Texas Instruments Inc (NASDAQ:TXN) shares are up 8.2% to trade at $212.80 at last glance, brushing off disappointing fourth-quarter results of $1.27 per share and revenue of $4.42 billion.
TXN misses Q4 earnings and revenue estimates despite 10% Y/Y sales growth, as margin pressure offsets strong Analog demand.
Texas Instruments Inc (NASDAQ:TXN) forecast first-quarter revenue above Wall Street estimates on Wednesday, signaling a recovery in analog chip demand after a prolonged downturn, as strong cash generation offset a slight year-on-year dip in profit. The analog semiconductor maker said it expects first-quarter revenue of $4.32 billion to $4.68 billion, compared with analysts' average estimate of $4.42 billion, pointing to stronger-than-seasonal demand across its core end markets.
Texas Instruments ( NASDAQ:TXN ) shares surged 5% in after-hours trading yesterday following guidance that caught the market off guard, and continue up 7% in this morning's pre-market.
Texas Instruments' shares gained 7% in premarket trading on Wednesday after its rosy quarterly forecast showed the AI data center boom was driving demand for chips beyond Nvidia's advanced processors.
The company's outlook implies revenue in the first quarter could be higher than what it was in the fourth quarter as a recovery takes hold.
Texas Instruments Incorporated (TXN) Q4 2025 Earnings Call Transcript
Although the revenue and EPS for Texas Instruments (TXN) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Texas Instruments (TXN) came out with quarterly earnings of $1.27 per share, missing the Zacks Consensus Estimate of $1.3 per share. This compares to earnings of $1.3 per share a year ago.
The semiconductor company posted a profit of $1.16 billion, or $1.27 a share, compared with $1.21 billion, or $1.30 a share, a year earlier.
Texas Instruments is likely to report better-than-expected Q4 results as recovering industrial, auto and data center demand support revenue growth despite cost pressures.
Evaluate the expected performance of Texas Instruments (TXN) for the quarter ended December 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.