Texas Instruments (NASDAQ:TXN) Releases Q1 2026 Earnings Guidance

Texas Instruments (NASDAQ:TXN) issued an update on its first quarter 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 1.220-1.480 for the period, compared to the consensus estimate of 1.290. The company issued revenue guidance of $4.3 billion-$4.7 billion, compared to the consensus revenue estimate of $4.4 billion.

Texas Instruments Stock Up 0.0%

Shares of NASDAQ TXN opened at $196.63 on Wednesday. The company has a market cap of $178.66 billion, a price-to-earnings ratio of 35.95, a PEG ratio of 3.09 and a beta of 1.00. The firm’s fifty day moving average is $179.44 and its 200 day moving average is $182.27. The company has a quick ratio of 2.90, a current ratio of 4.45 and a debt-to-equity ratio of 0.81. Texas Instruments has a 52 week low of $139.95 and a 52 week high of $221.69.

Texas Instruments (NASDAQ:TXN) last issued its quarterly earnings data on Tuesday, January 27th. The semiconductor company reported $1.27 EPS for the quarter, missing the consensus estimate of $1.29 by ($0.02). Texas Instruments had a return on equity of 30.41% and a net margin of 29.21%.The company had revenue of $4.42 billion during the quarter, compared to the consensus estimate of $4.44 billion. During the same quarter last year, the company posted $1.28 earnings per share. Texas Instruments has set its Q1 2026 guidance at 1.220-1.480 EPS. On average, equities research analysts expect that Texas Instruments will post 5.35 earnings per share for the current year.

Texas Instruments Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, February 10th. Investors of record on Friday, January 30th will be given a dividend of $1.42 per share. This represents a $5.68 dividend on an annualized basis and a yield of 2.9%. The ex-dividend date is Friday, January 30th. Texas Instruments’s dividend payout ratio is 103.84%.

Analyst Upgrades and Downgrades

A number of analysts have commented on the company. JPMorgan Chase & Co. reduced their price target on Texas Instruments from $225.00 to $210.00 and set an “overweight” rating for the company in a research report on Wednesday, October 22nd. Stifel Nicolaus raised their target price on shares of Texas Instruments from $200.00 to $215.00 and gave the company a “hold” rating in a report on Wednesday. BNP Paribas Exane set a $190.00 price objective on Texas Instruments and gave the company a “neutral” rating in a research report on Thursday, January 22nd. Citigroup reissued a “buy” rating on shares of Texas Instruments in a research report on Thursday, January 15th. Finally, Barclays set a $175.00 target price on Texas Instruments in a research report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, twelve have given a Hold rating and five have given a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $207.11.

Insider Activity

In related news, Director Ronald Kirk sold 9,990 shares of Texas Instruments stock in a transaction dated Monday, November 24th. The stock was sold at an average price of $162.33, for a total value of $1,621,676.70. Following the sale, the director directly owned 14,937 shares in the company, valued at approximately $2,424,723.21. The trade was a 40.08% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, VP Christine Witzsche sold 1,000 shares of the stock in a transaction that occurred on Thursday, November 13th. The stock was sold at an average price of $164.31, for a total value of $164,310.00. Following the completion of the transaction, the vice president owned 20,821 shares of the company’s stock, valued at $3,421,098.51. The trade was a 4.58% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.57% of the stock is owned by company insiders.

Key Headlines Impacting Texas Instruments

Here are the key news stories impacting Texas Instruments this week:

• Positive Sentiment: Management’s Q1 guidance implies sequential revenue growth and explicitly cited robust AI data‑center demand and an industrial recovery — the bullish outlook lifted investor sentiment. Texas Instruments shares jump as first-quarter outlook signals robust AI data center demand
• Positive Sentiment: The company’s forecast implies Q1 revenue could be higher than Q4 — a sequential recovery not seen in 16 years — reinforcing the view that demand is improving. Texas Instruments forecasts something that hasn’t happened in 16 years, lifting its stock
• Positive Sentiment: Broad chip sector momentum—driven by AI demand—helped lift TXN alongside peers, suggesting positive sentiment is extending across the industry. Intel, Micron and These Other Chip Stocks Are Rallying. Thank Texas Instruments and ASML.
• Neutral Sentiment: Q4 results were mixed: revenue $4.42B and net income $1.16B with EPS $1.27 — largely inline on revenue but a slight EPS miss; the company hosted a conference call/transcript for details. TI reports Q4 2025 and 2025 financial results and shareholder returns
• Neutral Sentiment: Detailed commentary and Q&A from the earnings call are available for investors who want management’s color on AI exposure, China demand and inventory trends. TXN Q4 2025 Earnings Call Transcript
• Negative Sentiment: On the downside, TXN missed EPS by $0.02 and revenue was slightly below consensus; some reports flag valuation concerns after the post‑earnings rally (questioning whether current price already prices in outsized growth). Texas Instruments (TXN) Lags Q4 Earnings and Revenue Estimates Is Texas Instruments (TXN) Pricing In Too Much Growth After Recent Share Price Strength

Institutional Investors Weigh In On Texas Instruments

Several institutional investors have recently added to or reduced their stakes in TXN. Strategic Wealth Investment Group LLC purchased a new stake in Texas Instruments in the second quarter valued at approximately $25,000. Osterweis Capital Management Inc. lifted its stake in shares of Texas Instruments by 1,810.0% in the second quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock valued at $40,000 after purchasing an additional 181 shares during the period. Wealth Watch Advisors INC acquired a new stake in shares of Texas Instruments during the 3rd quarter valued at approximately $78,000. WFA of San Diego LLC acquired a new position in Texas Instruments during the second quarter worth $83,000. Finally, Triumph Capital Management acquired a new stake in Texas Instruments in the 3rd quarter valued at about $104,000. Hedge funds and other institutional investors own 84.99% of the company’s stock.

Texas Instruments Company Profile

Texas Instruments Inc (NASDAQ: TXN) is a global semiconductor company headquartered in Dallas, Texas, that designs and manufactures analog and embedded processing chips. The company’s products are used across a wide range of end markets, including industrial, automotive, personal electronics, communications and enterprise equipment. TI’s business emphasizes components that condition, convert, manage and move electrical signals—capabilities that are foundational to modern electronic systems.

TI’s product portfolio includes a broad array of analog integrated circuits—such as power management, amplifiers, data converters and interface devices—as well as embedded processors and microcontrollers used to control systems and run real-time applications.