Texas Instruments (NASDAQ:TXN) Issues Q2 2026 Earnings Guidance

Texas Instruments (NASDAQ:TXN) updated its second quarter 2026 earnings guidance on Wednesday. The company provided EPS guidance of 1.770-2.050 for the period, compared to the consensus EPS estimate of 1.570. The company issued revenue guidance of $5.0 billion-$5.4 billion, compared to the consensus revenue estimate of $4.8 billion.

Wall Street Analysts Forecast Growth

A number of brokerages have issued reports on TXN. Wolfe Research reissued an “outperform” rating and issued a $315.00 price target on shares of Texas Instruments in a report on Thursday. UBS Group lifted their target price on shares of Texas Instruments from $260.00 to $295.00 and gave the company a “buy” rating in a report on Thursday. Jefferies Financial Group boosted their target price on shares of Texas Instruments from $210.00 to $260.00 and gave the company a “hold” rating in a research note on Thursday. Robert W. Baird increased their price target on shares of Texas Instruments from $225.00 to $300.00 and gave the stock an “outperform” rating in a report on Thursday. Finally, Weiss Ratings cut shares of Texas Instruments from a “hold (c+)” rating to a “hold (c)” rating in a report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, ten have assigned a Hold rating and four have issued a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $257.68.

Texas Instruments Price Performance

NASDAQ:TXN opened at $282.23 on Friday. The stock has a 50 day moving average of $208.08 and a two-hundred day moving average of $190.39. Texas Instruments has a 12 month low of $152.73 and a 12 month high of $284.12. The firm has a market cap of $256.96 billion, a P/E ratio of 48.33, a price-to-earnings-growth ratio of 2.14 and a beta of 1.01. The company has a current ratio of 4.35, a quick ratio of 2.83 and a debt-to-equity ratio of 0.83.

Texas Instruments (NASDAQ:TXN) last released its earnings results on Wednesday, April 22nd. The semiconductor company reported $1.68 earnings per share for the quarter, beating the consensus estimate of $1.37 by $0.31. The business had revenue of $4.83 billion for the quarter, compared to the consensus estimate of $4.85 billion. Texas Instruments had a return on equity of 32.66% and a net margin of 29.11%.The business’s quarterly revenue was up 18.6% compared to the same quarter last year. During the same quarter last year, the business posted $1.23 earnings per share. Texas Instruments has set its Q2 2026 guidance at 1.770-2.050 EPS. On average, analysts expect that Texas Instruments will post 6.35 earnings per share for the current fiscal year.

Texas Instruments Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, May 19th. Shareholders of record on Tuesday, May 5th will be paid a dividend of $1.42 per share. This represents a $5.68 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend is Tuesday, May 5th. Texas Instruments’s payout ratio is 104.41%.

Insider Buying and Selling at Texas Instruments

In other Texas Instruments news, VP Hagop H. Kozanian sold 6,843 shares of the stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $225.95, for a total value of $1,546,175.85. Following the completion of the sale, the vice president owned 75,425 shares in the company, valued at approximately $17,042,278.75. This represents a 8.32% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Rafael R. Lizardi sold 7,096 shares of the company’s stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $230.78, for a total value of $1,637,614.88. Following the completion of the sale, the chief financial officer owned 85,454 shares of the company’s stock, valued at $19,721,074.12. This trade represents a 7.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 114,284 shares of company stock valued at $25,531,935. 0.60% of the stock is owned by company insiders.

Trending Headlines about Texas Instruments

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

• Positive Sentiment: Q1 beat and lifted guidance — TXN reported Q1 EPS and revenue above consensus and issued Q2 EPS and revenue guidance that topped Street expectations, signaling stronger-than-expected demand into the next quarter. Analog chipmaker Texas Instruments forecasts second-quarter revenue above estimates
• Positive Sentiment: Data-center revenue surge — Management highlighted ~90% growth in data‑center revenue, positioning TI as a key beneficiary of the AI/data‑center buildout that is boosting demand for analog power and interface chips. Texas Instruments Surges 18% as Data Center Demand Spikes 90%
• Positive Sentiment: Strategic M&A — TI announced an agreement to acquire Silicon Labs to add embedded wireless connectivity, which management ties to industrial‑edge and AI applications and expands TI’s addressable market. Texas Instruments Buys Silicon Labs As AI And Industrial Momentum Builds
• Positive Sentiment: Analyst upgrades and price-target lifts — Multiple firms upgraded TXN or raised targets (Bank of America to Buy/$320, Rosenblatt to $330, Baird to $300, JPMorgan to $280, Wells Fargo to $260 and others), adding momentum from the sell‑side. These Analysts Boost Their Forecasts On Texas Instruments After Upbeat Q1 Earnings
• Neutral Sentiment: Shares hit record highs on the news — the rally reflects fast‑moving sentiment; it reduces near‑term downside but increases sensitivity to future earnings/guidance misses. Texas Instruments (TXN) Soars to All-Time High, PT Hiked by 26%
• Negative Sentiment: Insider selling noted — recent insider sales have been reported, which investors watch as a potential cautionary signal even amid strong results. Texas Instruments Insiders Sold US$6.6m Of Shares Suggesting Hesitancy
• Negative Sentiment: Valuation and momentum risk — TXN’s forward P/E is elevated versus history and the stock has already run up sharply, increasing exposure to profit‑taking or a re‑rating if growth slows. Texas Instruments Q1 Review: Strong Start To The Year

Hedge Funds Weigh In On Texas Instruments

Institutional investors have recently bought and sold shares of the company. Advocate Investing Services LLC purchased a new stake in shares of Texas Instruments in the 4th quarter valued at approximately $25,000. Strategic Wealth Investment Group LLC purchased a new stake in shares of Texas Instruments during the 2nd quarter valued at approximately $25,000. Quattro Advisors LLC acquired a new position in Texas Instruments in the fourth quarter valued at approximately $27,000. Miller Capital Partners Inc. purchased a new position in Texas Instruments in the fourth quarter worth approximately $34,000. Finally, Osterweis Capital Management Inc. increased its stake in Texas Instruments by 1,810.0% during the second quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock worth $40,000 after acquiring an additional 181 shares during the last quarter. 84.99% of the stock is owned by hedge funds and other institutional investors.

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.