TXN crushes Q1 estimates as revenues jump 19%, while strong industrial and data center demand drive upbeat Q2 guidance above consensus.
Texas Instruments Inc (NASDAQ:TXN) is 13.5% higher to trade at $270.74 and nabbed a record high $276.10 out of the gate, after the semiconductor name beat earnings and revenue expectations for the first quarter.
Texas Instruments Incorporated (NASDAQ:TXN) shares are trading higher Thursday after the company reported better-than-expected first-quarter financial results and issued second-quarter guidance above estimates. Also, B of A Securities upgraded the stock from a Neutral rating to a Buy rating and raised its price target from $235 to $320.
Texas Instruments delivered a double beat and raised guidance, with Q1 revenue up 19% y/y and EPS beating by $0.32. The Analog segment drove 81% of revenue, fueled by robust AI data center demand and strong industrial market growth across sectors and geographies. Gross margin expanded to 58% and operating margin to 37%, benefiting from 300mm wafer manufacturing and the ramping Sherman fab.
Texas Instruments, one of the microchip makers most exposed to the manufacturing sector, raised its outlook after seeing strong demand from industrial customers as well as from the build-out of data centers.
Revenue: $4.8 billion, up 9% sequentially and 19% year-over-year.Analog Revenue: Grew 22% year-on-year.Embedded Processing Revenue: Increased 12% year-on-year.
Texas Instruments Incorporated (TXN) Q1 2026 Earnings Call Transcript
The headline numbers for Texas Instruments (TXN) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Texas Instruments (TXN) came out with quarterly earnings of $1.68 per share, beating the Zacks Consensus Estimate of $1.37 per share. This compares to earnings of $1.28 per share a year ago.
On April 22, 2026, Texas Instruments Inc (TXN) released its 8-K filing reporting first quarter 2026 revenue of $4.83 billion, net income of $1.55 billion, and d
The semiconductor company posted a profit of $1.55 billion, driven by growth in industrial and data center revenues.
Texas Instruments forecast second-quarter revenue above Wall Street expectations on Wednesday, anticipating a boost in demand for its analog chips due to a boom in data center development.