Texas Instruments vs. Cerebras Systems: Which Chip Stock Has the Edge?

Texas Instruments (TXN) demonstrates stronger fundamentals with 23% revenue growth, 52% EPS growth, expanding margins, and robust cash generation across diversified markets. Cerebras Systems (CBRS) shows aggressive AI-driven growth with 103% revenue surge but faces significant profitability challenges with $450.5M net losses, margin pressure, and customer concentration risks. TXN trades at a more attractive 10.48X forward P/S versus CBRS at 21.40X, giving Texas Instruments the edge despite both carrying Zacks Rank #2 (Buy) ratings.