Texas Instruments Incorporated (Nasdaq: TXN) finished Monday’s regular session (Dec. 22, 2025) with a solid gain and then held steady in after-hours trading—an important setup as investors head into a holiday-shortened week with major U.S. economic data due before Tuesday’s open.
Below is what happened “after the bell” today, what drove the tone across semiconductors, the latest forecast snapshots circulating in today’s coverage, and the key catalysts to watch before the market opens on Tuesday, Dec. 23, 2025.
TXN after-hours check: Where Texas Instruments stock stands after the bell
- Regular-session close: TXN rose 1.44% to $178.82 on Monday, marking its third straight day of gains. [1]
- After-hours move: In extended trading, TXN was $179.22 (+0.22%) as of 7:31 p.m. ET (time-stamped on the quote feed). [2]
- Monday’s trading range: TXN traded roughly between $177.97 (low) and $179.90 (high) in the regular session—useful reference points for Tuesday’s early price discovery. [3]
- Volume signal: About 5.0 million shares traded—well below the stock’s 50-day average (a common holiday-week tell). [4]
Interpretation: A modest after-hours uptick typically suggests the market did not receive a major, surprise TXN-specific headline immediately after the close. That doesn’t mean Tuesday will be quiet—because the macro calendar could do the moving.
Why TXN moved today: A semiconductor-friendly tape in a holiday-shortened week
Texas Instruments’ gain came on a day when the broader market tone was constructive:
- The S&P 500 closed up 0.6% and the Dow rose about 0.5%, starting the holiday week on a positive note. [5]
- Reuters highlighted that tech leadership continued and the Philadelphia Semiconductor Index rose about 1.2%, supportive for many chip names even when company-specific news is light. [6]
- Both Reuters and AP flagged lighter trading into Christmas, with early market close Wednesday and markets closed Thursday—conditions that can sometimes amplify reactions to data releases. [7]
TXN vs. peers today
MarketWatch’s end-of-day comparison noted that TXN’s gain still lagged some high-momentum peers such as Nvidia on the day, even as it advanced. [8]
That relative performance matters because investors continue to differentiate between:
- AI/data-center beneficiaries (often bid up with stronger momentum), and
- industrial/auto/embedded-heavy names like TXN (often more tied to cyclical demand and inventory normalization).
Today’s Texas Instruments headlines: No “new bombshell,” but manufacturing momentum remains in focus
While today’s most widely circulated TXN item was primarily the market performance recap, investors are still digesting a major company milestone from last week:
Sherman, Texas: TI’s newest 300mm fab enters production
Texas Instruments announced on Dec. 17, 2025 that it began production at its newest 300mm semiconductor fab in Sherman, Texas (SM1). The company said the facility is expected to ultimately produce tens of millions of chips daily, ramping with customer demand. [9]
How that connects to the long game (and investor debate)
TI also frames Sherman as part of a broader plan to invest more than $60 billion across seven semiconductor fabs in Texas and Utah. [10]
This is a key point for shareholders because it sits at the center of the bull vs. bear discussion:
- Bull case: Greater control of manufacturing and supply chain resilience can support long-term share gains and customer stickiness (especially in industrial/auto). [11]
- Risk case: Big capacity build-outs raise questions about cycle timing, utilization, and margins if demand recovery is slower than expected.
Forecasts and analyst angle: What today’s coverage says about expectations for TXN
Street consensus snapshot
One widely referenced sell-side snapshot shows:
- Average analyst rating:Hold
- Average price target: about $190.40
- (with a broad spread between bullish and bearish targets) [12]
That positioning—“Hold” with a target modestly above today’s price—is consistent with a market that sees TXN as high quality, but still debating the timing and strength of the next analog/industrial upcycle.
A notable “mixed” update circulating in today’s news flow: BofA raises target, keeps a negative rating
A widely shared note (via an analyst-news relay) said Bank of America raised its TXN price target to $185 from $175 while maintaining an Underperform rating, tying the view to a longer AI-infrastructure cycle framework. [13]
That’s an important nuance: a higher target does not necessarily mean “bullish now,” especially when the rating remains negative.
The real pre-market catalyst for Tuesday: 8:30 a.m. ET GDP (delayed) + corporate profits
If you’re watching TXN into Tuesday morning, the most time-specific risk (and opportunity) is not a Texas Instruments press release—it’s the macro tape.
1) U.S. GDP (Q3 2025, initial estimate) arrives Tuesday morning
The U.S. Bureau of Economic Analysis said its Q3 2025 GDP initial estimate and corporate profits (preliminary) will be released Tuesday, Dec. 23 at 8:30 a.m. ET, as part of a post-shutdown rescheduled release calendar. [14]
Market calendars also list the GDP (delayed report), Q3 at 8:30 a.m. Tuesday, alongside other key data. [15]
Why it matters for TXN: Texas Instruments is heavily exposed to industrial and automotive electronics demand—segments that tend to be sensitive to growth expectations, rate expectations, and capex sentiment. A GDP surprise can move Treasury yields, which can quickly ripple into valuation-sensitive equities, including semiconductors.
What’s the market expecting?
Investopedia previewed the delayed GDP report as likely around 3.2% annualized growth for Q3 (consensus expectations cited in that coverage), and emphasized that the report’s timing was affected by the data release disruptions tied to the shutdown. [16]
Don’t forget: Wednesday’s jobless claims are moved to Christmas Eve—and markets close early
Even though your question is about before Tuesday’s open, traders position for the entire holiday-week structure.
2) Jobless claims shift to Wednesday, Dec. 24 at 8:30 a.m. ET
The U.S. Department of Labor’s unemployment-insurance publication schedule lists an exception: weekly claims will be released on Wednesday, Dec. 24, 2025 at 8:30 a.m. ET (instead of Thursday) because Thursday is a federal holiday. [17]
Market calendars echo this timing. [18]
3) Early close Wednesday (Dec. 24) and closed Thursday (Dec. 25)
- The NYSE states markets will close early at 1:00 p.m. ET on Wednesday, Dec. 24, 2025. [19]
- Nasdaq’s trader calendar similarly lists Dec. 24, 2025 as an early close (1:00 p.m.) and Dec. 25 closed. [20]
- Reuters and AP also emphasized the holiday-shortened schedule and light trading expectations. [21]
Why it matters for TXN: Thin liquidity can magnify moves from macro surprises—especially in large-cap names where options hedging and systematic flows can dominate.
What to watch for TXN before Tuesday’s open: A practical checklist
Here’s a focused set of items that tend to matter most for Texas Instruments specifically heading into Tuesday morning:
- After-hours integrity check
TXN’s after-hours trade was modestly higher near $179.22 in the evening session. Watch whether that holds into early premarket. [22] - 8:30 a.m. ET headline risk: GDP + corporate profits
This is the week’s biggest “scheduled surprise” risk before the bell on Tuesday. [23] - Rates and the semiconductor complex
Reuters noted semis were bid with the SOX up about 1.2% Monday; if GDP moves yields sharply, chip multiples can reprice quickly. [24] - Key technical references from Monday
Watch the $180 area (psychological) and Monday’s $177.97–$179.90 range for early support/resistance behavior. [25] - Holiday-week liquidity
With early closes and a shutdown in normal participation, “clean” signals can be harder to read—especially for stocks that already traded below average volume Monday. [26] - Manufacturing story as a medium-term narrative
The Sherman SM1 production start (announced Dec. 17) remains a major strategic backdrop for long-term holders—even if it didn’t spark a dramatic after-hours reaction tonight. [27]
References
1. www.marketwatch.com, 2. finance.yahoo.com, 3. stockanalysis.com, 4. www.marketwatch.com, 5. apnews.com, 6. www.reuters.com, 7. www.reuters.com, 8. www.marketwatch.com, 9. www.ti.com, 10. www.ti.com, 11. www.ti.com, 12. www.marketwatch.com, 13. www.tipranks.com, 14. www.bea.gov, 15. www.marketwatch.com, 16. www.investopedia.com, 17. oui.doleta.gov, 18. www.marketwatch.com, 19. www.nyse.com, 20. www.nasdaqtrader.com, 21. www.reuters.com, 22. finance.yahoo.com, 23. www.bea.gov, 24. www.reuters.com, 25. stockanalysis.com, 26. www.marketwatch.com, 27. www.ti.com
