New York, January 6, 2026, 18:32 EST — After-hours
- TXN was last up 8.4% after hours, after swinging from $178 to nearly $193 in the session.
- A sales update from Microchip Technology helped lift sentiment across analog chipmakers.
- Texas Instruments set a Jan. 27 earnings call, putting its 2026 demand outlook back in focus.
Texas Instruments shares jumped on Tuesday and held near the day’s highs in after-hours trading, riding a rally in analog chipmakers after Microchip Technology lifted its quarterly sales view. TXN was last up 8.4% at $192.10, after trading between $178.01 and $192.82. 1
The move matters because Texas Instruments is a closely watched read on demand for chips that go into factories and cars — markets investors have flagged as slow to rebound after customers spent months working down inventories.
Microchip said on Monday it expects net sales of about $1.185 billion for the quarter ended Dec. 31, above its earlier forecast range. Chief Executive Steve Sanghi said the company was seeing “a fairly broad-based recovery” as customers correct inventories and new designs move into production. 2
Texas Instruments’ analog peers also rallied in the regular session, with Analog Devices up 5.6% and NXP Semiconductors rising about 9.9%, according to MarketWatch data. The iShares Semiconductor ETF gained 3.3%. 3
Texas Instruments said it will webcast its fourth-quarter and full-year 2025 earnings conference call on Tuesday, Jan. 27, at 3:30 p.m. Central time. Chief executive Haviv Ilan and finance chief Rafael Lizardi will take investor questions alongside investor relations head Mike Beckman, the company said. 4
The company has also been in the CES 2026 spotlight after unveiling new automotive semiconductors and development tools ahead of the show in Las Vegas. “Driving doesn’t require hands on the wheel,” Mark Ng, TI’s director of automotive systems, said in a statement tied to the launch. 5
Investors now turn to TI’s outlook for early 2026, including order trends in industrial and automotive markets, where analog chips manage power and convert real-world signals into data. Traders will also listen for commentary on factory utilization — how hard TI is running its plants — and whether pricing stabilizes as inventories normalize.
But the rebound across the group rests on customers keeping orders intact after a long inventory correction. If demand softens again or cancellations rise, chipmakers’ high fixed manufacturing costs can squeeze margins quickly and leave stocks exposed.
Next up is TI’s Jan. 27 results and call after the U.S. close, while Microchip is due to report full fiscal third-quarter results on Feb. 5. Those dates will test whether the stronger bookings and backlog — orders waiting to be filled — are spreading across the broader analog market. 6
