 이 모델의 연환산 수익률 6.0%는 이번 주 랠리 이후 주가가 더 이상 크게 할인되지 않았음을 의미합니다. 투자자들은 이미 의미 있는 회복세를 반영하고 있는 것으로 보입니다. 향후 상승 여력은 여러 차례의 확장보다는 실행에 더 좌우될 수 있습니다.\u003C\u002Fp>\n\n\n\n\u003Cp>텍사스 인스트루먼트는 또한 주주들에게 상당한 현금을 돌려주고 있습니다. 배당 수익률은 약 2.1%이지만 배당성향이 94.1%에 가까워 향후 배당금 증가는 더 빠른 수익 성장에 달려 있을 수 있습니다.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-what-s-driving-txn-stock-going-forward\">\u003Cstrong>TXN을 이끄는 원동력\u003C\u002Fstrong> \u003Cstrong>주식은 앞으로 어떻게 될까요?\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>다음 주요 촉매제는 2분기 실적이 아날로그 칩의 광범위한 회복을 확인할지 여부입니다. 매출이 50억 달러에서 54억 달러 범위의 상단에 근접한다면 투자자들은 1분기 반등을 넘어 수요가 강화되고 있다는 확신을 얻을 수 있습니다. 아날로그 주기는 종종 몇 분기에 걸쳐 지속되기 때문에 이는 중요한 의미를 갖습니다.\u003C\u002Fp>\n\n\n\n\u003Cp>데이터 센터는 또 다른 주요 동인입니다. 텍사스 인스트루먼트는 가장 비싼 AI 프로세서를 판매하지는 않지만 서버와 인프라 전반에 사용되는 전원 관리 및 신호 칩을 공급합니다. AI 데이터 센터 지출이 강세를 유지한다면, TI는 GPU에서 직접 경쟁하지 않고도 이익을 얻을 수 있습니다.\u003C\u002Fp>\n\n\n\n\u003Cp>산업 및 오토모티브 시장도 중요합니다. 이 부문은 재고 조정에 직면했지만, 경영진은 개선 추세에 주목했습니다. 고객이 정상적인 주문 패턴을 재개한다면, TXN은 AI 관련 수요에만 의존하지 않고 더 광범위한 기반에서 성장할 수 있습니다.\u003C\u002Fp>\n\n\n\n\u003Cp>마지막으로 투자자들은 현금 창출과 자본 지출을 주시할 것입니다. 텍사스 인스트루먼트는 지난 12개월 동안 \u003Ca href=\"https:\u002F\u002Fwww.wsj.com\u002Fbusiness\u002Fearnings\u002Ftexas-instruments-logs-higher-first-quarter-profit-revenue-09b0779b\"> 41억 달러의 자본 지출을\u003C\u002Fa> 통해 제조 역량에 막대한 투자를 해왔습니다. 이러한 지출이 더 높은 마진과 더 높은 잉여 현금 흐름을 창출하기 시작하면 시장은 주가에 더 큰 보상을 줄 수 있습니다.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">회사의 공정 가치를 즉시 추정해 보세요(TIKR 무료) >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-should-you-invest-in-texas-instruments-incorporated\">텍사스 인스트루먼트에 투자해야 할까요?\u003C\u002Fh2>\n\n\n\n\u003Cp>실제로 알 수 있는 유일한 방법은 직접 숫자를 보는 것입니다. TIKR을 사용하면 동일한 기관 수준의 \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cmark style=\"background-color:rgba(0, 0, 0, 0);color:#666666\" class=\"has-inline-color\">기관 수준의 재무 데이터\u003C\u002Fmark>\u003C\u002Fa>\u003C\u002Fstrong> 전문 애널리스트가 이 질문에 정확히 답하는 데 사용하는 것과 동일한 기관 수준의 재무 데이터에 무료로 액세스할 수 있습니다.\u003C\u002Fp>\n\n\n\n\u003Cp>TXN을 불러오면 수년간의 과거 재무 정보, 월스트리트 애널리스트가 예상하는 다음 분기 매출과 수익, 밸류에이션 배수가 시간에 따라 어떻게 변했는지, 목표가가 상승 또는 하락 추세인지 등을 확인할 수 있습니다.\u003C\u002Fp>\n\n\n\n\u003Cp>다음을 수행할 수 있습니다. \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cmark style=\"background-color:rgba(0, 0, 0, 0);color:#666666\" class=\"has-inline-color\">\u003Cstrong>TXN을 추적할 수 있는 무료 관심종목 목록\u003C\u002Fstrong>\u003C\u002Fmark>\u003C\u002Fa> 을 추적할 수 있는 무료 관심 종목 목록을 만들 수 있습니다. 신용카드는 필요 없습니다. 스스로 결정하는 데 필요한 데이터만 있으면 됩니다.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>\u003Cstrong>텍사스 인스트루먼트 분석\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong> \u003Cstrong>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>주식 무료 \u003Cstrong>분석→→\u003C\u002Fstrong> \u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-looking-for-new-opportunities\">새로운 기회를 찾고 계신가요?\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>억만장자 투자자들이 \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">억만장자 투자자들이 매수하고 있는지\u003C\u002Fa> \u003C\u002Fstrong>스마트 머니를 따라갈 수 있습니다.\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">5분 안에 주식을 분석하세요.\u003C\u002Fa>\u003C\u002Fstrong> 5분 안에 주식을 분석할 수 있는 TIKR의 간편한 올인원 플랫폼입니다.\u003C\u002Fli>\n\n\n\n\u003Cli>더 많은 바위를 뒤집을수록 더 많은 기회를 발견할 수 있습니다. \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">TIKR로 10만 개 이상의 글로벌 주식, 글로벌 상위 투자자 보유 종목 등을 검색해 보세요.\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>면책 조항:\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp id=\"h-\">\u003Cem>TIKR의 기사는 TIKR 또는 콘텐츠 팀의 투자 또는 재정적 조언을 위한 것이 아니며, 주식 매수 또는 매도를 위한 추천이 아님을 유의하시기 바랍니다. Tikr 터미널의 투자 데이터와 애널리스트의 추정치를 기반으로 콘텐츠를 제작합니다. 당사의 분석에는 최근 회사 뉴스나 중요한 업데이트가 포함되지 않을 수 있습니다. TIKR은 언급된 주식에 대해 어떠한 포지션도 갖고 있지 않습니다. 읽어주셔서 감사드리며 즐거운 투자 되세요!\u003C\u002Fem>\u003C\u002Fp>\n",908,"ko","\u002Fblog\u002Ftexas-instruments-stock-jumped-18-this-week-heres-why-analysts-see-324-fair-value","texas-instruments-stock-jumped-18-this-week-heres-why-analysts-see-324-fair-value","images\u002FTXN-stock_1031113560e\u002FTXN-stock_1031113560e","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1777075560\u002Fimages\u002FTXN-stock_1031113560e\u002FTXN-stock_1031113560e.png?_i=AA",{"altText":237,"imageCredit":238},"Texas Instruments Stock Jumped 18% This Week. Here’s Why Analysts See $324 Fair Value","charliepix from charliepix via Canva",{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":244},"Rexielyn Diaz","rexietikr","author","",[],{"name":246,"slug":247,"role":248,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":249},"David Hanson","davidtikr","editor",[],[251],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},"주식 리뷰","reviews","\u002Fblog\u002Fcategory\u002Freviews",0,[],{"title":237,"metaDesc":258,"opengraphDescription":258,"twitterTitle":237,"twitterDescription":258},"Here’s why Texas Instruments (TXN) stock surged this week after strong earnings and a bullish Q2 outlook.",{"title":237,"description":258,"twitterTitle":237,"twitterDescription":258,"author":240,"articlePublisher":260,"articlePublishedTime":226,"articleModifiedTime":227,"twitterLabel1":261,"twitterData1":262,"ogTitle":237,"ogDescription":258,"ogUrl":232,"ogImage":235,"ogImageWidth":263,"ogImageHeight":264,"ogImageSecureUrl":235,"ogImageAlt":237,"twitterImage":235},"TIKR.com","예상 독서 시간","5 minutes",1200,630,[266,283,300,317,332],{"id":255,"title":267,"date":268,"excerpt":269,"wordCount":270,"uri":271,"slug":272,"cloudinaryAssetId":273,"featuredImageOriginalUrl":274,"featuredImageMetadata":275,"author":276,"categories":280,"relatedPosts":282},"팔란티어 대 엔비디아: 향후 5년간 어떤 주식이 더 나은 성과를 낼까?","2026-04-25 12:33:00","팔란티어와 엔비디아는 AI 가치 창출에 대해 매우 다른 베팅을 하고 있지만, 밸류에이션 배수, 마진 궤적, 5년 수익 시나리오를 자세히 살펴보면 한 쪽은 완벽에 가까운 가격을 책정하고 다른 쪽은 높은 기대치에도 불구하고 더 방어 가능한 진입 지점을 제공한다는 것을 알 수 있습니다.",1450,"\u002Fblog\u002Fpalantir-vs-nvidia-which-stock-outperforms-over-the-next-5-years","palantir-vs-nvidia-which-stock-outperforms-over-the-next-5-years","images\u002FPalantir-NVIDIA-Featured\u002FPalantir-NVIDIA-Featured","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1777041154\u002Fimages\u002FPalantir-NVIDIA-Featured\u002FPalantir-NVIDIA-Featured.png?_i=AA",{"altText":267},{"name":277,"slug":278,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":279},"David Beren","davidberentikr",[],[281],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":284,"date":285,"excerpt":286,"wordCount":287,"uri":288,"slug":289,"cloudinaryAssetId":290,"featuredImageOriginalUrl":291,"featuredImageMetadata":292,"author":293,"categories":297,"relatedPosts":299},"이번 주 앨버말은 10% 하락했습니다. 2026년에 주식이 어디로 갈 수 있을까요?","2026-04-24 20:30:00","리튬 가격 약세가 마진을 계속 압박하고 단기 수익 기대에 부담을 주면서 이번 주 Albemarle 주가는 약 10% 하락했습니다. 비용 규율 개선과 리튬 수요의 잠재적 회복이 2026년까지 주가를 지지할 수 있는 이유는 다음과 같습니다.",641,"\u002Fblog\u002Falbemarle-fell-10-this-week-heres-where-the-stock-could-go-in-2026","albemarle-fell-10-this-week-heres-where-the-stock-could-go-in-2026","images\u002F@Albemarle-Corporation-via-Canva\u002F@Albemarle-Corporation-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1777058956\u002Fimages\u002F@Albemarle-Corporation-via-Canva\u002F@Albemarle-Corporation-via-Canva.png?_i=AA",{"altText":284},{"name":294,"slug":295,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":296},"Nikko Henson","nikkotikr",[],[298],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":301,"date":302,"excerpt":303,"wordCount":304,"uri":305,"slug":306,"cloudinaryAssetId":307,"featuredImageOriginalUrl":308,"featuredImageMetadata":309,"author":310,"categories":314,"relatedPosts":316},"116달러의 조에티스 주식: 반려동물 경기 둔화가 이미 가격에 반영된 것일까요?","2026-04-24 19:40:00","조에티스는 극심한 경쟁 압력에도 불구하고 2026년 가이던스를 초과 달성했습니다. 이제 문제는 30억 달러 규모의 파이프라인 촉매제가 제때에 도착할 수 있느냐입니다. ",1303,"\u002Fblog\u002Fzoetis-stock-at-116-is-the-companion-animal-slowdown-already-priced-in","zoetis-stock-at-116-is-the-companion-animal-slowdown-already-priced-in","images\u002FFEATURED-IMAGE-MAKER-414_1030290630e\u002FFEATURED-IMAGE-MAKER-414_1030290630e","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1777018390\u002Fimages\u002FFEATURED-IMAGE-MAKER-414_1030290630e\u002FFEATURED-IMAGE-MAKER-414_1030290630e.png?_i=AA",{"altText":301},{"name":311,"slug":312,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":313},"Gian Estrada","giantikr",[],[315],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":318,"date":319,"excerpt":320,"wordCount":321,"uri":322,"slug":323,"cloudinaryAssetId":324,"featuredImageOriginalUrl":325,"featuredImageMetadata":326,"author":327,"categories":329,"relatedPosts":331},"AbbVie 주식: 스카이 리지와 린 보크는 이미 2027 년 가이던스를 통과했지만 할인이 여전히 합리적입니까?","2026-04-24 17:40:00","스카이리지와 린보크는 이미 2027년 최고 가이던스를 넘어섰지만 ABBV는 수익 대비 14배에 불과한 주가에 거래되고 있습니다. 이 격차는 잘못된 가격 책정처럼 보입니다.",1657,"\u002Fblog\u002Fabbvie-stock-skyrizi-and-rinvoq-already-cleared-2027-guidance-but-does-the-discount-still-make-sense","abbvie-stock-skyrizi-and-rinvoq-already-cleared-2027-guidance-but-does-the-discount-still-make-sense","images\u002FFEATURED-IMAGE-MAKER-413_1030152fcea\u002FFEATURED-IMAGE-MAKER-413_1030152fcea","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1777013834\u002Fimages\u002FFEATURED-IMAGE-MAKER-413_1030152fcea\u002FFEATURED-IMAGE-MAKER-413_1030152fcea.png?_i=AA",{"altText":318},{"name":311,"slug":312,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":328},[],[330],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":333,"date":334,"excerpt":335,"wordCount":336,"uri":337,"slug":338,"cloudinaryAssetId":339,"featuredImageOriginalUrl":340,"featuredImageMetadata":341,"author":342,"categories":344,"relatedPosts":346},"2026년 IDEXX 연구소 주식이 561달러로 저평가되는 이유","2026-04-24 17:00:00","IDEXX는 2026년에 9%의 유기적 CAG 성장을 예상했습니다. 실제 질문: 방문 역풍이 사라지는 속도보다 inVue Dx 플라이휠 컴파운드가 더 빠르게 성장할까요?",1250,"\u002Fblog\u002Fwhy-idexx-laboratories-stock-is-undervalued-at-561-in-2026","why-idexx-laboratories-stock-is-undervalued-at-561-in-2026","images\u002FFEATURED-IMAGE-MAKER-412_102999aa5ae\u002FFEATURED-IMAGE-MAKER-412_102999aa5ae","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1777011420\u002Fimages\u002FFEATURED-IMAGE-MAKER-412_102999aa5ae\u002FFEATURED-IMAGE-MAKER-412_102999aa5ae.png?_i=AA",{"altText":333},{"name":311,"slug":312,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":343},[],[345],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],[348,365,380,395,410,427,445,460,475,490,505,523,540,555,571],{"id":255,"title":349,"date":334,"excerpt":350,"wordCount":351,"uri":352,"slug":353,"cloudinaryAssetId":354,"featuredImageOriginalUrl":355,"featuredImageMetadata":356,"author":357,"categories":359,"relatedPosts":364},"3M 주식 2026년 1분기 실적: 마진 회복, 매출 지연"," 3M은 주당순이익과 마진 확대에 성공했지만, 유기적 성장률은 1.2%에 그쳐 투자 사례는 한 가지 큰 의문을 남겼습니다.",1224,"\u002Fblog\u002F3m-stock-q1-2026-earnings-margins-recover-revenue-lags","3m-stock-q1-2026-earnings-margins-recover-revenue-lags","images\u002FFEATURED-IMAGE-MAKER-408_1029623cf36\u002FFEATURED-IMAGE-MAKER-408_1029623cf36","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1777000794\u002Fimages\u002FFEATURED-IMAGE-MAKER-408_1029623cf36\u002FFEATURED-IMAGE-MAKER-408_1029623cf36.png?_i=AA",{"altText":349},{"name":311,"slug":312,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":358},[],[360],{"name":361,"slug":362,"uri":363,"description":243,"postsCount":255},"수익 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현실입니다.",1147,"\u002Fblog\u002Fintel-stock-beats-for-the-sixth-straight-quarter-as-dcai-surges-22","intel-stock-beats-for-the-sixth-straight-quarter-as-dcai-surges-22","images\u002FFEATURED-IMAGE-MAKER-407_1029391dd64\u002FFEATURED-IMAGE-MAKER-407_1029391dd64","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776995307\u002Fimages\u002FFEATURED-IMAGE-MAKER-407_1029391dd64\u002FFEATURED-IMAGE-MAKER-407_1029391dd64.png?_i=AA",{"altText":366},{"name":311,"slug":312,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":376},[],[378],{"name":361,"slug":362,"uri":363,"description":243,"postsCount":255},[],{"id":255,"title":381,"date":382,"excerpt":383,"wordCount":384,"uri":385,"slug":386,"cloudinaryAssetId":387,"featuredImageOriginalUrl":388,"featuredImageMetadata":389,"author":390,"categories":392,"relatedPosts":394},"할리버튼 2026년 1분기: 중동 분쟁으로 인해 54억 달러의 수익이 주당순이익에 영향을 미쳤습니다.","2026-04-24 12:30:00","할리버튼의 2026년 1분기 매출은 보합세를 유지했지만, 중동 분쟁이 수익에 미친 영향과 향후 전망에 대한 실제 이야기가 중요합니다.",1294,"\u002Fblog\u002Fhalliburton-q1-2026-5-4b-revenue-holds-as-middle-east-conflict-dents-eps","halliburton-q1-2026-5-4b-revenue-holds-as-middle-east-conflict-dents-eps","images\u002FFEATURED-IMAGE-MAKER-405_1029040bc42\u002FFEATURED-IMAGE-MAKER-405_1029040bc42","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776990471\u002Fimages\u002FFEATURED-IMAGE-MAKER-405_1029040bc42\u002FFEATURED-IMAGE-MAKER-405_1029040bc42.png?_i=AA",{"altText":381},{"name":311,"slug":312,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":391},[],[393],{"name":361,"slug":362,"uri":363,"description":243,"postsCount":255},[],{"id":255,"title":396,"date":397,"excerpt":398,"wordCount":399,"uri":400,"slug":401,"cloudinaryAssetId":402,"featuredImageOriginalUrl":403,"featuredImageMetadata":404,"author":405,"categories":407,"relatedPosts":409},"ServiceNow 2026년 1분기: 매출은 증가했지만 AI의 변화는 아직 진행 중입니다.","2026-04-24 12:00:00","ServiceNow는 1분기에 모든 지표에서 가이던스를 상회하고 연간 전망치를 상향 조정했지만 여전히 18% 하락했습니다. AI가 진짜 논쟁거리입니다.",1322,"\u002Fblog\u002Fservicenow-q1-2026-revenue-beats-but-ai-inflection-still-coming","servicenow-q1-2026-revenue-beats-but-ai-inflection-still-coming","images\u002FFEATURED-IMAGE-MAKER-406_1029339ecc6\u002FFEATURED-IMAGE-MAKER-406_1029339ecc6","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776994999\u002Fimages\u002FFEATURED-IMAGE-MAKER-406_1029339ecc6\u002FFEATURED-IMAGE-MAKER-406_1029339ecc6.png?_i=AA",{"altText":396},{"name":311,"slug":312,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":406},[],[408],{"name":361,"slug":362,"uri":363,"description":243,"postsCount":255},[],{"id":255,"title":411,"date":412,"excerpt":413,"wordCount":414,"uri":415,"slug":416,"cloudinaryAssetId":417,"featuredImageOriginalUrl":418,"featuredImageMetadata":419,"author":420,"categories":424,"relatedPosts":426},"아메리칸 항공, 연간 실적 전망 하향 조정에도 불구하고 주가 상승","2026-04-24 11:25:00","아메리칸 항공 주가는 가이던스 하향 조정에도 불구하고 상승했습니다. 1분기 실적 호조로 투자자들이 조심스럽게 낙관적인 전망을 내놓는 이유는 다음과 같습니다.",674,"\u002Fblog\u002Famerican-airlines-nasdaq-stock-climbs-despite-cut-to-full-year-earnings-outlook","american-airlines-nasdaq-stock-climbs-despite-cut-to-full-year-earnings-outlook","images\u002FAAL-stock-1\u002FAAL-stock-1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1777013135\u002Fimages\u002FAAL-stock-1\u002FAAL-stock-1.png?_i=AA",{"altText":411},{"name":421,"slug":422,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":423},"Aditya Raghunath","adityatikr",[],[425],{"name":361,"slug":362,"uri":363,"description":243,"postsCount":255},[],{"id":255,"title":428,"date":429,"excerpt":430,"wordCount":431,"uri":432,"slug":433,"cloudinaryAssetId":434,"featuredImageOriginalUrl":435,"featuredImageMetadata":436,"author":437,"categories":439,"relatedPosts":444},"테이크-투 주가는 올해 17% 하락했습니다. 애널리스트들이 여전히 적정 가치를 236달러로 보는 이유는 다음과 같습니다.","2026-04-24 14:50:00","TTWO 주식이 GTA VI 출시 시기, 예약 증가, 프리미엄 밸류에이션 전망에 따라 가격이 책정되는 이유는 다음과 같습니다.",1087,"\u002Fblog\u002Ftake-two-stock-is-down-17-this-year-heres-why-analysts-still-sees-236-fair-value","take-two-stock-is-down-17-this-year-heres-why-analysts-still-sees-236-fair-value","images\u002FTTWO-stock_102975a5a99\u002FTTWO-stock_102975a5a99","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1777002791\u002Fimages\u002FTTWO-stock_102975a5a99\u002FTTWO-stock_102975a5a99.png?_i=AA",{"altText":428},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":438},[],[440],{"name":441,"slug":442,"uri":443,"description":243,"postsCount":255},"가치 평가","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":255,"title":446,"date":447,"excerpt":448,"wordCount":449,"uri":450,"slug":451,"cloudinaryAssetId":452,"featuredImageOriginalUrl":453,"featuredImageMetadata":454,"author":455,"categories":457,"relatedPosts":459},"AMD 주식은 지난 1년 동안 238% 상승했습니다: 다음 움직임을 주도할 수 있는 요인","2026-04-24 14:40:00","AMD(Advanced Micro Devices) 주식이 AI GPU 수요, 마진, 밸류에이션 규율에 따라 달라질 수 있는 이유는 다음과 같습니다.",1170,"\u002Fblog\u002Famd-stock-is-up-238-in-the-past-year-what-could-drive-the-next-move","amd-stock-is-up-238-in-the-past-year-what-could-drive-the-next-move","images\u002FAMD-stock-1_1029687f77a\u002FAMD-stock-1_1029687f77a","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1777001654\u002Fimages\u002FAMD-stock-1_1029687f77a\u002FAMD-stock-1_1029687f77a.png?_i=AA",{"altText":446},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":456},[],[458],{"name":441,"slug":442,"uri":443,"description":243,"postsCount":255},[],{"id":255,"title":461,"date":462,"excerpt":463,"wordCount":464,"uri":465,"slug":466,"cloudinaryAssetId":467,"featuredImageOriginalUrl":468,"featuredImageMetadata":469,"author":470,"categories":472,"relatedPosts":474},"Dell 주식은 3개월 만에 84% 상승했습니다: 다음 움직임을 주도할 수 있는 요소는 다음과 같습니다.","2026-04-24 14:30:00","Dell 주가가 AI 서버 수요, 마진, 밸류에이션 규율에 따라 달라질 수 있는 이유는 다음과 같습니다.",1216,"\u002Fblog\u002Fdell-stock-is-up-84-in-3-months-heres-what-could-drive-the-next-move","dell-stock-is-up-84-in-3-months-heres-what-could-drive-the-next-move","images\u002FDELL-stock-1_102960acab0\u002FDELL-stock-1_102960acab0","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1777000650\u002Fimages\u002FDELL-stock-1_102960acab0\u002FDELL-stock-1_102960acab0.png?_i=AA",{"altText":461},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":471},[],[473],{"name":441,"slug":442,"uri":443,"description":243,"postsCount":255},[],{"id":255,"title":476,"date":477,"excerpt":478,"wordCount":479,"uri":480,"slug":481,"cloudinaryAssetId":482,"featuredImageOriginalUrl":483,"featuredImageMetadata":484,"author":485,"categories":487,"relatedPosts":489},"GE 베르노바 주식은 1년 만에 243% 상승했습니다: 다음 움직임을 주도할 수 있는 요인은 다음과 같습니다.","2026-04-24 14:20:00","GE 버노바(GEV) 주식의 가치가 AI 전력 수요, 수주잔고 증가, 마진 확대에 따라 달라지는 이유는 다음과 같습니다.",1203,"\u002Fblog\u002Fge-vernova-stock-is-up-243-in-1-year-heres-what-could-drive-the-next-move","ge-vernova-stock-is-up-243-in-1-year-heres-what-could-drive-the-next-move","images\u002FGEV-stock_102954c46be\u002FGEV-stock_102954c46be","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1776999630\u002Fimages\u002FGEV-stock_102954c46be\u002FGEV-stock_102954c46be.png?_i=AA",{"altText":476},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":486},[],[488],{"name":441,"slug":442,"uri":443,"description":243,"postsCount":255},[],{"id":255,"title":491,"date":492,"excerpt":493,"wordCount":494,"uri":495,"slug":496,"cloudinaryAssetId":497,"featuredImageOriginalUrl":498,"featuredImageMetadata":499,"author":500,"categories":502,"relatedPosts":504},"2026년 셰브론 주식은 22% 상승했습니다. 2027년까지 230달러에 도달할 수 있을까요?","2026-04-24 14:10:00","유가, 생산량 회복, 자본 수익률에 따라 셰브론(CVX) 주식의 가치가 달라지는 이유는 다음과 같습니다.",1144,"\u002Fblog\u002Fchevron-stock-is-up-22-in-2026-can-it-reach-230-by-2027","chevron-stock-is-up-22-in-2026-can-it-reach-230-by-2027","images\u002FCVX-stock_102950f0606\u002FCVX-stock_102950f0606","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1776998743\u002Fimages\u002FCVX-stock_102950f0606\u002FCVX-stock_102950f0606.png?_i=AA",{"altText":491},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":501},[],[503],{"name":441,"slug":442,"uri":443,"description":243,"postsCount":255},[],{"id":255,"title":506,"date":507,"excerpt":508,"wordCount":509,"uri":510,"slug":511,"cloudinaryAssetId":512,"featuredImageOriginalUrl":513,"featuredImageMetadata":514,"author":515,"categories":517,"relatedPosts":522},"메타, AI 투자 가속화를 위해 인력의 10% 감축","2026-04-24 06:20:00","Meta는 AI 추진을 위해 인력의 10%를 감원했습니다. 1분기 실적 발표를 앞둔 메타 주가에 미치는 영향은 다음과 같습니다.",621,"\u002Fblog\u002Fmeta-nasdaq-stock-cuts-10-of-workforce-to-accelerate-ai-investment","meta-nasdaq-stock-cuts-10-of-workforce-to-accelerate-ai-investment","images\u002FMETA-stock_102992c2330\u002FMETA-stock_102992c2330","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1777006667\u002Fimages\u002FMETA-stock_102992c2330\u002FMETA-stock_102992c2330.png?_i=AA",{"altText":506},{"name":421,"slug":422,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":516},[],[518],{"name":519,"slug":520,"uri":521,"description":243,"postsCount":255},"일반 투자","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",[],{"id":255,"title":524,"date":525,"excerpt":526,"wordCount":527,"uri":528,"slug":529,"cloudinaryAssetId":530,"featuredImageOriginalUrl":531,"featuredImageMetadata":532,"author":533,"categories":537,"relatedPosts":539},"2026년 1분기 실적 미스 이후 캐피털원 주가 하락: 지금 COF를 매수할까요?","2026-04-23 13:20:00"," 캐피탈원은 2026년 1분기 실적이 부진하여 매출이 전년 대비 52% 급증했음에도 불구하고 주가가 하락했습니다. 진짜 문제는 이번 분기가 지저분했는지 여부가 아니라 Discover 통합 논리가 여전히 유효한지, 그리고 이것이 인내심을 가진 투자자들에게 어떤 의미가 있는지입니다.",1279,"\u002Fblog\u002Fcapital-one-stock-drops-after-q1-2026-earnings-miss-is-cof-a-buy-now","capital-one-stock-drops-after-q1-2026-earnings-miss-is-cof-a-buy-now","images\u002F10-4_10273003367\u002F10-4_10273003367","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1776921848\u002Fimages\u002F10-4_10273003367\u002F10-4_10273003367.png?_i=AA",{"altText":524},{"name":534,"slug":535,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":536},"Wiltone Asuncion","wiltonetikr",[],[538],{"name":519,"slug":520,"uri":521,"description":243,"postsCount":255},[],{"id":255,"title":541,"date":542,"excerpt":543,"wordCount":544,"uri":545,"slug":546,"cloudinaryAssetId":547,"featuredImageOriginalUrl":548,"featuredImageMetadata":549,"author":550,"categories":552,"relatedPosts":554},"사우스웨스트 항공은 고점 대비 34% 하락했습니다. 2026년에 주식이 어디로 갈 수 있을까요?","2026-04-23 13:10:00","사우스웨스트 항공의 주가는 연료비 급등으로 조정 주당순이익 목표치인 4달러를 직접적으로 위협받으면서 3월 고점 대비 34% 하락했습니다. 4월 23일에 발표될 2026년 1분기 실적에서 문제는 수하물 수수료와 좌석 배정으로 인한 전환 수익이 피해를 흡수하기에 충분한지 여부입니다. TIKR 미드 케이스 모델은 2030년 말까지 약 73달러까지 상승할 것으로 예상됩니다.\n",1085,"\u002Fblog\u002Fsouthwest-airlines-has-fallen-34-from-its-high-heres-where-the-stock-could-go-in-2026","southwest-airlines-has-fallen-34-from-its-high-heres-where-the-stock-could-go-in-2026","images\u002F9-4_102729fca89\u002F9-4_102729fca89","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1776921839\u002Fimages\u002F9-4_102729fca89\u002F9-4_102729fca89.png?_i=AA",{"altText":541},{"name":534,"slug":535,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":551},[],[553],{"name":519,"slug":520,"uri":521,"description":243,"postsCount":255},[],{"id":255,"title":556,"date":557,"excerpt":558,"wordCount":559,"uri":560,"slug":561,"cloudinaryAssetId":562,"featuredImageOriginalUrl":563,"featuredImageMetadata":564,"author":566,"categories":568,"relatedPosts":570},"2026년 1분기 실적 호전 후 AT&T 주가 하락: 38달러 목표가 투자자에게 의미하는 것","2026-04-23 13:00:00","AT&T는 월가의 2026년 1분기 예상치를 상회했지만 실적 발표일에 주가는 여전히 2.49% 하락했습니다. 잉여 현금 흐름이 약해지고 후불 전화 추가가 약해지면서 사상 최고 1분기 인터넷 가입자 증가를 가렸습니다. 향후 주가의 향방에 대한 수치는 다음과 같습니다. ",1166,"\u002Fblog\u002Fatt-stock-falls-after-q1-2026-earnings-beat-what-a-38-target-means-for-investors","att-stock-falls-after-q1-2026-earnings-beat-what-a-38-target-means-for-investors","images\u002F8-4_1027284a059\u002F8-4_1027284a059","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1776921830\u002Fimages\u002F8-4_1027284a059\u002F8-4_1027284a059.png?_i=AA",{"altText":565},"2026년 1분기 실적 호전 후 AT&T 주가 하락: 38달러 목표가 투자자에게 의미하는 것",{"name":534,"slug":535,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":567},[],[569],{"name":519,"slug":520,"uri":521,"description":243,"postsCount":255},[],{"id":255,"title":572,"date":573,"excerpt":574,"wordCount":575,"uri":576,"slug":577,"cloudinaryAssetId":578,"featuredImageOriginalUrl":579,"featuredImageMetadata":580,"author":581,"categories":583,"relatedPosts":585},"앱러빈은 고점 대비 37% 하락했습니다. 애널리스트들이 639달러를 넘어설 것으로 보는 이유","2026-04-23 12:50:00","AppLovin 주가는 52주 최고치에서 37% 하락했지만, 5월 6일에 발표된 1분기 실적과 새로운 애널리스트들의 매수 주문이 이어지면서 분위기가 바뀌고 있습니다. 문제는 더 이상 매도세가 너무 심했는지 여부가 아니라 이커머스가 재평가를 받을 수 있는 두 번째 엔진이 될 수 있는지 여부입니다. ",1384,"\u002Fblog\u002Fapplovin-has-fallen-37-from-its-high-why-analysts-see-a-path-past-639","applovin-has-fallen-37-from-its-high-why-analysts-see-a-path-past-639","images\u002F7-5_102727ad888\u002F7-5_102727ad888","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1776921821\u002Fimages\u002F7-5_102727ad888\u002F7-5_102727ad888.png?_i=AA",{"altText":572},{"name":534,"slug":535,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":582},[],[584],{"name":519,"slug":520,"uri":521,"description":243,"postsCount":255},[]]